AI brief of an SEC Form 8-K · Exelon (EXC)

Exelon Q1 2026 adjusted EPS $0.91, down from $0.92; full-year 2026 guidance affirmed

Mixed Impact 3 of 5 earnings Written later

Exelon reported first-quarter 2026 results on May 6, 2026. GAAP net income rose to $919 million from $908 million and operating revenues rose to $7.24 billion from $6.71 billion, but adjusted operating earnings fell to $0.91 per share from $0.92 a year earlier. The company affirmed its 2026 adjusted operating earnings guidance of $2.81 to $2.91 per share and a revised $41.7 billion four-year capital plan.

Key points

  • Adjusted (non-GAAP) operating earnings were $0.91 per share versus $0.92 in Q1 2025; GAAP net income was $0.90 per share in both periods.
  • Operating revenues were $7,242 million versus $6,714 million in Q1 2025; net income attributable to common shareholders was $919 million versus $908 million.
  • Exelon affirmed 2026 adjusted operating earnings guidance of $2.81 to $2.91 per share and projects 7.9% rate base growth.
  • The board declared a quarterly dividend of $0.42 per share, payable June 15, 2026, to holders of record on June 4, 2026.

The filing

CompanyExelon (EXC)
Form8-K, current report
Filed with the SECMay 6, 2026, 6:56 AM ET
Accession number0001109357-26-000061

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:30 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 06, 2026.

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.