Edison International (EIX) Earnings Call Transcripts

Edison International's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Edison International (EIX) reported a core EPS of $1.54, significantly up from $0.97 in the same quarter last year, leading to a year-to-date core EPS of $2.97. The company reaffirmed its 2026 core EPS guidance range of $5.90 to $6.20 and maintained its long-term growth target of 5% to 7%. Key drivers of performance included regulatory decisions and reduced interest expenses, although management expressed concerns about potential legislative outcomes impacting future investments and financing costs.

Reported metrics

Guidance from management

Edison reaffirmed its 2026 core EPS guidance range of $5.90 to $6.20, supported by a strong capital investment plan and operational performance.

What management said

Yes, Carly, between the subrogation settlements that we've made and the WRCP settlements that we're making, we are crossing that $1 billion threshold. So we've worked out with the CEA, who's the administrator of the Wildfire Fund, prefunding mechanism so that we don't come out of pocket for any of those dollars there, and we're working through with them that process to fund the claims now.

I just would say, I think there's a little bit. Rich asked about affordability measures. And I'd just say as part of the legislative package, we're going to evaluate the totality of the package that comes to us and figure out a response that goes along with it.

What analysts pressed on

Analysts expressed concerns about the uncertainty surrounding legislative outcomes and their potential impact on financing costs and future capital investments. There were questions regarding the implications of the wildfire recovery compensation program and the timing of legislative reforms.

Main topics on the call

• Strong Earnings Performance — Edison International reported a core EPS of $1.54 for Q2 2026, up from $0.97 YoY, reflecting strong operational stability. CEO Pedro Pizarro stated, "With this strong start to the first half of the year, we are confident...
• Legislative Uncertainty — Management highlighted ongoing legislative discussions around wildfire reform and affordability, noting that the outcome remains uncertain. Pizarro emphasized, "We recognize that the outcome remains uncertain," indicatin...
• Wildfire Mitigation Strategy — Edison continues to enhance its wildfire mitigation efforts, with plans to harden 450 miles of covered conductor and 190 miles of undergrounding. Pizarro noted, "SCE's approach is increasingly location-specific, conseque...
• Capital Investment Plan — The company reaffirmed its capital investment plan, focusing on infrastructure replacement and wildfire mitigation, supporting a long-term rate base growth of about 7%. CFO Aaron Moss stated, "We continue to see strong i...

Read the full Edison International transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 Edison International earnings call transcripts on record, spanning February 27, 2020 to July 30, 2026. Based on this history, Edison International reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EIX

Exchange

NYSE

Country

US

Sector

Utilities

Industry

Electric Utilities

Calls on record

29

First call

February 27, 2020

Most recent

July 30, 2026

Reporting cadence

quarterly