Consolidated Edison (ED) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $2.07
- Estimate
- $2.03
- Surprise
- +2.0%
- Revenue (period 2026-09-30)
- $4.86B
- Score today
- 5.6/10
Revenue source: xbrl.
How the report landed
Consolidated Edison (ED) beat the $2.03 estimate with adjusted EPS of $2.07 — a modest 2.0% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ED Hold at 5.6/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +2.0% surprise compares with a +2.2% four-quarter average.
What supports the rating
- Sector modifier (Utilities): +1.0
- Strong earnings beat streak (3/4)
What argues against it
- Concentration risk — Regulatory: NYSPSC
- Concentration risk — Geographic: New York City
- Analyst target reached - limited upside remaining
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $120.12
- Stop
- $115.34
At 20.0× trailing and 18.7× forward earnings, consensus estimates imply little change in earnings power.
Risk check: RSI 75 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-11-06 — shown for context, not personalized investment advice.
ED at TrendMatrix's latest read
Utility earnings are regulatory outcomes on a lag — allowed-return and rate-case posture frame any quarter's print.
- Industry
- Utilities - Regulated Electric
- Market cap
- $44.91B
- P/E (fwd)
- 18.7
- P/E (ttm)
- 20.0
- 52-week range
- $94.96–$122.75
- Off 52-week high
- 2.1%
- RSI (14)
- 75
- Volume vs avg
- 0.25×
- Score today
- 5.6/10