Electric Utility Industry Financial Data and Trend Analysis

The EEI Finance and Accounting Division tracks and analyzes a wide range of industry financial metrics covering 70 U.S. shareholder-owned electric utility companies. These 70 companies include 62 electric utility holding companies whose stocks are traded on major U.S. stock exchanges and 8 electric utility subsidiaries of non-utility or foreign companies.

We look forward to serving as a resource for member companies and investment professionals who wish to produce customized industry financial data and trend analyses for use in:

• Investor relations studies and presentations
• Internal company presentations
• Performance benchmarking
• Peer group analyses
• Annual and quarterly reports to shareholders
• Equity research and investment banking presentations

We Welcome Your Feedback

EEI is interested in ensuring that our financial publications and industry data sets best address the needs of member companies and the financial community. We welcome your comments, suggestions and inquiries.

Staff Contact

• Mark Agnew, Manager, Financial Analysis, 202-508-5049 or magnew@eei.org
• Amanda Morey, Financial Analyst, 202-508-5526 or amorey@eei.org

Quarterly Financial Updates

EEI's quarterly financial updates present industry aggregate financial results and trend analyses for the following topics.

Q2 2008 Financial Update

• Fuel 
• Construction , Back-up Data 
• Dividends , Back-up Data 
• Credit Ratings , Back-up Data 
• Rate Case Summary , Back-up Data
• Stock Performance , Back-up Data 
• Balance Sheet , Back-up Data 
• Cash Flow Statement , Back-up Data 

Q1 2008 Financial Update

• Business Segmentation , Back-up Data 
• Income Statement , Back-up Data 
• Cash Flow Statement , Back-up Data 
• Balance Sheet , Back-up Data 

Appendix to the Quarterly Financial Updates

• Companies Listed by Category 

For Previous Quarterly Updates

Capital Expenditures

• Capital Expenditures - updated from 2008 Capex Study

FERC Data

Because SEC 10Q and 10K filings include non-electric business segment results, we also aggregate data from the FERC Forms 1 and 3-Q to better capture financial trends impacting the regulated electric/gas and regulated electric-only business segments.

• File A: Regulated Electric and Gas 
  Presents consolidated income statement, balance sheet and cash flow statement data for the 140 regulated operating subsidiaries of EEI's group of 70 shareholder-owned electric utilities. This group of 140 companies includes all regulated subsidiaries with electric or electric/gas operations.
• File B: Regulated Electric Only 
  Presents consolidated income statement, balance sheet and cash flow statement data for the 92 electric-only regulated operating subsidiaries of EEI's group of 70 shareholder-owned electric utilities. This group of 92 companies includes only operating subsidiaries with all electric and no gas operations.
• File C: Regulated Electric Operating Income
  Presents consolidated regulated electric utility subsidiary income statement data down to the operating income line for all 140 operating subsidiaries of EEI's group of 70 shareholder-owned electric utilities. File C differs from File B in two ways: 1) it captures data from all 140 operating subsidiaries with electric operations, and 2) it presents results from revenues down to operating income, but does not present the remainder of the income statement because FERC's FORM 1 and 3-Q do not show this data broken down into electric and gas results.

Historical Financial Statements

• Balance Sheet - 1985 thru 2006
• Cash Flow Statement - 2000 thru 2006
• Income Statement - 1985 thru 2006

© 2008 Edison Electric Institute