NYSE$EIX

Edison International · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Edison International's first quarter earnings decreased compared to the same period last year, but core EPS increased due to the adoption of the 2021 General Rate Case final decision.

Edison International reported a net income of $84 million, or $0.22 per share, for the first quarter of 2022, compared to $259 million, or $0.68 per share, for the first quarter of 2021. Core earnings were $407 million, or $1.07 per share, compared to core earnings of $301 million, or $0.79 per share, in the first quarter of 2021. The company affirmed its 2022 EPS guidance of $4.40–4.70 and long-term EPS growth rate target of 5–7%.

  • GAAP earnings per share were $0.22, while core EPS was $1.07.
  • SCE has deployed over 3,200 miles of covered conductor, nearly double the miles installed at the same time last year.
  • The best estimate of expected losses for 2017/2018 Wildfire/Mudslide Events was revised, resulting in a net after-tax charge of $281 million.
  • The company anticipates cost recovery filing by late 2023.

Headline financials

Total Revenue

$3.97B

Previous: $2.96B+34.1%
EPS (adj)

$1.07

Previous: $0.79+35.4%
Capital Expenditures

-$1.21B

Previous: -$1.36B+11.1%
Free Cash Flow

-$1.07B

Previous: -$1.1B+2.5%
Net Income

$136M

Previous: $259M-47.5%
Operating Income

$259M

Previous: $399M-35.1%
Gross Profit

$3.97B

Previous: $2.96B+34.1%
Cash & Equivalents

$231M

Previous: $389M-40.6%
Total Assets

$74.7B

Previous: $70.5B+6.0%

Revenue & EPS history

Edison · Revenue · Quarterly

$3.97B

Q1 2022+34.1%vs Q1 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

The company affirmed its earnings guidance range for 2022. See the presentation accompanying the company’s conference call for further information and assumptions.

Tailwinds

  • Affirms 2022 EPS guidance of $4.40–4.70
  • Long-term EPS growth rate target of 5–7%
  • SCE continues to make solid progress in substantially improving its wildfire risk profile
  • SCE’s approach to wildfire mitigation has shown positive results over the last three wildfire seasons
  • SCE is expeditiously hardening the grid every day, to the benefit of both customers and investors.

Headwinds

  • Revises best estimate of expected losses for 2017/2018 Wildfire/Mudslide Events, resulting in net after-tax charge of $281 million
  • Anticipates cost recovery filing by late 2023
  • First quarter 2022 GAAP earnings per share of $0.22
  • Edison International Parent and Other's first quarter 2022 loss per share increased year-over-year primarily due to higher preferred dividends.
  • SCE's non-core loss during the quarter was primarily attributable to a charge recorded for 2017/2018 Wildfire/Mudslide Events claims and expenses, net of expected recoveries from FERC customers.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.1%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.2%

Avg return

30 days after

56%

40 / 71 earnings

Positive

+6.9%

Q2 2022

Best reaction

-9.6%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+1.6%+3.0%
Q4 2025+2.1%+7.9%+0.1%
Q3 2025-1.2%-3.0%+5.1%
Q1 2025-8.9%-6.5%-5.2%
Q4 2024+6.0%+7.5%+13.3%
Q3 2024-1.5%-4.0%+4.6%
Q2 2024+3.2%+4.4%+11.5%
Q1 2024-0.1%+1.4%+4.7%
Q4 2023+0.5%-0.4%+2.4%
Q3 2023+0.9%+1.3%+7.0%
Q2 2023+1.2%-1.5%-3.0%
Q1 2023-3.1%-0.5%-9.8%
Q4 2022+3.7%+0.0%+3.3%
Q3 2022-2.1%-1.7%+9.1%
Q2 2022+6.9%+8.3%+9.3%
Q1 2022+3.6%+3.5%+3.6%
Q4 2021+5.6%+7.8%+16.6%
Q3 2021-0.8%+1.2%+3.5%
Q2 2021-4.1%-2.5%+1.2%
Q1 2021-0.8%+1.0%-5.9%
Q4 2020-4.4%-2.8%+7.5%
Q3 2020-2.8%-3.7%+9.5%
Q2 2020+1.2%+4.7%-2.7%
Q1 2020-7.8%-6.6%-3.7%
Q4 2019-9.6%-8.1%-25.5%
Q3 2019-3.7%+1.6%+8.2%
Q2 2019-0.1%-1.1%+1.5%
Q1 2019-4.8%-4.3%-5.7%
Q4 2018+1.2%+3.1%+2.2%
Q3 2018+0.4%-1.8%-20.8%
Q2 2018-0.5%-0.3%+0.9%
Q1 2018-2.9%-2.8%-5.1%
Q4 2017+5.2%+3.0%+5.2%
Q3 2017+0.6%+0.1%+2.4%
Q2 2017-0.8%-0.0%+2.3%
Q1 2017-1.1%-0.3%+2.0%
Q4 2016+1.1%+3.3%+5.0%
Q3 2016-3.8%-4.3%-6.7%
Q2 2016+1.8%+0.7%-5.4%
Q1 2016+1.4%
Q4 2015+5.6%
Q3 2015-5.9%
Q2 2015+1.6%
Q1 2015+1.6%
Q4 2014-0.9%
Q3 2014+0.8%
Q2 2014+0.3%
Q1 2014-0.8%
Q4 2013+1.0%
Q3 2013-0.5%
Q2 2013-1.0%
Q1 2013-2.8%
Q4 2012+2.8%
Q3 2012-0.5%
Q2 2012-3.9%
Q1 2012+0.3%
Q4 2011+1.9%
Q3 2011+2.8%
Q2 2011-5.0%
Q1 2011+1.2%
Q4 2010+3.3%
Q3 2010+3.0%
Q2 2010+0.6%
Q1 2009+3.9%
Q1 2010-0.6%
Q4 2007+1.8%
Q3 2009+5.3%
Q3 2008+5.3%
Q4 2008+1.7%
Q2 2008+1.7%
Q2 2009+1.7%

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