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AI Earnings Predictions for Consolidated Edison Inc. (ED)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

SELL

1-Day Prediction

-1.05%

$107.74

0% positive prob.

5-Day Prediction

-1.73%

$106.99

0% positive prob.

20-Day Prediction

-2.80%

$105.83

0% positive prob.

Price at prediction: $108.88 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q2 2026

Historical Earnings Predictions

Quarter Signal 1D Return 5D Return 20D Return Confidence Actual 5D
Q2 2026 SELL -1.05% -1.73% -2.80% 100.0% Pending
Q1 2026 BUY +1.55% +2.24% +2.91% 100.0% +0.70%
Q4 2025 SELL -0.91% -1.84% -3.22% 99.5% -1.04%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K SELL

Aug 6, 2026 · 100% conf.

AI Prediction SELL

1D

-1.05%

$107.74

Act: -0.83%

5D

-1.73%

$106.99

20D

-2.80%

$105.83

Price: $108.88 Prob +5D: 0% AUC: 1.000
0001047862-26-000143

EX-99.1

2 ed-20260630xexx991.htm

EX-99.1

Document

Exhibit 99.1

Media Relations Consolidated Edison, Inc.

212 460 4111 (24 hours)4 Irving Place

New York, NY 10003

www.conEdison.com

FOR IMMEDIATE RELEASE                                                 Contact: Allan Drury

August 6, 2026                                      212-460-4111

CON EDISON REPORTS 2026 SECOND QUARTER EARNINGS

NEW YORK - Consolidated Edison, Inc. (Con Edison) (NYSE: ED) today reported 2026 second quarter net income for common stock of $308 million or $0.83 a share compared with $246 million or $0.68 a share in the 2025 second quarter. Adjusted earnings (non-GAAP) were $308 million or $0.83 a share in the 2026 period compared with $240 million or $0.67 a share in the 2025 period. Adjusted earnings and adjusted earnings per share in the 2026 period exclude transaction costs associated with the strategic alternatives review of Con Edison's equity interests in Mountain Valley Pipeline, LLC (MVP) and Honeoye Storage Corporation (Honeoye). Adjusted earnings and adjusted earnings per share in the 2026 and 2025 periods exclude the effects of hypothetical liquidation at book value (HLBV) accounting for tax equity investments. Adjusted earnings and adjusted earnings per share in the 2025 period exclude accretion of the basis difference of Con Edison's equity interest in MVP, adjustments to the gain and other impacts related to the sale of all of the stock of its former subsidiary, Con Edison Clean Energy Businesses, Inc. (the Clean Energy Businesses) in 2023.

For the first six months of 2026, net income for common stock was $1,232 million or $3.37 a share compared with $1,038 million or $2.93 a share in the first six months of 2025. Adjusted earnings were $1,098 million or $3.00 a share in the 2026 period compared with $1,032 million or $2.91 a share in the 2025 period. Adjusted earnings and adjusted earnings per share in the 2026 period exclude transaction costs associated with the strategic alternatives review of Con Edison's equity interests in MVP and Honeoye, the gain on the sale of Con Edison's equity interest in MVP and the effects of HLBV accounting for tax equity investments. Adjusted earnings and adjusted earnings per share in the 2026 and 2025 periods exclude accretion of the basis difference of Con Edison's equity interest in MVP. Adjusted earnings and adjusted earnings per share in the 2025 period exclude adjustments to the gain and other impacts related to the sale of all of the stock of the Clean Energy Businesses in 2023.

“Con Edison continues to deliver nation-leading electric service reliability, reflecting the strength of our business model, disciplined infrastructure investments, and the dedication and expertise of our workforce," said Tim Cawley, Chairman and CEO of Con Edison. "We are investing to further strengthen reliability and system resilience, including preparing our network for periods of extreme heat, and redoubling our efforts to keep our service affordable for all customers while continuing to support New York's clean energy transition. Our targeted investments benefit our customers, support economic growth, and provide a foundation for stable, long-term returns for investors."

“Our second-quarter results reflect the strength and resilience of our business and reinforce confidence in our long-term strategy,” said Kirk Andrews, Senior Vice President and CFO of Con Edison. “Year-to-date results continue to be in line with expectations. Our vibrant market and the growing momentum for the electrification of buildings and transportation support our confidence that we will provide solid shareholder value for years to come. We expect to have 28 new substations in service by 2035, along with tens of billions of dollars in other capital investments we plan to make to meet our customers’ need for energy.”

-more-

CON EDISON REPORTS 2026 SECOND QUARTER EARNINGSpage 2

For the year of 2026, Con Edison reaffirmed its adjusted earnings per share (non-GAAP) to be in the range of $6.00 to $6.20 per share. Adjusted earnings per share excludes the gain on the sale of Con Edison's equity interest in MVP ($(0.37) a share after-tax), accretion of the basis difference of Con Edison's equity interest in MVP ($(0.01) a share after-tax), transaction costs associated with the strategic alternatives review of Con Edison's equity interests in MVP and Honeoye and the effects of HLBV accounting for tax equity investments, the amounts of which will not be determinable until year-end. Accordingly, the company is unable to provide equivalent measures determined in accordance with generally accepted accounting principles in the United States of America (GAAP).

See Attachment A to this press release for a reconciliation of Con Edison’s reported earnings per share to adjusted earnings per share and reported net income for common stock to adjusted earnings for the three and six months ended June 30, 2026 and 2025. See Attachments B a

2026
Q1

Q1 2026 Earnings

8-K BUY

May 7, 2026 · 100% conf.

AI Prediction BUY

1D

+1.55%

$108.04

Act: -0.12%

5D

+2.24%

$108.77

Act: +0.70%

20D

+2.91%

$109.48

Act: -0.12%

Price: $106.39 Prob +5D: 100% AUC: 1.000
0001047862-26-000092

EX-99.1

2 ed-20260331xexx991.htm

EX-99.1

Document

Exhibit 99.1

Media Relations Consolidated Edison, Inc.

212 460 4111 (24 hours)4 Irving Place

New York, NY 10003

www.conEdison.com

FOR IMMEDIATE RELEASE                                                 Contact: Allan Drury

May 7, 2026                                      212-460-4111

CON EDISON REPORTS 2026 FIRST QUARTER EARNINGS

NEW YORK - Consolidated Edison, Inc. (Con Edison) (NYSE: ED) today reported 2026 first quarter net income for common stock of $924 million or $2.55 a share compared with $791 million or $2.26 a share in the 2025 first quarter. Adjusted earnings (non-GAAP) were $790 million or $2.18 a share in the 2026 period compared with $792 million or $2.26 a share in the 2025 period. Adjusted earnings and adjusted earnings per share in the 2026 period exclude transaction costs associated with the strategic alternatives review of Con Edison's equity investments in Mountain Valley Pipeline, LLC (MVP) and Honeoye Storage Corporation (Honeoye) and the gain on the sale of Con Edison's equity interest in MVP. Adjusted earnings and adjusted earnings per share in the 2026 and 2025 periods exclude accretion of the basis difference of Con Edison's equity interest in MVP. Adjusted earnings and adjusted earnings per share in the 2025 period exclude the effects of hypothetical liquidation at book value (HLBV) accounting for tax equity investments.

“Our first-quarter results reflect the strength and durability of our regulated businesses, with reaffirmed adjusted earnings per share guidance driven by continued operational excellence and industry-leading reliability,” said Tim Cawley, Chairman and CEO of Con Edison. “We deliver essential energy services to the nation’s largest and most economically significant market, and the performance of our system underscores the value of disciplined investment.

“Electrification of heating and transportation is accelerating at an unprecedented pace, driven by years of state and local policy that have been reinforced by strong customer preference and sustained economic growth in our region,” Cawley added. “We are investing proactively to meet this growth - building new substations, maintaining robust design standards in our networks and fortifying our system against extreme weather - while managing costs and supporting affordability. Our dedicated team, technical expertise, operational efficiency, and investment strategy continue to drive long-term value for our investors, customers and communities.”

“As our customers adopt cleaner energy technologies, we remain focused in 2026 on delivering value for customers and shareholders through disciplined execution of our three-year investment plan at Con Edison of New York,” said Kirk Andrews, Senior Vice President and CFO. “We are making infrastructure investments across both utilities to ensure our system remains resilient and reliable as demand grows, while we continue to manage costs and deliver projects on budget.

“Based on our results for the quarter and outlook for the remainder of the year we are reaffirming our Adjusted EPS guidance range for 2026,” Andrews added. “During the first quarter, we settled a forward sale agreement for 7 million shares of common stock, generating proceeds to support investment in our energy systems. We also completed the sale of our interest in Mountain Valley Pipeline, LLC for total consideration of $357.5 million.”

For the year of 2026, Con Edison reaffirmed its adjusted earnings per share (non-GAAP) to be in the range of $6.00 to $6.20 per share. Adjusted earnings per share excludes the gain on the sale of Con Edison's equity interest in MVP ($(0.37) a share after-tax), accretion of the basis difference of Con Edison's equity interest in MVP ($(0.01) a share after-tax), transaction costs associated with the strategic alternatives review of Con Edison's equity investments in MVP and Honeoye and HLBV accounting for tax equity investments, the amount of which will not be determinable until year-end. Accordingly, the company is unable to provide equivalent measures determined in accordance with generally accepted accounting principles in the United States of America (GAAP).

-more-

CON EDISON REPORTS 2026 FIRST QUARTER EARNINGSpage 2

See Attachment A to this press release for a reconciliation of Con Edison’s reported earnings per share to adjusted earnings per share and reported net income for common stock to adjusted earnings for the three months ended March 31, 2026 and 2025. See Attachment B for the estimated effect of major factors resulting in variations in earnings per share and net income for common stock for the three months ended March 31, 2026 compared to the 2025 period.

The company's 2026 First Quarter Form 10-Q is being filed with the Securities and Exchange Commission. A first quarter 2026 earnings release presentation will be available at www.conedison.com. (Select "For Investors" and then select "Press Releases.

2025
Q4

Q4 2025 Earnings

8-K SELL

Feb 19, 2026 · 99% conf.

AI Prediction SELL

1D

-0.91%

$110.90

Act: -1.87%

5D

-1.84%

$109.86

Act: -1.04%

20D

-3.22%

$108.31

Price: $111.92 Prob +5D: 0% AUC: 1.000
0001047862-26-000028

ed-2026021900010478620000023632false00010478622026-02-192026-02-190001047862ed:ConsolidatedEdisonCompanyofNewYorkInc.Member2026-02-192026-02-19

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 19, 2026

Consolidated Edison, Inc. (Exact name of registrant as specified in its charter)

New York 1-14514 13-3965100 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

4 Irving Place, New York, New York 10003 (Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (212) 460-4600

Consolidated Edison Company of New York, Inc. (Exact name of registrant as specified in its charter)

New York 1-01217 13-5009340 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

4 Irving Place, New York,New York 10003 (Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (212) 460-4600

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities Registered Pursuant to Section 12(b) of the Act:

Title of each class Trading SymbolName of each exchange on which registered Consolidated Edison, Inc., EDNew York Stock Exchange Common Shares ($.10 par value)

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

-2-

Item 2.02Results of Operations and Financial Condition.

On February 19, 2026, Consolidated Edison, Inc. is issuing a press release and an earnings release presentation regarding, among other things, its results of operations for the three months and year ended December 31, 2025. The press release and the earnings release presentation are “furnished” as exhibits to this report pursuant to Item 2.02 of Form 8-K.

Item 9.01Financial Statements and Exhibits.

(d) Exhibits

Exhibit 99.1 Press release, dated February 19, 2026, furnished pursuant to Item 2.02 of Form 8-K. Exhibit 99.2 Earnings release presentation, dated February 19, 2026, furnished pursuant to Item 2.02 of Form 8-K. Exhibit 104Cover Page Interactive Data File - The cover page iXBRL tags are embedded within the inline XBRL document.

-3-

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, each registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

CONSOLIDATED EDISON, INC.

CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.

By /s/ Joseph Miller Joseph Miller Vice President, Controller and Chief Accounting Officer

Date: February 19, 2026

-4-

About Consolidated Edison Inc. (ED) Earnings

This page provides Consolidated Edison Inc. (ED) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on ED's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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