Exelon Set to Announce Q4 Earnings on February 12
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy EXC?
Source: seekingalpha
- Earnings Announcement: Exelon (EXC) is scheduled to release its Q4 earnings on February 12 before market open, with consensus EPS estimate at $0.55, reflecting a 14.1% year-over-year decline, while revenue is projected at $5.49 billion, indicating a modest 0.4% year-over-year growth, suggesting slight improvement in revenue generation.
- Historical Performance: Over the past two years, Exelon has surpassed EPS and revenue estimates 88% of the time, indicating a degree of stability and reliability in its financial performance, although current expectations show a downward trend.
- Estimate Revision Trends: In the last three months, EPS estimates have seen two upward revisions and five downward revisions, while revenue estimates have not seen any upward revisions and have experienced three downward adjustments, reflecting a cautious market sentiment regarding Exelon's future profitability, which may impact investor confidence.
- Industry Context: Within the power sector, Exelon faces competition from companies like NextEra and is involved in a 220-mile transmission project with PJM, which could provide growth opportunities; however, the current investment appeal remains under scrutiny.
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Analyst Views on EXC
Wall Street analysts forecast EXC stock price to rise
15 Analyst Rating
7 Buy
6 Hold
2 Sell
Moderate Buy
Current: 47.550
Low
39.00
Averages
49.46
High
57.00
Current: 47.550
Low
39.00
Averages
49.46
High
57.00
About EXC
Exelon Corporation is a utility services holding company engaged in the energy transmission and distribution businesses through its subsidiaries, Commonwealth Edison Company (ComEd), PECO Energy Company (PECO), Baltimore Gas and Electric Company (BGE), Potomac Electric Power Company (Pepco), Delmarva Power & Light Company (DPL) and Atlantic City Electric Company (ACE). Its segments include ComEd, PECO, BGE, Pepco, DPL and ACE. ComEd segment is engaged in purchasing and regulating the retail sale of electricity. PECO segment is engaged in purchasing and regulating the retail sale of electricity and natural gas. Through its business services subsidiary, Exelon Business Services Company, LLC (BSC), it provides its subsidiaries with a variety of support services at cost, including legal, human resources, finance, information technology and supply management services. BGE segment is focused on transmission and distribution of electricity and distribution of natural gas to retail customers.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Capital Spending: The company projected $41.3 billion in capital spending over the next four years, up from $38 billion previously, with a 7.9% rate base growth expected, positioning Exelon to achieve annualized earnings growth near the upper end of its 5%-7% guidance range through 2029.
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- Strong Financial Performance: Exelon reported adjusted operating earnings per share of $2.77 for 2025, exceeding expectations and demonstrating a 7.4% annual earnings growth rate since 2021, alongside an 8% rate base growth, highlighting its ability to consistently execute amidst changes.
- Expanded Investment Plan: The company plans to invest $41.3 billion over the next four years, with 70% of the increase directed towards transmission, which is expected to drive future earnings growth and meet rising demand for high-voltage investments.
- Leading Reliability Metrics: Exelon maintained top-quartile reliability metrics in 2024, with less than 1% of customers experiencing outages during extreme weather, showcasing its robust response capabilities and further solidifying its market position.
- Positive Future Outlook: Management anticipates operating earnings guidance of $2.81 to $2.91 per share for 2026, and with strong cost management and completed rate cases, expects annualized earnings growth of 5% to 7% in the coming years.
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