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EIEIX

Edison International

$EIX·$28B·Regulated Electric·Utilities
$74.51-0.4%1Y+35.7%
Mentions · last 7 days
2026-08-18: 15 posts2026-08-19: 5 posts2026-08-20: 10 posts2026-08-21: 4 posts2026-08-22: 4 posts2026-08-23: 1 posts2026-08-24: 2 posts41+5%
Price updated 8h ago·X counts updated 2d ago
EIEIX
$EIXEdison International
$74.51-0.36%41 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $EIX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-25

The move is getting stronger, with heavier trading behind it.

SoCal utility up 36% in twelve months — four consecutive big EPS beats (+31%, +8%, +36%, +8%) as wildfire liability tail resolves.

Edison International is the parent of Southern California Edison, serving 15M customers across Southern, Central, and Coastal California. The stock is up 36% over trailing year — the utility rerating reflects both AI-data-center-power thesis and continued resolution of the multi-year wildfire liability overhang.

  • Four consecutive positive EPS surprises: Q2 2026 +30.5%, Q1 +7.6%, Q4 25 +36.5%, Q3 25 +8.3% — the operational beats have been consistently strong
  • Q2 2026 revenue was $4.36B (down 4% year-over-year, reflecting weather timing); Q1 revenue was $4.10B (up 7.7%) — variable topline is characteristic of a utility
  • Return on equity is 22.1% — high for a utility, reflecting the rate-base growth trajectory
  • Analyst 2026 revenue estimate is $19.1B on $6.13 EPS growing to $19.8B / $6.51 EPS in 2027 — the stock at $73.97 is 12.1x forward, extraordinarily cheap for a utility with data-center-load exposure
  • The August 19 SCE Wildfire Recovery Compensation Program deadline (Nov 30) — SCE is actively processing claims from prior wildfire seasons; each resolution is incremental de-risking
  • Free cash flow yield is -1.4% — heavy capex reinvestment cycle for grid hardening and undergrounding
  • Beta 0.65 — defensive-utility profile
  • Position in 52-week range is 74% — supported by the operational cadence
  • Insider signal is null this period

At 12x forward with 30%+ recent EPS surprises and the wildfire tail becoming quantifiable, this is a rare cheap-and-quality utility setup.

What to watch: The Q3 print on October 27 needs the wildfire-compensation-program participation rate commentary — that's the specific number that determines the size of the ongoing liability line.

On the calendar: 2026-10-27 — Q3 earnings

Read the AI verdict + X sentiment for $EIX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Edison International provides electricity to 15 million Southern California customers through its Southern California Edison subsidiary.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $EIX.

Regulated Electric · Utilities

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

Industry benchmark

25-name peer basket
+5.3%YTD
+0.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.54$1.18+30.5%
Q1 2026Apr 28, 2026$1.42$1.32+7.6%
Q4 2025Feb 18, 2026$1.87$1.37+36.5%
Q3 2025Oct 28, 2025$2.34$2.16+8.3%
Next earningsTue, Oct 27·consensus EPS $2.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.4B-4.1%49.3%25.1%$1.39$-576.0M
Q1 FY26$4.1B+7.7%76.4%26.2%$1.38$-112.0M
Q4 FY25$5.2B+30.8%-7.9%17.2%$4.80$-319.0M
Q3 FY25$5.8B+10.6%50.0%24.9%$2.16$618.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.1B$18.7B – $19.5B$6.13$6.06 – $6.1710
FY27$19.8B$19.6B – $19.9B$6.51$6.42 – $6.5710
FY28$20.4B$19.3B – $21.7B$6.88$6.71 – $7.0812
FY29$21.4B$20.6B – $22.5B$7.12$6.74 – $7.5710
FY30$22.2B$21.3B – $23.3B$7.58$7.18 – $8.066

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 363.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.655-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 13Peter J. TaylorDirector500 sh$38KSellApr 13Peter J. TaylorDirector500 sh$38K
+ 22 other (21 awards · 1 exempt) in window

See when $EIX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SCE Brings Customers 2026 Bill Relief with California Climate Credit, Lower Ratesbusinesswire.com·17h ago168,606 Shares in Edison International $EIX Purchased by Bank of Nova Scotiadefenseworld.net·2d agoEP Wealth Advisors LLC Takes $1.71 Million Position in Edison International $EIXdefenseworld.net·4d ago34,730 Shares in Edison International $EIX Acquired by Allworth Financial LPdefenseworld.net·5d agoSCE Brings Wildfire Recovery Compensation Program Directly to Communities Ahead of Nov. 30 Deadlinegurufocus.com·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

No standout posts about $EIX on X in the last 7 days.

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