Analysts expect Edison International to report Q2 2026 revenue of approximately $4.82 billion and earnings of $1.02 per share, as the stock trades near $81.58 against a $72.64 consensus price target.
The primary narrative for this earnings call is the company's exposure to wildfire liabilities, specifically updates on the 2025 Eaton Fire recovery program and potential legislative reforms in California.
Management has already offered over $750 million in relief to community members impacted by the fire, with over 11,700 claimants seeking compensation. Investors will also look for progress on the $38-$41 billion capital expenditure plan through 2030, which is intended to drive long-term core earnings growth.