NYSE$EIX

Edison International · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Edison International reported a net loss and core earnings per share increased.

Edison International reported a first-quarter net loss of $11 million, or $0.03 per share. Core earnings were $438 million, or $1.13 per share. The company affirmed its 2024 core EPS guidance of $4.75-$5.05 and reiterated long-term core EPS growth rate targets of 5%-7% for 2021-2025 and 5%-7% for 2025-2028.

  • First-quarter GAAP loss per share was $0.03; core EPS was $1.13.
  • Strong regulatory progress was achieved with the receipt of the CEMA proposed decision and submission of GRC rebuttal testimony.
  • The best estimate of expected losses for 2017/2018 Wildfire/Mudslide Events was revised, resulting in a net after-tax charge of $333 million; the Woolsey application is on track for Q3.
  • 2024 core EPS guidance of $4.75-$5.05 was affirmed.

Headline financials

Total Revenue

$4.08B

Previous: $3.97B+2.8%
EPS

-$0.03

Previous: $1.09-102.8%
Weighted Avg Shares

385.0M

No prior period
Capital Expenditures

-$1.28B

Previous: -$1.32B+3.4%
Free Cash Flow

-$1.23B

Previous: -$959M-27.9%
Net Income

$52M

Previous: $365M-85.8%
Operating Income

$245M

Previous: $620M-60.5%
Gross Profit

$4.08B

Previous: $3.97B+2.8%
Cash & Equivalents

$992M

Previous: $836M+18.7%
Total Assets

$83.6B

Previous: $78.9B+6.0%

Revenue & EPS history

Edison · Revenue · Quarterly

$4.08B

Q1 2024+2.8%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The company affirmed its earnings guidance range for 2024.

Tailwinds

  • Affirms 2024 core EPS guidance of $4.75-$5.05
  • Reiterates long-term core EPS growth rate targets of 5%-7% for 2021-2025
  • Reiterates long-term core EPS growth rate targets of 5%-7% for 2025-2028
  • Confident in delivering on long-term EPS growth targets
  • Intends to seek full recovery of all eligible costs

Headwinds

  • Revised best estimate of expected losses for 2017/2018 Wildfire/Mudslide Events, resulting in net after-tax charge of $333 million
  • Wildfires are now a national issue
  • Litigation outcomes outside of California are impacting the costs to resolve claims everywhere
  • Settlement outcomes during the quarter exceeded previously estimated values
  • Adverse jury verdicts in wildfire litigation against utilities outside of California and increasingly negative jury sentiments in general litigation

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 2024

Historical avgQ1 2024

+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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