NYSE$ED

Consolidated Edison Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Con Edison reported an increase in net income and adjusted earnings for the third quarter of 2022, driven by strong performance in its core utility businesses.

Con Edison reported a net income of $613 million, or $1.73 per share, for the third quarter of 2022, compared to $538 million, or $1.52 per share, in the same period of 2021. Adjusted earnings were $579 million, or $1.63 per share, compared to $499 million, or $1.41 per share, in the prior year. The company is selling its Clean Energy Businesses for $6.8 billion and expects adjusted earnings per share for 2022 to be in the range of $4.50 to $4.60.

  • Net income for common stock was $613 million or $1.73 a share compared with $538 million or $1.52 a share in the 2021 third quarter.
  • Adjusted earnings were $579 million or $1.63 a share in the 2022 period compared with $499 million or $1.41 a share in the 2021 period.
  • Con Edison entered into an agreement to sell the Clean Energy Businesses for $6,800 million.
  • Con Edison expects its adjusted earnings per share to be in the range of $4.50 to $4.60 per share for the year of 2022.

Headline financials

Total Revenue

$4.17B

Previous: $3.61B+15.3%
EPS (adj)

$1.63

Previous: $1.41+15.6%
Capital Expenditures

-$2.84B

Previous: -$2.7B-5.5%
Free Cash Flow

-$2.23B

Previous: -$2.16B-3.3%
Net Income

$613M

Previous: $538M+13.9%
Operating Income

$889M

Previous: $850M+4.6%
Gross Profit

$4.17B

Previous: $3.61B+15.3%
Cash & Equivalents

$78M

Previous: $66M+18.2%
Total Assets

$65.8B

Previous: $62.9B+4.5%

Revenue & EPS history

ConEd · Revenue · Quarterly

$4.17B

Q3 2022+15.3%vs Q3 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

ConEd · $462M total across 1 segment · Q4 2022

  • Non-utility
    $462M+92.5%

Forward guidance

Con Edison expects its adjusted earnings per share to be in the range of $4.50 to $4.60 per share for the year of 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

+0.2%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.5%

Avg return

30 days after

60%

41 / 68 earnings

Positive

+4.4%

Q2 2024

Best reaction

-6.0%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%-0.5%-0.1%
Q4 2025-1.0%-0.8%-2.2%
Q3 2025+1.7%+3.3%-0.4%
Q2 2025-0.5%-1.3%-6.6%
Q1 2025-2.4%-1.4%-7.2%
Q4 2024+2.6%+4.4%+12.6%
Q3 2024-0.8%-1.9%-4.2%
Q2 2024+4.4%+3.5%+4.1%
Q1 2024+0.8%+2.8%-0.3%
Q4 2023+0.6%+0.9%+2.4%
Q3 2023+1.0%+0.4%+2.8%
Q2 2023-4.3%-2.3%-5.3%
Q1 2023+1.5%+0.7%-6.4%
Q4 2022+2.2%+1.7%+4.9%
Q3 2022+2.1%+0.1%+10.4%
Q2 2022-0.9%+0.8%+0.4%
Q1 2022+0.5%-0.9%+4.7%
Q4 2021+4.4%+4.5%+9.4%
Q3 2021+1.6%+1.1%+4.6%
Q2 2021+0.9%+2.0%+1.9%
Q1 2021+1.6%+3.2%+0.5%
Q4 2020-2.8%-3.5%+3.1%
Q3 2020-2.2%+3.2%-5.3%
Q2 2020+2.0%-0.5%-0.8%
Q1 2020-0.3%-3.8%+1.3%
Q4 2019-3.9%-6.0%-22.7%
Q3 2019-3.1%-3.5%-4.8%
Q2 2019+1.4%+2.0%+4.6%
Q1 2019+0.9%-0.0%+1.3%
Q4 2018+3.9%+3.0%+7.5%
Q3 2018-1.9%+1.6%+5.7%
Q2 2018+1.7%+1.0%+1.5%
Q1 2018+0.0%-3.8%-4.7%
Q4 2017+2.5%+0.6%+2.1%
Q3 2017+1.4%+2.2%+3.5%
Q2 2017+0.1%+1.6%+1.6%
Q1 2017+1.3%+0.1%+6.1%
Q4 2016-0.3%+1.1%+4.0%
Q3 2016-0.1%+2.0%-5.6%
Q2 2016-1.5%-1.0%-4.2%
Q1 2016-2.7%
Q4 2015+1.3%
Q3 2015-6.0%
Q2 2015+2.7%
Q1 2015-0.0%
Q4 2014-2.5%
Q3 2014-1.7%
Q2 2014+3.9%
Q1 2014-2.8%
Q4 2013+1.0%
Q3 2013-0.1%
Q2 2013+0.8%
Q1 2013+0.5%
Q4 2012+0.5%
Q3 2012-2.4%
Q2 2012+0.3%
Q1 2012+0.1%
Q4 2011-0.0%
Q3 2011+0.9%
Q2 2011-2.6%
Q4 2010+0.2%
Q1 2011+0.7%
Q3 2010+2.0%
Q4 2009+1.6%
Q2 2010+1.6%
Q1 2010+0.5%
Q2 2009-0.9%
Q3 2009+0.5%

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