Is Exelon’s Bigger 2026–2029 Grid Spend and Q1 Beat Altering The Investment Case For Exelon (EXC)?
In the past week, Exelon reported first-quarter 2026 results that exceeded expectations, with revenue rising year over year and adjusted net income edging higher, while reaffirming full-year earnings guidance of US$2.81–US$2.91 per share. The company also raised its multiyear capital plan to US$41.70 billion for 2026–2029, signaling a larger pipeline of grid and infrastructure investments that could influence how investors think about its long-term earnings profile and asset base. Next,...