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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Consolidated Edison (ED) is 6/10.
Con Edison reported Q1 2026 revenue growth of 6.2% with GAAP EPS surging to $2.55 on the $357.5 million MVP sale gain, though adjusted EPS dipped 3.5% to $2.18 reflecting equity dilution and rate plan timing. CEO Tim Cawley emphasized that electrification is accelerating at an unprecedented pace across the service territory, supported by strong customer preference and sustained economic growth. The company reaffirmed FY2026 adjusted EPS guidance of $6.00-$6.20 and continues executing its three-year rate plan with proactive infrastructure investments.
Scored from Consolidated Edison’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.67B | +6.5% | $0.89 | -8.2% | 13.9% | 8.4% | $72M |
| FY2025 Q1 | $4.80B | +12.1% | $2.25 | +8.2% | 23.4% | 16.5% | $-318M |
| FY2025 Q2 | $3.60B | +11.6% | $0.68 | +17.2% | 9.9% | 6.8% | $713M |
| FY2025 Q3 | $4.53B | +10.7% | $1.90 | +12.4% | 21.4% | 15.2% | $2.92B |
| FY2025 Q4 | $4.00B | +8.9% | $0.82 | -7.9% | 12.1% | 7.4% | $176M |
| FY2026 Q1 | $5.09B | +6.2% | $2.54 | +12.9% | 23.1% | 18.1% | $-999M |
| FY2026 Q2 | $4.07B | +13.2% | $0.83 | +22.1% | 13.6% | 7.6% | $2.97B |