We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Exelon Gears Up to Report Q2 Earnings: Here's What You Need to Know
Read MoreHide Full Article
Key Takeaways
Exelon's Q2 earnings estimate of 43 cents per share implies 10.3% year-over-year growth.
Decoupled revenues, rate increases and demand from data centers may support Exelon's results.
Severe April storms in Northern Illinois likely increased Exelon's repair and restoration costs.
Exelon Corporation (EXC - Free Report) is scheduled to release second-quarter 2026 results on July 30, before market open. The company delivered an earnings surprise of 2.25% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence EXC’s Q2 Results
Exelon’s second-quarter earnings are expected to have witnessed the benefits of lower exposure to volumetric risk, with nearly 76% of its distribution revenues being decoupled.
Gas and electric rates rolled out across EXC’s service territories in prior quarters are likely to have provided additional support. The company may have additionally gained from its significant presence in densely populated urban areas and its focus on maintaining customer affordability through innovation and effective cost management.
Strong economic growth, increasing demand from data centers, rising electrification and electric vehicle adoption, greater renewable energy integration and ongoing energy efficiency initiatives are expected to have supported Exelon’s quarterly performance.
However, multiple severe thunderstorms, accompanied by strong winds in April, caused widespread power outages across Northern Illinois. Although the company’s crews restored power to the majority of impacted customers, the related repair and restoration efforts are likely to have resulted in higher overall expenses.
Q2 Expectations for EXC
The Zacks Consensus Estimate for earnings is pegged at 43 cents per share, which implies a year-over-year rise of 10.3%.
The Zacks Consensus Estimate for revenues is pinned at $5.72 billion, indicating an increase of 5.3% from the year-ago reported number.
What Our Quantitative Model Predicts for EXC
Our proven model does not conclusively predict an earnings beat for Exelon this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: The company’s Earnings ESP is -1.23%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Investors may consider the following players from the same industry, as these have the right combination of elements to post an earnings beat this reporting cycle.
Ameren Corporation (AEE - Free Report) is scheduled to report its second-quarter 2026 results on July 30, after market close. It has an Earnings ESP of +0.19% and a Zacks Rank of 2 at present.
AEE’s long-term (three to five years) earnings growth rate is 7.68%. The Zacks Consensus Estimate for earnings stands at $1.08 per share, which implies a year-over-year increase of 6.9%.
Edison International (EIX - Free Report) is slated to report its second-quarter 2026 results on July 30, after market close. It has an Earnings ESP of +4.66% and a Zacks Rank of 2 at present.
EIX’s long-term earnings growth rate is 2.10%. The Zacks Consensus Estimate for earnings is pegged at $1.02 per share, which suggests a year-over-year rise of 5.2%.
The Southern Company (SO - Free Report) is set to report its second-quarter 2026 results on July 30, before market open. It has an Earnings ESP of +1.16% and a Zacks Rank of 3 at present.
SO’s long-term earnings growth rate is 11.15%. The Zacks Consensus Estimate for earnings stands at $1.01 per share, which calls for a year-over-year jump of 11%.
View the Zacks #1 Rank List
Image: Bigstock
Exelon Gears Up to Report Q2 Earnings: Here's What You Need to Know
Key Takeaways
Exelon Corporation (EXC - Free Report) is scheduled to release second-quarter 2026 results on July 30, before market open. The company delivered an earnings surprise of 2.25% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence EXC’s Q2 Results
Exelon’s second-quarter earnings are expected to have witnessed the benefits of lower exposure to volumetric risk, with nearly 76% of its distribution revenues being decoupled.
Gas and electric rates rolled out across EXC’s service territories in prior quarters are likely to have provided additional support. The company may have additionally gained from its significant presence in densely populated urban areas and its focus on maintaining customer affordability through innovation and effective cost management.
Strong economic growth, increasing demand from data centers, rising electrification and electric vehicle adoption, greater renewable energy integration and ongoing energy efficiency initiatives are expected to have supported Exelon’s quarterly performance.
However, multiple severe thunderstorms, accompanied by strong winds in April, caused widespread power outages across Northern Illinois. Although the company’s crews restored power to the majority of impacted customers, the related repair and restoration efforts are likely to have resulted in higher overall expenses.
Q2 Expectations for EXC
The Zacks Consensus Estimate for earnings is pegged at 43 cents per share, which implies a year-over-year rise of 10.3%.
The Zacks Consensus Estimate for revenues is pinned at $5.72 billion, indicating an increase of 5.3% from the year-ago reported number.
What Our Quantitative Model Predicts for EXC
Our proven model does not conclusively predict an earnings beat for Exelon this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Exelon Corporation Price and EPS Surprise
Exelon Corporation price-eps-surprise | Exelon Corporation Quote
Earnings ESP: The company’s Earnings ESP is -1.23%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, Exelon carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Investors may consider the following players from the same industry, as these have the right combination of elements to post an earnings beat this reporting cycle.
Ameren Corporation (AEE - Free Report) is scheduled to report its second-quarter 2026 results on July 30, after market close. It has an Earnings ESP of +0.19% and a Zacks Rank of 2 at present.
AEE’s long-term (three to five years) earnings growth rate is 7.68%. The Zacks Consensus Estimate for earnings stands at $1.08 per share, which implies a year-over-year increase of 6.9%.
Edison International (EIX - Free Report) is slated to report its second-quarter 2026 results on July 30, after market close. It has an Earnings ESP of +4.66% and a Zacks Rank of 2 at present.
EIX’s long-term earnings growth rate is 2.10%. The Zacks Consensus Estimate for earnings is pegged at $1.02 per share, which suggests a year-over-year rise of 5.2%.
The Southern Company (SO - Free Report) is set to report its second-quarter 2026 results on July 30, before market open. It has an Earnings ESP of +1.16% and a Zacks Rank of 3 at present.
SO’s long-term earnings growth rate is 11.15%. The Zacks Consensus Estimate for earnings stands at $1.01 per share, which calls for a year-over-year jump of 11%.