Citable filing context
EIX's research view summarizes recent SEC filing context, starting with other from Jul 31, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 31, 2026 | other | Edison International released a business update presentation regarding wildfire mitigation and infrastructure investment strategies. |
| Jul 30, 2026 | earnings | Edison International reported second-quarter 2026 GAAP EPS of $1.39 and core EPS of $1.54. |
| Apr 29, 2026 | other | Edison International provided a business update presentation highlighting a $38-$41 billion infrastructure investment opportunity through 2030. |
| Jul 31, 2026 | Guidance: core_eps | 6.25 to 6.65 |
| Jul 31, 2026 | Guidance: core_eps | 6.74 to 7.14 |
| Jul 31, 2026 | Guidance: core_eps | 5.90 to 6.20 |
| Jul 30, 2026 | mda_quarterly | Edison International’s second-quarter 2026 financial results reflect a $191 million increase in net income compared to the same period in 2025, driven primarily by Southern California Edison’s (SCE) core earnings growth following the 2025 General Rate Case (GRC) final decision. SCE’s capital program remains robust, with projected expenditures of $37.5 billion to $40.6 billion for 2026–2030. A primary focus for analysts is the January 2025 Eaton Fire. SCE has recorded $1.6 billion in settlement losses, largely offset by $917 million in customer-funded self-insurance, $645 million from the California Wildfire Fund, and $70 million in FERC-jurisdictional rate recoveries. While SCE has not conclusively determined its equipment caused the ignition, it considers it likely and is pursuing settlements via its Wildfire Recovery Compensation Program. The company faces ongoing investigations by the Los Angeles District Attorney and the Safety and Enforcement Division (SED). Key risks include the potential for future wildfire-related liabilities, the adequacy of the Wildfire Fund, and the impact of California’s evolving regulatory and legislative landscape on cost recovery. SCE maintains a strong liquidity position, supported by a $3.4 billion revolving credit facility and recent securitization bond issuances to finance wildfire-related costs. |
| Apr 28, 2026 | mda_quarterly | Edison International’s first-quarter 2026 core earnings rose slightly to $546 million, although net income decreased to $531 million due to the absence of significant non-core wildfire recoveries seen in 2025. Southern California Edison (SCE) continues an aggressive capital program, forecasting total expenditures between $37.5 billion and $40.6 billion from 2026 to 2030, featuring the Alberhill System Project and a proposed $3.1 billion AMI 2.0 infrastructure upgrade. Wildfire liability remains the primary financial risk. The January 2025 Eaton Fire resulted in $1.3 billion in recorded losses, with SCE expecting recoveries via customer-funded self-insurance ($917 million), the Wildfire Fund ($295 million), and FERC rates ($70 million). However, the company cannot yet estimate the full range of future Eaton Fire losses. Recovery of these and other costs depends on CPUC prudency determinations under California Assembly Bill 1054 and Senate Bill 254. To manage liquidity, SCE maintains a debt-to-total capitalization ratio of 0.57 to 1 and is seeking CPUC approval to issue $2.0 billion in securitized recovery bonds related to the Woolsey Settlement. Additionally, the company is navigating the new corporate alternative minimum tax imposed by the Inflation Reduction Act of 2022. |
Source: SEC EDGAR filing text and events; period Jul 31, 2026; filed Jul 31, 2026.
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