EIXEDISON INTERNATIONAL
Electric Services
- Revenue
- $19.3B
- 9.8% YoY
- Operating margin
- 36.7%
- 121% YoY
- EBITDA
- $10.3B
- 78% YoY
- Market cap
- $22.6B
- Employees
- 13,725
- $1M revenue each
- Net debt / EBITDA
- 3.9×
- $40.6B net debt
- AI in 10-K
- 0.2
- mentions per 10K words
Takeover score 1 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo130% of net incomeCash flow under 80% of net income
- Dilutive SBCNo0% of revenueOver 10% of revenue
- Payouts exceed cash flowNo23% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo—Any vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo$1M · 53rd pctBottom quartile of its SIC industry
- Quiet on AIYes0.2 per 10K words · 12th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo3.9× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedNo$22.6B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$749K netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $14.9B | $17.2B | $16.3B | $17.6B | $19.3B | 9.8% |
| Operating income | $1.5B | $1.5B | $2.6B | $2.9B | $7.1B | 142% |
| Net income | — | — | $1.2B | $1.3B | $4.5B | 247% |
| Operating cash flow | $11M | $3.2B | $3.4B | $5.0B | $5.8B | 16% |
| Capex | $5.5B | $5.8B | $5.4B | $5.7B | $6.5B | 14% |
| Stock-based comp | $39M | $42M | $46M | $57M | $57M | 0.0% |
| Buybacks | — | $0 | $0 | $200M | $32M | 84% |
| Dividends | $988M | $1.1B | $1.1B | $1.2B | $1.3B | 6.3% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $749K · 7
- Net
- −$749K
Pay vs performance
No pay-versus-performance disclosure yet.