EIX
EDISON INTERNATIONALEvidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.1 of a possible +2; confidence high). Reported revenues rose from $3,811,000,000 in fiscal Q1 2025 (period ended 2025-04-22) to $4,543,000,000 in fiscal Q2 2025 (period ended 2025-07-24) and $5,750,000,000 in fiscal Q3 2025 (period ended 2025-10-21), then were $4,103,000,000 in fiscal Q1 2026 (period ended 2026-04-21). Operating income and net income show a materially different profile: operating income was $2,134,000,000 in fiscal Q1 2025 versus $1,074,000,000 in fiscal Q1 2026, and net income fell from $1,436,000,000 in fiscal Q1 2025 to $531,000,000 in fiscal Q1 2026, producing lower margins in the recent comparable quarter.
Balance-sheet and cash-flow details survive as well: long-term debt declined from $38,386,000,000 as of 2025-03-31 before rising to $40,307,000,000 as of 2026-03-31; cash was $168,000,000 as of 2026-03-31; trailing twelve‑month GAAP EPS is $8.14 (P/E 6.78 at $55.19), EV/EBITDA is 7.33, and trailing twelve‑month free cash flow is negative $1,946,000,000 while OCF ttm is $3,604,000,000 and capex ttm is $5,550,000,000.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported quarterly revenues rose from $3,811,000,000 in fiscal Q1 2025 (period ended 31 March 2025) to $4,543,000,000 in fiscal Q2 2025 (period ended 30 June 2025) and $5,750,000,000 in fiscal Q3 2025 (period ended 30 September 2025), then were $4,103,000,000 in fiscal Q1 2026 (period ended 31 March 2026).
XBRL companyfacts · 0000827052-25-000043Operating income moved from $2,134,000,000 in fiscal Q1 2025 (period ended 31 March 2025) to $775,000,000 in fiscal Q2 2025, $1,432,000,000 in fiscal Q3 2025, and $1,074,000,000 in fiscal Q1 2026 (period ended 31 March 2026), implying operating margins were materially higher in Q1 2025 than in most subsequent quarters (for example, operating income of $1,074,000,000 on revenues of $4,103,000,000 in fiscal Q1 2026).
XBRL companyfacts · 0000827052-25-000043Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, EIX was a constituent of the ETF with symbol IVV.
ETF constituents · market dataAs of 2026-09-02T13:45:47.228469+00:00, EIX's weight in IVV was 0.04% of the fund.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Several headlines focus on California wildfire legislation and its immediate market impact on Edison International, describing a sharp selloff after lawmakers passed a wildfire bill without certain protections for utilities.
News · simplywall.st · 2026-09-02Coverage reports that Bank of America and market commentary framed Edison International and PG&E as headed for their worst week in a year following the perceived wildfire reform setback, with mentions of rating changes and target cuts.
News · finance.yahoo.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The trailing twelve-month GAAP earnings per share (EPS ttm) is $8.14, producing a price-to-earnings (P/E) ratio of 6.78 at the price $55.19.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value is $61,375,777,604 and trailing twelve-month EBITDA is $8,374,000,000, implying an EV/EBITDA multiple of 7.33.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-reported metrics point to a favorable operational and valuation read. Reported revenues showed a multi-quarter rise through Q3 2025 (fundamentals-0, SEC filing) while trailing multiples are low by common metrics (P/E 6.78, EV/EBITDA 7.33; valuation-0, valuation-1), and operating cash flow on a trailing basis remains positive even though capex is high (OCF ttm $3.604B vs capex ttm $5.55B; valuation-5). Share count has modestly declined (fundamentals-3) and the firm has continued modest buybacks and preferred-dividend actions that some coverage highlights (fundamentals-5; news-3), with at least one new institutional purchase reported (news-5). Together these items support a constructive interpretation of the company’s earnings power and relative valuation, while recognizing capital intensity.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.32
20 surviving claims rest on 11 distinct sources; the heaviest analyst carries 30% of them, and 100% of what the desk raised survived the debate.
The surviving read is moderately fragile: 20 claims rest on 11 distinct sources, so some redundancy exists but not strong depth. The single analyst contributing ~30% of claims and the desk’s 100% survival rate in debate suggest potential analyst- and process-dependence, so treat the set as informative but sensitive to new or corrective primary filings.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.2 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
6 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on EIX Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.