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Exelon to Post Q3 Earnings: What's in the Cards for the Stock?
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Key Takeaways
Exelon's Q3 revenues are expected to rise 2.4% to $6.87 billion, while earnings may fall 7% to 80 cents.
Rising data center demand and reduced volumetric risk are likely to support EXC's Q3 performance.
Exelon's grid upgrades may aid renewable integration, while storm repair costs could pressure earnings.
Exelon Corporation (EXC - Free Report) is scheduled to release third-quarter 2026 results on Oct. 30, before market open. In the last reported quarter, the company’s earnings per share came in line with estimates.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence EXC’s Q3 Results
Exelon’s third-quarter earnings are expected to have benefited from reduced exposure to volumetric risk, as nearly 76% of its distribution revenues have been decoupled.
Gas and electric rate increases implemented across EXC’s service territories in previous quarters are likely to have provided further support. The company may also have benefited from its strong presence in densely populated urban regions and its efforts to maintain customer affordability through innovation and effective cost management.
Economic growth, rising demand from data centers, increasing electrification and electric vehicle adoption, greater renewable energy integration and continued energy efficiency initiatives are expected to have supported Exelon’s quarterly performance.
In July 2026, the company energized two new 345-kilovolt transmission substations, enabling the interconnection of up to 550 megawatts of wind generation. This is expected to enhance grid capacity, support renewable energy integration and expand access to renewable power for customers.
However, several severe storms involving strong winds, tornadoes and heavy rainfall in July and August triggered widespread power outages across Northern Illinois. While the company’s crews restored power to the majority of affected customers, the associated repair and restoration work may have increased operating expenses.
Q3 Expectations for EXC
The Zacks Consensus Estimate for earnings is pegged at 80 cents per share, which implies a year-over-year fall of 7%.
The Zacks Consensus Estimate for revenues is pegged at $6.87 billion, indicating an increase of 2.4% 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 -2.26%. 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.
Alliant Energy Corporation (LNT - Free Report) is scheduled to report its third-quarter 2026 results on Oct. 29, after market close. It has an Earnings ESP of +3.79% and a Zacks Rank of 2 at present.
LNT’s long-term (three to five years) earnings growth rate is 6.93%. The Zacks Consensus Estimate for earnings stands at $1.23 per share, which implies a year-over-year increase of 9.8%.
Edison International (EIX - Free Report) is slated to report its third-quarter 2026 results on Oct. 29, after market close. It has an Earnings ESP of +1.12% and a Zacks Rank of 3 at present.
EIX’s long-term earnings growth rate is 3.86%. The Zacks Consensus Estimate for earnings is pegged at $1.79 per share.
The Southern Company (SO - Free Report) is set to report its third-quarter 2026 results on Nov. 5, before market open. It has an Earnings ESP of +0.84% and a Zacks Rank of 3 at present.
SO’s long-term earnings growth rate is 8.28%. The Zacks Consensus Estimate for earnings stands at $1.71 per share, which calls for a year-over-year jump of 6.9%.
View the Zacks #1 Rank List
Image: Bigstock
Exelon to Post Q3 Earnings: What's in the Cards for the Stock?
Key Takeaways
Exelon Corporation (EXC - Free Report) is scheduled to release third-quarter 2026 results on Oct. 30, before market open. In the last reported quarter, the company’s earnings per share came in line with estimates.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence EXC’s Q3 Results
Exelon’s third-quarter earnings are expected to have benefited from reduced exposure to volumetric risk, as nearly 76% of its distribution revenues have been decoupled.
Gas and electric rate increases implemented across EXC’s service territories in previous quarters are likely to have provided further support. The company may also have benefited from its strong presence in densely populated urban regions and its efforts to maintain customer affordability through innovation and effective cost management.
Economic growth, rising demand from data centers, increasing electrification and electric vehicle adoption, greater renewable energy integration and continued energy efficiency initiatives are expected to have supported Exelon’s quarterly performance.
In July 2026, the company energized two new 345-kilovolt transmission substations, enabling the interconnection of up to 550 megawatts of wind generation. This is expected to enhance grid capacity, support renewable energy integration and expand access to renewable power for customers.
However, several severe storms involving strong winds, tornadoes and heavy rainfall in July and August triggered widespread power outages across Northern Illinois. While the company’s crews restored power to the majority of affected customers, the associated repair and restoration work may have increased operating expenses.
Q3 Expectations for EXC
The Zacks Consensus Estimate for earnings is pegged at 80 cents per share, which implies a year-over-year fall of 7%.
The Zacks Consensus Estimate for revenues is pegged at $6.87 billion, indicating an increase of 2.4% 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 -2.26%. 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 #3. 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.
Alliant Energy Corporation (LNT - Free Report) is scheduled to report its third-quarter 2026 results on Oct. 29, after market close. It has an Earnings ESP of +3.79% and a Zacks Rank of 2 at present.
LNT’s long-term (three to five years) earnings growth rate is 6.93%. The Zacks Consensus Estimate for earnings stands at $1.23 per share, which implies a year-over-year increase of 9.8%.
Edison International (EIX - Free Report) is slated to report its third-quarter 2026 results on Oct. 29, after market close. It has an Earnings ESP of +1.12% and a Zacks Rank of 3 at present.
EIX’s long-term earnings growth rate is 3.86%. The Zacks Consensus Estimate for earnings is pegged at $1.79 per share.
The Southern Company (SO - Free Report) is set to report its third-quarter 2026 results on Nov. 5, before market open. It has an Earnings ESP of +0.84% and a Zacks Rank of 3 at present.
SO’s long-term earnings growth rate is 8.28%. The Zacks Consensus Estimate for earnings stands at $1.71 per share, which calls for a year-over-year jump of 6.9%.