-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：爱迪生国际公司公布2026年第一季度核心每股收益为1.42美元，高于上年同期的1.37美元，主要得益于2025年一般费率案件的费率减免，但部分被TKM和解协议成本回收带来的每股0.30美元利息支出收益的取消所抵消。由于上年同期9.08亿美元的非核心收益取消，GAAP每股收益从3.73美元降至1.38美元。营业收入增长7.7%至41.03亿美元，经营活动产生的现金流增长16.6%至14.27亿美元，但由于资本融资需求，利息支出从3.01亿美元大幅增加至5.24亿美元。管理层重申了2026年核心每股收益预期为5.90美元至6.20美元，并保持对2025年至2030年核心每股收益增长5%至7%的信心。我们认为该公司的长期每股收益目标过于乐观，因为我们预测每股收益增长将更接近3%至4%，这意味着EIX的盈利增长轨迹在同行中最低，平均增长率为8.9%，因此，在我们看来，即使是5%至7%的目标也显得缺乏竞争力。
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