Exelon (EXC) Earnings Summary Exelon reported Q4 2025 results on February 12, 2026, with the following facts: Earnings Performance: - Q4 adjusted operating earnings: $0.59 per share (beat expectations) - Full-year 2025 adjusted operating earnings: $2.77 per share - Full-year 2025 GAAP net income: $2.73 per share 2026 Guidance: - Adjusted operating earnings guidance: $2.81-$2.91 per share (representing over 6% growth from 2025) - This guidance is above consensus estimate of $2.84 Capital Plan: - $41.3 billion in capital expenditures over four years - Expected rate base growth of 7.9% - Operating EPS compounded annual growth near top end of 5-7% from 2025-2029 - $3.4 billion in equity financing planned Operational Performance: - All utilities achieved first quartile SAIDI performance - ComEd ranked in
Read full analysisExelon (EXC) Earnings Summary Exelon reported Q4 2025 results on February 12, 2026, with the following facts: Earnings Performance: - Q4 adjusted operating earnings: $0.59 per share (beat expectations) - Full-year 2025 adjusted operating earnings: $2.77 per share - Full-year 2025 GAAP net income: $2.73 per share 2026 Guidance: - Adjusted operating earnings guidance: $2.81-$2.91 per share (representing over 6% growth from 2025) - This guidance is above consensus estimate of $2.84 Capital Plan: - $41.3 billion in capital expenditures over four years - Expected rate base growth of 7.9% - Operating EPS compounded annual growth near top end of 5-7% from 2025-2029 - $3.4 billion in equity financing planned Operational Performance: - All utilities achieved first quartile SAIDI performance - ComEd ranked in
Exelon is the largest regulated electric utility holding company in the United States, operating through subsidiaries including ComEd, PECO, and BGE that deliver electricity and natural gas to approximately 10 million customers across Illinois, Pennsylvania, Maryland, New Jersey, Delaware, and Washington, D.C. The company's investment case centers on regulated rate base growth driven by grid modernization and rising electricity demand.