---
schema_version: "secwatch.filing_event.v1"
accession: "0001047862-26-000143"
form_type: "8-K"
ticker: "ED"
cik: "0001047862"
company_name: "CONSOLIDATED EDISON INC"
filed_at: "2026-08-06T21:09:27+00:00"
generated_at: "2026-08-06T21:12:13.127816+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Con Edison Q2 2026 EPS $0.83 beats $0.68 YoY; reaffirms FY adjusted EPS $6.00-$6.20

## Summary
- Q2 net income $308M ($0.83/share) vs $246M ($0.68) in Q2 2025; adjusted EPS $0.83 vs $0.67.
- First-half 2026 net income $1,232M ($3.37/share) vs $1,038M ($2.93) in prior year.
- Reaffirmed FY2026 adjusted EPS guidance of $6.00-$6.20; excludes MVP gain and HLBV effects.
- Strategic alternatives review ongoing for equity interests in Mountain Valley Pipeline and Honeoye Storage.
- CEO cites nation-leading electric reliability; plans 28 new substations by 2035 and billions in capital investments.

## SEC filing metadata
- accession: 0001047862-26-000143
- form_type: 8-K
- ticker: ED
- cik: 0001047862
- company_name: CONSOLIDATED EDISON INC
- filed_at: 2026-08-06T21:09:27+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1047862/000104786226000143/0001047862-26-000143-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/23632/000104786226000143/ed-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001047862-26-000143
- JSON: https://secwatch.observer/filing/0001047862-26-000143.json
- Plain text: https://secwatch.observer/filing/0001047862-26-000143.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.