Consolidated Edison, Inc. (ED) earnings on August 6, 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
- 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
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%
News
Sources (1)
- Keybanc Maintains Underweight on Consolidated Edison, Lowers Price Target to $94 (opens in a new tab) — Benzinga
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 EPS | 0.83 |
|---|---|
| EPS estimate | 0.75 |
| 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)
- Consolidated Edison Q2 Adj. EPS $0.83 Beats $0.75 Estimate, Sales $4.069B Beat $3.598B Estimate (opens in a new tab) — Benzinga
- Consolidated Edison Affirms FY2026 Adj EPS Guidance of $6.00-$6.20 vs $6.11 Est (opens in a new tab) — Benzinga
- Con Edison beat expectations with adjusted earnings of $0.83 per share, versus the $0.75 estimate. — Benzinga
- Consolidated Edison Q2 Adj. EPS $0.83 Beats $0.75 Estimate (opens in a new tab) — Benzinga
- CON EDISON REPORTS 2026 SECOND QUARTER EARNINGS (opens in a new tab) — Yahoo
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%