10-KPeriod: FY2016

EDISON INTERNATIONAL Annual Report, Year Ended Dec 31, 2016

Filed February 21, 2017For Securities:EIX

Summary

Edison International (EIX) reported its fiscal year results on February 21, 2017. The company's primary subsidiary, Southern California Edison (SCE), a major utility, experienced a significant increase in net income attributable to common shareholders, largely driven by an $378 million increase in SCE's earnings. This improvement was partially offset by increased costs at Edison International Parent and Other and lower income from discontinued operations. The company is investing heavily in its capital program, forecasting $19.3 billion in capital expenditures for 2017-2020, primarily focused on modernizing the electric grid and supporting the integration of distributed energy resources (DERs). This includes significant investments in distribution and transmission infrastructure, as well as grid modernization initiatives. Edison International also announced a 13% increase in its annual dividend rate, reflecting confidence in its financial outlook and a commitment to returning value to shareholders.

Financial Statements
Beta
Revenue$11.87B
Operating Expenses$9.81B
Operating Income$2.06B
Interest Expense$581.00M
Net Income$1.43B
EPS (Basic)$4.02
EPS (Diluted)$3.97
Shares Outstanding (Basic)326.00M
Shares Outstanding (Diluted)330.00M

Key Highlights

  • 1Edison International's net income attributable to common shareholders increased to $1.31 billion in 2016, up from $1.02 billion in 2015.
  • 2Southern California Edison (SCE) saw its net income increase by $378 million, primarily due to higher authorized revenue from the 2015 GRC decision and lower O&M expenses, partially offset by increased financing costs and taxes.
  • 3The company plans substantial capital investments of $19.3 billion from 2017-2020, focused on grid modernization and supporting distributed energy resources (DERs).
  • 4Edison International declared a 13% increase in its annual dividend, raising it to $2.17 per share, with plans for higher-than-industry-average growth.
  • 5San Onofre Nuclear Generating Station decommissioning costs continue to be managed, with $857 million remaining to be collected under the OII Settlement Agreement as of December 31, 2016.
  • 6Edison Energy Group, the competitive business arm, is still not material to the consolidated results, with losses from continuing operations increasing due to operating and development costs.
  • 7SCE's debt-to-capitalization ratio was 0.43:1 at year-end 2016, well within its debt covenant limits.

Frequently Asked Questions

The primary driver of Edison International's earnings growth in 2016 was the strong performance of its main subsidiary, Southern California Edison (SCE), which reported a significant increase in net income. This was largely attributed to higher authorized revenue from regulatory decisions and improved operational efficiencies, partially offset by higher financing costs and taxes.

Edison International, through SCE, is prioritizing significant investments in modernizing its electric grid and integrating distributed energy resources (DERs). This includes substantial spending on transmission and distribution infrastructure upgrades, as well as technology to support grid reliability and customer choice in energy solutions.

Edison International, via SCE, is managing the decommissioning of the San Onofre Nuclear Generating Station. While the permanent retirement of Units 2 and 3 occurred, the company has recorded a regulatory asset of $857 million as of December 31, 2016, representing expected recoveries under the San Onofre OII Settlement Agreement. The company is also involved in ongoing arbitration proceedings related to the steam generator issues.

Edison Energy Group is Edison International's subsidiary focused on competitive energy services and distributed solar for commercial and industrial customers. While the company is investing in this segment, its activities were not material to the consolidated financial results in 2016, with reported losses from continuing operations increasing due to higher operating and development expenses.