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