earnings
confidence high
sentiment positive
materiality 0.75
Con Edison FY 2025 adj. EPS $5.70, FY 2026 guidance $6.00-$6.20; 52nd straight dividend increase
CONSOLIDATED EDISON INC
2025-FY EPS reported
$5.64
revenue$16,918,000,000
- FY 2025 GAAP net income $2,023M ($5.66/sh) vs $1,820M ($5.26/sh) in 2024; adjusted $2,038M ($5.70/sh).
- Q4 2025 net income $297M ($0.82/sh) vs $310M ($0.90/sh); adjusted EPS $0.89 vs $0.98.
- FY 2026 adjusted EPS guidance $6.00-$6.20; 5-yr compounded growth target 6%-7% from baseline.
- Plans $6.6B capex in 2026, $6.8B in 2027; issues up to $3.2B debt and up to $1.1B equity in 2026.
- Dividend increased for 52nd consecutive year.