Consolidated Edison

ED

Market cap $36.2B

Consolidated Edison faces strong demand growth but is challenged by high capital spending, rising debt, and political scrutiny in its core markets. Its recent financials show modest revenue growth, increased earnings, and ongoing share dilution due to capital raises and investment needs. Despite a lower dividend yield and improved payout ratio, leverage remains high, and future rate hikes face political opposition, adding uncertainty.

Lowering Con Ed's NYC electricity prices were a topic of discussion between President Donald Trump and New York City Mayor-elect Zohran Mamdani during their Oval Office meeting.

ED's massive capital plan and expanding renewables aim to boost reliability and advance its net-zero push despite regulatory constraints.

ED posts a solid Q3, with earnings and revenue gains driving a guidance boost toward the upper end of its 2025 range.

At 24/7 Wall St., we have focused on dividend stocks for over 15 years because, despite the stock market's ups and downs, many people need solid passive income streams to supplement their income from employment or other sources.

The headline numbers for Con Ed (ED) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Consolidated Edison (ED) came out with quarterly earnings of $1.9 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to earnings of $1.68 per share a year ago.

NEW YORK , Nov. 6, 2025 /PRNewswire/ -- Consolidated Edison, Inc. (Con Edison) (NYSE: ED) today reported 2025 third quarter net income for common stock of $688 million or $1.91 a share compared with $588 million or $1.70 a share in the 2024 third quarter. Adjusted earnings (non-GAAP) were $686 million or $1.90 a share in the 2025 period compared with $583 million or $1.68 a share in the 2024 period.

Evaluate the expected performance of Con Ed (ED) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Con Ed (ED) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.