Company Dossier · Utilities
Exelon
- S&P 500
- Nasdaq-100
- Russell 1000
What Exelon 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: $24.8 billion, up 4.6% 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: −$2.16 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $8.94 billion, up 23% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $6.08 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 12, 2026): 0 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2025: $0.3 million on the open market.SEC Form 4
- 1,293 institutional managers reported a position at June 30, 2026 (+7 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 14 (14 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 7 — latest OSHA inspection, Aug 27, 2026 →
Company Posture
How Company Posture is measured →What Exelon 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 filings28th pct
- Deals and private raises48th pct
- Patent publications94th pct
Confident ↔ Hedging
Mixed
- Call sentiment42nd pct
- Call confidence54th pct
- Guidance changes49th pct
- Risk factors added79th pct
- Insider open-market trades—
- + Risk factors added
- − Call sentiment
- + Call confidence
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-deliver64th pct
- Stress filings49th pct
Credit
How these are built →Exelon'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
$50.9B
- Due within a year $3.0B
- Longer term $47.9B
- Default point $26.9B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
$0.8B
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 |
|---|---|---|---|---|---|
| Feb 18, 2026 | $775M | 4.950% | 2036 (10y) | +92bp | 4.999% |
| Feb 18, 2025 | $500M | 5.125% | 2031 (6y) | +75bp | 5.136% |
| Feb 18, 2025 | $500M | 5.875% | 2055 (30y) | +113bp | 5.899% |
| Feb 22, 2024 | $650M | 5.150% | 2029 (5y) | +88bp | 5.199% |
| Feb 22, 2024 | $650M | 5.450% | 2034 (10y) | +115bp | 5.471% |
| Feb 22, 2024 | $400M | 5.600% | 2053 (29y) | +130bp | 5.765% |
From the pricing term sheets Exelon 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
Exelon: earnings call confidence
Palanor Discourse score per call, 0 to 1
Hiring and ownership
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 21, 2026LobbyingLobbying report (PETER DAMON GROUP LLC)third_quarter 2026 · $0.0 million
- Oct 21, 2026LobbyingLobbying report (CGCN GROUP, LLC)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (CAPITOL TAX PARTNERS, LLP)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (EXELON BUSINESS SERVICES, LLC)third_quarter 2026 · $0.5 million
- Oct 7, 2026LobbyingLobbying report (D&P CREATIVE STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Sep 8, 2026Patent
- Aug 27, 2026Risk event
- Aug 25, 20268-KDirector or officer changeItem 5.02
- Aug 19, 2026LobbyingLobbying report (EXELON BUSINESS SERVICES, LLC)second_quarter 2026 · $0.5 million
- Jul 31, 2026Risk event
- Jul 8, 2026Risk event
- Jun 25, 2026Risk event
- Jun 8, 2026Risk event
- May 5, 2026Patent
- Apr 30, 20268-KShareholder vote resultsItem 5.07
- Feb 20, 20268-KMaterial agreement signedItem 1.01
- Feb 12, 202610-KAnnual report (10-K)0 risk factors added, 1 removed
- Feb 3, 20268-KDirector or officer changeItem 5.02
- Jan 12, 2026Risk event
- Jan 6, 2026Patent
- Dec 23, 2025Risk event
- Dec 4, 20258-KMaterial agreement signedItem 1.01
- Nov 26, 20258-KDirector or officer changeItem 5.02
- May 5, 20258-KShareholder vote resultsItem 5.07
- May 2, 20258-KMaterial agreement signedItem 1.01
- Mar 10, 20258-KDirector or officer changeItem 5.02
- Feb 21, 20258-KMaterial agreement signedItem 1.01
- Feb 12, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Dec 3, 20248-KDirector or officer changeItem 5.02
- Feb 21, 202410-KAnnual report (10-K)0 risk factors added, 3 removed
- Jan 30, 2024Patent
- Jun 7, 2022Patent
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 |
|---|---|---|---|
| Constellation Energy CEG | $24.8B | $0.3B | Jun 30, 2026 |
| NextEra Energy NEE | $25.9B | — | Mar 31, 2026 |
| American Electric Power AEP | $22.0B | $2.6B | Mar 31, 2026 |
| Southern Company SO | $30.2B | −$3.5B | Mar 31, 2026 |
| Edison International EIX | $19.6B | −$0.6B | Mar 31, 2026 |
| Vistra Corp. VST | $19.0B | $2.3B | Jun 30, 2026 |
| Duke Energy DUK | $32.5B | −$3.3B | Mar 31, 2026 |
| FirstEnergy FE | $15.5B | −$1.7B | Mar 31, 2026 |