Exelon Performance degli utili passati
Criteri Il passato verificati 2/6
Exelon ha registrato una crescita degli utili a un tasso medio annuo di 12.5%, mentre il settore Electric Utilities ha registrato utili in crescita a un tasso medio annuo di 6%. I ricavi sono stati in crescita a un tasso medio annuo di 2.2%. Il ritorno sul capitale proprio di Exelon è 9.5% e ha margini netti di 11.2%.
Informazioni chiave
12.48%
Tasso di crescita degli utili
11.71%
Tasso di crescita dell'EPS
| Electric Utilities Crescita del settore | 6.28% |
| Tasso di crescita dei ricavi | 2.24% |
| Rendimento del capitale proprio | 9.48% |
| Margine netto | 11.21% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 18
Exelon Positioned For Capturing Consequential Growth And AI Tailwinds
Summary Exelon is undervalued and positioned for consequential growth amid a rapidly expanding electric transmission demand cycle. My DCF and comps analyses indicate a fair value of $51.74 per share, reflecting nearly 10% upside from current levels. EXC's forward capex plan, especially the Brandon Shores investment, aligns with regulatory and data center-driven demand catalysts. Upcoming earnings should be monitored for AI-driven demand construction and regulatory shifts, which are key to the upside thesis. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 16
EXC: Data Center Demand And Capex Execution Will Drive Future Upside Potential
Analysts have trimmed the Exelon price target by about $0.60 to roughly $49.56, reflecting refreshed models that factor in slightly lower revenue growth assumptions, modestly adjusted P/E expectations, and recent Street research pointing to more measured growth expectations across utilities. Analyst Commentary Recent Street research around Exelon clusters around two themes: how durable its earnings growth framework looks and what investors should be willing to pay for that growth in the current utilities setup.Aggiornamento della narrazione • Apr 22
EXC: Data Center Demand And Capex Execution Will Shape Fairly Balanced Outlook
Exelon's updated analyst price target edges down by about $1 to roughly $50 as analysts factor in a slightly higher discount rate and modestly lower assumed future P/E, while keeping revenue growth and profit margin expectations broadly in line. Analyst Commentary Recent Street research around Exelon points to a mixed tone, with some firms trimming price targets and others maintaining or lifting them after updating models and estimates.Aggiornamento della narrazione • Apr 08
EXC: Data Center Demand And Capex Plans Will Shape Grid Investment Outcomes
Analysts have lifted the implied fair value for Exelon by about $0.54 to $51.41. This reflects a series of higher Street price targets supported by updated utility sector models, new coverage with positive views, recent Q4 earnings and long term capital spending plans.Aggiornamento della narrazione • Mar 25
EXC: Regulatory Certainty And Large Load Policies Will Shape Grid Investment Outcomes
The analyst price target for Exelon increases by about $0.44 to $50.88, as analysts incorporate refreshed models and updated estimates across the North American utilities group following recent Q4 results, capital spending plans and sector-wide target revisions. Analyst Commentary Recent research updates show a cluster of upward price target revisions for Exelon, with a range of views on how execution, capital spending and regulatory factors could influence the company’s valuation over time.Aggiornamento della narrazione • Mar 10
EXC: Regulatory Visibility And Large Load Demand Will Shape Grid Investment Outlook
Our analyst fair value estimate for Exelon has increased by $0.50 to $50.44 as analysts update their price targets following Q4 earnings, updated EPS guidance, and revised capital spending plans across the utility group. Analyst Commentary Street research on Exelon has been active around the Q4 earnings season, with several firms updating their price targets and views on the company.Aggiornamento della narrazione • Feb 24
EXC: Regulatory Visibility Through 2027 Will Balance Affordability And Grid Investment Risks
Analysts have nudged our Exelon fair value estimate to $49.94 from $48.75, reflecting modestly higher modeled revenue growth, a slightly stronger profit margin profile, and a small uptick in the assumed future P/E multiple following a series of upward price target revisions across the Street. Analyst Commentary Recent Street research around Exelon has been active, with several price target revisions and rating changes clustering over the past few months.Articolo di analisi • Feb 16
Exelon's (NASDAQ:EXC) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Exelon Corporation ( NASDAQ:EXC ) has announced that it will be paying its dividend of $0.42 on the 13th...Aggiornamento della narrazione • Feb 09
EXC: Regulatory Certainty Through 2027 Will Offset Affordability And Growth Concerns
Analysts have nudged their fair value estimate for Exelon slightly lower to $48.75 from $49.18, reflecting modest adjustments to growth, margins and discount rate assumptions after a mix of recent price target cuts and a resumed Sector Perform rating with a higher $51 target. Analyst Commentary Recent research on Exelon reflects a mix of cautious and constructive views, with price targets adjusted in both directions and one firm restarting coverage at a Sector Perform rating.Aggiornamento della narrazione • Jan 24
EXC: Regulatory Certainty Through 2027 And Wires Profile Will Support Upside
The analyst price target on Exelon has been reduced by about $0.20 per share as analysts made modest adjustments to fair value, revenue growth, profit margin and future P/E assumptions based on the latest mix of price target changes and Sector Perform commentary. Analyst Commentary Recent research has been mixed, with some bullish analysts lifting targets and others trimming them, which lines up with the modest overall reduction in the average price target.Aggiornamento della narrazione • Jan 07
EXC: Pennsylvania Step Up And Wires Only Profile Should Support Upside
Analysts have lifted their average price target for Exelon by a little over $0.10 per share, citing a combination of higher P/E assumptions, slightly stronger modeled revenue growth, and ongoing regulatory visibility. These factors are partially offset by modestly softer profit margin expectations and affordability concerns.Articolo di analisi • Jan 05
Do Exelon's (NASDAQ:EXC) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Aggiornamento della narrazione • Dec 24
EXC: Future Earnings Will Reflect Pennsylvania Upside And Defensible Wires Only Positioning
Exelon’s analyst price target has edged down by $0.50 to $49.25, as analysts balance improving long term rate base driven earnings prospects and favorable regulatory jurisdictions with mixed sentiment on valuation, relative defensiveness, and the timing of Pennsylvania upside. Analyst Commentary Analyst views on Exelon remain divided, with recent target changes and initiations reflecting both confidence in the company’s long term growth profile and concern over valuation and near term positioning.Aggiornamento della narrazione • Dec 10
EXC: Future Earnings Will Reflect Pennsylvania Regulatory Upside And Defensive Power Demand Trends
Analysts have nudged their average price target on Exelon modestly higher, reflecting increased conviction that its favorable regulatory jurisdictions, expected PECO step up in Pennsylvania, and stable earnings profile support upside, even as views diverge on how quickly the current valuation discount should close. Analyst Commentary Street research on Exelon remains mixed, with a growing cohort of bullish analysts highlighting improving fundamentals and valuation upside, while more cautious voices question how durable the current defensive premium and regulatory tailwinds will be as risk appetite normalizes.Aggiornamento della narrazione • Nov 26
EXC: Future Earnings Will Reflect Regulatory Dynamics And Power Demand Trends
Exelon’s analyst price target has been modestly reduced by $0.13 to $49.75. Analysts note slightly stronger revenue growth, but see near-term valuation constraints following recent sector coverage initiations and recalibrated market positioning.Aggiornamento della narrazione • Nov 11
EXC: Future Earnings Will Depend On Regulatory Environments And Market Demand
Exelon’s analyst price target has increased modestly from $49.33 to $49.88 per share. Analysts point to the company's resilient fundamentals and prospects for steady earnings growth, despite mixed views on regulatory headwinds and valuation discounts.Aggiornamento della narrazione • Oct 28
Electric Infrastructure Will Expand As Demand And Regulatory Stability Shape Outlook
Exelon's analyst price target has risen from $47.93 to $49.33, reflecting analysts' growing confidence in the company's regulatory stability and earnings outlook, even though projected growth rates have been slightly reduced. Analyst Commentary Recent research coverage of Exelon has focused on both the company's solid regulatory positioning and changing expectations for growth and valuation.Aggiornamento della narrazione • Oct 13
Electricity Demand And Clean Energy Policies Will Expand Infrastructure
Exelon's analyst price target has increased modestly. It has risen by approximately $1 to $47.93, as analysts expect steady earnings growth and reaffirmed guidance to support valuation.Articolo di analisi • Sep 19
Earnings Working Against Exelon Corporation's (NASDAQ:EXC) Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...Articolo di analisi • Jul 09
With EPS Growth And More, Exelon (NASDAQ:EXC) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Articolo di analisi • Jun 11
Exelon Corporation's (NASDAQ:EXC) Price Is Right But Growth Is Lacking
Exelon Corporation's ( NASDAQ:EXC ) price-to-earnings (or "P/E") ratio of 16x might make it look like a buy right now...Seeking Alpha • Feb 21
Exelon: Why I See Upside This Year
Summary I maintain a buy rating on Exelon Corporation due to its attractive valuation, steady earnings trajectory, and bullish technical chart. EXC's Q4 non-GAAP EPS of $0.64 beat expectations, and revenue of $5.5 billion showed a slight increase, reinforcing positive sentiment. Despite underperforming the S&P 500, EXC's anticipated EPS growth of 5-7% and a potential 10% price increase offer a decent margin of safety. Key risks include regulatory changes, high capex, interest rate exposure, and natural disaster risk, but the technical outlook remains strong with a bullish breakout target of $50. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Exelon: A Unique Utility With Double-Digit Upside
Summary Exelon is a Strong Buy due to its favorable valuation and growth prospects tied to data center demand and an expanding rate base. The company's unique focus on energy transmission and distribution insulates it from commodity price volatility. Exelon is well into a $34B investment plan that is targeting grid reliability, the integration of renewables, and building out capacity. Trading at a P/E of 15.6, Exelon is notably undervalued by its historical averages. Combining its projected EPS growth and the dividend, the stock offers double-digit total return potential. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
Exelon Is A Reasonably Priced Utility For Income Investors
Summary Exelon Corporation is a utility services holding company with diverse holdings in major US cities, offering stability and income potential for investors. Exelon trades at a price/book ratio of 1.54, below the sector median, and has a P/E ratio of 16.45, indicating better value. The company shows slow but steady revenue and net income growth, with a forward P/E of 15.31 and a yield of 3.77%, surpassing the sector median. Despite noteworthy debt, Exelon’s positive cash flow and consistent dividend growth make it a strong buy for income investors in the utility sector. Read the full article on Seeking AlphaSeeking Alpha • Jul 08
Exelon: Shares Still Undervalued, But Now With Higher Dividend And New Growth Potential
Summary Exelon is the 8th largest U.S. public utility, a holding company for six regulated gas and electric businesses, serving 10.6 million customers. Exelon's model is transmission and distribution only, with territories in the urban areas of Chicago, Philadelphia, Baltimore, and Washington, D.C. Illinois regulatory issues pose a challenge for now, but the company anticipates offsetting growth from new data centers located in its markets. Shares are undervalued by 10.0% today, but with a growing dividend yield of 4.4% and significant appreciation potential. Read the full article on Seeking AlphaSeeking Alpha • Mar 29
Exelon: Rate-Base Scale, Cost Management Drive Upside Potential
Summary Exelon Corporation is the largest electric utility in the United States, with nearly 11 million customers and six regulated utility subsidiaries. The company has outlined a $34.5bn capital investment strategy aimed at expanding its rate base at a CAGR of 7.5% and ensuring margin expansion through expense management. Additionally, the firm is well-positioned to capitalize on utility megatrends, such as renewables and electrification of the broader economy. My discounted cash flow valuation estimated an NPV for Exelon of $38.93, a ~5% undervaluation. Therefore, I rate Exelon a 'buy'. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Exelon guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 24,786 | 2,779 | 55 | 0 |
| 31 Dec 25 | 24,258 | 2,768 | 52 | 0 |
| 30 Sep 25 | 24,317 | 2,821 | -4 | 0 |
| 30 Jun 25 | 23,766 | 2,653 | 29 | 0 |
| 31 Mar 25 | 23,699 | 2,710 | 18 | 0 |
| 31 Dec 24 | 23,028 | 2,460 | 38 | 0 |
| 30 Sep 24 | 22,924 | 2,430 | 29 | 0 |
| 30 Jun 24 | 22,750 | 2,422 | 3 | 0 |
| 31 Mar 24 | 22,207 | 2,317 | 24 | 0 |
| 31 Dec 23 | 21,727 | 2,328 | 18 | 0 |
| 30 Sep 23 | 21,026 | 2,143 | 3 | 0 |
| 30 Jun 23 | 19,892 | 2,120 | -98 | 0 |
| 31 Mar 23 | 19,314 | 2,242 | -45 | 0 |
| 31 Dec 22 | 19,078 | 2,053 | -63 | 0 |
| 30 Sep 22 | 18,836 | 1,933 | -75 | 0 |
| 30 Jun 22 | 18,852 | 1,686 | -12 | 0 |
| 31 Mar 22 | 18,633 | 1,473 | -88 | 0 |
| 31 Dec 21 | 17,938 | 1,493 | -91 | 0 |
| 30 Sep 21 | 21,628 | 1,540 | -79 | 0 |
| 30 Jun 21 | 25,619 | 1,612 | -76 | 0 |
| 31 Mar 21 | 28,924 | 1,881 | -63 | 0 |
| 31 Dec 20 | 16,663 | 1,108 | -53 | 0 |
| 30 Sep 20 | 33,267 | 2,376 | -43 | 0 |
| 30 Jun 20 | 33,344 | 2,648 | -26 | 0 |
| 31 Mar 20 | 33,708 | 2,611 | -18 | 0 |
| 31 Dec 19 | 34,438 | 2,936 | -13 | 0 |
| 30 Sep 19 | 34,904 | 2,311 | 6 | 0 |
| 30 Jun 19 | 35,377 | 2,271 | 16 | 0 |
| 31 Mar 19 | 35,762 | 2,327 | 32 | 0 |
| 31 Dec 18 | 35,978 | 2,005 | 47 | 0 |
| 30 Sep 18 | 35,555 | 3,737 | 60 | 0 |
| 30 Jun 18 | 34,920 | 3,827 | 75 | 0 |
| 31 Mar 18 | 34,511 | 3,381 | 93 | 0 |
| 31 Dec 17 | 33,558 | 3,779 | 109 | 0 |
| 30 Sep 17 | 33,054 | 2,111 | 82 | 0 |
| 30 Jun 17 | 33,287 | 1,778 | 55 | 0 |
| 31 Mar 17 | 32,532 | 1,951 | 26 | 0 |
| 31 Dec 16 | 31,366 | 1,121 | 116 | 0 |
| 30 Sep 16 | 30,187 | 1,240 | 0 | 0 |
| 30 Jun 16 | 28,587 | 1,378 | 0 | 0 |
| 31 Mar 16 | 28,192 | 1,749 | 0 | 0 |
| 31 Dec 15 | 29,447 | 2,269 | 0 | 0 |
| 30 Sep 15 | 30,002 | 1,978 | 0 | 0 |
| 30 Jun 15 | 29,513 | 2,342 | 0 | 0 |
Guadagni di qualità: EXC ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di EXC (11.2%) sono inferiori rispetto allo scorso anno (11.4%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di EXC sono cresciuti del 12.5% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di EXC nell'ultimo anno ( 2.5% ) è inferiore alla media quinquennale ( 12.5% all'anno).
Guadagni vs Settore: La crescita degli utili EXC nell'ultimo anno ( 2.5% ) non ha superato quella del settore Electric Utilities 9.5%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 9.5% ) di EXC è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/29 08:44 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Exelon Corporation è coperta da 29 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |