“The changes in Depreciation and amortization expense consisted of the following: Three Months Ended June 30, 2026 Six Months Ended June 30, 2026 Increase (Decrease) Increase (Decrease) Depreciation and amortization (a) $ 4 $ 5 Regulatory asset amortization 4…”10-Q · Jul 30, 2026 ↗
Exelon Corporation
EXC
Market read
Exelon Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- EXC's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if EXC's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- EXC's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +5.3% year over year.
- Operating margin changed +2.5 percentage points in the latest annual period.
- Credit and interest rates has repeated favorable evidence across 5 filings.
- Energy and commodity prices has repeated favorable evidence across 5 filings.
- Capital investment and capacity has repeated adverse evidence across 5 filings.
- Demand and volume has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
43.14Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Net income decreased by $7 million primarily due to an increase in depreciation and interest expense, storm costs, and severance costs related to the cost management program, partially offset by an increase in approved distribution and transmission rates.”10-Q · Jul 30, 2026 ↗
“During the six months ended June 30, 2026, compared to the same period in 2025, distribution revenue increased primarily due to Delaware natural gas rates that became effective in 2025 & electric DSIC rates that became effective in 2026.”10-Q · Jul 30, 2026 ↗
“Regulatory assets increased $ 11 million primarily due to an increase of $ 34 million in the Energy efficiency and demand response programs regulatory asset and an increase of $ 23 million in the Deferred storm costs regulatory asset, partially offset by a de…”10-Q · Jul 30, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for EXC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for EXC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind EXC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
CTRICenturi Holdings, Inc.customerFeb 26, 2026 ▾
“Our customers include American Electric Power, Enbridge, Entergy, Exelon, NiSource, National Grid, Sempra Energy and Southern Company, among others.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
EXC is currently a Follower in the organic co-movement group Regulated Electric Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.