Utilities·Multi-Utilities·$40.2B
Consolidated Edison (ED) is a major utility company that provides electricity, gas, and steam services to customers in New York City and surrounding areas. As a key player in the utilities sector, it plays a vital role in energy distribution, which is essential for both residential and commercial needs.
Earnings Per Share (EPS)
EPS is a critical measure of profitability, and investors will look for growth or stability in earnings.
Customer Growth
An increase in customer numbers can indicate demand for services and future revenue growth.
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EPS Beat Streak
3Q
EPS Beat Rate
88%
Avg EPS Surprise
+7.70%
Avg Stock Reaction
+0.53%
In Q4 2025, Consolidated Edison reported an EPS of $0.89, exceeding expectations by 5.58%. The stock reacted positively, gaining 0.28% the following day.
Management Promises & Guidance
Overall, expectations for the upcoming earnings report are mixed, with investors hoping for continued profitability despite potential challenges in the utility sector.
Bull Case
If Consolidated Edison beats EPS estimates and shows strong customer growth, it could signal robust demand and operational efficiency, leading to a positive stock reaction.
Bear Case
Conversely, if the company reports lower-than-expected earnings or higher operating costs, it could raise concerns about profitability and lead to a negative stock reaction.
Earnings Per Share (EPS)
N/AEPS is a critical measure of profitability, and investors will look for growth or stability in earnings.
Customer Growth
N/AAn increase in customer numbers can indicate demand for services and future revenue growth.
Operating Expenses
N/AMonitoring operating expenses is important to assess efficiency and profitability.
The print will turn on these two things.
Q1
What will the EPS be for Q1-2026?
EPS is a key indicator of profitability, and any significant deviation from expectations could impact investor sentiment.
Q2
How many new customers were added in the last quarter?
Customer growth is crucial for future revenue, and a strong increase could suggest healthy demand for services.
Why consensus could be wrong
The Street may underestimate the impact of rising customer demand on Consolidated Edison’s profitability this quarter, especially given recent infrastructure investments.
Supporting Evidence
The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.
Historical trends show that even small increases in customer numbers can significantly boost earnings.
Recent investments in infrastructure are expected to yield positive results sooner than analysts anticipate.
Key Risk
If customer growth exceeds expectations, it could significantly alter the earnings outlook.
Pre-commit to what would confirm each case.
This quarter, the focus is on whether Consolidated Edison can maintain its earnings momentum amid rising operational costs.
Bull Confirmed If
A reported EPS above $1.90 would confirm strong profitability and growth.
Bear Confirmed If
An EPS below $1.70 would raise concerns about profitability and operational efficiency.
Implied Move
±N/A
There is no available options market data to gauge investor sentiment ahead of the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Consolidated Edison beats expectations, history suggests the stock could rise by around 0.62%, confirming strong operational performance.
In-Line / Cautious
If results are in line with expectations, the stock may see a muted reaction as investors await further guidance.
Miss
If the company misses earnings expectations, history suggests a potential decline of about 0.17%, raising concerns about future profitability.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026