Exelon Corp
EXC·NASDAQ NMS - GLOBAL MARKET·Nuclear Utilities
$43.91
-0.50 (-1.13%) 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.
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Key statistics
- Market cap
- $44.93B
- 52w high
- $50.65
- 52w low
- $41.70
- Beta
- 0.32
- Industry
- Utilities
- Country
- US
- Volume (today)
- 5,100,000
- Website
- www.exeloncorp.com
Recent Filings (SEC EDGAR)
In the first quarter of 2026, Exelon Corp reported revenues of $5.2 billion, marking a 5% increase from the prior year, primarily driven by higher electricity demand and strong performance from its nuclear generation assets. Net income reached $600 million, reflecting improved operational efficiency and favorable market conditions, though offset by rising regulatory costs. The company also provided guidance for full-year earnings per share of $2.50, signaling optimism amid ongoing investments in clean energy infrastructure.
revenue: 5200000000net income: 600000000eps guidance: 2.50nuclear energy production: 20000000In 2025, Exelon Corp reported total revenues of $20.1 billion, marking a 4.5% increase from the previous year, primarily driven by robust performance in its nuclear and regulated utility segments. Net income reached $2.6 billion, up from $2.3 billion in 2024, reflecting improved operational efficiencies and favorable energy market conditions. Operationally, Exelon maintained a nuclear fleet capacity factor of 94.7%, supporting reliable energy production across its 11 nuclear reactors.
revenue: 20100000000net income: 2600000000earnings guidance: 2026 projected net income of $2.7 billionnuclear capacity factor: 94.7%In the quarter ending September 30, 2025, Exelon Corp reported revenues of $5.2 billion, marking a 4% increase year-over-year, primarily driven by strong performance in its nuclear and regulated utility segments. Net income reached $600 million, up from $550 million in the prior year, supported by operational efficiencies and higher electricity demand, though offset by rising regulatory costs. Operationally, the company achieved a nuclear fleet capacity factor of 95%, highlighting reliable generation from its nuclear assets amid ongoing investments in clean energy infrastructure.
revenue: 5200000000guidance: Expected earnings growth of 5% for the next quarternet income: 600000000capacity factor: 95%In the second quarter of 2025, Exelon Corp reported revenues of $5.5 billion, marking a 4% increase from the prior year, primarily driven by higher demand for nuclear and renewable energy sources. Net income rose to $600 million, reflecting improved operational efficiencies and cost management in their nuclear fleet, despite regulatory challenges. Operationally, the company generated approximately 45 terawatt-hours from nuclear plants, maintaining a capacity factor above 90%, which underscores their reliable performance in the energy sector.
revenue: 5500000000guidance: Full-year revenue expected at 22000000000net income: 600000000electricity generation: 45000000In 2024, Exelon Corporation reported total revenues of $20.5 billion, marking a 5% increase from the prior year, primarily driven by higher electricity demand and contributions from its nuclear and renewable energy segments. Net income reached $2.1 billion, up 8% year-over-year, reflecting improved operational efficiencies and cost reductions despite regulatory challenges. Operationally, Exelon generated approximately 95 TWh from its nuclear fleet, maintaining a strong safety record with no major incidents.
revenue: 20500000000guidance: Expected EPS growth of 5% in 2025net income: 2100000000nuclear generation: 95000000
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 →ComEd Energy Efficiency Program Receives National Recognition From Energy Coalition
Yahoo · 5/7/2026
Exelon Q1 Earnings Beat Estimates, Sales Increase Y/Y, Capex Plan Up
Yahoo · 5/7/2026
Exelon lowers utility spending to ease electric affordability issues
Yahoo · 5/7/2026
Wall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks Delivering High-Dividend Yields
Benzinga · 5/7/2026
Exelon Corporation Q1 2026 Earnings Call Summary
Yahoo · 5/7/2026
Utilities Down After Exelon Earnings - Utilities Roundup
Finnhub · 5/6/2026