Every material Form 8-K Edison International has filed with the SEC since February 22, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Edison International furnished an October 29, 2026 business update presentation as Exhibit 99.1 for use with investors and analysts, and posted it on edisoninvestor.com. The presentation reiterates a $38 billion to $41 billion electric infrastructure investment opportunity for 2026 through 2030, says the company is currently unable to estimate potential Eaton Fire losses, and states that California wildfire reform remains necessary after the regular legislative session ended without it.
Presentation dated October 29, 2026 was furnished under Item 7.01 and is to be used in meetings with institutional investors and analysts and at investor conferences.
Edison International cites a $38 billion to $41 billion electric infrastructure investment opportunity from 2026 through 2030.
The company states it is currently unable to estimate potential Eaton Fire losses, and says SCE has clear sources for funding claims resolution.
Key upcoming dates include a November 2 CPUC report on the statewide impact of lacking structural wildfire reform and a November 15 constitutional deadline to pass a bill.
Edison International reported third-quarter 2026 net income of $724 million, or $1.88 per share, down from $832 million, or $2.16 per share, a year earlier. Core earnings for the quarter were $1.92 per share compared to $2.34 per share in the prior year period. Management reaffirmed its full-year 2026 core EPS guidance range of $5.90 to $6.20.
Third-quarter 2026 GAAP EPS was $1.88 and core EPS was $1.92.
Third-quarter 2026 net income was $724 million, down from $832 million in the third quarter of 2025.
Full-year 2026 core EPS guidance was reaffirmed at $5.90 to $6.20.
SCE has hardened approximately 90% of its distribution system in high fire risk areas.
Edison International reported second-quarter 2026 net income of $534 million, or $1.39 per share, up from $343 million, or $0.89 per share, a year earlier. Core earnings were $592 million, or $1.54 per share, compared with $374 million, or $0.97 per share, while operating revenue fell to $4.36 billion from $4.54 billion. The company reaffirmed its 2026 core EPS guidance of $5.90 to $6.20, but lowered its basic EPS guidance range to $5.70 to $6.00 because of non-core items.
Q2 2026 core EPS $1.54 vs. $0.97 a year earlier; GAAP EPS $1.39 vs. $0.89
Operating revenue $4.36 billion vs. $4.54 billion in Q2 2025
2026 core EPS guidance reaffirmed at $5.90 to $6.20; basic EPS guidance lowered to $5.70 to $6.00 from $5.86 to $6.16 due to $77 million ($0.20 per share) of non-core items in the first half
Edison International reported first-quarter 2026 core earnings of $546 million, or $1.42 per share, up from $1.37 a year earlier, and affirmed its 2026 core EPS guidance of $5.90 to $6.20. GAAP net income fell to $531 million from $1,436 million, mainly because the prior-year quarter included large non-core gains tied to wildfire-related recoveries. The company also said Aaron Moss will become CFO on July 3, 2026, and the current CFO will retire on September 1, 2026.
Core EPS $1.42 vs. $1.37 a year earlier; GAAP EPS $1.38 vs. $3.73
Operating revenue $4,103 million vs. $3,811 million a year earlier
2026 core EPS guidance of $5.90 to $6.20 affirmed; basic EPS guidance lowered to $5.86 to $6.16 for a $0.04 non-core item
Aaron Moss to become CFO on July 3, 2026; current CFO to retire September 1, 2026
Edison International elected M. Susan Hardwick, former CEO of American Water Works, as an independent director effective April 23, 2026. CFO Maria Rigatti will resign effective July 3, 2026 and retire September 1, 2026, and Aaron D. Moss, currently SCE's CFO, will succeed her as EIX CFO on July 3, 2026.
Board increased from 11 to 12 members to seat M. Susan Hardwick, effective April 23, 2026.
Maria Rigatti resigns as EIX CFO effective July 3, 2026 and retires September 1, 2026.
Aaron D. Moss, 55, to become EIX Executive Vice President and CFO effective July 3, 2026, with an annual salary of $730,000 from July 4, 2026.
Board amended EIX Bylaws to clarify officer duties related to the CFO, Controller and Treasurer roles.
Edison International reported fourth-quarter 2025 GAAP net income of $1,848 million, or $4.80 per share, versus $340 million, or $0.88 per share, a year earlier. Core EPS, which excludes non-core items, was $1.87 versus $1.05, and full-year 2025 core EPS was $6.55 versus $4.93, with the company noting that Southern California Edison's results benefited from a Woolsey Settlement Agreement cost recovery and revenue recognition from the 2025 GRC final decision. The company also introduced 2026 core EPS guidance of $5.90-6.20 and 2027 guidance of $6.25-6.65.
Q4 2025 core EPS of $1.87 vs $1.05 a year earlier; GAAP EPS of $4.80 vs $0.88
Full-year 2025 core EPS of $6.55 vs $4.93; full-year operating revenue of $19,317 million vs $17,599 million
2026 core EPS guidance of $5.90-6.20; 2027 core EPS guidance of $6.25-6.65, both as of Feb. 18, 2026
Board declared a quarterly common stock dividend of $0.8775 per share, payable April 30, 2026, to holders of record on April 7, 2026
Edison International entered into a $900 million term loan agreement with Wells Fargo Bank, National Association, as administrative agent, on December 23, 2025. The loan matures December 22, 2026, can be prepaid without premium or penalty, and the company expects to use proceeds for general corporate and working capital purposes, which may include debt repayment. The filing discloses no earnings or guidance figures, so the event is a new borrowing rather than an operating result.
$900 million term loan matures December 22, 2026; prepayable at any time without premium or penalty
Interest at adjusted term SOFR plus 1.25%, or base rate plus 0.25%
One financial covenant: ratio of consolidated total recourse indebtedness to consolidated capital not to exceed 0.70 to 1.0 at each quarter end
Lenders are existing lenders under Edison International's $1.5 billion revolving credit facility and Southern California Edison's $3.35 billion revolving credit facility
Edison International reported third-quarter 2025 net income of $832 million, or $2.16 per share, up from $516 million, or $1.33 per share, a year earlier. The company narrowed its 2025 core EPS guidance to $5.95-$6.20 from $5.94-$6.34, and the filing says the Eaton Fire has been confirmed as a covered wildfire for accessing the Wildfire Fund.
Q3 2025 core earnings were $901 million, or $2.34 per share, versus $582 million, or $1.51 per share, in Q3 2024, driven mainly by higher SCE revenue from the 2025 GRC final decision.
2025 core EPS guidance narrowed to $5.95-$6.20, from $5.94-$6.34 as of July 31, 2025.
Wildfire Fund administrator confirmed the Eaton Fire as a covered wildfire for purposes of accessing the fund.
During Q3, SCE settled with one insurance claimant at 52 cents for each dollar paid to its policyholders; the company says this single data point is not enough to estimate total Eaton Fire losses.
Edison International reported second-quarter 2025 GAAP net income of $343 million, or $0.89 per share, down from $439 million, or $1.14 per share, a year earlier. Core EPS was $0.97 versus $1.23, and the company reaffirmed its 2025 core EPS guidance of $5.94 to $6.34, but lowered its basic EPS guidance range because of non-core items. Operating revenue rose to $4,543 million from $4,336 million.
Q2 2025 operating revenue was $4,543 million, up from $4,336 million in Q2 2024; net income was $343 million, down from $439 million.
Q2 2025 core EPS was $0.97 versus $1.23 a year earlier; the company said higher operations and maintenance expense and regulatory decisions drove the decline at SCE.
2025 core EPS guidance was reaffirmed at $5.94 to $6.34; basic EPS guidance moved to $8.22 to $8.62 from $8.30 to $8.70 after $877 million, or $2.28 per share, of non-core items for the first half.
The company said SCE will launch a Wildfire Recovery Compensation Program this fall and that the Eaton Fire investigations remain ongoing.
Edison International reported first-quarter 2025 GAAP net income of $1,436 million, or $3.73 per share, and core earnings of $528 million, or $1.37 per share, up from $1.13 a year earlier. Operating revenue fell to $3,811 million from $4,078 million, and the company affirmed its 2025 core EPS guidance of $5.94 to $6.34. Management also said it is probable that the company will incur material losses related to the Eaton Fire, with the investigation ongoing.
GAAP EPS of $3.73 included $908 million, or $2.36 per share, of non-core items, mainly from the TKM Settlement Agreement.
Core EPS of $1.37 compared with $1.13 in the first quarter of 2024; SCE core EPS was $1.61 and Parent and Other was a loss of $0.24 per share.
2025 core EPS guidance of $5.94 to $6.34 was affirmed as of April 29, 2025.
Management stated that, in light of pending litigation, it is probable EIX and SCE will incur material losses in connection with the Eaton Fire.
Edison International reported fourth-quarter 2024 net income of $340 million, or $0.88 per share, down from $378 million, or $0.99 per share, a year earlier. Full-year 2024 GAAP EPS rose to $3.33 from $3.12, and core EPS rose to $4.93 from $4.76. The company revised its 2025 core EPS guidance to $5.94-$6.34, which includes the impact of the TKM settlement, and the filing does not state the prior range.
Q4 2024 core EPS was $1.05, compared with $1.28 a year earlier; core earnings were $405 million versus $490 million.
Full-year 2024 operating revenue was $17.6 billion, up from $16.3 billion in 2023.
TKM settlement approved, authorizing $1.6 billion of cost recovery for pre-AB 1054 wildfire costs.
Quarterly dividend of $0.8275 per share declared, payable April 30, 2025, to holders of record on April 7, 2025.
Edison International's board increased its size from 11 to 12 members and appointed former U.S. Energy Secretary Jennifer Granholm as an independent director, effective April 1, 2025. The filing says she has not yet been named to any board committees and will receive standard non-employee director compensation.
Board size increased from 11 to 12 members; appointment made February 20, 2025, effective April 1, 2025
Granholm previously served as U.S. secretary of energy and as governor of Michigan
Filing states no related-party transactions requiring disclosure and no committee assignments yet
Press release furnished as Exhibit 99.1 also covers Southern California Edison board seat
Edison International said its general counsel, Adam Umanoff, will retire effective July 4, 2025, and the board elected Chonda Nwamu as executive vice president and general counsel effective April 9, 2025. Umanoff will remain an executive vice president from April 9 through his retirement date, giving a planned handover period.
Adam S. Umanoff gave notice of retirement on February 7, 2025, effective July 4, 2025
Chonda J. Nwamu elected executive vice president and general counsel, effective April 9, 2025
Umanoff continues as executive vice president from April 9, 2025, until his retirement
Edison International reported third-quarter 2024 GAAP net income of $516 million, or $1.33 per share, up from $155 million, or $0.40 per share, a year earlier. Core EPS was $1.51 versus $1.38, and the company narrowed its 2024 core EPS guidance to $4.80-$5.00 from $4.75-$5.05, while reiterating its long-term growth targets.
Q3 2024 operating revenue was $5,201 million, up from $4,702 million in Q3 2023.
Q3 2024 core EPS was $1.51, compared with $1.38 a year earlier; GAAP EPS was $1.33.
2024 core EPS guidance narrowed to $4.80-$5.00, from $4.75-$5.05 as of July 25, 2024.
Company reiterated 5%-7% long-term core EPS growth targets for 2021-2025 and 2025-2028.
Edison International reported second-quarter 2024 net income of $439 million, or $1.14 per share, up from $354 million, or $0.92 per share, a year earlier. Core EPS was $1.23 versus $1.01, and the company reaffirmed its 2024 core EPS guidance of $4.75 to $5.05. The board also authorized a share repurchase program of up to $200 million running through December 31, 2025, which shareholders may watch as a use of capital.
Q2 2024 core earnings were $475 million, or $1.23 per share, compared with $388 million, or $1.01 per share, in Q2 2023.
Q2 2024 operating revenue was $4,336 million, compared with $3,964 million a year earlier.
2024 core EPS guidance of $4.75 to $5.05 was reaffirmed; basic EPS guidance moved to $3.49 to $3.79 from $3.59 to $3.89 due to non-core items.
A share repurchase program of up to $200 million takes effect July 29, 2024, to offset dilution from employee incentive stock issuance.
Edison International reported a first-quarter 2024 net loss of $11 million, or $0.03 per share, compared with net income of $310 million, or $0.81 per share, a year earlier. The company raised its estimate of losses from the 2017/2018 wildfire and mudslide events by $490 million, and it affirmed its 2024 core EPS guidance of $4.75 to $5.05 while core EPS rose to $1.13 from $1.09.
Q1 2024 net loss of $11 million, or $0.03 per share, versus net income of $310 million, or $0.81 per share, in Q1 2023
Core EPS of $1.13 versus $1.09 a year earlier; core earnings of $438 million
$490 million increase in estimated losses for the 2017/2018 Wildfire/Mudslide Events; net after-tax charge of $333 million
2024 core EPS guidance of $4.75 to $5.05 affirmed; basic EPS guidance of $3.59 to $3.89 reflects $1.16 per share of non-core items
Edison International reported fourth-quarter 2023 core earnings per share of $1.28, up from $1.15 a year earlier, while GAAP EPS fell to $0.99 from $1.09. For the full year, core EPS was $4.76 versus $4.63 in 2022, and the company introduced 2024 EPS guidance of $4.75 to $5.05 and reiterated its long-term EPS growth targets of 5% to 7%.
Q4 2023 core EPS of $1.28 vs. $1.15; GAAP EPS of $0.99 vs. $1.09; Q4 net income of $378 million vs. $415 million
Full-year 2023 core EPS of $4.76 vs. $4.63 in 2022; GAAP EPS of $3.12 vs. $1.61
2024 EPS guidance of $4.75 to $5.05, with core and basic EPS guidance equal
Quarterly common stock dividend of $0.78 per share, payable April 30, 2024, to holders of record on March 28, 2024
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Edison International filing is on SEC EDGAR ↗. 8-K briefs of other companies →