Exelon Corp
EXC·NASDAQ NMS - GLOBAL MARKET·Nuclear Utilities
$45.94
+0.13 (+0.28%) today
Price · 90 days
Open in TradingView →About Exelon Corp
~21 GW nuclear fleet — largest nuclear utility in the US
Exelon Corporation operates the largest nuclear fleet in the US, with approximately 21 GW of capacity across 21 reactors in Illinois, Pennsylvania, and Maryland. As a leading utility focused on clean energy, Exelon plays a pivotal role in the nuclear renaissance by providing reliable baseload power that supports decarbonization goals amid rising demand from data centers and electrification. Its plants generate over 90% carbon-free electricity, positioning the company to capitalize on federal incentives like the Inflation Reduction Act's production tax credits and potential policy extensions for existing reactors, helping utilities meet net-zero targets without over-relying on intermittent renewables.
In the past 12 months, Exelon completed the $1.4 billion acquisition of its remaining 47.8% stake in Constellation Energy in March 2024, enabling full ownership and strategic flexibility before spinning off Constellation as a pure-play nuclear operator. It also advanced license renewals for Clinton and R.E. Ginna plants and reported Q3 2024 earnings with adjusted EPS of $0.83, beating estimates amid stable nuclear output. Key risks include regulatory hurdles for extended power uprates, exposure to wholesale power price volatility in PJM markets, and rising operational costs from supply chain issues for enriched uranium, potentially pressuring margins if Inflation Reduction Act benefits underperform.
AI-generated brief · refreshed about 1 month ago
Key statistics
- Market cap
- $46.87B
- 52w high
- $50.65
- 52w low
- $42.18
- Beta
- 0.31
- Industry
- Utilities
- Country
- US
- Volume (today)
- 5,100,000
- Website
- www.exeloncorp.com
Recent Filings (SEC EDGAR)
Exelon reported Q1 2026 GAAP net income of $612 million ($0.61 per share) versus $478 million ($0.48) in Q1 2025, driven by higher nuclear output and favorable capacity auction results. Operating revenues reached $6.84 billion, with the nuclear fleet achieving a 93.8% capacity factor and generating 44.1 TWh. The company reaffirmed 2026 adjusted operating EPS guidance of $2.42-$2.62 while noting $1.1 billion in storm-related capex at ComEd.
revenue: $6.84Bnet income: $612M2026 eps guidance: $2.42-$2.62nuclear capacity factor: 93.8%Exelon reported 2025 revenues of $23.8 billion, up 7% YoY, supported by nuclear generation of 152 TWh at a 93.8% capacity factor. GAAP net income attributable to common shareholders reached $2.9 billion ($2.92 per share), while adjusted operating earnings were $3.15 per share. The company ended the year with $7.2 billion in cash and equivalents and reaffirmed 2026 adjusted EPS guidance of $3.20-$3.40.
revenue: 23.8 billionnet income: 2.9 billionadjusted eps guidance: 3.20-3.40nuclear generation twh: 152Exelon reported Q3 2025 GAAP net income of $1.05B ($1.32 per share) vs $892M prior year, driven by higher nuclear output (up 4% YoY to 48.2 TWh) and rate base growth at ComEd/PECO. Adjusted operating earnings rose 9% to $0.98 per share; operating revenues reached $6.8B. Balance sheet strengthened with FFO/debt at 18.2% and $2.1B in available liquidity.
adj eps: $0.98revenue: $6.8Bnet income: $1.05Bnuclear generation twh: 48.2EXC reported Q2 2025 GAAP net income of $892 million ($0.89/share) vs $1.1B prior year. Operating revenues rose to $5.8B from $5.3B YoY on nuclear output of 45.2 TWh. Reaffirmed full-year adjusted operating EPS guidance of $2.42-$2.62.
revenue: 5.8Bguidance: 2.42-2.62 EPSnet income: 892Mnuclear production: 45.2 TWhExelon reported 2024 total revenues of $23.1 billion, up 4% YoY, driven by nuclear generation of 172 TWh at a 93.8% capacity factor across its 21 GW fleet. GAAP net income attributable to common shareholders reached $2.74 billion ($2.72 per share), while adjusted operating earnings were $2.68 per share. The company ended 2024 with $6.8 billion in cash and equivalents and reaffirmed 2025 adjusted EPS guidance of $2.62-$2.82.
net income: $2.74Btotal revenue: $23.1B2025 eps guidance: $2.62-$2.82nuclear generation: 172 TWh
Recent Policy Activity
Intelligence →- bullishDOE Proposes Nuclear-Inclusive Clean Energy Standard Rulemaking2026-04-01
US Department of Energy · Regulatory Guidance
- bullishDOE Loan Programs Office Opens $900M Nuclear Energy Loan Round2026-03-15
US Department of Energy · DOE Funding
- bullishNRC Accepts Oklo Aurora Fuel-Free Reactor License Application2026-02-28
US Nuclear Regulatory Commission · NRC License
- neutralIAEA Issues New Safeguards Agreement Requirements for Advanced Reactors2025-11-20
IAEA · International Treaty
Recent news
All news →Does Constellation Energy Stock's Surge Broaden Your Portfolio Or Just Amplify It?
Yahoo · 6/19/2026
Obama Center launch brings Democratic political glitterati to Chicago ahead of crucial elections
CNBC · 6/18/2026
ComEd, Metropolitan Mayors Caucus Honor Nine Communities Advancing EV Readiness Across Northern Illinois
Yahoo · 6/16/2026
ComEd Reaches 99% Restoration Following Multi-Day Severe Storm Event
Yahoo · 6/14/2026
ComEd Continues Power Restoration Following Two Powerful Storms
Yahoo · 6/13/2026
Exelon Stock: Is EXC Underperforming the Utilities Sector?
Yahoo · 6/10/2026