-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Exelonの第1四半期決算は、調整後EPSが前年同期比0.01ドル減の0.91ドルと、前年同期比0.03ドル減とまちまちの結果となりました。売上高は7.9%増の72億ドルとなり、予想を2.9%上回りました。営業利益は、各地域で承認された配電・送電料金の値上げが牽引役となり、4.5%増の16億ドルとなりました。ただし、事業会社の業績はまちまちで、BGEとPECOは堅調な成長を遂げた一方、ComEdとPHIは逆風に直面しました。好調な売上高は、料金回収メカニズムによる収益見通しの改善など、規制対応の成功を反映しています。経営陣は、2026年の調整後EPSガイダンスを2.81ドル～2.91ドルに据え置き、2029年までの年間利益成長率を5%～7%の範囲の上限付近と見込んでいることを改めて表明した。同社は、4年間の資本計画を413億ドルから417億ドルに修正し、7.9%の金利ベース成長率を目標としている。資金調達の進捗状況は順調で、計画された債務の43%が完了し、2029年までの34億ドルの自己資本ニーズの37%が満たされている。
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