Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$50B
P/E ratio
~18×
Div yield
~3.6%
EPS (2025)
$2.74
Net income
~$2.8B
Rev. growth
+5%
Revenue
~$24.3B
Capital plan
$41.3B
In plain English
Exelon is the largest regulated power-delivery company in the US — it doesn't generate electricity anymore, it moves it. Through six utilities (ComEd in Chicago, PECO in Philadelphia, BGE in Baltimore, and Pepco/DPL/ACE around Washington DC) it owns the poles, wires and gas mains that deliver power to ~10.7 million customers. After spinning off its power-plant arm (Constellation) in 2022, Exelon became a pure regulated wires business — and the surge in data-center demand has it spending ~$41B over 2026-2029 to expand the grid.
In simple terms
What Exelon really sells
Exelon is the largest regulated power-delivery company in the US — it doesn't generate electricity anymore, it moves it. Through six utilities (ComEd in Chicago, PECO in Philadelphia, BGE in Baltimore, and Pepco/DPL/ACE around Washington DC) it owns the poles, wires and gas mains that deliver power to ~10.7 million customers. After spinning off its power-plant arm (Constellation) in 2022, Exelon became a pure regulated wires business — and the surge in data-center demand has it spending ~$41B over 2026-2029 to expand the grid.
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