What changed
Exelon reported Q2 2026 adjusted operating EPS of $0.43, in line with consensus expectations. Revenue quality was steady, driven by higher utility earnings from distribution/transmission rate increases at ComEd, PHI, and BGE, plus favorable weather at PECO. The company affirmed FY26 guidance of $2.81-$2.91 per share and 5-7% CAGR through 2029. Key driver: rate case outcomes and grid modernization investments, partially offset by higher depreciation, credit loss expense, and interest costs.
Why it matters
Exelon reported Q2 2026 adjusted operating EPS of $0.43, in line with consensus expectations. Revenue quality was steady, driven by higher utility earnings from distribution/transmission rate increases at ComEd, PHI, and BGE, plus favorable weather at PECO. The company affirmed FY26 guidance of $2.81-$2.91 per share and 5-7% CAGR through 2029. Key driver: rate case outcomes and grid modernization investments, partially offset by higher depreciation, credit loss expense, and interest costs.
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Jul 30, 2026 05:52 PM ET