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Consolidated Edison, Inc.: Business Overview, Financials & Competitive Analysis

Consolidated Edison, Inc. scores 7/10 on the AskCyborg Cyborg Score (Solid). Dividend-focused utility with predictable 6-7% EPS growth supported by large regulated capital investments, but trading at fair-value multiples amid regulatory and cost pressures. Con Edison's substantial capital investment plan ($38B through 2030) expands the regulated rate base, driving earnings growth through approved returns rather than volume expansion, providing predictable.

What is Consolidated Edison, Inc.'s industry? Consolidated Edison, Inc. (conedison.com) operates in Electric Utilities & Regulated Energy Infrastructure. AskCyborg classifies Consolidated Edison, Inc. under Electric Utilities & Regulated Energy Infrastructure in its company registry.

Consolidated Edison is a regulated utility engaged in electric, gas, and steam delivery businesses, serving approximately 3.7 million electric customers, 1.1 million gas customers, and 1,490 steam customers primarily ...

7/ 10Solid

Cyborg Score thesis

Dividend-focused utility with predictable 6-7% EPS growth supported by large regulated capital investments, but trading at...

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Industry Electric Utilities & Regulated Energy Infrastructure
3 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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Consolidated Edison, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Consolidated Edison, Inc. Overview

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Consolidated Edison is a regulated utility engaged in electric, gas, and steam delivery businesses, serving approximately 3.7 million electric customers, 1.1 million gas customers, and 1,490 steam customers primarily in New York City and surrounding regions. The company reported 2025 net income of $2,023 million ($5.66 EPS) and guides 2026 adjusted EPS to $6.00-$6.20.

Strategic Profile

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Con Edison maintains robust profitability metrics with an operating margin of 18.19% and net margin of 12.27%, though operating margins have declined 5.4% annually over five years. The company plans over $38 billion in capital investments from 2026-2030, expanding its regulated rate base to drive earnings growth. Management reaffirmed a five-year adjusted EPS growth target of 6% to 7% and guided 2026 adjusted EPS to $6.00 to $6.20.

Competitive Landscape

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After divesting its clean energy business to RWE in early 2023, Con Edison's earnings now derive from its two primary utility subsidiaries operating in New York and surrounding regions. The company faces competition from regional and national utilities including American Electric Power, Dominion Energy, and FirstEnergy, competing on service reliability, rate structures, and infrastructure modernization in regulated markets.

Industry Context

Consolidated Edison, Inc. operates in Electric Utilities & Regulated Energy Infrastructure.

Key facts

Founded: 1884 · Headquarters: New York, United States · Revenue: $16.92B · Market cap: $40.4B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Consolidated Edison, Inc..

  • 2025 revenue increased 10.89% to $16.92 billion with earnings up 11.15% to $2.02 billion, driven by infrastructure investments and rate recovery.
  • Quarterly dividend increased to $0.8875 per share with a 3.2% yield and 62.83% payout ratio, balancing shareholder returns with infrastructure reinvestment.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Reported Q4 2025 EPS of $0.89, beating estimates; 2025 net income rose to $2.02B with adjusted EPS of $5.70
  • February 2026Announced 2026 adjusted EPS guidance of $6.00-$6.20 and reaffirmed five-year 6-7% EPS growth target
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Electric & Gas UtilitiesLarge regional utility serving multiple states→Regulated Electric & GasDiversified utility with operations across US regions→Regional UtilitiesEastern US utility operator→

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Industry context

Consolidated Edison, Inc. operates in Electric Utilities & Regulated Energy Infrastructure. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Consolidated Edison, Inc. do?+
Consolidated Edison is a regulated utility engaged in electric, gas, and steam delivery businesses, serving approximately 3.7 million electric customers, 1.1 million gas customers, and 1,490 steam customers primarily ...
What is Consolidated Edison, Inc.'s Cyborg Score?+
Consolidated Edison, Inc. has a Cyborg Score of 7/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Consolidated Edison, Inc.'s main competitors?+
Named competitors include Electric & Gas Utilities, Regulated Electric & Gas, Regional Utilities. The full competitive landscape is in the AskCyborg report.
How can I get the full Consolidated Edison, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Consolidated Edison, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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