Company Dossier · Utilities
Edison International
- S&P 500
- Russell 1000
What Edison International is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $19.6 billion, up 13% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: −$0.64 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $6.65 billion, up 14% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.03 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $5.13 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.60 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 18, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.0 million on the open market.SEC Form 4
- 1,081 institutional managers reported a position at June 30, 2026 (+19 on the quarter before).SEC Form 13F
Risk events (12 months): 1 — latest OSHA inspection, Jan 7, 2026 →
Company Posture
How Company Posture is measured →What Edison International is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings50th pct
- Deals and private raises48th pct
- Patent publications53rd pct
Confident ↔ Hedging
Hedging
- Call sentiment27th pct
- Call confidence8th pct
- Guidance changes18th pct
- Risk factors added—
- Insider open-market trades40th pct
- − Call confidence
- − Guidance changes
- − Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver76th pct
- Stress filings49th pct
Credit
How these are built →Edison International's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$41.5B
- Due within a year $4.2B
- Longer term $37.3B
- Default point $22.9B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
$1.1B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Apr 30, 2026 | $500M | 5.000% | 2028 (2y) | +117bp | 5.054% |
| Feb 23, 2026 | $550M | 4.800% | 2031 (5y) | +125bp | 4.836% |
| Mar 11, 2025 | $550M | 6.250% | 2030 (5y) | +250bp | 6.526% |
| Oct 31, 2024 | $550M | 5.250% | 2032 (7y) | +105bp | 5.262% |
| Jun 25, 2024 | $500M | 5.450% | 2029 (5y) | +120bp | 5.467% |
From the pricing term sheets Edison International filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (FIERCE GOVERNMENT RELATIONS)third_quarter 2026 · $0.1 million
- Oct 18, 2026LobbyingLobbying report (MISSION STRATEGIES LLC (ENERGY))third_quarter 2026 · $0.0 million
- Oct 15, 2026LobbyingLobbying report (EDISON INTERNATIONAL)third_quarter 2026 · $0.3 million
- Jul 20, 2026LobbyingLobbying report (EDISON INTERNATIONAL)second_quarter 2026 · $0.3 million
- Jul 20, 2026LobbyingLobbying report (FIERCE GOVERNMENT RELATIONS)second_quarter 2026 · $0.1 million
- Jul 17, 2026LobbyingLobbying report (KADESH & ASSOCIATES, LLC)second_quarter 2026 · $0.0 million
- Jul 7, 2026LobbyingLobbying report (MISSION STRATEGIES LLC (ENERGY))second_quarter 2026 · $0.0 million
- Apr 24, 20268-KShareholder vote resultsItem 5.07
- Apr 23, 20268-KDirector or officer changeItem 5.02
- Apr 20, 2026LobbyingLobbying report (FIERCE GOVERNMENT RELATIONS)first_quarter 2026 · $0.1 million
- Feb 18, 202610-K
- Jan 7, 2026Risk event
- Dec 23, 20258-KMaterial agreement signedItem 1.01
- Jun 20, 2025Risk event
- Apr 25, 20258-KShareholder vote resultsItem 5.07
- Feb 27, 202510-K
- Feb 20, 20258-KDirector or officer changeItem 5.02
- Feb 10, 20258-KDirector or officer changeItem 5.02
- Feb 22, 202410-K
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Vistra Corp. VST | $19.0B | $2.3B | Jun 30, 2026 |
| American Electric Power AEP | $22.0B | $2.6B | Mar 31, 2026 |
| FirstEnergy FE | $15.5B | −$1.7B | Mar 31, 2026 |
| Constellation Energy CEG | $24.8B | $0.3B | Jun 30, 2026 |
| Exelon EXC | $24.8B | −$2.2B | Mar 31, 2026 |
| NextEra Energy NEE | $25.9B | — | Mar 31, 2026 |
| Eversource Energy ES | $14.0B | $0.3B | Jun 30, 2026 |
| Entergy ETR | $13.3B | −$2.8B | Mar 31, 2026 |