Earnings Releases·Oct 30, 2026, 6:57 AM ET

Exelon — Third Quarter 2026 Earnings Summary

GAAP net income per share declined to $0.70 in Q3 2026 from $0.86 in Q3 2025, while adjusted operating earnings per share rose to $0.87 from $0.86; consolidated operating revenues increased to $7,319 million from $6,705 million year-over-year.
Full-year 2026 adjusted operating earnings guidance narrowed to $2.85–$2.91 per share, with management affirming a 5–7% compounded annual growth rate for operating EPS from 2025 to 2029.
Nine-month net income attributable to common shareholders fell to $2,044 million from $2,174 million in 2025, driven by higher storm costs and the absence of deferrals at PECO and PHI, despite a $394 million increase in operating cash flows.
The Board declared a quarterly dividend of $0.42 per share; the company also issued $825 million in new First Mortgage Bonds across PECO and DPL to repay indebtedness and fund general corporate purposes.