Exelon’s transition to a pure-play regulated utility model provides a predictable earnings trajectory supported by consistent grid modernization investments. While the company targets 5-8% annual earnings growth through rate base expansion, investors should mo...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth of 7.9% in 2026Q1, coupled with a 22.2% operating margin, suggests that the company is successfully leveraging its regulated utility model to maintain stable profitability.
Exelon’s revenue rose 5.3% year‑over‑year to $24.3 billion, while net income climbed 13% and gross profit increased 11%. These gains demonstrate robust top‑line expansion and cost control in a regulated environment.
The company maintains a 21.2% operating margin and an 11.4% net profit margin, indicating efficient management of operating expenses and a healthy profitability profile relative to peers.
In Q4 2025, Exelon reported an EPS of $0.59 versus analyst expectations of $0.53, an 11.32% beat. This earnings outperformance signals strong cash flow generation and potential upside for investors.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.43-1.3% vs $0.44 | $6.0B+9.6% vs $5.4B |
Q2 2026 May 6, 2026 | $0.91+2.9% vs $0.88 | $7.2B+4.6% vs $6.9B |
Q1 2026 Feb 12, 2026 | $0.59+7.9% vs $0.55 | $5.4B+0.4% vs $5.4B |
Q4 2025 Nov 4, 2025 | $0.86+10.5% vs $0.78 | $6.7B+4.3% vs $6.4B |
Nykredit A S bought a new stake in Exelon Corporation (NASDAQ: EXC) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 270,906 shares of the company's stock, valued at approximately $12,630,000. Other institutional investors have also recently bought and sold
A flooded pump has knocked one of the Midwest's biggest refineries offline at the worst possible moment, and fuel markets from Chicago to Pittsburgh are already stretched thin. The question now is how long Exxon can stay dark before prices in the region hit a new breaking point.
MGE Energy (NASDAQ: MGEE - Get Free Report) and Exelon (NASDAQ: EXC - Get Free Report) are both utilities companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, profitability, dividends, risk and earnings. Profitability This table compares MGE Energy and Exelon's net
Exelon, PG&E and Centuri stand out as utilities positioned to navigate higher rates with solid interest coverage and improving 2026 earnings estimates.
Benchmark EXC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Exelon Corporation (EXC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $41.80 | $42.77B | 15.26 | 5.34% | 11.41% | 9.94% | 3.82% | |
| $116.31 | $90.67B | 18.43 | 6.19% | 15.72% | 9.58% | — | |
| $85.15 | $95.99B | 21.72 | 10.59% | 15.43% | 11.69% | — | |
| $62.43 | $54.91B | 18.10 | 14.16% | 13.93% | 7.71% | — | |
| $120.27 | $65.44B | 18.06 | 9.37% | 13.95% | 9.66% | — | |
| $12.88 | $34.52B | 10.92 | 2.11% | 12.25% | 9.54% | — |
Exelon Corporation (EXC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Exelon Corporation (EXC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
May 6, 2026·SEC
Apr 30, 2026·SEC
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Exelon Corporation (EXC) stock FAQ — growth, dividends, profitability & financials explained
Exelon Corporation (EXC) reported $25.33B in revenue for fiscal year 2025. This represents a 491% increase from $4.28B in 1996.
Exelon Corporation (EXC) grew revenue by 5.3% over the past year. This is steady growth.
Yes, Exelon Corporation (EXC) is profitable, generating $2.78B in net income for fiscal year 2025 (11.4% net margin).
Yes, Exelon Corporation (EXC) pays a dividend with a yield of 3.82%. This makes it attractive for income-focused investors.
Exelon Corporation (EXC) has a return on equity (ROE) of 9.9%. This is below average, suggesting room for improvement.
Exelon Corporation (EXC) had negative free cash flow of $1.92B in fiscal year 2025, likely due to heavy capital investments.
Exelon Corporation (EXC) has a dividend payout ratio of 58%. This suggests the dividend is well-covered and sustainable.
