Every material Form 8-K Exelon 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.
Exelon reported third-quarter 2026 GAAP net income of $0.70 per share and adjusted operating earnings of $0.87 per share. The company narrowed its full-year 2026 adjusted operating earnings guidance range to $2.85 to $2.91 per share and declared a regular quarterly dividend of $0.42 per share.
GAAP net income was $0.70 per share, down from $0.86 per share in the third quarter of 2025.
Adjusted operating earnings rose to $0.87 per share from $0.86 per share in the prior-year period.
Full-year 2026 adjusted operating earnings guidance was narrowed to a range of $2.85 to $2.91 per share.
The Board of Directors declared a regular quarterly dividend of $0.42 per share, payable on December 15, 2026.
Exelon announced an executive reshuffle. Robert Kleczynski becomes Chief Financial Officer on Oct. 5, 2026, succeeding Jeanne Jones, who becomes Executive Vice President of Finance and Strategy. Mike Innocenzo, Chief Operating Officer and PECO's interim president and CEO, will depart in 2027 on a date to be determined. In the same filing, Exelon reaffirmed its 2026 adjusted operating earnings guidance of $2.81-$2.91 per share.
Robert Kleczynski becomes CFO and principal financial officer effective Oct. 5, 2026, with a base salary of $650,000 and a long-term incentive target of $1,765,000
Michael Innocenzo will leave his roles as Chief Operating Officer, PECO president and CEO, and ComEd board chair in 2027, date to be determined
Exelon reaffirmed 2026 adjusted operating earnings guidance of $2.81-$2.91 per share and expects 2025-2029 adjusted operating earnings growth near the top of the 5 to 7 percent range
Exelon reported second-quarter 2026 GAAP net income of $0.39 per share, flat from a year earlier, and adjusted operating earnings of $0.43 per share, up from $0.39. The company affirmed its full-year 2026 adjusted operating earnings guidance of $2.81 to $2.91 per share, which matters to shareholders because it signals the company expects to stay on its earnings path.
Second-quarter operating revenues were $5,967 million, up from $5,427 million in the second quarter of 2025.
GAAP net income was $396 million, compared with $391 million a year earlier.
Full-year 2026 adjusted operating earnings guidance affirmed at $2.81 to $2.91 per share.
Board declared a quarterly dividend of $0.42 per share, payable September 15, 2026, to holders of record on September 4, 2026.
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.
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.
Exelon Corporation issued and sold $775 million in aggregate principal amount of 4.950% notes due March 15, 2036, on February 20, 2026. The company said net proceeds, together with available cash, will be used to retire its $750 million 3.400% notes due 2026 at maturity, with the remainder for general corporate purposes.
Notes: $775 million principal, 4.950% fixed interest, maturing March 15, 2036
Interest payable semi-annually on March 15 and September 15, beginning September 15, 2026
Proceeds to retire $750 million 3.400% notes due 2026 at maturity; remainder for general corporate purposes
Underwriting agreement dated February 18, 2026 with BNP Paribas Securities Corp., Morgan Stanley & Co. LLC, and Wells Fargo Securities, LLC as representatives
Exelon reported fourth-quarter 2025 adjusted operating earnings of $0.59 per share, down from $0.64 a year earlier, while full-year 2025 adjusted earnings rose to $2.77 per share from $2.50. The company initiated 2026 adjusted earnings guidance of $2.81 to $2.91 per share and updated its four-year plan to include $3.4 billion of equity to fund $41.3 billion of capital expenditures.
Q4 2025 GAAP net income was $0.58 per share, down from $0.64; Q4 operating revenue was $5.41 billion, down from $5.47 billion.
Full-year 2025 operating revenue was $24.26 billion, up from $23.03 billion, and GAAP net income was $2.73 per share, up from $2.45.
2026 adjusted operating earnings guidance is $2.81 to $2.91 per share, which the company describes as over 6% growth from its 2025 guidance.
The board declared a quarterly dividend of $0.42 per share, payable March 13, 2026, to holders of record on March 2, 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.
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 Exelon filing is on SEC EDGAR ↗. 8-K briefs of other companies →