Key Takeaways Decarbonization policies and electrification trends drive long-term grid demand, enabling revenue growth and large-scale investment opportunities for grid modernization and renewables. Regulatory advances in wildfire risk and rate recovery reduce liabilities, support stable cash flows, and enhance long-term earnings and dividend prospects.
Key Takeaways Edison's strategic regulatory engagement and adoption of advanced technologies could drive higher earnings growth and improved margins beyond current market expectations. Surging electrification, population growth, and proven cost leadership position SCE for accelerated revenue expansion and regulatory support relative to peers.
Key Takeaways Shifts in energy generation, wildfire liabilities, and evolving regulations threaten long-term revenue growth and could erode profitability. Large capital needs, rising costs, and policy uncertainty may hinder investment returns and strain future earnings.