What to Expect From Exelon’s Next Quarterly Earnings Report

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What to Expect From Exelon’s Next Quarterly Earnings Report

Exelon Corporation (EXC) is a Chicago, Illinois-based utility company that delivers electricity and natural gas through six regulated transmission and distribution utilities. Its subsidiaries include Commonwealth Edison (ComEd), PECO, Baltimore Gas and Electric (BGE), Pepco, Delmarva Power, and Atlantic City Electric, serving nearly 11 million customers across Illinois, Pennsylvania, Maryland, Delaware, New Jersey, and Washington, D.C. EXC currently has a market cap of $47.5 billion. 

The largest regulated electric and gas utility holding company is expected to announce its fiscal third-quarter earnings for 2026 before the market opens on Friday, Oct. 30. Ahead of the event, analysts expect EXC to report a profit of $0.80 per share on a diluted basis, down 7% from $0.86 per share in the year-ago quarter. On the bright side, the company has consistently surpassed or matched Wall Street’s EPS estimates in each of its last four quarterly reports. 

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For the full year, analysts expect EXC to report EPS of $2.86, up 3.3% from $2.77 in fiscal 2025. Its EPS is expected to rise 6.6% year over year to $3.05 in fiscal 2027. 

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EXC stock has underperformed the S&P 500 Index’s ($SPX) 15.5% gains over the past 52 weeks, with shares down 8.2% during this period. Similarly, it has slightly underperformed the State Street Utilities Select Sector SPDR ETF’s (XLU) 8.1% fall over the same time frame.

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On Oct. 12, Exelon’s subsidiary ComEd partnered with Richardson Electronics, Ltd. (RELL) to support the expansion of battery energy storage manufacturing in Illinois and the installation of a 5-MWh demonstration system at Richardson’s La Fox facility. The initiative aims to enhance grid reliability, support renewable energy integration, and manage peak electricity demand.

Analysts’ consensus opinion on EXC stock is cautious, with a “Hold” rating overall. Out of 21 analysts covering the stock, four advise a “Strong Buy” rating, 16 give a “Hold,” and one recommends a “Strong Sell.” EXC’s average analyst price target is $48.76, indicating a potential upside of 12.1% from the current levels.


On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

 

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