NYSE$ED

Consolidated Edison Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Consolidated Edison reported Q4 2025, revenue of $4B, net income of $297M, diluted EPS of $0.82.

For Q4 2025, Consolidated Edison reported revenue of $4B, net income of $297M, diluted EPS was $0.82. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Revenue $4B.
  • Net income $297M.
  • Diluted EPS $0.82.

Headline financials

Total Revenue

$4B

Previous: $3.67B+8.9%
EPS (adj)

$0.82

Previous: $0.98-16.3%
Net Income

$297M

Previous: $310M-4.2%
Operating Income

$487M

Previous: $477M+2.1%

Revenue & EPS history

ConEd · Revenue · Quarterly

$4B

Q4 2025+8.9%vs Q4 2024
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

The release discusses Consolidated Edison's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Consolidated Edison cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.
  • Rate base growth and load trends support utility earnings trajectories.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.
  • Regulatory lag, interest expense, and weather can swing quarterly results.

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 Q4 2025

Historical avgQ4 2025

+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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