Guidance
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EIX
FY2025 Q4
개선
Edison International 실적 발표
Buzzberg 분석
EIX extends 5-7% EPS growth target to 2030
EIX reported a strong 2025, exceeding EPS guidance and reaffirming long-term targets through 2030 while introducing 2026-27 guidance. The call focused on wildfire liability mitigation, the SB 254 legislative process, and a robust capex plan driven by load growth and grid modernization. 2025 core EPS of $6.55 beat guidance; 2026 EPS guidance of $5.90-$6.20 reflects a muted year due to one-time variances, with 2027 growth expected at the high end of the range.
Buzzberg 분석 EIX extends 5-7% EPS growth target to 2030 EIX reported a strong 2025, exceeding EPS guidance and reaffirming long-term targets through 2030 while introducing 2026-27 guidance. The call focused on wildfire liability mitigation, the SB 254 legislative process, and a robust capex plan driven by load growth and grid modernization. 2025 core EPS of $6.55 beat guidance; 2026 EPS guidance of $5.90-$6.20 reflects a muted year due to one-time variances, with 2027 growth expected at the high end of the range. 전체 분석 보기분석 접기
EIX reported a strong 2025, exceeding EPS guidance and reaffirming long-term targets through 2030 while introducing 2026-27 guidance. The call focused on wildfire liability mitigation, the SB 254 legislative process, and a robust capex plan driven by load growth and grid modernization. 2025 core EPS of $6.55 beat guidance; 2026 EPS guidance of $5.90-$6.20 reflects a muted year due to one-time variances, with 2027 growth expected at the high end of the range.
- Extended the 5-7% core EPS growth target to 2030 and reiterated 2028 guidance, supported by a $38-41B capex plan and ~7% rate base growth.
- SCE's Eaton Fire liability remains unestimable; WRCP has received ~2,300 claims out of a potential pool of 18,000 properties, with program tweaks to support renters and legal fees.
- Management expects no equity needs through 2030 and maintains its FFO/debt ratio within 15-17%.
매출$5.213B보고값
주당순이익(EPS)$1.87보고값
영업이익률17.25%보고값
잉여현금흐름$-0.319B보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Balance Sheet
No equity needs projected through 2030
Wildfire
SCE's Eaton Fire liability estimate remains undeterminable
핵심 내용 3개 더 보기
Guidance
2027 EPS growth expected at high end of range
Capex
AMI 2.0 capital request exceeds $3 billion
Regulatory
SB 254 process central to regulatory durability
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $5.213B | 보고값 |
| 주당순이익(EPS) | $1.87 | 보고값 |
| 영업이익률 | 17.25% | 보고값 |
| 잉여현금흐름 | $-0.319B | 보고값 |
| 자본지출 | $1.891B | 보고값 |
| 순이익 | $1.845B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 주당순이익(EPS) | FY2026 | $5.90–$6.20 | $6.05 | 신규 제시 |
| 주당순이익(EPS) | FY2027 | $6.25–$6.65 | $6.45 | 신규 제시 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management repeatedly emphasized confidence in delivering on long-term commitments, citing regulatory clarity, a robust capital plan, and a track record of execution.
투자 및 생산능력
Management highlighted a robust pipeline of necessary investments, extending the capital plan to $38-$41 billion from 2026 through 2030, with a step up to as high as $9 billion per year in the next GRC cycle. The updated forecast includes nearly $1.5 billion of capital expenditures through 2030 from SCE's upcoming AMI 2.0 application, driving projected rate base growth of approximately 7% from 202
아래에 언급된 기업 5개 모두 표시
기업발표 이후 수익률
공급망
공급망
Maria Rigotti
The utility's capital plan includes nearly $1.5B of capex through 2030 from the AMI 2.0 application, with total request exceeding $3B and spending through 2033, indicating a long-duration smart meter replacement cycle for suppliers. — This signals a multi-year, large-scale AMI deployment that could provide a significant revenue runway for meter manufacturers and related technology vendors.
근거
“Our updated forecast now includes nearly $1.5 billion of capital expenditures through 2030 from SCE's upcoming AMI 2.0 application. The total request will exceed $3 billion, with spending expected to continue through 2033.”
공급망
Pedro Pizarro
Covered conductor installation is now over 90% complete at 7,000+ miles, suggesting a potential inflection point where the pace of grid-hardening spend on conductor may taper off, shifting to other wildfire mitigation technologies. — As this major program approaches completion, the demand profile for covered conductor and related hardware could decelerate, potentially affecting suppliers' order books.
근거
“The utility has now installed more than 7,000 miles of covered conductor in high-fire risk areas, representing over 90% of its planned grid-hardening effort.”
외부 신호
공급망 알파 · 2발표 이후 수익률
The utility's capital plan includes nearly $1.5B of capex through 2030 from the AMI 2.0 application, with total request exceeding $3B and spending through 2033, indicating a long-duration smart meter replacement cycle for suppliers.
Covered conductor installation is now over 90% complete at 7,000+ miles, suggesting a potential inflection point where the pace of grid-hardening spend on conductor may taper off, shifting to other wildfire mitigation technologies.
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 5개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.