Edison International (EIX)
NYSEUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-07
$75.74+1.20%
Close 2026-07-07 · 1-day change
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Track EIX free→NYSEUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-07
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Track EIX free→Edison International grows earnings steadily with a 5-7% EPS target. The company plans $28-29 billion in capital spending through 2028. Its stock trades cheaply at a PE of 11.5 versus peers at 24.4. Recent earnings beats show operational strength.
Growth may slow as sector faces headwinds and EPS progress is mixed. Free cash flow is negative, which could pressure capital plans. The stock’s fragile quality rating warns of risks.
The price is about 17% below our fair value near $90. Analysts expect modest 1.3% revenue growth, which we view as conservative given management’s EPS growth target.
Breaks if: Capital spending falls below $28B by 2028
Continue with the 2025-2028 capital plan of $28-29 billion.
Breaks if: EPS falls below $5.90 in FY2026
Maintain a core EPS growth target of 5-7% over the long term.
Stated in 3 of last 3 quarters. EPS guidance for 2026 is $5.90-6.20, with a reaffirmed growth target of 5-7%. However, diluted EPS in 2026-Q1 was $1.37, showing limited progress towards the annual target.
Breaks if: PE rises above 20 without EPS growth
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We are reaffirming our 2026 core EPS guidance and other financial targets, including our 5 to 7% core EPS growth over the long term.”
“Introduced 2027 core EPS guidance of $6.25-6.65.”
“Narrowed 2025 core EPS guidance to $5.95-$6.20.”