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EXCNASDAQ/utilities

Exelon Corporation

$47.09上涨+0,29 (+0,62%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

Exelon Corporation operates in Electric Utilities within the utilities sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Abertura
47,08
Máxima
47,41
Mínima
46,86
Valor de mercado
48,18 bi
P/L
17.25
Máxima de 52 semanas
--
Dividendo
3.590%
Dividendo trimestral
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
Investment across Exelon's transmission and distribution utilities can expand regulated rate base and system resilience. The base case remains conditional on multi-jurisdiction regulation staying manageable.
多头情景
Investment across Exelon's transmission and distribution utilities can expand regulated rate base and system resilience. Data centers, transportation electrification and economic development can increase demand across Exelon's urban service territories. A utility-only portfolio can provide clearer earnings visibility and direct capital toward regulated infrastructure priorities.
空头情景
Different state and local regulatory outcomes can delay recovery or reduce authorized returns across Exelon's utilities. Rising customer bills can intensify political scrutiny and constrain the pace or recovery of grid investment. Storms, equipment failures, physical attacks or cyber incidents could disrupt service and create penalties or remediation costs.
论点失效条件
Reassess the thesis if different state and local regulatory outcomes can delay recovery or reduce authorized returns across Exelon's utilities.

关键催化剂

  • Multi-utility grid investment

    Investment across Exelon's transmission and distribution utilities can expand regulated rate base and system resilience.

  • Electrification and load growth

    Data centers, transportation electrification and economic development can increase demand across Exelon's urban service territories.

  • Pure-play regulated model

    A utility-only portfolio can provide clearer earnings visibility and direct capital toward regulated infrastructure priorities.

主要风险

  • Multi-jurisdiction regulation

    Different state and local regulatory outcomes can delay recovery or reduce authorized returns across Exelon's utilities.

  • Affordability and policy pressure

    Rising customer bills can intensify political scrutiny and constrain the pace or recovery of grid investment.

  • Reliability and cybersecurity

    Storms, equipment failures, physical attacks or cyber incidents could disrupt service and create penalties or remediation costs.

最新财报研究

Q1 2026

Exelon reported first-quarter 2026 results while continuing regulated transmission and distribution investment across its six utilities and reaffirming its utility-focused growth plan.

估值解读

  • The pure-play regulated model supports visibility when grid investment receives timely recovery across Exelon's jurisdictions.
  • Load growth can strengthen the capital case, but affordability, political scrutiny and differing regulatory calendars can affect realized returns.

同行比较入口

NEECEGDUK

近期新闻

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数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
Exelon Reports First Quarter 2026 ResultsExelon Corporation · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/6 上午12:00:00

查看原始来源
Exelon Investor RelationsExelon Corporation · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
Form 10-Q for the Quarter Ended March 31, 2026Exelon Corporation · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/6 上午12:00:00

查看原始来源

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