Electric Utility Industry Financial Data and Trend Analysis 

Quarterly Financial Updates | Previous Quarterly Financial Updates | Capital Expenditures | FERC Data

The EEI Financial Analysis group tracks and analyzes a wide range of industry financial metrics covering 69 U.S. shareholder-owned electric utility companies. These 69 companies include 58 electric utility holding companies whose stocks are traded on major U.S. stock exchanges and 11 electric utility subsidiaries of non-utility or foreign companies.

Quarterly Financial Updates

EEI's quarterly financial updates present financial results and trend analyses for the following topics:

(Please note that we generally publish Backup Data files before publishing written analyses. Look for the or, which indicate files ready for download.)

Q4 2009 Financial Updates

• Stock Performance | Backup Data
• Dividends | Backup Data
• Credit Ratings | Backup Data
• Rate Case Summary | Backup Data

Q3 2009 Financial Updates

• Income Statement | Backup Data
• Balance Sheet | Backup Data
• Cash Flow Statement | Backup Data
• Stock Performance | Backup Data
• Dividends | Backup Data
• Credit Ratings | Backup Data
• Construction | Backup Data   
• Fuel 

Companies by Category (Historical EEI Groups)

• Companies by Category 2004-07

Previous Quarterly Financial Updates

• View Quarterly Financial Updates from Q1 2007 to Present

Capital Expenditures 

• EEI Capital Expenditures Update (June 2009)
• EEI Capital Expenditures Presentation (May 2009)

FERC Data

Because SEC 10-K and 10-Q filings include non-electric business segment results, we also aggregate data from the FERC Forms 1 and 3-Q to better capture financial trends affecting utilities' regulated electric businesses.

• File A: All Regulated Electrics 
  Presents consolidated income statement, balance sheet, and cash flow statement data for 130 regulated-electric subsidiaries of EEI's group of 69 shareholder-owned electric utilities. These results include all subsidiaries with regulated electric operations, regardless of whether they also include a regulated gas business(es).
• File B: Regulated Electric-Only Companies
  Presents consolidated income statement, balance sheet, and cash flow statement data for 80 "electric-only" regulated subsidiaries of EEI's group of 69 shareholder-owned electric utilities. These results exclude subsidiaries with regulated gas operations.
• File C: All Regulated Electrics (Electric Segment Operating Income)
  Presents electric segment-level income statement data, down to the operating income line, for all 130 regulated-electric subsidiaries. File C differs from File B in two ways:

1. It captures data from all 130 subsidiaries with regulated electric operations.
2. It includes only operating income data because the Forms 1 and 3-Q do not require business segment reporting below the operating income line.

We Welcome Your Feedback

EEI's Finance Department welcomes your comments, suggestions, and inquiries. We aim to serve as a resource for member companies, investment professionals and other stakeholders that are interested in industry financial data and analyses, such as for use in:

• Annual and quarterly reports to shareholders
• Performance benchmarking/peer-group analyses
• Investor relations studies, presentations and internal company presentations
• Investment research and investment banking presentations