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Get filing alertsEdison reaffirms 2026–2028 EPS guidance, reports $775M in Eaton Fire offers extended
Filed July 31, 2026 · Period ending July 30, 2026 · ~1 min read
Key Changes
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high
Reaffirmed 2026 Core EPS guidance of $5.90–6.20 and 2027 guidance of $6.25–6.65 (~7% YoY growth), driven by ~7% rate base growth through the General Rate Case cycle.
Exhibit 99.1 view on EDGAR → -
high
Extended $775M+ in Eaton Fire settlement offers to ~5,500 claimants (of 4,000+ claims submitted); paid $375M+ to 2,400+ claimants. First $1B from self-insurance, excess from Wildfire Fund, amounts above fund capacity potentially securitized under SB 254.
Exhibit 99.1 view on EDGAR → -
high
Exhibit 99.1 view on EDGAR →
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medium
Reported 7,170+ miles of covered conductor installed (no ignitions due to covered conductor failure), 2.3M+ vegetation trims/removals in high fire risk areas, and ~90% of high fire risk distribution system hardened.
Exhibit 99.1 view on EDGAR → -
low
Furnished investor presentation for use in meetings with institutional investors and analysts; posted to edisoninvestor.com.
Item 7.01 — Regulation FD Disclosure verify on EDGAR →
Summary
Edison International furnished an investor presentation reaffirming its 2026–2028 Core EPS guidance and providing a business update on wildfire mitigation and Eaton Fire claims resolution. The company maintained its 2026 guidance of $5.90–6.20 and 2027 guidance of $6.25–6.65, representing approximately 7% year-over-year growth driven by rate base expansion.
The 2028 guidance of $6.74–7.14 reflects 5–7% compound annual growth from 2025. These targets are supported by a $38–41 billion five-year capital plan (2026–2030) focused primarily on distribution grid investments, expected to grow rate base from $47.6 billion to $67.9 billion.
On the Eaton Fire, SCE disclosed that it has extended over $775 million in settlement offers to nearly 5,500 claimants and paid over $375 million to more than 2,400 claimants. The presentation outlines a clear funding framework: the first $1 billion from customer-funded self-insurance, excess amounts reimbursed by the Wildfire Fund, and amounts above fund capacity potentially securitized under SB 254 (subject to CPUC approval). The company also reported substantial wildfire mitigation progress, including over 7,170 miles of covered conductor installed with no ignitions due to covered conductor failure, and approximately 90% of its high fire risk distribution system hardened. The reaffirmed guidance and capital plan signal management's confidence in the regulatory framework and operational execution despite ongoing wildfire-related liabilities.
Section-by-Section Diff
Event · Item 7.01 — Regulation FD Disclosure
Item 7.01 — Regulation FD Disclosure filed; see Key Changes for terms.
Show 1 minor / wording change
Added in current filing · verify on EDGAR →
Members of Edison International management will use the information in the presentation furnished as Exhibit 99.1 to this report in meetings with institutional investors and analysts and at investor conferences. The attached presentation will also be posted on edisoninvestor.com.
Edison International disclosed that management will use a presentation (Exhibit 99.1) in meetings with institutional investors and analysts and at investor conferences. The presentation will also be posted on the company's investor relations website. This is a routine Regulation FD disclosure providing transparency about information being shared with the investment community.
Event · Exhibit 99.1
Added in current filing · view on EDGAR →
EIX reaffirms 2028 Core EPS guidance of $6.74–7.14, representing 5–7% growth from 2025
Edison International reaffirmed its 2028 Core EPS guidance range of $6.74–7.14, representing 5–7% compound annual growth from the 2025 starting point of $5.84. This guidance reflects continued rate base growth and the company's long-term capital investment program. Note: these figures were previously disclosed in the company's Jul 30, 2026 8-K.
Added in current filing · view on EDGAR →
7,170+ MILES OF COVERED CONDUCTOR ... 2.3 MILLION+ TRIMS AND REMOVALS IN HFRA ... 1.9 MILLION+ HFRA INSPECTIONS ... ~2,000 WEATHER STATIONS ... ~200 HD CAMERAS ... No ignitions due to failure of covered conductor
SCE reported substantial wildfire mitigation progress as of June 30, 2026, including over 7,170 miles of covered conductor installed (with no ignitions due to covered conductor failure), 2.3 million vegetation trims and removals in high fire risk areas, 1.9 million inspections, approximately 2,000 weather stations, and approximately 200 HD cameras providing ~90% visual coverage of the high fire risk area. The company has successfully hardened approximately 90% of its high fire risk area distribution system, with 14,760+ miles completed and up to 970 miles remaining through 2028.
Added in current filing · view on EDGAR →
More than 4,000 claims submitted, consisting of over 12,300 individuals, trusts, and legal entities • More than 2,200 offers extended to nearly 5,500 claimants, totaling more than $775 million • More than 2,400 claimants paid, totaling over $375 million
SCE disclosed that more than 4,000 claims have been submitted related to the Eaton Fire, consisting of over 12,300 individuals, trusts, and legal entities. The company has extended more than 2,200 offers totaling more than $775 million to nearly 5,500 claimants, and has paid more than 2,400 claimants totaling over $375 million. The presentation outlines clear funding sources: the first $1 billion from customer-funded self-insurance, amounts above that up to the Wildfire Fund capacity reimbursed by the fund, and amounts above fund capacity potentially securitized under SB 254 (subject to CPUC approval). Note: these figures were previously disclosed in the company's Jul 30, 2026 8-K.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 3, 2026 · How we verify