Exelon (EXC)
NASDAQUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-07
$47.57+1.11%
Close 2026-07-07 · 1-day change
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Track EXC free→Warn: Management is running behind on a stated commitment.
Exelon plans to invest $41.7 billion over four years to improve infrastructure. It aims to earn $2.81 to $2.91 per share in 2026. The company has a low price-to-earnings ratio of 17.3, cheaper than peers. Earnings grew 2.2% above estimates in Q1 2026.
Regulatory challenges in Maryland could hurt future earnings. Capital spending may pressure cash flow. EPS growth near the top of 5-7% CAGR is uncertain with mixed management signals.
The market prices in about 4% revenue growth and values the stock slightly below our $48 fair value. Our view aligns with consensus but sees risks from regulatory and capital allocation challenges.
Breaks if: CAPEX plan falls materially below $41.7 billion over four years
Exelon plans to invest $41.7 billion in capital expenditures over the next four years.
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.
Newly stated in 2026-Q1. Exelon has announced a significant capital expenditure plan of $41.7 billion over the next four years. This strategic investment indicates a focus on growth and infrastructure development, although financials do not yet reflect the impact of this planned expenditure.
“Projecting $41.7 billion of capital expenditures over the next four years.”
Breaks if: EPS CAGR falls below 5% over 2025-2029
Exelon aims for EPS growth near the top end of a 5-7% compound annual growth rate from 2025 to 2029.
Breaks if: EPS falls below $2.81 in FY26
Exelon aims to achieve its 2026 EPS guidance range of $2.81-$2.91 per share.
Stated in 3 of last 3 quarters. Exelon has consistently reaffirmed its 2026 EPS guidance range of $2.81-$2.91 per share. Despite an earnings miss event in 2026-Q1, the company maintains its guidance, indicating confidence in achieving these targets.
“Exelon reaffirms its previously disclosed 2026 Adjusted (non-GAAP) operating earnings guidance range of $2.81-$2.91 per share.”
“Introducing full year 2026 Adjusted (non-GAAP) operating earnings guidance range of $2.81-$2.91 per share.”
Breaks if: Material negative regulatory ruling reduces earnings guidance