Exelon Corporation (EXC) earnings on July 30, 2026

Before the market opens Q2 2026

More Exelon Corporation earnings

Prior outlook: Optimistic Outcome: Missed

Exelon opened higher but fell 3.08% by the close. The company beat all earnings expectations and was performing well before the report, but investors still sold the stock.

EXC price around the earnings

45.58

Change: -3.1%

2026-07-30, 20:00 UTC

End of the measured window
44.76 45.60 46.44 47.28 47.03
Price series around the eventClosing price per minute from before the event to the end of the measured window.
July 30, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Missed

Thesis published
Results released

100% beat rate, positive infrastructure news, strong relative strength (+8.4% vs QQQ) but analyst Hold limits upside.

Context analyzed before publication

Trend
Consistent earnings beats and positive news drive a strong run-up into earnings, with analysts raising targets.

Analysts

Evidence

Analyst consensus
Hold
Consensus average (1-5)
2.82
Analysts covering the stock
18
Average price target
49.56
Lowest price target
41
Highest price target
58
Upside to price target
5.4%
Quarterly earnings growth
1.2%
Revenue growth
7.9%
Forward EPS
3.04
Trailing EPS
2.71
Analyst moves in the last 60 days
1
  • Strong buy: 0
  • Buy: 4
  • Hold: 16
  • Sell: 2
  • Strong sell: 0
Strong buy
0
Buy
4
Hold
16
Sell
2
Strong sell
0
  • July 16, 2026 · Truist Securities: Maintains rating (Hold → Hold)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
Low
Normalized volume
33%
News
Sources (2)

Technicals

Evidence

Price when the context was analyzed
47.03
Average true range (ATR)
2.1%
Distance to 52-week high
-5.6%
14-day change (14d)
+2.8%
30-day change (30d)
-0.2%
30-day relative strength
+8.4%
QQQ change (30d)
-8.6%
Nearest support
46.93
Distance to nearest support
0.2%
Nearest resistance
47.48
Distance to nearest resistance
1%
Volume accumulation ratio (14d / 46d)
0.95
  • Major: 46.93 (0.2% away, 0.1 ATR, 63 touches)
  • Major: 46.69 (0.7% away, 0.35 ATR, 63 touches)
  • Major: 46.12 (1.9% away, 0.93 ATR, 66 touches)
  • Major: 47.48 (1% away, 0.46 ATR, 48 touches)
  • Major: 47.9 (1.8% away, 0.89 ATR, 35 touches)
  • Mid: 48.5 (3.1% away, 1.52 ATR, 20 touches)

Trends

Evidence

Average earnings surprise
+6.8%
  • May 6, 2026: actual EPS 0.91 vs estimate 0.89 (surprise +2.6%)
  • February 12, 2026: actual EPS 0.59 vs estimate 0.55 (surprise +8.0%)
  • November 4, 2025: actual EPS 0.86 vs estimate 0.78 (surprise +10.5%)
  • July 31, 2025: actual EPS 0.39 vs estimate 0.37 (surprise +6.1%)

Expected move

Implied move
+1.3%
Source
Options chain

Reactions over its last 20 earnings

Median move
1.3%
75th percentile move
2.8%
90th percentile move
3.5%
Up / down moves
13 / 7
Average up move
+1.8%
Average down move
-1.6%

Monitoring and close

What Exelon Corporation reported

Status
Finished
Actual EPS0.43
EPS estimate0.44
EPS surprise-2.3%
Revenue$5,967 million
Revenue estimate$5,638 million
Revenue surprise+5.8%

Exelon reported Q2 2026 adjusted operating earnings of $0.43 per share, in line with estimates, and a 10% revenue increase.

Sources (10)

Pre-market second reading after the results

Verdict
Missed expectations

Heading into the open, results beat expectations on revenue but not on earnings and the price is indicating +0.0% pre-market, a move below the stock's usual reaction (about 1%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.

How the stock reacted

Outcome
Missed
Consolidated
-3.1%
Max favorable move (MFE)
0%
Max adverse move (MAE)
4.9%