Edison International
- Open
- 55.71
- Day high
- 57.23
- Day low
- 53.11
- Prev close
- 70.17
- Volume
- 24.6M
- Mkt cap
- $20.8B
- P/E (TTM)
- 5.5
- EPS (TTM)
- $9.73
- P/B
- 1.2
- P/S
- 1.1
- Yield
- 6.41%
- Per share
- $3.46
- ▼Insiders net selling -$38K over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions accumulating (13F)
Edison International (EIX) is a Utilities company listed on NYSE. The stock is down 3% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 1 published research article covering EIX.
Edison International (EIX) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
EIX earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 30, 2026 | $1.18 | $1.54 | +30.5% | $4.4B | -9.6% |
| Apr 28, 2026 | $1.33 | $1.42 | +6.6% | $4.1B | -1.7% |
| Feb 18, 2026 | $1.47 | $1.87 | +27.2% | $5.2B | +12.9% |
| Oct 28, 2025 | $2.16 | $2.34 | +8.3% | $5.8B | +34.1% |
| Jul 31, 2025 | $0.91 | $0.97 | +6.7% | $4.5B | +8.1% |
| Apr 29, 2025 | $1.22 | $1.37 | +12.3% | $3.8B | -10.5% |
| Feb 27, 2025 | $1.09 | $1.05 | -3.7% | $4.0B | +1.5% |
| Jul 25, 2024 | $1.07 | $1.23 | +15.1% | $4.3B | +5.6% |
| Apr 30, 2024 | $1.11 | $1.13 | +1.8% | $4.1B | -1.4% |
| Feb 22, 2024 | $1.22 | $1.28 | +5.0% | $3.7B | -9.4% |
| Nov 1, 2023 | $1.46 | $1.38 | -5.5% | $4.7B | -17.5% |
| Jul 27, 2023 | $0.96 | $1.01 | +5.3% | $4.0B | -30.4% |
EIX insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 15, 2026 | Taylor Peter J.director | Sell | 500 | $75.40 |
| Apr 27, 2026 | Trent Keithdirector | Grant | 2,737 | — |
| Apr 27, 2026 | Granholm Jennifer Mdirector | Grant | 2,737 | — |
| Apr 27, 2026 | Morris James Tdirector | Grant | 2,737 | — |
| Apr 27, 2026 | Beliveau-Dunn Jeannedirector | Grant | 2,737 | — |
| Apr 27, 2026 | Reed Marcy L.director | Grant | 2,737 | — |
| Apr 27, 2026 | STUNTZ LINDA Gdirector | Grant | 2,737 | — |
| Apr 27, 2026 | O'TOOLE TIMOTHYdirector | Grant | 2,737 | — |
| Apr 27, 2026 | Smith Carey A.director | Grant | 2,737 | — |
| Apr 27, 2026 | Taylor Peter J.director | Grant | 2,844 | — |
| Apr 27, 2026 | Camunez Michael Cdirector | Grant | 2,737 | — |
| Apr 24, 2026 | Hardwick M Susandirector | Grant | 2,737 | — |
| Apr 14, 2026 | Taylor Peter J.director | Sell | 500 | $75.30 |
| Mar 4, 2026 | Ryan Kara Gostenhoferofficer: VP, CAO AND CONTROLLER | Grant | 8,964 | $74.42 |
| Mar 4, 2026 | Anderson Jill Charlotteofficer: EXECUTIVE VICE PRESIDENT, SCE | Grant | 4,032 | — |
Source: EIX SEC Form 4 filings, latest Jul 15, 2026. For informational purposes only — not investment advice.
See the full EIX insider & 13F page →EIX research & analysis
Edison International company profile
Overview
Edison International (NYSE:EIX) is a regulated electric utility company founded in 1886 and headquartered in Rosemead, California. The company operates primarily through its subsidiary Southern California Edison (SCE), which serves approximately 15 million customers across Southern, Central, and Coastal California. As one of the largest investor-owned utilities in the United States, Edison International has evolved from its 19th-century origins into a modern electric utility focused on grid modernization, wildfire mitigation, and facilitating California's transition to clean energy. The company trades on the New York Stock Exchange and has been publicly traded since 1973.
Business
Edison International operates in the regulated electric utility industry, which involves the generation, transmission, and distribution of electricity to end customers under government oversight and rate regulation. The company's core business is providing reliable electric service through an extensive infrastructure network that includes transmission lines ranging from 55 kV to 500 kV, approximately 800 substations, 39,000 circuit-miles of overhead distribution lines, and 31,000 circuit-miles of underground distribution lines. The company serves a diverse customer base including residential households, commercial businesses, industrial facilities, public authorities, and agricultural operations across a service territory covering much of Southern California. Edison International's primary subsidiary, Southern California Edison, operates as a regulated monopoly utility, meaning it has exclusive rights to serve customers in its designated territory while being subject to rate regulation by the California Public Utilities Commission (CPUC). The utility industry operates under a regulated monopoly model where companies are granted exclusive service territories in exchange for accepting government oversight of their rates, service quality, and investment decisions. This regulatory framework is designed to ensure reliable service at reasonable rates while allowing utilities to earn a fair return on their investments in infrastructure. Edison International's business is capital-intensive, requiring continuous investment in power generation, transmission lines, distribution networks, and grid modernization to maintain reliable service and meet evolving customer needs.
Revenue model
Edison International generates revenue through regulated rate-based operations, where the company earns returns on its invested capital in utility infrastructure. The California Public Utilities Commission sets rates that allow the company to recover its operating costs and earn a regulated return on its rate base (the value of utility assets used to serve customers). Revenue is primarily generated through electricity sales to customers, with rates structured to cover fuel costs, operations and maintenance expenses, depreciation, taxes, and a regulated return on equity. The company's paying customers include residential, commercial, industrial, and institutional electricity users within its service territory. Revenue is collected through monthly electric bills that reflect both energy consumption and fixed charges for grid access and reliability services. The regulated utility model provides relatively stable and predictable cash flows, as rates are set through formal regulatory proceedings that typically occur every three years in General Rate Cases. Several factors can impact Edison International's profitability margins. Wildfire liability represents a significant risk factor, as California utilities can face substantial financial exposure from wildfires caused by their equipment, though the state's AB 1054 wildfire fund provides some protection. Regulatory decisions on rate cases, cost recovery applications, and authorized returns on equity directly affect profitability. Capital investment requirements for grid hardening, wildfire mitigation, and clean energy infrastructure create opportunities for rate base growth but require regulatory approval for cost recovery. Interest rate changes affect financing costs for the company's substantial debt financing needs. Load growth from electrification trends, data centers, and economic development can drive revenue growth, while energy efficiency and distributed solar adoption may reduce traditional electricity sales.
Competitive moat
Edison International operates with a strong regulatory moat characteristic of regulated utilities. The company holds exclusive rights to serve electricity customers in its designated Southern California territory, creating a natural monopoly protected by significant barriers to entry. The enormous capital requirements to build duplicate transmission and distribution infrastructure make competition economically unfeasible, while regulatory oversight ensures the company can recover prudent investments and earn reasonable returns. However, this moat faces several challenges and limitations. Wildfire liability risk represents the most significant threat, as California's fire-prone climate and legal framework can expose utilities to catastrophic financial losses that exceed traditional insurance coverage. While the AB 1054 wildfire fund provides some protection, it may not cover all potential liabilities. Regulatory risk is inherent to the business model, as unfavorable regulatory decisions on rate cases, cost recovery, or authorized returns can significantly impact profitability. Technological disruption poses longer-term challenges through distributed energy resources like rooftop solar, battery storage, and microgrids that could reduce customer dependence on the traditional utility grid. Political and policy risks include potential changes to utility regulation, wildfire liability frameworks, or public power initiatives that could alter the competitive landscape. The company's moat remains strong in the near to medium term due to the essential nature of electric service and the practical impossibility of duplicating the grid infrastructure, but ongoing wildfire risks and evolving energy technologies require continuous adaptation and investment to maintain this competitive position.
Risks & safety
Edison International presents a moderate margin of safety with mixed financial health indicators reflecting both utility stability and wildfire-related risks. • Debt and Solvency: High debt-to-equity ratio of 2.4x reflects capital-intensive utility operations, but manageable within industry norms. Strong operating cash flow of $5.0 billion annually provides debt service coverage. • Liquidity Concerns: Current ratio of 0.85 indicates potential short-term liquidity pressure, though typical for utilities with access to credit facilities. Free cash flow is negative at -$693 million due to heavy capital spending. • Valuation Metrics: P/E ratio of 19.9x appears reasonable for a regulated utility. EV/EBITDA of 10.7x is within normal utility ranges. Price-to-book of 1.98x suggests modest premium to asset value. • Wildfire Risk: Access to $21 billion AB 1054 wildfire fund provides significant protection, though recent Eaton Fire investigation creates near-term uncertainty. Company maintains confidence in fund access and reasonable operator defense. • Regulatory Support: Constructive regulatory environment with track record of cost recovery approvals and rate base growth authorization supports financial stability.
Recent development
Edison International has undergone significant strategic transformation focused on wildfire risk mitigation and grid modernization over the past several years. The company has invested heavily in grid hardening, installing over 6,400 miles of covered conductor and hardening approximately 90% of distribution lines in high fire risk areas, achieving an estimated 85-88% reduction in wildfire risk compared to pre-2018 levels. The company has successfully navigated major wildfire cost recovery, reaching a settlement agreement for the TKM wildfire events with approximately $1.6 billion in cost recovery (60% of total costs). Edison International has also made substantial progress on Woolsey fire claims resolution, targeting over 90% resolution by 2024. These settlements demonstrate the company's ability to recover wildfire-related costs through the regulatory process. Load growth and electrification have emerged as significant growth drivers, with the company increasing its 10-year demand forecast by 35% due to transportation electrification, building electrification, data center growth, and industrial development. This has created opportunities for additional capital investment beyond the current $38-43 billion capital plan through 2028. Recent developments include planning for substantial infrastructure rebuilding in areas affected by the 2025 Palisades and Eaton fires, with plans to underground over 150 circuit miles in high fire risk areas. The company is also exploring incremental capital opportunities including over $2 billion in FERC transmission projects, advanced metering infrastructure, and a $1.1 billion NextGen ERP system. Edison International has maintained its commitment to achieving net zero greenhouse gas emissions by 2045 while continuing to advocate for retaining natural gas generation as backup capacity during the clean energy transition.
EIX company profile · for informational purposes only — not investment advice.
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