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CLAIM #23531 · EXC (EXC) · 2025Q3 earnings call · Nov 4, 2025 · due Dec 31, 2025

We'll know more about those proposals by the end of the year. And once we have certainty on those, those will come in, and we'll put them in the plan so that you don't have to speculate or probability weight some of them that once they're in, you know that we feel very certain about them.

Jeanne Jones · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

those type of growth rates? Jeanne Jones: Yes. I think we are like running our -- I think we are running our core business really, really well, right? Transmission and distribution operations, first quartile for all operations, delivering above-average performance with below average rates, continue to have met or actually exceeded all of the guidance, upgraded S&P. So I think the core business is running really, really well. And as we think about additional growth, that comes to your point, in the form of transmission and energy security solutions. But you also know us at Exelon, we're not going to put anything in the plan that isn't certain and bankable. And so as we look for transmission, for example, I mentioned earlier, we do have some proposals in front of PJM in the current window. We'll know more about those proposals by the end of the year. And once we have certainty on those, those will come in, and we'll put them in the plan so that you don't have to speculate or probability weight some of them that once they're in, you know that we feel very certain about them. But as I mentioned before, we're focused on delivering really in the high end of what we've committed to. And as we see some of these opportunities materialize, in the back end of our plan, then we can start to think about that. But let's focus on the execution first and getting them in. And of course, we'd always love to be talking to you about more, but we're going to focus on what's executable and build it in and put it into the plan once we know it's certain. Operator: Our next question comes from the line of David Arcaro from Morgan Stanley. David Arcaro: Let's see, I had a quick question on that large load pipeline that you've laid out on Slide 13. I was just wondering if you could just maybe characterize how you probability weight that 47 gigawatt pipeline. I appreciate the extra d

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SEC filings for EXC · Claim quote is verbatim from the 2025Q3 earnings call.