NYSE$EIX

Edison International · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Edison International reported an increase in net income and core EPS compared to the same quarter last year and reaffirmed its 2024 core EPS guidance.

Edison International reported a second-quarter net income of $439 million, or $1.14 per share, compared to $354 million, or $0.92 per share, in the second quarter of last year. Core earnings were $475 million, or $1.23 per share, compared to $388 million, or $1.01 per share, in the second quarter of last year. The company reaffirmed its 2024 core EPS guidance of $4.75-$5.05.

  • Second-quarter 2024 GAAP EPS was $1.14; Core EPS was $1.23.
  • SCE has completed 84% of planned hardening of distribution lines in high fire risk areas.
  • The 2025 GRC proceeding is on track, with partial settlements reached with intervenors.
  • The company reaffirmed its 2024 core EPS guidance of $4.75-$5.05.

Headline financials

Total Revenue

$4.34B

Previous: $3.96B+9.4%
EPS

$1.13

Previous: $1.01+11.9%
Capital Expenditures

-$2.7B

Previous: -$2.71B+0.4%
Free Cash Flow

-$2.19B

Previous: -$2.3B+4.8%
Net Income

$509M

Previous: $409M+24.4%
Operating Income

$900M

Previous: $724M+24.3%
Gross Profit

$4.34B

Previous: $3.96B+9.4%
Cash & Equivalents

$465M

Previous: $195M+138.5%
Total Assets

$84.8B

Previous: $79.6B+6.6%

Revenue & EPS history

Edison · Revenue · Quarterly

$4.34B

Q2 2024+9.4%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Edison International reaffirmed its 2024 core EPS guidance of $4.75 to $5.05, based on a strong start to the first half of the year and progress in SCE’s 2025 General Rate Case.

Tailwinds

  • Reaffirmed 2024 core EPS guidance of $4.75-$5.05.
  • Confidence in getting a strong outcome for customers based on progress in SCE’s 2025 General Rate Case, including many partial settlements.
  • Funding authorized in the GRC to continue making investments in SCE’s grid is the linchpin for achieving 2025 EPS guidance.
  • Confident in delivering a 5% to 7% EPS CAGR through 2028.
  • SCE will need to significantly expand the electric system to ensure a reliable, resilient and ready grid due to a 35% higher load growth forecast.

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 Q2 2024

Historical avgQ2 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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