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Exelon

EXC · Utilities

Last earnings Oct 30, 2026

Key results

GAAP net incomequarter

$0.70

GAAP net income of $0.70 per share and Adjusted (non-GAAP) operating earnings of $0.87 per share for the third quarter of 2026

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

EPSquarter

$0.87

GAAP net income of $0.70 per share and Adjusted (non-GAAP) operating earnings of $0.87 per share for the third quarter of 2026

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Exelon delivered $0.87 adjusted operating earnings per share in the third quarter, said Exelon Chief Financial Officer Rob Kleczynski.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Exelon's GAAP net incomequarter

$0.70

1 Third Quarter 2026 Exelon's GAAP net income for the third quarter of 2026 decreased to $0.70 per share from $0.86 per share in the third quarter of 2025.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Operating Company Results 1 ComEd ComEd's third quarter of 2026 GAAP net income increased to $406 million from $373 million in the third quarter of 2025.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

PECO PECO s third quarter of 2026 GAAP net income decreased to $165 million from $250 million in the third quarter of 2025.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

BGE BGE s third quarter of 2026 GAAP net income increased to $90 million from $82 million in the third quarter of 2025.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

2 PHI PHI s third quarter of 2026 GAAP net income decreased to $187 million from $291 million in the third quarter of 2025.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Revenuequarter

$23.2 million

(2) Revenue requirement excludes the requested transfer of $23.2 million Distribution System Improvement Charge (DSIC).

SEC original ↗Exelon — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026

AI analysis

Q3 2026 · reported Oct 30, 2026

Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held

Revenue · Q3 2026
$23.2M
EX-99 · Oct 30, 2026
EPS · Q3 2026
$0.87
EX-99 · Oct 30, 2026
GAAP net income · Q3 2026
$0.70
-100.0% vs year ago computed from stated figures
EX-99 · Oct 30, 2026
Exelon's GAAP net income · Q3 2026
$0.70
-100.0% vs year ago computed from stated figures
EX-99 · Oct 30, 2026

Headline figures

MetricQ3 2026Prior qtrYear ago
GAAP net income$0.70—$228 million
EPS$0.87——
Exelon's GAAP net income$0.70—$228 million
Revenue$23.2 million—$10 million

EX-99 · Oct 30, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.42

Recent Developments and Third Quarter Highlights Dividend On October 30, 2026, Exelon's Board of Directors declared a regular quarterly dividend of $0.42 per share on Exelon's common stock.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Exelon delivered $0.87 adjusted operating earnings per share in the third quarter, said Exelon Chief Financial Officer Rob Kleczynski

Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Recent Developments and Third Quarter Highlights Dividend On October 30, 2026, Exelon's Board of Directors declared a regular quarterly dividend of $0.42 per share on Exelon's common stock.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

The dividend is payable on December 15, 2026, to Exelon shareholders of record as of the close of business on December 4, 2026.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

(4) Aggregate amount of dividends to be paid quarterly and are subject to approval by Board of Directors.

SEC original ↗Exelon — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026

(2) Based on implied dividend yield as of Q4 2025 Earnings Call on February 12, 2026.

SEC original ↗Exelon — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026

(4) Across all utilities, reflects ongoing capital expenditures depreciation and regulatory asset amortization.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

(7) Across all utilities, reflects ongoing capital expenditures depreciation and regulatory asset amortization.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Strategy & priorities

Exelon's third-quarter results reflect disciplined investment and consistent performance across our utilities a strategy that helped prevent outages during a summer of severe weather and kept customer rates below the national average, said Exelon President and Chief Executive Officer Calvin Butler.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

26-0047) Proposed $15.3B of investment from 2028-2031 to meet load growth demand and priorities stated in CEJA and CRGA ALJ Proposed Order posted on 10/14/2026 Order expected by 12/15/2026 ComEd Reconciliation (ICC Docket No.

SEC original ↗Exelon — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026

Significant cost and executional advantage due to size and scale Operational excellence Exelon utilities rank 1st, 2nd, 5th, and 6th among the nation's most reliable utilities in 2025, with customers experiencing 2 million fewer annual interruptions than 2021 Focus on affordability Premium customer experience at competitive rates.

SEC original ↗Exelon — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026

Risks & headwinds

(2) All rates are effective June 1, 2026 - May 31, 2027, subject to review by interested parties pursuant to protocols of each tariff.

SEC original ↗Exelon — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026

Cautionary Statements Regarding Forward-Looking Information This press release contains certain forward-looking statements within the meaning of federal securities laws that are subject to risks and uncertainties.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

htm EX-99.2 exc-20261030ex992 October 30, 2026 Earnings Conference Call Third Quarter 2026 2 Cautionary Statements Regarding Forward-Looking Information This presentation contains certain forward-looking statements within the meaning of federal securities laws that are subject to risks and uncertainties.

SEC original ↗Exelon — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026

What changed vs prior quarter

GAAP net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Exelon's GAAP net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Exelon — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Exelon — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026

Documents

Earnings deck slides

0 decks with slide view

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Exelon — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Fortis (FTS) UtilitiesAmerican Water Works (AWK) UtilitiesFirstEnergy (FE) UtilitiesEdison International (EIX) UtilitiesDuke Energy (DUK) UtilitiesPublic Service Enterprise Group (PEG) UtilitiesConstellation Energy (CEG) UtilitiesWEC Energy Group (WEC) Utilities

Filings

62 documents

Earnings releases

24 documents

Presentations

10 documents

Transcripts

0 documents

No transcripts for Exelon are held in this edition of the library.

Mentioned by

10 companies

Other tracked companies whose held documents mention Exelon by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.