Exelon (EXC) reported $6.71 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 9%. EPS of $0.86 for the same period compares to $0.71 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.35 billion, representing a surprise of +5.62%. The company delivered an EPS surprise of +13.16%, with the consensus EPS estimate being $0.76.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Exelon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Operating revenues- PECO: $1.18 billion versus $1.12 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.6% change.
- Operating revenues- ComEd: $2.28 billion compared to the $2.23 billion average estimate based on three analysts. The reported number represents a change of +2.1% year over year.
- Operating revenues- BGE: $1.21 billion versus $1.14 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.8% change.
- Operating revenues- PHI: $2.05 billion versus the three-analyst average estimate of $1.85 billion. The reported number represents a year-over-year change of +10.2%.
- Electric revenues- ComEd: $2.28 billion compared to the $2.23 billion average estimate based on three analysts. The reported number represents a change of +2.1% year over year.
- Electric revenues- ACE: $570 million versus $490.93 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.6% change.
- Electric revenues- DPL: $464 million versus the two-analyst average estimate of $446.27 million. The reported number represents a year-over-year change of +5.7%.
- Electric revenues- Pepco: $992 million versus $861.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +15.2% change.
- Natural gas revenues- PECO: $83 million versus the two-analyst average estimate of $135.12 million. The reported number represents a year-over-year change of +18.6%.
- Electric revenues- BGE: $1.09 billion versus the two-analyst average estimate of $950 million. The reported number represents a year-over-year change of +18%.
- Electric revenues- PECO: $1.1 billion versus the two-analyst average estimate of $976.8 million. The reported number represents a year-over-year change of +14.3%.
- Natural gas revenues- BGE: $125 million compared to the $208.76 million average estimate based on two analysts. The reported number represents a change of +20.2% year over year.
View all Key Company Metrics for Exelon here>>>
Shares of Exelon have returned +1.1% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Exelon Corporation (EXC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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