You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Exelon reported adjusted operating earnings of $0.87 per share in the third quarter of 2026, ahead of expectations, and narrowed full-year guidance to $2.85 to $2.91 per share.
Exelon reported nine-month net income attributable to common shareholders fell $130 million, while adjusted non-GAAP operating earnings rose to $2,265 million from $2,198 million; diluted GAAP EPS declined to $1.98 from $2.15.
Exelon reported third-quarter 2026 GAAP net income of $0.70 per share and Adjusted (non-GAAP) operating earnings of $0.87 per share, narrowed 2026 guidance to $2.85-$2.91 per share, and declared a $0.42 per share dividend.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Exelon reported Q2 2026 adjusted operating earnings of $0.43 per share, in line with expectations, and reaffirmed full-year 2026 guidance of $2.81 to $2.91 per share along with its 5–7% annualized EPS growth target through 2029. The company highlighted PJM supply shortfalls and approved a 500 MW New Jersey battery storage project with $700M+ in projected customer net benefits, while several utilities filed or progressed rate cases (BGE $156.1M filing, Pepco MD and DPL DE cases on track, ComEd grid plan moving forward).
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| 2026 Adjusted (non-GAAP) operating earnings (loss) non-GAAP | 2.27B | Nine Months Ended September 30, 2026 | — |
| 2026 debt issuances | 100% | 2026 | — |
| Adjusted Operating Earnings non-GAAP | $0.87 | Q3 2026 | — |
| Allowed ROE | 9.6% | Jan 1, 2026 | — |
| assistance connected to customers | $480M | 2025 | — |
| BGE's Adjusted (non-GAAP) operating earnings non-GAAP | $119M | third quarter of 2026 | — |
| ComEd's Adjusted (non-GAAP) operating earnings non-GAAP | $412M | third quarter of 2026 | — |
| Common Equity Ratio | 50.51% | Jan 1, 2026 | — |
| Customer rates | 19% | Summer 2025 | — |
| Data Center Load CAGR | 28% | YTD Sep '22 vs YTD Sep '26 | — |
| Heating Degree-Days | 2,467 | 2026 | — |
| increase in Pepco's annual electric distribution base rates | $51M | rates effective August 10, 2026 | — |
| Large commercial & industrial | 1,988 | 2026 | — |
| Other | 671 | Three Months Ended September 30, 2026 and 2025 | — |
| PECO's Adjusted (non-GAAP) operating earnings non-GAAP | $167M | third quarter of 2026 | — |
| PHI's Adjusted (non-GAAP) operating earnings non-GAAP | $320M | third quarter of 2026 | — |
| Public authorities & electric railroads | 193 | Three Months Ended September 30, 2026 and 2025 | — |
| Residential | 3,783,141 | 2026 | — |
| Residential Total Bill % Increase | 2.25% | August 10, 2026 | — |
| Small commercial & industrial | 396,161 | 2026 | — |
| Total | 4,187,061 | 2026 | — |
| Total electric deliveries | 2,777 | Three Months Ended September 30, 2026 | — |
| Total natural gas customers | 142,540 | 2026 | — |
| Transportation | 5,267 | Three Months Ended September 30, 2026 | — |
| BGE Electric - Requested Revenue Requirement Increase | $156.1M | 2026 | — |
| customers | 11M | Q2 2026 | — |
| Data Center Load CAGR (~9% CAGR, Actual Demand) | 9% | 2015-2025 | — |
| Direct assistance through Customer Relief Fund | $60M | 2025 | — |
| Distributed Energy Resource connections since 2021 | 150,000 | since 2021 | — |
| DPL DE Electric - Requested Revenue Requirement Increase | $45.4M | 2026 | — |
| Economic activity fostered in communities | $60B | 2025 | — |
| Employed people | 20,000 | 2025 | — |
| Energy Efficiency program savings | 28M | 2025 | — |
| O&M growth below inflation, saving customers non-GAAP | $580M | 2026 | — |
| Pepco MD - Proposed Rate Base (Adjusted) | $3.21B | 2025 | — |
| Pepco MD - Requested Revenue Requirement Increase | $119.9M | 2025 | — |
| Sustained jobs | 50,000 | 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EXC
this stock
Exelon Corp
|
$47.32B | +6.1% | +5.3% | 17.9 | 3.4% |
|
NEE
Nextera Energy Inc
|
$177.50B | +6.0% | -7.1% | 15.3 | 2.9% |
|
SO
Southern Co
|
$105.50B | +7.3% | +10.6% | 21.4 | 2.7% |
|
DUK
Duke Energy CORP
|
$100.69B | +10.2% | +35.1% | 18.9 | 2.3% |
|
NGG
National Grid PLC
|
$84.74B | +9.0% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Exelon reported nine-month net income attributable to common shareholders fell $130 million, while adjusted non-GAAP operating earnings rose to $2,265 million from $2,198 million; diluted GAAP EPS declined to $1.98 from $2.15.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EXC | +1.4% | +6.3% | +0.5% | +0.2% | +6.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.2% | +7.5% | 0.0% | +0.4% | -4.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
