Q2 FY2026 EarningsQ2 FY26 adjusted EPS of $0.83 significantly beat the $0.77 consensus, driven by higher electric and gas rate bases at CECONY. Reported net income was $308M, exceeding expectations by 18.2%. Management reaffirmed full-year FY26 adjusted EPS guidance of $6.00 to $6.20, consistent with market expectations and supporting long-term utility growth strategy.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Consolidated Edison(ED) the Revenue is 4.069 B (+13.18%), Beat estimate;the EBIT is 552 M (+55.49%), Beat estimate;the EPS is 0.83 (+22.06%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
4.07B13.18%
3.54B1.41%
+0.52B14.59%
EBITExceed expectations
0.55B55.49%
0.45B25.54%
+0.11B29.95%
EPSExceed expectations
0.8322.06%
0.74539.60%
+0.084712.46%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf