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Exelon

Guidance from Exelon’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
12 items
Releases tracked
8
Latest release
Jul 30, 2026
Data checked
Jul 30, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Jul 30, 2026 release

Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewOperating EPS compounded annual growth ratefor the long term—“near top end of 5-7%”Filing ↗
NewBGE Maryland Electric Distribution Rate Case decision timingfor Q1 FY2027—“first quarter of 2027”Filing ↗
NewUtility reliability performance projectionfor FY2026—“top quartile reliability performance, with ComEd and PHI in the top decile”Filing ↗
ReiteratedAdjusted (non-GAAP) operating earningsfor FY2026“$2.81-$2.91 per share”“$2.81-$2.91 per share”Filing ↗
ReiteratedAdjusted (non-GAAP) operating earnings per sharefor FY2026“$2.81-$2.91 per share”“$2.81-$2.91 per share”Filing ↗
Show 2 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedCapital expendituresNo period stated“$41.7 billion”—Filing ↗
Not restatedExpected rate base growthNo period stated“7.9%”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Adjusted (non-GAAP) operating earnings“$2.81-$2.91 per share”for FY2026Company-definedMay 6, 20262Filing ↗
Adjusted (non-GAAP) operating earnings“$2.81-$2.91 per share”for FY2026Company-definedFeb 12, 20261Filing ↗
Adjusted (non-GAAP) operating earnings per share“$2.81-$2.91 per share”for FY2026Company-definedMay 6, 20262Filing ↗
Percentage of 2026 equity needs priced under forwards“82%”for FY2026Company-definedFeb 12, 20261Filing ↗
Utility reliability performance projection“top quartile reliability performance, with ComEd and PHI in the top decile”for FY2026Company-definedJul 30, 20261Filing ↗
Next year and medium term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Equity needs“$3.4 billion”for FY2029Company-definedMay 6, 20261Filing ↗
BGE Maryland Electric Distribution Rate Case decision timing“first quarter of 2027”for Q1 FY2027Company-definedJul 30, 20261Filing ↗
Long term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Adjusted (non-GAAP) operating EPS compounded annual growth target“5-7%”for the long termCompany-definedOct 30, 20241Filing ↗
Operating EPS compounded annual growth“near top end of 5-7%”for the long termGAAP-tiedFeb 12, 20256Filing ↗
Operating EPS compounded annual growth rate“near top end of 5-7%”for the long termGAAP-tiedJul 30, 20261Filing ↗
Equity share of incremental capital funding (balanced funding strategy)“approximately 40% equity”for the long termCompany-definedFeb 12, 20261Filing ↗
Equity to fund capital expenditures under 4-year financing plan“$3.4 billion”for the long termCompany-definedFeb 12, 20261Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Quarterly dividend“$0.42 per share”—Declared actionOct 30, 20246Filing ↗

How one item moved

Quarterly dividend, No period stated — every statement across the year, each linked to its filing.

Oct 30, 2024
New
“$0.38 per share”
May 1, 2025
Raised
“$0.40 per share”
Jul 31, 2025
Reiterated
“$0.40 per share”
Nov 4, 2025
Reiterated
“$0.40 per share”

How your Electric & water utilities sector group guides

12 companies in Electric & water utilities. What they guide on, and who reported this season.

Most-guided metric families
GAAP EPS
11
Dividends
8
Capex
7
Adjusted EPS
5
Revenue
4
Production volumes
1
Tax rate
1
Interest expense
1
This season’s releases
American States WaterAug 5, 20263 changes
Atmos EnergyAug 5, 20261 change
Duke EnergyAug 4, 20261 change
Essential UtilitiesAug 4, 20261 change
Dominion EnergyJul 31, 20260 changes
American Electric PowerJul 30, 20267 changes
Edison InternationalJul 30, 202647 changes
ExelonJul 30, 20263 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2029FY2027FY2026FY2025FY2024Long-termNo period
Adjusted (non-GAAP) operating earnings——3 statements4 statements1 statement——
Adjusted (non-GAAP) operating earnings per share——2 statements————
Adjusted (non-GAAP) operating EPS compounded annual growth target—————1 statement—
Operating EPS compounded annual growth—————6 statements—
Operating EPS compounded annual growth rate—————1 statement—
The full record for Exelon and its Electric & water utilities peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Jul 30, 2026FY2026 Q20001109357-26-0000776Open filing ↗
May 6, 2026FY2026 Q10001109357-26-0000618Open filing ↗
Feb 12, 2026FY2025 Q40001109357-26-00001410Open filing ↗
Nov 4, 2025FY2025 Q30001109357-25-0001794Open filing ↗
Jul 31, 2025FY2025 Q20001109357-25-0001674Open filing ↗
May 1, 2025FY2025 Q10001109357-25-0001104Open filing ↗
Feb 12, 2025FY2024 Q40001109357-25-00004110Open filing ↗
Oct 30, 2024FY2024 Q30001109357-24-0001833Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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