Mar 31

Edison Q1 2025 Earnings Report

Edison reported a strong recovery in Q1 2025 with significant earnings growth and regulatory progress.

Key Takeaways

Edison International posted a robust Q1 2025 performance, swinging from a net loss to strong net income, driven by benefits related to the TKM Settlement and lower operating expenses.

Net income reached $1.436 billion, a major improvement from last year's net loss.

Core EPS rose to $1.37 from $1.13 year over year.

Revenue declined to $3.811 billion compared to $4.078 billion in Q1 2024.

Affirmed full-year 2025 Core EPS guidance of $5.94–$6.34.

Total Revenue
$3.81B
Previous year: $4.08B
-6.5%
EPS
$1.37
Previous year: $1.13
+21.2%
Wtd Avg Shares Outstanding
385M
Previous year: 385M
+0.0%
Gross Profit
$1.04B
Previous year: $1.75B
-40.7%
Cash and Equivalents
$1.32B
Previous year: $992M
+32.9%
Total Assets
$88.4B
Previous year: $83.6B
+5.8%

Edison

Edison

Forward Guidance

Edison International reaffirmed its 2025 Core EPS guidance and expects 5–7% growth through 2028, driven by regulatory progress and grid investments.

Positive Outlook

  • Affirmed 2025 Core EPS guidance of $5.94–$6.34
  • Continued confidence in 5–7% Core EPS growth through 2028
  • Strong regulatory outcomes including TKM Settlement approval
  • Progress in wildfire mitigation and grid hardening initiatives
  • Maintained financial strength with healthy cash reserves

Challenges Ahead

  • Revenue declined compared to the same quarter last year
  • Higher core losses at Edison International Parent and Other
  • Ongoing wildfire investigation and related risks
  • Increased interest expenses affecting parts of the business
  • Exposure to regulatory and operational risks due to wildfires and extreme weather