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Exelon (EXC) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended September 2026, Exelon (EXC - Free Report) reported revenue of $7.32 billion, up 9.2% over the same period last year. EPS came in at $0.87, compared to $0.86 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $6.87 billion, representing a surprise of +6.6%. The company delivered an EPS surprise of +8.75%, with the consensus EPS estimate being $0.80.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Exelon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Operating revenues- ComEd: $2.47 billion versus the two-analyst average estimate of $2.38 billion. The reported number represents a year-over-year change of +8.6%.
  • Operating revenues- PHI: $2.26 billion versus the two-analyst average estimate of $2.07 billion. The reported number represents a year-over-year change of +10.2%.
  • Operating revenues- BGE: $1.36 billion versus $1.23 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +12.7% change.
  • Operating revenues- PECO: $1.24 billion versus the two-analyst average estimate of $1.14 billion. The reported number represents a year-over-year change of +5.1%.
  • Adjusted (non-GAAP) operating earnings- ComEd: $412 million compared to the $413.79 million average estimate based on two analysts.
  • Adjusted (non-GAAP) operating earnings- PHI: $320 million versus $296.28 million estimated by two analysts on average.
  • Adjusted (non-GAAP) operating earnings- BGE: $119 million compared to the $71.46 million average estimate based on two analysts.
  • Adjusted (non-GAAP) operating earnings- PECO: $167 million versus $183.2 million estimated by two analysts on average.

View all Key Company Metrics for Exelon here>>>

Shares of Exelon have returned +13.4% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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