Edison International (EIX) Stock Faces Wildfire Questions After Q3 Results

Simply Wall St.10-31

Edison International stock slipped about 1% to US$58.79 today, a muted reaction considering the company just posted solid Q3 2026 earnings with basic EPS of US$1.88 and net income of US$724 million. ...

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Long term holders will likely be watching a different story, where a low 6.2x P/E and a reported 19.6% net margin sit alongside a hefty one off gain and ongoing wildfire and balance sheet pressures.\nLove Edison International's low P/E and strong reported...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","IE00BMQBXF63.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC A","BK4585":"ETF&股票定投概念","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","IE00BZ18W340.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) ACC","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","IE00BZ18W456.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC","EIX":"爱迪生国际","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU2449327464.USD":"HSBC GIF GLOBAL INFRASTRUCTURE EQUITY \"AC\" (USD) ACC","BK4081":"电力公用事业","FXU":"First Trust Utilities AlphaDEX F","BK4588":"碎股"},"translate_title":"第三季度业绩公布后，爱迪生国际 (EIX) 股票面临激烈质疑","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FXU":0.6,"EIX":1.5},"content_text":"Edison International stock slipped about 1% to US$58.79 today, a muted reaction considering the company just posted solid Q3 2026 earnings with basic EPS of US$1.88 and net income of US$724 million. Traders focused on the red on the screen. Long term holders will likely be watching a different story, where a low 6.2x P/E and a reported 19.6% net margin sit alongside a hefty one off gain and ongoing wildfire and balance sheet pressures. Love Edison International's low P/E and strong reported net margin but concerned about wildfire risk and balance sheet strain? Screen for utilities and infrastructure stocks with sturdier financial profiles in our list of solid balance sheet and fundamentals stocks (25 results) AdvertisementQ3 2026 Earnings Summary  Revenue (Q3 2026 vs. Q3 2025): US$4,886 million vs. US$5,750 million (down about 15.0%) Net Income (Q3 2026 vs. Q3 2025): US$724 million vs. US$832 million (down about 13.0%) Basic EPS (Q3 2026 vs. Q3 2025): US$1.88 vs. US$2.16 (down about 13.0%) Net Profit Margin, Trailing 12 Months (to Q3 2026 vs. prior year): 19.6% vs. 16.3% (higher margin, aided by a US$765.0 million one off gain)  Edison International says delay on wildfire reform could hit customer costs. Ask Charlie what Edison International risks without wildfire reform now. NYSE:EIX Trailing 12-Month Earnings & Revenue History as at Oct 2026 Edison International: Wildfire Tools Versus Earnings Goals The bullish pitch hangs on wildfire financing turning into real balance sheet relief rather than just a talking point. \"The successful US$2b Woolsey Fire cost recovery securitization, completed with strong investor demand and used to repay related debt, provides a playbook for Edison International to recycle wildfire related exposures into lower cost, non equity capital structures that support its target FFO to debt range.\"Q3 results show Edison International still reaffirming 2026 core EPS guidance and a 5% to 7% growth target through 2030, while reiterating an FFO to debt goal of 15% to 17% and no common equity issuance through 2030. That combination indicates the Woolsey structure is already embedded in planning, even if Eaton Fire exposures remain unresolved. One Narrative has put a figure on that disagreement. → See the Narrative with its higher Fair Value, assumptions and all. Edison International: Wildfire Overhang Still Trumps Earnings Beat Bears argue that wildfire exposure and credit strain will keep Edison International on the back foot even with solid operational delivery. \"Credit pressure highlighted by a recent S&P downgrade and management’s warnings about the consequences of missing further wildfire reforms point to a possible step up in borrowing costs that flow through to customer bills. This may tighten future regulatory decisions on allowed returns and limit the earnings uplift from the large grid investment program.\"Q3 core EPS of US$1.92 and reaffirmed 2026 guidance show earnings targets intact. However, the S&P downgrade already exists, wildfire reforms failed in August, and management still cannot size Eaton Fire reserves. Those are clear milestones missed on de-risking, which leaves the bearish credit and liability thesis largely intact despite the guidance hold. Hunt Disconnected Earnings Stories Edison International recently reported earnings that did not shift its share price in line with the results. The real opportunity is in stocks that may be undervalued before expectations change.  Company 1 - 29% below our estimate - builds a low cost digital bank as customer engagement and efficiency improve account profitability. Company 2 - 20% below our estimate - grows a money platform as users adopt its accounts and cards and partner banks utilize its payments infrastructure. Company 3 - 38% below our estimate - expands a coconut based drinks portfolio as retailers rely on its category expertise for branded and private label offerings.  Those are three of them. See every one of the 29 undervalued companies on it → This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Edison International might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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