Every material Form 8-K Edison International filed with the SEC in 2026, 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
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