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Exelon to Release Q3 Earnings: What's in the Cards for the Stock?

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Key Takeaways

  • {\"0\":\"The consensus estimate calls for Exelon\'s Q3 earnings of 76 cents, up 7% year over year.\",\"1\":\"Data center growth, EV adoption and energy efficiency programs are likely to have supported quarterly demand.\",\"2\":\"Rate case efforts and cost discipline may have further strengthened Exelon\'s third-quarter performance.\"}

Exelon Corporation (EXC - Free Report) is scheduled to release third-quarter 2025 results on Nov. 4, before market open. The company delivered an earnings surprise of 5.41% 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 Q3 Earnings

Exelon’s third-quarter earnings are likely to have continued to benefit from reduced volumetric risks, with nearly 78% of its distribution revenues being decoupled.

Exelon’s third-quarter earnings are expected to have gained from new electric transmission rates effective from June 1, 2025. The company may have further benefited from its extensive presence across densely populated urban areas and continued emphasis on disciplined cost management.

Exelon’s quarterly earnings are expected to have gained from higher demand stemming from data center growth, continued energy efficiency programs, electric vehicle adoption and strong economic growth across its service territories.

However, severe storms and high winds in August caused widespread power outages for customers across northern Illinois. The company, with its efficient team, restored the majority of power outages. Power restoration and repair costs might have increased overall expenses.

EXC’s Q3 Expectations

The Zacks Consensus Estimate for earnings is pegged at 76 cents per share, which implies a year-over-year rise of 7%.

The Zacks Consensus Estimate for revenues is pinned at $6.35 billion, indicating an increase of 3.2% from the year-ago reported number.

What Our Quantitative Model Predicts for EXC

Our proven model does not conclusively predict an earnings beat for Exelon this time around. 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 not the case here as you will see below.

Exelon Corporation Price and EPS Surprise

Exelon Corporation Price and EPS Surprise

Exelon Corporation price-eps-surprise | Exelon Corporation Quote

Earnings ESP: The company’s Earnings ESP is 0.00%. 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.

Stocks to Consider

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

Eversource Energy (ES - Free Report) is slated to report its third-quarter 2025 results on Nov. 4, after market close. It has an Earnings ESP of +5.13% and a Zacks Rank of 3 at present.

ES’ long-term (three to five years) earnings growth rate is 5.86%. The Zacks Consensus Estimate for earnings is pegged at $1.12 per share.

Alliant Energy (LNT - Free Report) is slated to report its third-quarter 2025 results on Nov. 6, after market close. It has an Earnings ESP of +0.43% and a Zacks Rank of 3 at present.

LNT’s long-term earnings growth rate is 6.57%. The Zacks Consensus Estimate for earnings stands at $1.17 per share, which implies a year-over-year increase of 1.7%.

Duke Energy (DUK - Free Report) is scheduled to report its third-quarter 2025 results on Nov. 7, before market open. It has an Earnings ESP of +1.65% and a Zacks Rank of 2 at present.

DUK’s long-term earnings growth rate is 6.43%. The Zacks Consensus Estimate for earnings stands at $1.73 per share, which implies a year-over-year increase of 6.8%.

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