Exelon to Release Q4 Earnings: Here's What You Need to Know

Exelon Corporation EXC is scheduled to release fourth-quarter 2025 results on Feb. 12, before market open. The company delivered an earnings surprise of 13.16% in the last reported quarter.

Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.

Factors That Might Have Impacted EXC’s Q4 Earnings

Exelon’s fourth-quarter earnings are likely to have gained from reduced exposure to volumetric risk, with about 78% of its distribution revenues being decoupled.

New gas and electric rates rolled out across EXC’s service territories in prior quarters are likely to have supported its performance. The company may have also benefited from its strong presence in densely populated urban regions and emphasis on customer affordability through cost control and innovation.

Strong economic growth, rising demand from data centers, increasing electrification and electric vehicle adoption, along with ongoing energy efficiency programs, are expected to have positively impacted Exelon’s quarterly performance.

Q4 Expectations for EXC

The Zacks Consensus Estimate for earnings is pegged at 51 cents per share, which implies a year-over-year decline of 20.3%.

The Zacks Consensus Estimate for revenues is pinned at $5.54 billion, indicating an increase of 1.3% from the year-ago reported number.

What Our Quantitative Model Predicts for EXC

Our proven model predicts an earnings beat for Exelon this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.

Exelon Corporation Price and EPS Surprise

Exelon Corporation price-eps-surprise | Exelon Corporation Quote

Earnings ESP: The company’s Earnings ESP is +4.74%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: Currently, Exelon carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Other Stocks to Consider

Investors may consider the following players from the same industry, as these also have the right combination of elements to post an earnings beat this reporting cycle.

Eversource Energy ES is slated to report its fourth-quarter 2025 results on Feb. 12, after market close. It has an Earnings ESP of +1.27% and a Zacks Rank of 3 at present.

ES’ long-term (three to five years) earnings growth rate is 5.92%. The Zacks Consensus Estimate for earnings is pegged at $1.11 per share, which suggests a year-over-year rise of 9.9%.

IDACORP, Inc. IDA is scheduled to report its fourth-quarter 2025 results on Feb. 19, before market open. It has an Earnings ESP of +1.13% and a Zacks Rank of 2 at present.

IDA’s long-term earnings growth rate is 8.01%. The Zacks Consensus Estimate for earnings stands at 74 cents per share, which implies a year-over-year increase of 5.7%.

Alliant Energy LNT is slated to report its fourth-quarter 2025 results on Feb. 19, after market close. It has an Earnings ESP of +0.58% and a Zacks Rank of 3 at present.

LNT’s long-term earnings growth rate is 7.15%. The Zacks Consensus Estimate for earnings stands at 58 cents per share.

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This article originally published on Zacks Investment Research (zacks.com).

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