Con Edison's 2025 net income rises 11.2% yr/yr

Consolidated Edison

19/02/2026 21:46

Overview

Energy provider's 2025 net income rose to $2,023 mln from $1,820 mln in 2024

Q4 adjusted net income of $320 mln missed analyst expectations

Company plans $6.6 bln capital investment in 2026

Outlook

Con Edison expects 2026 adjusted EPS between $6.00 and $6.20

Company forecasts 6% to 7% annual EPS growth over five years

Con Edison plans $6,595 mln capital investment in 2026 and $6,759 mln in 2027

Result Drivers

REGULATED BUSINESSES - Con Edison attributed its 2025 performance to the strength and durability of its regulated businesses, as well as disciplined investments, according to CEO Tim Cawley

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$0.82
Q4 Adjusted Net Income
Miss
$320 mln
$324.74 mln (6 Analysts)
Q4 Net Income
$297 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 10 "hold" and 6 "sell" or "strong sell"

The average consensus recommendation for the electric utilities peer group is "buy."

Wall Street's median 12-month price target for Consolidated Edison Inc is $105.00, about 5.9% below its February 18 closing price of $111.61

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn2V27Qda

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)