Edison International
EDISON INTERNATIONAL is classified under Utilities / Electric Utilities and appears profitable on the latest normalized snapshot.
Business. Edison International (EIX) is an electric utility company headquartered in the United States, operating within the Utilities sector. The firm generates service revenue primarily through its electric utility activities. It is listed on the New York Stock Exchange under the ticker symbol EIX. Specific details regarding operating segments and geographic mix are not provided.
Analyst recommendations
18 analysts · consensus HoldAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Peers
- EarningsQ2 2026 earnings (expected)2026-07-24 · estimated · NextEra Energy (NEE)
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · Duke Energy (DUK)
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · Southern Company (SO)
- Macro
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressJulie Johnson — Edison International Common Stock2025-04-01 · Democrat · TX · Sale · $1,001 - $15,000
- CongressJulie Johnson — Edison International Common Stock2025-02-12 · Democrat · TX · Purchase · $1,001 - $15,000
- CongressValerie Hoyle — Edison International Common Stock2024-10-29 · Democrat · OR · Purchase · $1,001 - $15,000
Pre-earnings brief
Edison International (EIX) experienced a significant shift in institutional ownership activity, marked by a major modification in holdings by investor ID 587. This investor drastically reduced their position from 63,326 shares, valued at approximately $4.63 million, to just 3,279 shares, worth roughly $0.24 million. This substantial decrease in share count and portfolio weight represents a notable exit or de-risking move by this specific holder. The change was detected in late June 2026, with the data reflecting positions as of March 31, 2026. The reduction in shares corresponds to a drop in the investor's weight in the company from 0.0027% to 0.00014%. This movement highlights a divergence in sentiment or strategy from this particular stakeholder during the first quarter of 2026. While this specific holder change is prominent, it is part of a broader ownership structure that includes 34 top holders. Edison International remains a constituent of one major index, indicating its continued relevance in broader market benchmarks despite the individual investor's exit. The company's profile shows no reported changes in officer count or analyst coverage in the available data. This analysis serves as the first baseline for tracking material changes for EIX, meaning there is no prior delta computation to compare against. The significance of the investor ID 587's move lies in its magnitude relative to the total holdings, signaling a concentrated shift in capital allocation for this specific entity within the utility sector.
Signals & dispatch
Composite-score breakdown
Synthesis
Edison International (EIX) is an electric utility company headquartered in the United States, operating within the Utilities sector. The firm generates service revenue primarily through its electric utility activities. It is listed on the New York Stock Exchange under the ticker symbol EIX. Specific details regarding operating segments and geographic mix are not provided.
EDISON INTERNATIONAL (EIX) is currently classified as Electric Utilities within Electric Utilities (Utilities). Classification confidence: 0.98 (rule-based classification). Capital structure on the latest snapshot: total assets 94,475,000,000 USD, total equity 17,320,000,000, short-term debt 2,996,000,000, long-term debt 37,311,000,000. Net cash position is approximately -40,139,000,000 USD. Self-calculated market cap is 26,892,630,000 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 4,103,000,000, gross profit 0, operating income 1,074,000,000, net income 531,000,000. Return on equity ~25.7%. Return on assets ~4.7%. Operating-cash-flow to net-income ratio is 1.30. Risk profile from automated assessment: liquidity risk high, dilution risk low. Flags: Current liabilities exceed current assets.; Net cash is negative after subtracting total debt.. Recent news context: [TRIGGER] allocator_boost: allocator_boost (allocator) on EIX — watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-20; rank=57; ev=7.138289; company_id=c0a959c0-3f53-431a-9833-8688d1e6253a; jurisdiction=US; term_contributions={'event_proximity': 0.60569, 'gradability': 2.0, 'staleness': 3.433987, 'credibility_interest': 1.098612}; days_since_analysis=30; pending_promises=2; reason=Allocator coverage boost rank #57 EV=7.138289 for EIX (hot+stale; days_since=30); contributing_watchers=allocator (source=allocator; url=allocator:2026-07-20:EIX). Additional context: allocator_boost: watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-20; rank=57; ev=7.138289; company_id=c0a959c0-3f53-431a-9833-8688d1e6253a; jurisdiction=US; term_contributions={'event_proximity': 0.60569, 'gradability': 2.0, 'staleness': 3.433987, 'credibility_interest': 1.098612}; days_since_analysis=30; pending_promises=2; reason=Allocator coverage boost rank #57 EV=7.138289 for EIX (hot+stale; days_since=30); contributing_watchers=allocator. Comparable peers identified within the same class: Duke Energy, NextEra Energy, Southern Company.
Edison International (EIX) experienced a significant shift in institutional ownership activity, marked by a major modification in holdings by investor ID 587. This investor drastically reduced their position from 63,326 shares, valued at approximately $4.63 million, to just 3,279 shares, worth roughly $0.24 million. This substantial decrease in share count and portfolio weight represents a notable exit or de-risking move by this specific holder. The change was detected in late June 2026, with the data reflecting positions as of March 31, 2026. The reduction in shares corresponds to a drop in the investor's weight in the company from 0.0027% to 0.00014%. This movement highlights a divergence in sentiment or strategy from this particular stakeholder during the first quarter of 2026. While this specific holder change is prominent, it is part of a broader ownership structure that includes 34 top holders. Edison International remains a constituent of one major index, indicating its continued relevance in broader market benchmarks despite the individual investor's exit. The company's profile shows no reported changes in officer count or analyst coverage in the available data. This analysis serves as the first baseline for tracking material changes for EIX, meaning there is no prior delta computation to compare against. The significance of the investor ID 587's move lies in its magnitude relative to the total holdings, signaling a concentrated shift in capital allocation for this specific entity within the utility sector.
- Observed GAAP P/E is about 6.03x.
- Return on equity is about 25.7%.
- Debt to equity is about 2.33x.
- [TRIGGER] allocator_boost: allocator_boost (allocator) on EIX — watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-20; rank=57; ev=7.138289; company_id=c0a959c0-3f53-431a-9833-8688d1e6253a; jurisdiction=US; term_contributions={'event_proximity': 0.60569, 'gradability': 2.0, 'staleness': 3.433987, 'credibility_interest': 1.098612}; days_since_analysis=30; pending_promises=2; reason=Allocator coverage boost rank #57 EV=7.138289 for EIX (hot+stale; days_since=30); contributing_watchers=allocator (source=allocator; url=allocator:2026-07-20:EIX)
- Likely peers from the same classification include Duke Energy, NextEra Energy, Southern Company.
- Edison International Yes o No þ Southern California Edison Company Yes o No þ Indicate the number of shares outstanding of each of the issuer's classes of common stock, as of the latest practicable date: Common Stock outstanding as of April 21, 2026: Edison International 384,793,941 Shares Southern California Edison Company 434,888,104 Shares Table of Contents TABLE OF CONTENTS SEC Form 10-Q Reference Number GLOSSARY iii FORWARD-LOOKING STATEMENTS 1 MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 4 Part I, Item 2 MANAGEMENT OVERVIEW 4 Highlights of Operating Results 4 Capital Program 5 Southern California Wildfires 5 RESULTS OF OPERATIONS 8 Southern California Edison Company 8 Three months ended March 31, 2026 versus March 31, 2025 8 Edison International Parent and Other 10 Loss from Operations 10 LIQUIDITY AND CAPITAL RESOURCES 11 Southern California Edison Company 11 Available Liquidity 11 Regulatory Proceedings 12 Capital Investment Plan 12 Margin and Collateral Deposits 13 Edison International Parent and Other 14 Edison International Income taxes 14 Historical Cash Flows 15 Southern California Edison Company 15 Edison International Parent and Other 17 Contingencies 17 MARKET RISK EXPOSURES 17 CRITICAL ACCOUNTING ESTIMATES AND POLICIES 17 NEW ACCOUNTING GUIDANCE 17 QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK 18 Part I, Item 3 CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 19 Part I, Item 1 Condensed Consolidated Statements of Income for Edison International 19 Condensed Consolidated Statements of Comprehensive Income for Edison International 20 Condensed Consolidated Balance Sheets for Edison International 21 Condensed Consolidated Statements of Cash Flows for Edison International 23 Condensed Consolidated Statements of Income for Southern California Edison Company 24 Condensed Consolidated Statements of Comprehensive Income for Southern California Edison Company 24 Condensed Consolidated Balance Sheets for Southern California Edison Company 25 Condensed Consolidated Statements of Cash Flows for Southern California Edison Company 27 NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 28 Note 1.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue $4.10B; Operating income $1.07B.
- ▍Revenue $4.10B
- ▍Operating income $1.07B
- ▍Net margin 12.9%
Revenue $14.10B; Operating income $4.34B.
- ▍Revenue $14.10B
- ▍Operating income $4.34B
- ▍Net margin 18.5%
Revenue $8.35B; Operating income $2.91B.
- ▍Revenue $8.35B
- ▍Operating income $2.91B
- ▍Net margin 21.3%
Revenue $19.32B; Operating income $7.09B.
- ▍Revenue $19.32B
- ▍Operating income $7.09B
- ▍Net margin 23.1%
Revenue $17.60B; Operating income $2.93B.
- ▍Revenue $17.60B
- ▍Operating income $2.93B
- ▍Operating margin 16.6%
Revenue $17.60B; Operating income $2.93B.
- ▍Revenue $17.60B
- ▍Operating income $2.93B
- ▍Net margin 7.3%
Revenue $16.34B; Operating income $2.63B.
- ▍Revenue $16.34B
- ▍Operating income $2.63B
- ▍Operating margin 16.1%
Revenue $16.34B; Operating income $2.63B.
- ▍Revenue $16.34B
- ▍Operating income $2.63B
- ▍Operating margin 16.1%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 6,12 |
| Revenue | —no estimate | —no estimate | 19,0B USD |
| Operating income | —no estimate | —no estimate | 4,8B USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Current liabilities exceed current assets.
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Deferred Stock Unit → Common StockAcquired 2 737grant · 2026-04-23
- Director · Deferred Stock Unit → Common StockAcquired 2 737grant · 2026-04-23
- Director · Deferred Stock Unit → Common StockAcquired 2 737grant · 2026-04-23
- Director · Deferred Stock Unit → Common StockAcquired 2 737grant · 2026-04-23
- Director · Deferred Stock Unit → Common StockAcquired 2 737grant · 2026-04-23
- Director · Deferred Stock Unit → Common StockAcquired 2 737grant · 2026-04-23
- Director · Deferred Stock Unit → Common StockAcquired 2 844grant · 2026-04-23
- Director · Deferred Stock Unit → Common StockAcquired 2 737grant · 2026-04-23
- Director · Deferred Stock Unit → Common StockAcquired 2 737grant · 2026-04-23
- EXEC. VP AND CFO · Non-qualified Stock Options (Right to Buy) → Common StockAcquired 54 863 @ $74,42grant · 2026-03-02
- EXECUTIVE VICE PRESIDENT, SCE · Non-qualified Stock Options (Right to Buy) → Common StockDisposed 10 296 @ $62,50exercise · 2026-03-02
- EXECUTIVE VICE PRESIDENT, SCE · Non-qualified Stock Options (Right to Buy) → Common StockDisposed 8 720 @ $60,78exercise · 2026-03-02
- VICE PRESIDENT · Restricted Stock Units → Common StockAcquired 996grant · 2026-03-02
- VICE PRESIDENT · Non-qualified Stock Options (Right to Buy) → Common StockAcquired 6 157 @ $74,42grant · 2026-03-02
- EXECUTIVE VICE PRESIDENT · Restricted Stock Units → Common StockAcquired 3 830grant · 2026-03-02
- EXECUTIVE VICE PRESIDENT · Non-qualified Stock Options (Right to Buy) → Common StockAcquired 23 691 @ $74,42grant · 2026-03-02
- PRESIDENT & CEO, EDISON ENERGY · Restricted Stock Units → Common StockAcquired 6 225grant · 2026-03-02
- Executive VP & General Counsel · Restricted Stock Units → Common StockAcquired 5 950grant · 2026-03-02
- Executive VP & General Counsel · Non-qualified Stock Options (Right to Buy) → Common StockAcquired 36 804 @ $74,42grant · 2026-03-02
- Director, PRESIDENT AND CEO · Restricted Stock Units → Common StockAcquired 34 098grant · 2026-03-02
- Director, PRESIDENT AND CEO · Non-qualified Stock Options (Right to Buy) → Common StockAcquired 210 932 @ $74,42grant · 2026-03-02
- PRESIDENT AND CEO, SCE · Restricted Stock Units → Common StockAcquired 9 071grant · 2026-03-02
- PRESIDENT AND CEO, SCE · Non-qualified Stock Options (Right to Buy) → Common StockAcquired 56 110 @ $74,42grant · 2026-03-02
- SENIOR VP & CHIEF HR OFFICER · Restricted Stock Units → Common StockAcquired 3 146grant · 2026-03-02
- SENIOR VP & CHIEF HR OFFICER · Non-qualified Stock Options (Right to Buy) → Common StockAcquired 19 457 @ $74,42grant · 2026-03-02
Physical assets
20 tracked| Asset | Type | Commodity | Country | Role |
|---|---|---|---|---|
| Barre Peaker power station | Power | Oil & Gas | United States | Parent |
| Barre Peaker power station | Power | Power | United States | Parent |
| Center Hybrid power station | Power | Power | United States | Parent |
| Center Hybrid power station | Power | Oil & Gas | United States | Parent |
| Grapeland Hybrid power station | Power | Oil & Gas | United States | Parent |
| Grapeland Hybrid power station | Power | Power | United States | Parent |
| Green River Plant | Power | Coal | United States | Parent |
| Green River Plant | Power | Power | United States | Parent |
| McGrath Peaker power station | Power | Oil & Gas | United States | Parent |
| McGrath Peaker power station | Power | Power | United States | Parent |
| Mira Loma Peaker power station | Power | Power | United States | Parent |
| Mira Loma Peaker power station | Power | Oil & Gas | United States | Parent |
| Mohave (NV) power station | Power | Coal | United States | Parent |
| Mohave (NV) power station | Power | Coal | United States | Parent |
| Mohave (NV) power station | Power | Power | United States | Parent |
| Mohave (NV) power station | Power | Power | United States | Parent |
| Mountainview generating station | Power | Power | United States | Parent |
| Mountainview generating station | Power | Power | United States | Parent |
| Mountainview generating station | Power | Oil & Gas | United States | Parent |
| Mountainview generating station | Power | Oil & Gas | United States | Parent |
Actions
Ask Handelsavisen
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Price To Tangible Bookmarket_price / (tangible_book_value / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Return On Equitynet_income / total_equity
- Enterprise Valuemarket_cap - net_cash
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- EDISON INTERNATIONAL company facts · 2026-07-20
- EDISON INTERNATIONAL 10-Q 2026-04-28 · 2026-07-20
- EDISON INTERNATIONAL 10-K 2026-02-18 · 2026-07-20
- EDISON INTERNATIONAL 10-Q 2025-10-28 · 2026-07-20
- EDISON INTERNATIONAL 10-Q 2025-07-31 · 2026-07-20
- allocator_boost (allocator) on EIX · 2026-07-20
- Edison International Market data — analyst estimates · 2026-07-20
- Edison International Market data — ESG · 2026-07-20
- Edison International — company reference export (2026-07-05) · 2026-07-20
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,69 %$1 505M
- Institutional Investor · as of 2022-09-300,11 %$0M
- Institutional Investor · as of 2026-03-310,11 %$323M
- Investment Managers · as of 2026-03-310,11 %$168M
- Investment Managers · as of 2026-03-310,10 %$133M
- Investment Managers · as of 2026-03-310,09 %$2 532M
- Investment Managers · as of 2026-03-310,08 %$339M
- Investment Managers · as of 2026-03-310,06 %$1 025M
- Investment Managers · as of 2026-03-310,06 %$479M
- Investment Managers · as of 2024-06-300,06 %$2 744M
- Institutional Investor · as of 2026-03-310,06 %$265M
- Investment Managers · as of 2026-03-310,06 %$107M
- Investment Managers · as of 2026-03-310,06 %$439M
- Institutional Investor · as of 2026-03-310,05 %$291M
- Funds · as of 2026-03-310,05 %$332M
- Investment Managers · as of 2025-12-310,05 %$3 134M
- Investment Managers · as of 2026-03-310,04 %$210M
- Investment Managers · as of 2026-03-310,03 %$215M
- Investment Managers · as of 2026-03-310,03 %$147M
- Investment Managers · as of 2026-03-310,02 %$370M
- Investment Managers · as of 2026-03-310,02 %$35M
- Institutional Investor · as of 2026-03-310,02 %$350M
- Investment Managers · as of 2024-12-310,02 %$62M
- Investment Managers · as of 2026-03-310,01 %$38M
- Investment Managers · as of 2026-03-310,01 %$19M
- Investment Managers · as of 2026-03-310,01 %$32M
- Investment Managers · as of 2026-03-310,01 %$35M
- Brokerage Firms · as of 2026-03-310,01 %$18M
- Brokerage Firms · as of 2026-03-310,00 %$24M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$5M
- Institutional Investor · as of 2026-03-310,00 %$4M
- Institutional Investor · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2026-03-310,00 %$0M
Insider activity
- Director · Common StockSold 500 @ $75,40$38K · 2026-07-13
- Director · Common StockOther 2 737 · 2026-04-23
- Director · Common StockOther 2 737 · 2026-04-23
- Director · Common StockSold 500 @ $75,30$38K · 2026-04-13
- EXECUTIVE VICE PRESIDENT, SCE · Common StockOther 7 682 @ $74,65$573K · 2026-03-02
- EXECUTIVE VICE PRESIDENT, SCE · Common StockOther 10 296 @ $62,50$644K · 2026-03-02
- EXECUTIVE VICE PRESIDENT, SCE · Common StockOther 9 223 @ $74,65$688K · 2026-03-02
- EXECUTIVE VICE PRESIDENT, SCE · Common StockSold 2 111 @ $74,55$157K · 2026-03-02
- Director · Common StockSold 500 @ $74,54$37K · 2026-03-02
- EXECUTIVE VICE PRESIDENT, SCE · Common StockOther 8 720 @ $60,78$530K · 2026-03-02
- EXECUTIVE VICE PRESIDENT, SCE · Common StockOther 12 105 @ $74,83$906K · 2026-02-27
- EXECUTIVE VICE PRESIDENT, SCE · Common StockSold 4 774 @ $74,72$357K · 2026-02-27
- EXECUTIVE VICE PRESIDENT, SCE · Common StockOther 20 471 @ $54,91$1,1M · 2026-02-27
- EXECUTIVE VICE PRESIDENT, SCE · Common StockOther 16 978 @ $74,83$1,3M · 2026-02-27
- EXECUTIVE VICE PRESIDENT, SCE · Common StockOther 13 386 @ $63,65$852K · 2026-02-27
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 12.9%Derived (calculated)
- Current ratio (FY 2025-12-31): 0.73xDerived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 10.2%Derived (calculated)
- Return on equity (FY 2025-12-31): 25.4%Derived (calculated)
- Net margin (FY 2025-12-31): 23.1%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 9.8%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 9.9%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 142.1%Derived (calculated)
- Return on assets (FY 2025-12-31): 4.7%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 15.7%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 6.8%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -18.1%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 14.2%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 248.9%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 247.3%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 247.7%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 4.25xDerived (calculated)
- Cash & equivalents (annual): USD 158MSEC XBRL filing
- Long-term debt (annual): USD 38BSEC XBRL filing
- Total assets (annual): USD 94.03BSEC XBRL filing
- Total liabilities (annual): USD 74.77BSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 12SEC XBRL filing
- Operating income (annual): USD 7.09BSEC XBRL filing
- Net income (annual): USD 4.46BSEC XBRL filing