Edison International is expected to report Q1 2026 revenue of $3.85 billion (+1.1% YoY) and EPS of $1.71 (+24.8% YoY), while its current stock price of $69.05 remains below the average analyst target of $75.29.
Investors are primarily focused on the company's liability exposure and mitigation progress following the 2025 Eaton Fire.
Performance is supported by the commencement of a $902 million retroactive revenue recovery recently approved by the California Public Utilities Commission. However, legal audits and the execution of a $40 billion five-year capital investment plan for grid modernization continue to dominate the long-term outlook for Southern California Edison.