| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 30, 2026 | 9/12 | 2 high, 3 medium, 1 low flags | 1 | 0 | Call sheet → |
| Q1'26 | May 6, 2026 | 8/12 | 5 medium, 3 low flags | 3 | 0 | Call sheet → |
| Q4'25 | February 12, 2026 | 8/12 | 2 medium, 4 low flags | 6 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | No more than 2% adjusted O&M growth through 2029 Ambitious given inflation and system needs |
| Q2'26 | Delivered | $41B capital plan through 2029 Actually increased to $41B from prior despite pulling back distribution |
| Q2'26 | Pending | Maintain 14% credit metrics through 2029 Reaffirmed 14% target average |
| Q2'26 | Pending | Deliver annualized earnings growth near top end of 5-7% Still claiming top end despite regulatory setbacks |
| Q2'26 | Pending | $350M of incremental O&M savings in 2027 Now includes voluntary separation program, suggesting deeper cuts needed |
| Q2'26 | Pending | Full year 2026 guidance of $2.81-$2.91 per share Q2 on track, reaffirmed despite PA withdrawal and weather headwinds |
| Q1'26 | Delivered | Maintain credit metrics of 14% over planning period Targeting 14% with 100-200bps cushion above downgrade thresholds |
| Q1'26 | Delivered | File Pepco Maryland rate case with final order expected August 2026 Case proceeding on schedule, evidentiary hearings held |
| Q1'26 | Pending | Earnings growth near top end of 5% to 7% range through 2029 Reaffirmed despite regulatory headwinds |
| Q1'26 | Delivered | Rate base growth of approximately 8% through 2029 Maintained at 7.9% despite CapEx reallocation |
| Q1'26 | Pending | Deploy almost $10 billion of capital annually over next four years On track with Q1 performance but mix shifted from distribution to transmission |
| Q1'26 | Pending | 2026 operating earnings guidance of $2.81 to $2.91 per share Reaffirmed with goal to be at midpoint or better |
| Q4'25 | Delivered | PJM open window clarity by end of year $1.2B in Exelon investments recommended in reliability window results |
| Q4'25 | Delivered | Midpoint or better performance Consistently delivered above midpoint across all metrics |
| Q4'25 | Exceeded | Operating earnings guidance of $2.64-$2.74 Delivered $2.77, above guidance range due to weather and storm conditions |
| Q4'25 | Missed | BGE reconciliation resolution Received about half of requested amount, disappointed with outcome |
| Q4'25 | Delivered | ComEd reconciliation decision by December 20 Final order received in December, providing clarity on 2023-2024 investments |
| Q4'25 | Delivered | Delmarva Gas rate case resolution in Q1 2026 December order approved $21.5M revenue requirement with 9.6% ROE |
| Q4'25 | Delivered | Atlantic City Electric rate case settlement by end of 2025 November settlement approved with $54M revenue increase and 9.6% ROE |
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