Company Analysis

Consolidated Edison, Inc. (ED)

NYSE: ED · Electric & Other Services Combined · New York, NY · filing with the SEC since 1997
Grade5.8
◀ Past 7.5● Present 5.3▶ Future 5.1

The grade of Consolidated Edison, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.8/10
◀ Past7.525% of the headline
● Present5.345% of the headline
▶ Future5.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

7.5/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.5/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 75th percentile among 18 sector filers · read for itself

From the record

Consolidated Edison, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.6/10

What has it actually done, year after year?

+3.8% a year over 10 filed years; profitable in 10 of 10.

weight 22% of this tense · 56th percentile among 17 sector filers · read for its customers

From the record

Consolidated Edison, Inc.'s 10 filed years say what it did: revenue went from $12 billion in fiscal 2016 to $17 billion in fiscal 2025, up 3.8% a year; it rose in 6 of 9 years; the deepest fall was 6% from fiscal 2022 to fiscal 2023; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span3.8%top 44% of its family
  • the share of years revenue rosebottom 44% of its family
  • the share of filed years with a profittop 38% of its family
  • the deepest fall from a revenue peak6.4%top 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.8/10

How has it treated the people who own it?

Share count grew 0.3% a year. 41% of cash flow returned. Insiders: 3 sales, 4 purchases.

weight 33% of this tense · 88th percentile among 16 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Consolidated Edison, Inc.'s diluted share count grew about 0.3% a year, and dividends and buybacks returned about 41% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 4 purchases of their own stock on the open market in the year to 2026-10-01, buying about $0 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 14% of its family
  • cash returned against operating cash flowtop 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.3/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
5.1/10

Is it financially healthy right now?

ROE 8%: 8¢ of profit per shareholder dollar. Leverage 68%: owes 68¢ per asset dollar.

weight 45% of this tense · 51st percentile among 18 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Consolidated Edison, Inc. earned about 8 cents of profit for every dollar of shareholders' money. Leverage: it owed about 68 cents per dollar of assets, and net share issuance: its share count grew 3.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 19% of its family
  • return on equitybottom 42% of its family
  • the share count against the year beforebottom 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.9/10

How strong is its position in its industry?

top 41% of 18 in its family; net margin 12%.

weight 33% of this tense · 59th percentile among 18 sector filers · read for its customers

From the record

Consolidated Edison, Inc.'s standing among 18 graded names in its industry family: revenue of $17 billion in fiscal 2025 ranks in the top 19% by size; a net margin of 12% ranks in the top 47%; revenue growth of 2.6% a year over the last 3 filed years ranks in the bottom 44% (its annual reports).

What it rests on

  • revenue against the family$16.92Btop 19% of its family
  • net margin12.0%top 47% of its family
  • three-year revenue growth2.6%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.7/10

What are the people in charge doing?

bottom 47% of 16 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 47th percentile among 16 sector filers · read for its shareholders

From the record

Consolidated Edison, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is O'Connell, Michele (President & CEO, O&R, as filed), filing under that title since 2024-04-05, 2.6 years (bottom 22% of its family); the 21 officers and directors filing in the last fifteen months have been on the record a median of 5.9 years (top 44%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 21 people in charge now (top 38%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge6 in three years among 21 peopletop 38% of its family
  • the median years the people in charge have filed5.9 yearstop 44% of its family
  • the chief executive's years on the record2.6 yearsbottom 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
8.0/10

How much room does it have to grow?

top 20% of 17 in its family for room to expand.

weight 22% of this tense · 80th percentile among 17 sector filers · read for itself

From the record

Consolidated Edison, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.6 billion against debt of $26 billion leaves -32.4% of its assets as net cash, top 31% of its family; cash from operations less capital spending is 28.4% of revenue (top 9%) (its annual report).

What it rests on

  • cash less debt against assets-32.4%top 31% of its family
  • cash from operations less capital spending against revenue28.4%top 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.5/10

What could actually drive growth from here?

top 45% of 17 in its family for growth drivers.

weight 45% of this tense · 55th percentile among 17 sector filers · read for its customers

From the record

Consolidated Edison, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 2.6% a year over the last three filed years against 3.8% over all 10, slowing (bottom 44% of its family); the newest year grew 10.9% (top 44%); research spending grew 4% a year (top 25%); capital spending grew 6.7% a year (bottom 44%) (its annual reports). Consolidated Edison, Inc. reported 4 product lines in fiscal 2025: Electricity at $13 billion (75%), Oil and Gas Purchased at $3.6 billion (21%), Steam at $703 million (4%), and 1 more; 3 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-1.2 points a yearbottom 44% of its family
  • the newest year's revenue growth10.9%top 44% of its family
  • three-year growth of research spending4.0%top 25% of its family
  • three-year growth of capital spending6.7%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
2.6/10

Did its newest year beat what its own record pointed to?

bottom 26% of 17 in its family for expectations against reality.

weight 33% of this tense · 26th percentile among 17 sector filers · read for its shareholders

From the record

Consolidated Edison, Inc.'s newest year against its own record: revenue of $17 billion in fiscal 2025 came in 12.4% above the $15 billion its prior three years' pace pointed to (top 50% of its family); net income of $2.0 billion against a prior three-year average of $2.0 billion (bottom 15%); a net margin of 12% against 13.2% before (bottom 15%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace12.4%top 50% of its family
  • net income against the prior three years' average+1%bottom 15% of its family
  • net margin against its prior average-1.3 pointsbottom 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton ED · research, not advice