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EXCExelon CorporationSell5.3·$44.49+1.18%

Exelon (EXC) Q2 2026 earnings — TrendMatrix coverage

MISS-3.9% vs estimateEPS $0.43 vs $0.45 estVerdict Buy (Wait)Sell

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.43
Estimate
$0.45
Surprise
-3.9%
Revenue (period 2026-06-30)
$5.97B
Score at report (before → after)
5.35.2/10

Revenue source: mixed.

Report record · Q2 2026

How the report landed

Exelon (EXC) missed the $0.45 estimate with diluted EPS of $0.43 — a clear 3.9% shortfall. TrendMatrix's engine moved from Buy (Wait) (5.3/10) to Sell at 5.2/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates EXC Sell at 5.3/10.

3 of the last 4 quarters beat the estimate; this quarter's -3.9% surprise compares with a +4.3% four-quarter average. Next scheduled report: 2026-11-03.

What supports the rating

  • Sector modifier (Utilities): +1.0
  • Strong earnings beat streak (3/4)

What argues against it

  • Analyst target reached - limited upside remaining
  • V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2)
  • Leverage penalty (D/E 1.8): -1.0

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$44.49
Price target
$45.07
Stop
$42.51
Upside to target
+1.3%

At 16.1× trailing and 14.5× forward earnings, consensus estimates imply little change in earnings power.

Risk check: trading volume is running 1.9× its average — elevated turnover around the report window.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Utilities context

EXC at TrendMatrix's latest read

Utility earnings are regulatory outcomes on a lag — allowed-return and rate-case posture frame any quarter's print.

Industry
Utilities - Regulated Electric
Market cap
$45.30B
P/E (fwd)
14.5
P/E (ttm)
16.1
52-week range
$42.58$50.65
Off 52-week high
12.2%
RSI (14)
35
Volume vs avg
1.85×
Score today
5.3/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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