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Consolidated Edison ED Q4 2025 earnings

Reported February 19, 2026 · After market close

Revenue$4.0BBeat by $382.8MDiluted EPS$0.89Beat by $0.03
Revenue estimate$3.6B
EPS estimate$0.86

Next report

Aug 6, 2026 (In 3 weeks)
Revenue estimate$3.5B
EPS estimate$0.76

Financials

Q4 2025

Income statement

See full
Revenue$4.0B+8.9%
Operating income$487.0M+2.1%
Net income$297.0M-4.2%
EPS (diluted)$0.81-9.0%

Balance sheet

See full
Cash & equivalents$1.6B+22.3%
Total debt$26.3B+4.3%
Total equity$24.2B+10.1%
Total assets$74.6B+5.7%

Cash flow

See full
Operating cash flow$1.5B+13.0%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$35.85B+16.0%
Enterprise value$60.52B+10.4%
P/E17.7×+0.7×
P/S2.1×+0.1×

Profitability

See full
Operating margin17.3%-0.1pp
Net margin12%0.0pp

Returns & leverage

See full
Return on equity8.8%+0.3pp
Debt / equity1.1×-0.1×
Current ratio1×0.0×

Segments

By product

See full
Electric$2.9B+6.1%
Gas$924.0M+16.2%
Non-utility$1.0M0.0%

By segment

See full
Con Edison Transmission$1.0M0.0%

Versus estimates

Revenue

Q1 2026$4.8BMiss by $421.2M
Q4 2025$4.0BBeat by $382.8M
Q3 2025$4.5BBeat by $313.7MQ2 2025$3.6BBeat by $133.4MQ1 2025$4.8BBeat by $538.0MQ4 2024$3.7BMiss by $11.5M

Diluted EPS

Q1 2026$2.17Miss by $0.11
Q4 2025$0.89Beat by $0.03
Q3 2025$1.90Beat by $0.16Q2 2025$0.67Beat by $0.03Q1 2025$2.25Beat by $0.04Q4 2024$0.98Beat by $0.03

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Questions, answered.

When did Consolidated Edison report Q4 2025 earnings?
Consolidated Edison (ED) reported Q4 2025 earnings on February 19, 2026 after market close.
What were Consolidated Edison's Q4 2025 revenue and EPS?
Consolidated Edison reported revenue of $4.0B and diluted EPS of $0.89 for Q4 2025.
Did Consolidated Edison beat estimates in Q4 2025?
Revenue beat the consensus estimate of $3.6B by $382.8M. EPS beat the consensus estimate of $0.86 by $0.03.
How did Consolidated Edison's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 8.9% from $3.7B a year earlier and diluted EPS declined 9.2% from $0.98.
Where can I find Consolidated Edison's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001047862-26-000028) directly on SEC EDGAR. The filing index links above go to sec.gov.