Edison International has filed a Current Report on Form 8-K dated October 29, 2026, disclosing a business update presentation. The filing indicates that management plans to use the information contained in the attached presentation, Exhibit 99.1, during meetings with institutional investors and analysts.
The presentation outlines Edison International’s strategy as a wires-focused utility. The company states it is one of the nation’s largest electric-only utilities, serving over 5 million customer accounts across a 50,000-square-mile service area. Edison International emphasizes its focus on strengthening and modernizing the grid to support California’s aggressive climate goals.
The document highlights the company’s investment opportunity, noting an electric infrastructure investment opportunity of $38 to $41 billion from 2026 through 2030. It also details the regulatory environment, including California’s revenue decoupling mechanism. This mechanism is described as a long-standing regulatory practice that breaks the link between retail electricity sales and revenue, allowing for the collection and refunding of differences via balancing accounts.
The update provides an overview of the company’s wildfire mitigation approach. It references specific legislation, including SB 254 (2025) and AB 1054 (2019), and notes the existence of the California Wildfire Fund. The presentation includes a map of the company’s service area and links to resources regarding the Public Safety Power Shutoff (PSPS) process and vegetation management.
