Exelon (EXC) reported $6.71 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 11.1%. EPS of $0.92 for the same period compares to $0.69 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.45 billion, representing a surprise of +4.05%. The company delivered an EPS surprise of +8.24%, with the consensus EPS estimate being $0.85.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: $1.33 billion versus the three-analyst average estimate of $1.17 billion. The reported number represents a year-over-year change of +26.5%.
- Operating revenues- ComEd: $2.07 billion versus the three-analyst average estimate of $2.27 billion. The reported number represents a year-over-year change of -1.4%.
- Operating revenues- BGE: $1.55 billion compared to the $1.33 billion average estimate based on three analysts. The reported number represents a change of +19.8% year over year.
- Operating revenues- PHI: $1.78 billion versus the three-analyst average estimate of $1.69 billion. The reported number represents a year-over-year change of +10.7%.
- Electric revenues- ACE: $373 million compared to the $403.80 million average estimate based on two analysts. The reported number represents a change of +4.2% year over year.
- Electric revenues- DPL: $460 million versus $435.86 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.8% change.
- Electric revenues- BGE: $1.01 billion compared to the $911.98 million average estimate based on two analysts. The reported number represents a change of +14.9% year over year.
- Electric revenues- PECO: $956 million versus the two-analyst average estimate of $928.30 million. The reported number represents a year-over-year change of +22.3%.
- Electric revenues- ComEd: $2.07 billion versus the two-analyst average estimate of $2.31 billion. The reported number represents a year-over-year change of -1.4%.
- Electric revenues- Pepco: $859 million versus $811.77 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +13.2% change.
- Adjusted Operating Earnings (non-GAAP)- ComEd: $325 million versus $305.13 million estimated by two analysts on average.
- Adjusted Operating Earnings (non-GAAP)- PHI: $194 million compared to the $193.98 million average estimate based on two analysts.
View all Key Company Metrics for Exelon here>>>
Shares of Exelon have returned +2% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform 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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