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Mar 31, 2025
Exelon Q1 2025 Earnings Report
Exelon posted stronger Q1 2025 results with increased net income and EPS compared to the prior year.
Key Takeaways
Exelon delivered solid Q1 2025 results, driven by higher utility earnings across ComEd, PECO, and PHI, supported by increased distribution and transmission rates and favorable weather. The company remains on track with its full-year guidance and continued infrastructure investments.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Exelon reaffirmed its full-year 2025 adjusted EPS guidance of $2.64–$2.74 and remains committed to 5–7% annual EPS growth through 2028.
Positive Outlook
- Reaffirmed full-year adjusted EPS guidance of $2.64–$2.74
- Continued 5–7% EPS growth target through 2028
- Strong reliability and top decile safety performance across utilities
- 50% of 2025 debt financing completed
- 60% of annualized equity needs already priced
Challenges Ahead
- Higher interest expense across multiple business units
- Lower transmission peak load at ComEd
- Unfavorable weather and tax timing at PECO (partially offset)
- Increased credit loss expense at PECO and PHI
- BGE net income slightly declined year-over-year
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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