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.
Edison International, through its subsidiaries, engages in the generation and distribution of electric power. The company supplies and delivers through its electrical infrastructure to an approximately 50,000 square-mile area of southern California. It serves residential, commercial, industrial, public authorities, agricultural, and other sectors. The company’s distribution network consists of approximately 13,000 circuit-miles of lines ranging from 55 kV to 500 kV and approximately 80 transmission substations; and approximately 38,000 circuit-miles of overhead lines, approximately 32,000 circuit-miles of underground lines, and approximately 730 distribution substations. Edison International was founded in 1886 and is based in Rosemead, California.
