Exelon Corporation

NasdaqGS:EXC Stok Raporu

Piyasa değeri: US$46.4b

Exelon Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

Exelon yıllık ortalama 12.5% oranında kazançlarını artırırken, Electric Utilities sektöründe kazançlar growing at 6.1% annual. Gelirler growing yılda ortalama 2.2% oranında artmaktadır. Exelon'in özkaynak karlılığı 9.5% ve net marjı 11.2%'dir.

Anahtar bilgiler

12.48%

Kazanç büyüme oranı

11.71%

EPS büyüme oranı

Electric Utilities Sektör Büyümesi6.28%
Gelir büyüme oranı2.24%
Özkaynak getirisi9.48%
Net Marj11.21%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi • Jun 06

EXC: Data Center Demand And Capex Plans Will Face Regulatory Tests

Analysts trimmed the updated price target for Exelon to about $49.33 from $49.56, as a series of recent target cuts across the Street, largely tied to regulatory questions and a more cautious stance on utility valuations, fed into slightly lower fair value and P/E assumptions despite modest tweaks to growth and margin inputs. Analyst Commentary Recent research on Exelon reflects a mix of optimism around long term planning and caution around regulatory and valuation headwinds.
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Gelir ve Gider Dağılımı

Exelon nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:EXC Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 2624,7862,779550
31 Dec 2524,2582,768520
30 Sep 2524,3172,821-40
30 Jun 2523,7662,653290
31 Mar 2523,6992,710180
31 Dec 2423,0282,460380
30 Sep 2422,9242,430290
30 Jun 2422,7502,42230
31 Mar 2422,2072,317240
31 Dec 2321,7272,328180
30 Sep 2321,0262,14330
30 Jun 2319,8922,120-980
31 Mar 2319,3142,242-450
31 Dec 2219,0782,053-630
30 Sep 2218,8361,933-750
30 Jun 2218,8521,686-120
31 Mar 2218,6331,473-880
31 Dec 2117,9381,493-910
30 Sep 2121,6281,540-790
30 Jun 2125,6191,612-760
31 Mar 2128,9241,881-630
31 Dec 2016,6631,108-530
30 Sep 2033,2672,376-430
30 Jun 2033,3442,648-260
31 Mar 2033,7082,611-180
31 Dec 1934,4382,936-130
30 Sep 1934,9042,31160
30 Jun 1935,3772,271160
31 Mar 1935,7622,327320
31 Dec 1835,9782,005470
30 Sep 1835,5553,737600
30 Jun 1834,9203,827750
31 Mar 1834,5113,381930
31 Dec 1733,5583,7791090
30 Sep 1733,0542,111820
30 Jun 1733,2871,778550
31 Mar 1732,5321,951260
31 Dec 1631,3661,1211160
30 Sep 1630,1871,24000
30 Jun 1628,5871,37800
31 Mar 1628,1921,74900
31 Dec 1529,4472,26900
30 Sep 1530,0021,97800
30 Jun 1529,5132,34200

Kaliteli Kazançlar: EXC yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: EXC 'nin mevcut net kar marjları (11.2%) geçen yılın (11.4%) değerinden daha düşüktür.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: EXC şirketinin kazancı son 5 yılda yılda 12.5% oranında arttı.

Büyüme Hızlandırma: EXC 'un son bir yıldaki kazanç büyümesi ( 2.5% ) 5 yıllık ortalamasının ( 12.5% /yıl) altındadır.

Kazançlar vs. Sektör: EXC geçen yılki kazanç büyümesi ( 2.5% ) Electric Utilities sektörünün 8.8% performansını geride bırakmadı.

Özkaynak Getirisi

Yüksek ROE: EXC 'nin Özsermaye Getirisi ( 9.5% ) düşük olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/10 18:01
Gün Sonu Hisse Fiyatı2026/06/10 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Exelon Corporation 29 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays