secwatch.observer — SEC 8-K summary
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Issuer:     CONSOLIDATED EDISON INC (ED)
CIK:        0001047862
Form:       8-K
Filed at:   2026-08-06T21:09:27+00:00
Accession:  0001047862-26-000143
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1047862/000104786226000143/0001047862-26-000143-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/23632/000104786226000143/ed-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001047862-26-000143

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer