Consolidated Edison (ED) reported $3.6 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 11.7%. EPS of $0.67 for the same period compares to $0.59 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.39 billion, representing a surprise of +6.17%. The company delivered an EPS surprise of +1.52%, with the consensus EPS estimate being $0.66.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: $254 million versus $213.26 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.4% change.
- Operating revenues- CECONY: $3.34 billion versus $3.17 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.5% change.
- Operating revenues- Steam: $106 million compared to the $97.89 million average estimate based on two analysts. The reported number represents a change of +20.5% year over year.
- Operating revenues- Con Edison Transmission: $1 million versus the two-analyst average estimate of $0.94 million.
- Operating revenues- CECONY- Gas: $653 million compared to the $553.34 million average estimate based on two analysts. The reported number represents a change of +21.4% year over year.
- Operating revenues- CECONY- Steam: $106 million versus the two-analyst average estimate of $97.89 million. The reported number represents a year-over-year change of +20.5%.
- Operating revenues- O&R- Electric: $196 million versus $151.68 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.9% change.
- Operating revenues- O&R- Gas: $58 million versus $50.71 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +31.8% change.
- Operating revenues- Gas: $711 million versus the two-analyst average estimate of $604.05 million. The reported number represents a year-over-year change of +32.2%.
- Operating revenues- Electric: $2.78 billion versus $2.64 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +17.2% change.
- Operating revenues- CECONY- Electric: $2.58 billion versus the two-analyst average estimate of $2.51 billion. The reported number represents a year-over-year change of +8.9%.
- Operating Income- CECONY: $347 million versus $480.86 million estimated by three analysts on average.
View all Key Company Metrics for Con Ed here>>>
Shares of Con Ed have returned +4.2% over the past month versus the Zacks S&P 500 composite's +1.2% 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.
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Consolidated Edison Inc (ED): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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