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Sentiment · FY2026 Q2
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.
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What ED and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We also completed the sale of our interest in Mountain Valley Pipeline, LLC for total consideration of $357.5 million.”
Con Edison completed the sale of its equity interest in Mountain Valley Pipeline for $357.5 million, exiting the 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 | +26.2% | |
| 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% |