Equity Profile

ED

Consolidated Edison, Inc.

UtilitiesMulti-Utilities$41.2B

May7Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:30 PM EDT

Consolidated Edison Misses on EPS, Stock Down 0.45%

Metric	Actual	Expected	Surprise
EPS	$2.18	$2.26	-6.20%
Revenue	—	$4.9B	—

management commentary, guidance changes, and full analysis available with Pro.

Consolidated Edison Misses on EPS, Stock Down 0.45%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$2.18	$2.26	-6.20%
Revenue	—	$4.9B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Consolidated Edison reported earnings that fell short of expectations, particularly on EPS. The stock reacted with a slight decline of 0.45%, reflecting investor disappointment over the earnings miss. Without additional guidance or commentary from management, the outlook remains uncertain.

Company Snapshot

Consolidated Edison, Inc. (ED) is a major utility company that provides electric, gas, and steam services to customers in New York City and surrounding areas....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and reflects the company's ability to generate earnings for shareholders.

$2.26

Revenue

Revenue indicates the overall sales performance and demand for utility services, which can be influenced by weather and economic conditions.

$4.9B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Consolidated Edison, Inc. (ED) is a major utility company that provides electric, gas, and steam services to customers in New York City and surrounding areas. As a key player in the utilities sector, it plays a crucial role in delivering essential services while navigating challenges like regulatory changes and the transition to renewable energy.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+5.21%

Avg Stock Reaction

+0.41%

Last Quarter Recap

In the last quarter, Consolidated Edison reported an EPS of $0.89, exceeding expectations by 5.58%. The stock reacted positively, increasing by 0.28% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Consolidated Edison to report solid earnings this quarter, with a consensus EPS of $2.26. Investors will be closely watching for any surprises that could impact future growth.

Bull Case

If the company beats EPS estimates and shows strong revenue growth, it could signal robust demand and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses EPS expectations or provides weak guidance, it could raise concerns about operational challenges and regulatory pressures, negatively impacting the stock.

Key Metrics to Watch

Earnings Per Share (EPS)

$2.26

EPS is a critical measure of profitability and reflects the company's ability to generate earnings for shareholders.

Revenue

$4.9B

Revenue indicates the overall sales performance and demand for utility services, which can be influenced by weather and economic conditions.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.26?

A beat on EPS could indicate stronger profitability and operational efficiency, which would be crucial for investor confidence.

What guidance will management provide regarding future revenue growth?

Future revenue guidance will help investors assess the company's outlook amid changing market conditions and regulatory challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the impact of regulatory changes that could favor Consolidated Edison, leading to better-than-expected earnings.

Supporting Evidence

The company has a strong track record of beating EPS estimates, with an 88% success rate over the last eight quarters.

Options pricing suggests a higher expected move than historical averages, indicating potential for a surprise.

Recent positive trends in energy demand could bolster revenue unexpectedly.

Key Risk

If regulatory changes lead to lower operational costs, it could significantly enhance profitability beyond current expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it reflects the company's ability to navigate market pressures and deliver on profitability expectations.

Bull Confirmed If

An EPS of $2.30 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $2.14 would raise concerns about profitability and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±3.2%

Historical Avg

±0.9%

Pricing rich

The options market is pricing in a potential move of about 3.2% in either direction following the earnings report, indicating uncertainty among investors.

Options are pricing ±5.4% while ED has averaged ±0.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

17.2%

Calls (16K)P/C Ratio: 0.71Puts (5K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 3 of 4 (75%)

This setup has occurred 30 times across Utilities in the last 2 years. 3 of 4 (75%) reversed within 5 days — this setup typically fades. The average absolute 1-day move is 1.8%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Consolidated Edison beats expectations, history suggests the stock could rise approximately 0.62% on the next trading day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

If the company misses EPS estimates, history indicates a potential decline of around 0.17%, signaling investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on regulatory changes that could impact operational costs.
2Details on customer demand trends and how they are affecting revenue.
3Management's outlook on future capital expenditures and investments in renewable energy.
4Insights into any challenges faced in the supply chain or service delivery.
5Comments on competitive pressures within the utilities sector.

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Company Snapshot

Consolidated Edison, Inc. (ED) is a major utility company that provides electric, gas, and steam services to customers in New York City and surrounding areas....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and reflects the company's ability to generate earnings for shareholders.

$2.26

Revenue

Revenue indicates the overall sales performance and demand for utility services, which can be influenced by weather and economic conditions.

$4.9B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+5.21%

Avg Stock Reaction

+0.41%

Last Quarter Recap

In the last quarter, Consolidated Edison reported an EPS of $0.89, exceeding expectations by 5.58%. The stock reacted positively, increasing by 0.28% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Consolidated Edison to report solid earnings this quarter, with a consensus EPS of $2.26. Investors will be closely watching for any surprises that could impact future growth.

Bull Case

If the company beats EPS estimates and shows strong revenue growth, it could signal robust demand and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses EPS expectations or provides weak guidance, it could raise concerns about operational challenges and regulatory pressures, negatively impacting the stock.

Key Metrics to Watch

Earnings Per Share (EPS)

$2.26

EPS is a critical measure of profitability and reflects the company's ability to generate earnings for shareholders.

Revenue

$4.9B

Revenue indicates the overall sales performance and demand for utility services, which can be influenced by weather and economic conditions.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.26?

A beat on EPS could indicate stronger profitability and operational efficiency, which would be crucial for investor confidence.

What guidance will management provide regarding future revenue growth?

Future revenue guidance will help investors assess the company's outlook amid changing market conditions and regulatory challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the impact of regulatory changes that could favor Consolidated Edison, leading to better-than-expected earnings.

Supporting Evidence

The company has a strong track record of beating EPS estimates, with an 88% success rate over the last eight quarters.

Options pricing suggests a higher expected move than historical averages, indicating potential for a surprise.

Recent positive trends in energy demand could bolster revenue unexpectedly.

Key Risk

If regulatory changes lead to lower operational costs, it could significantly enhance profitability beyond current expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it reflects the company's ability to navigate market pressures and deliver on profitability expectations.

Bull Confirmed If

An EPS of $2.30 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $2.14 would raise concerns about profitability and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±3.2%

Historical Avg

±0.9%

Pricing rich

The options market is pricing in a potential move of about 3.2% in either direction following the earnings report, indicating uncertainty among investors.

Options are pricing ±5.4% while ED has averaged ±0.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

17.2%

Calls (16K)P/C Ratio: 0.71Puts (5K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 3 of 4 (75%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Consolidated Edison beats expectations, history suggests the stock could rise approximately 0.62% on the next trading day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

If the company misses EPS estimates, history indicates a potential decline of around 0.17%, signaling investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on regulatory changes that could impact operational costs.
2Details on customer demand trends and how they are affecting revenue.
3Management's outlook on future capital expenditures and investments in renewable energy.
4Insights into any challenges faced in the supply chain or service delivery.
5Comments on competitive pressures within the utilities sector.