Consolidated Edison, Inc. (ED) earnings on August 6, 2026

After the market closes Q2 2026

More Consolidated Edison, Inc. earnings

Prior outlook: Pessimistic Outcome: Partial

Consolidated Edison reported quarterly earnings and revenue that beat expectations. Despite the beat, the stock closed lower, down 0.75% after falling 2.09% during the day.

ED price around the earnings

107.98

Change: -0.8%

2026-08-07, 20:00 UTC

Start of the measured window End of the measured window
106.64 107.76 108.88 110.00 108.83
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)No trading (market closed)No trading (market closed)
August 6, 2026 August 7, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Pessimistic Outcome: Partial

Thesis published
Results released

Pessimistic setup: Keybanc downgrade, negative trend strength, underperformance vs SPY; 75% beat rate provides limited buffer.

Context analyzed before publication

Trend
Trajectory deteriorated from -20.7 to -100 over 6 days, indicating maximum pessimistic trend strength into earnings.

Analysts

Evidence

Analyst consensus
Hold
Consensus average (1-5)
3.32
Analysts covering the stock
17
Average price target
111.85
Lowest price target
94
Highest price target
130
Upside to price target
3.3%
Quarterly earnings growth
16.8%
Revenue growth
6.2%
Forward EPS
6.49
Trailing EPS
5.93
Analyst moves in the last 60 days
1
  • Strong buy: 0
  • Buy: 2
  • Hold: 10
  • Sell: 3
  • Strong sell: 4
Strong buy
0
Buy
2
Hold
10
Sell
3
Strong sell
4
  • July 23, 2026 · Keybanc: Maintains rating (Underweight → Underweight)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
High
Normalized volume
99%

Technicals

Evidence

Price when the context was analyzed
108.27
Average true range (ATR)
1.9%
Distance to 52-week high
-5.5%
14-day change (14d)
-3.4%
30-day change (30d)
-3.3%
30-day relative strength
-5.7%
SPY change (30d)
+2.5%
Nearest support
107.55
Distance to nearest support
0.7%
Nearest resistance
108.31
Distance to nearest resistance
0%
Volume accumulation ratio (14d / 46d)
0.72
  • Major: 107.55 (0.7% away, 0.34 ATR, 34 touches)
  • Mid: 107.11 (1.1% away, 0.56 ATR, 17 touches)
  • Major: 106.66 (1.5% away, 0.77 ATR, 33 touches)
  • Major: 108.31 (0% away, 0.02 ATR, 21 touches)
  • Major: 108.79 (0.5% away, 0.26 ATR, 40 touches)
  • Major: 109.25 (0.9% away, 0.47 ATR, 29 touches)

Trends

Evidence

Average earnings surprise
+2.4%
  • May 7, 2026: actual EPS 2.18 vs estimate 2.27 (surprise -3.8%)
  • February 19, 2026: actual EPS 0.89 vs estimate 0.86 (surprise +3.4%)
  • November 6, 2025: actual EPS 1.9 vs estimate 1.75 (surprise +8.3%)
  • August 7, 2025: actual EPS 0.67 vs estimate 0.66 (surprise +1.8%)

Expected move

Implied move
+1.2%
Source
Options chain

Reactions over its last 20 earnings

Median move
1.1%
75th percentile move
1.8%
90th percentile move
2.6%
Up / down moves
12 / 8
Average up move
+1.6%
Average down move
-1.0%

Monitoring and close

What Consolidated Edison, Inc. reported

Status
Finished
Actual EPS0.83
EPS estimate0.75
EPS surprise+10.7%

Con Edison reported Q2 adjusted EPS of $0.83, beating the $0.75 estimate. Sales also exceeded expectations. The company reaffirmed its FY2026 EPS guidance.

Sources (5)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, results beat expectations and the price is indicating -0.4% pre-market, a move below the stock's usual reaction (about 1%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.

How the stock reacted

Outcome
Partial
Consolidated
-0.8%
Max favorable move (MFE)
2.1%
Max adverse move (MAE)
0.1%