Consolidated Edison (ED) reported $4.53 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 10.7%. EPS of $1.90 for the same period compares to $1.68 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.16 billion, representing a surprise of +8.82%. The company delivered an EPS surprise of +7.95%, with the consensus EPS estimate being $1.76.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Con Ed performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Operating revenues- O&R: $349 million compared to the $332.21 million average estimate based on three analysts. The reported number represents a change of +6.1% year over year.
- Operating revenues- CECONY: $4.18 billion versus the three-analyst average estimate of $3.85 billion. The reported number represents a year-over-year change of +11.1%.
- Operating revenues- Steam: $56 million compared to the $54.1 million average estimate based on two analysts. The reported number represents a change of +14.3% year over year.
- Operating revenues- Con Edison Transmission: $1 million compared to the $1.02 million average estimate based on two analysts.
- Operating revenues- CECONY- Gas: $392 million compared to the $346.7 million average estimate based on two analysts. The reported number represents a change of +16.3% year over year.
- Operating revenues- CECONY- Steam: $56 million compared to the $54.1 million average estimate based on two analysts. The reported number represents a change of +14.3% year over year.
- Operating revenues- O&R- Electric: $308 million versus the two-analyst average estimate of $288.21 million. The reported number represents a year-over-year change of +5.1%.
- Operating revenues- O&R- Gas: $41 million compared to the $42.12 million average estimate based on two analysts. The reported number represents a change of +13.9% year over year.
- Operating revenues- Gas: $433 million versus $388.81 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16.1% change.
- Operating revenues- Electric: $4.04 billion compared to the $3.7 billion average estimate based on two analysts. The reported number represents a change of +10.1% year over year.
- Operating revenues- CECONY- Electric: $3.73 billion versus $3.42 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.6% change.
- Operating Income- CECONY: $914 million versus the three-analyst average estimate of $901.84 million.
View all Key Company Metrics for Con Ed here>>>
Shares of Con Ed have returned -4.7% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
