Edison International EIX
Revenue Intelligence Report • 70 quarters of SEC filing data • Updated 2026-03-15
Edison International has a forecasted full-year revenue of $20B, a +5.6% year-over-year change, based on 70 quarters of SEC filing data. Key revenue drivers include SG&A ($0.79 per $1). The ARDL model has 7.1% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (7.1% MAPE), suggesting Edison International's revenue trajectory is well-characterized by its spending patterns. Each $1 of SG&A spending generates $0.79 in revenue, reflecting strong commercial efficiency.
Next FY Revenue
$20.4B
+5.6% YoY
SG&A Multiplier
$0.79 per $1
Model Accuracy
7.1% MAPE
Holdout validation: The model predicted $4.7B vs the actual $5.2B — an error of 10.2%.
Note:
Edison International does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $4.7B | $5.2B | $4.0B – $5.3B | +17.5% | ✓ In range |
| Q2 2026 | $4.6B | $3.7B – $5.5B | +20.3% | ||
| Q3 2026 | $5.0B | $3.9B – $6.1B | +9.8% | ||
| Q4 2026 | $5.7B | $4.4B – $7.0B | -1.0% | ||
| Q1 2027 | $5.1B | $3.7B – $6.6B | -1.5% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.
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