NYSE$ED

Consolidated Edison Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Con Edison reported a decrease in net income and EPS compared to the same quarter last year, but adjusted earnings remained relatively stable. The company is focused on investing in clean energy transition and maintaining reliable service.

Con Edison's third quarter 2023 net income was $526 million, or $1.53 per share, compared to $613 million, or $1.73 per share, in the third quarter of 2022. Adjusted earnings were $561 million, or $1.62 per share, compared to $579 million, or $1.63 per share, in the same period last year.

  • Net income for common stock decreased to $526 million, or $1.53 a share, compared to $613 million, or $1.73 a share, in Q3 2022.
  • Adjusted earnings were $561 million, or $1.62 a share, compared to $579 million, or $1.63 a share in Q3 2022.
  • The company began construction of the Brooklyn Clean Energy Hub.
  • Con Edison released its Climate Change Vulnerability Study, highlighting the increasing regional temperatures.

Headline financials

Total Revenue

$3.87B

Previous: $4.17B-7.0%
EPS (adj)

$1.62

Previous: $1.63-0.6%
Capital Expenditures

-$3.1B

Previous: -$2.84B-8.9%
Free Cash Flow

-$2.57B

Previous: -$2.23B-15.2%
Net Income

$526M

Previous: $613M-14.2%
Operating Income

$722M

Previous: $889M-18.8%
Gross Profit

$3.87B

Previous: $4.17B-7.0%
Cash & Equivalents

$539M

Previous: $78M+591.0%
Total Assets

$64.4B

Previous: $65.8B-2.1%

Revenue & EPS history

ConEd · Revenue · Quarterly

$3.87B

Q3 2023-7%vs Q3 2022
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 for the year 2023 to be in the range of $5.00 to $5.10 per share.

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 2023

Historical avgQ3 2023

+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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