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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“It's why we acquired a portion of ConEd's interest in MVP earlier this month.”
NextEra acquired part of Consolidated Edison's interest in the Mountain Valley Pipeline, expanding its regulated gas transmission portfolio.
“We recently elected to exercise our option to purchase additional interest in MVP Mainline and MVP Boost from an affiliate of Con Edison.”
EQT is buying MVP pipeline interests from a Con Edison affiliate, which is monetizing that stake.
“accretion of the basis difference of Con Edison's equity investment in Mountain Valley Pipeline, LLC (MVP)”
Con Edison holds an equity investment in Mountain Valley Pipeline (MVP), whose basis-difference accretion is excluded from adjusted earnings and is subject to an ongoing strategic-alternatives evaluation.
Con Edison reported full-year 2025 adjusted earnings of $5.70 a share, at the top of its guidance range, compared with $5.40 a share in 2024. GAAP EPS was $5.66 vs $5.26, with Q4 adjusted EPS declining to $0.89 from $0.98 due to Honeoye impairment charges. CFO Kirk Andrews introduced FY2026 adjusted EPS guidance of $6.00 to $6.20 per share and a five-year compounded annual growth rate target of 6% to 7%. The recently approved three-year rate plan provides a solid foundation for continued investment.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ED Consolidated Edison | 6 | +6.2% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +23.1% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| SO Southern Company | 6 | +8.0% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |