Overview

* Exelon Q3 2025 GAAP net income rises to $0.86 per share from $0.70 per share

* Adjusted EPS for Q3 2025 increases to $0.86 per share from $0.71 per share

* Company reaffirms full-year 2025 adjusted EPS guidance of $2.64-$2.74 per share

Outlook

* Exelon ( EXC ) reaffirms full-year 2025 adjusted EPS guidance of $2.64-$2.74

* Company maintains 5-7% EPS growth target from 2024 to 2028

* Exelon ( EXC ) plans $38 bln in infrastructure investments over next four years

Result Drivers

* UTILITY EARNINGS - Higher distribution and transmission rates at ComEd, PHI, PECO, and BGE drove utility earnings

* STORM COSTS - Lower storm costs at PECO and BGE contributed to earnings increase

* FINANCING COMPLETION - Completed all planned debt financings for 2025 and progressed on equity plan

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 NET $875 mln

INCOME

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 9 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the electric utilities peer group is "buy"

* Wall Street's median 12-month price target for Exelon Corp ( EXC ) is $50.00, about 7.6% above its November 3 closing price of $46.20

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)