Exelon (EXC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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Exelon (EXC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended December 2025, Exelon (EXC) reported revenue of $5.41 billion, down 1.1% over the same period last year. EPS came in at $0.59, compared to $0.64 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $5.54 billion, representing a surprise of -2.27%. The company delivered an EPS surprise of +11.74%, with the consensus EPS estimate being $0.53.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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- PECO: $1.17 billion versus the three-analyst average estimate of $1.03 billion. The reported number represents a year-over-year change of +17.4%. Operating revenues- ComEd: $1.09 billion versus $1.85 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -39.9% change. Operating revenues- PHI: $1.73 billion compared to the $1.56 billion average estimate based on three analysts. The reported number represents a change of +14.5% year over year. Operating revenues- BGE: $1.43 billion compared to the $1.17 billion average estimate based on three analysts. The reported number represents a change of +23.8% year over year. Electric revenues- Pepco: $828 million versus $747.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +15% change. Electric revenues- DPL: $426 million compared to the $406.12 million average estimate based on two analysts. The reported number represents a change of +10.1% year over year. Electric revenues- ACE: $390 million compared to the $379.14 million average estimate based on two analysts. The reported number represents a change of +12.1% year over year. Natural gas revenues- PECO: $277 million versus the two-analyst average estimate of $200.12 million. The reported number represents a year-over-year change of +31.9%. Electric revenues- BGE: $1.06 billion versus the two-analyst average estimate of $858.86 million. The reported number represents a year-over-year change of +24.6%. Electric revenues- PECO: $895 million compared to the $816.22 million average estimate based on two analysts. The reported number represents a change of +13.6% year over year. Electric revenues- ComEd: $1.09 billion versus $1.86 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -39.9% change. Natural gas revenues- BGE: $376 million versus the two-analyst average estimate of $305.16 million. The reported number represents a year-over-year change of +21.3%.

View all Key Company Metrics for Exelon here>>>

Shares of Exelon have returned +2% over the past month versus the Zacks S&P 500 composite's -0.3% 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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