Con Ed (ED) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Consolidated Edison (ED) reported $4 billion in revenue for Q4 2025, an 8.9% year-over-year increase, with an EPS of $0.89 compared to $0.98 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $3.7 billion by 8.07%, and the EPS also surpassed the consensus estimate of $0.84 by 5.59% [1] Financial Performance Metrics - Operating revenues for O&R were $306 million, exceeding the average estimate of $261.09 million, reflecting a year-over-year increase of 13.3% [4] - Operating revenues for CECONY reached $3.69 billion, surpassing the estimated $3.46 billion, marking an 8.5% increase compared to the previous year [4] - Operating income for CECONY was reported at $484 million, below the average estimate of $600.96 million [4] - Operating income for O&R was $21 million, compared to the average estimate of $26.49 million [4] - Operating income for Con Edison Transmission was reported at -$20 million, worse than the average estimate of -$1.93 million [4] - Operating income for Other was $2 million, significantly lower than the average estimate of $11.51 million [4] Stock Performance - Shares of Con Edison have returned +7.5% over the past month, while the Zacks S&P 500 composite experienced a -0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]