Edison International targets 5% to 7% EPS growth through 2030 while reaffirming 2028 outlook
View original at seekingalpha.comEdison International targets 5% to 7% EPS growth through 2030 while reaffirming 2028 outlook Earnings Call Insights: Edison International (EIX) Q4 2025 MANAGEMENT VIEW * Pedro Pizarro, President and CEO, announced "Edison International's 2025 core earnings per share of $6.55 was above our guidance range, that extends o…
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As you get out to '29 and '30, again, right back down to rate base growth. I mean, that is really the driver here
80% confidenceWe project no equity needs for the next five years through 2030
80% confidenceSCE is not aware of evidence pointing to another possible source of ignition for the Eaton fire and it is likely SCE equipment could have been associated with the ignition
80% confidenceThe transmission line involved in Eaton fire was grounded at both ends
80% confidence2026 core EPS represents growth of about 3.5% at the midpoint compared to the $5.84 baseline
80% confidenceFor the fourth quarter, EIX reported core EPS of $1.86. Full year 2025 core EPS of $6.55 exceeded the high end of our EPS guidance range
80% confidenceWe expect EPS growth in 2027 to be at the high end of our 5% to 7% range
80% confidenceEdison International's 2025 core earnings per share of $6.55 was above our guidance range, that extends our 2-decade track record of meeting or exceeding annual EPS guidance
80% confidenceWith an attractive dividend yield of approximately 5%, and a long-term core EPS growth target of 5% to 7%, EIX shares offer a compelling case for total shareholder returns of 10% to 12%
80% confidenceThe $1 billion recorded includes both WRCP payments and subrogation settlements
80% confidenceI would focus on that now. I think we're not seeing anything other than rate base growth as we move out in time
80% confidenceSCE is unable to reasonably estimate a range of potential losses from the Eaton fire at this time
80% confidenceWe have the right strategy, the right plan and the right team in place
80% confidence
