Citable filing context
ED's research view summarizes recent SEC filing context, starting with earnings from Aug 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 6, 2026 | earnings | Consolidated Edison reported Q2 2026 net income of $308 million, or $0.83 per share. |
| Jul 2, 2026 | management_change | Consolidated Edison elected Tali Farhadian Weinstein to its Board of Directors, effective July 1, 2026. |
| Jun 3, 2026 | debt_offering | Consolidated Edison Company of New York issued $450 million of 5.15% and $850 million of 5.875% debentures. |
| Aug 6, 2026 | Guidance: adjusted_earnings_per_share | 6.00 to 6.20 |
| May 7, 2026 | Guidance: adjusted_eps | 6.00 to 6.20 |
| Nov 6, 2025 | Guidance: adjusted_earnings_per_share | 5.60 to 5.70 |
| Aug 6, 2026 | mda_quarterly | Con Edison’s financial performance for the second quarter of 2026 reflects growth in its regulated utility businesses, partially offset by increased interest expenses and higher operating costs. Net income for the quarter rose to $308 million from $246 million in the prior-year period, driven by higher electric and gas rate bases at CECONY and O&R. A significant contributor to year-to-date earnings was the $134 million after-tax gain from the sale of Con Edison Transmission’s equity interest in the Mountain Valley Pipeline. Liquidity remains a primary focus as the company manages elevated aged accounts receivable, which totaled $1,385 million for CECONY at June 30, 2026. While regulatory mechanisms allow for the reconciliation of uncollectible expenses, the slow recovery of these balances continues to pressure cash flow. Capital expenditures remain high, with $2,473 million deployed in the first half of 2026, primarily for utility infrastructure. The company maintains a strong capital structure, with a common equity ratio of 48.9%. Looking ahead, Con Edison faces evolving regulatory requirements, including new cybersecurity mandates and New York’s updated climate legislation, while continuing to invest in transmission projects like Propel NY Energy to address long-term reliability needs in New York City. |
| May 7, 2026 | mda_quarterly | Con Edison, CECONY, and O&R executed a Credit Agreement on March 11, 2026, with Bank of America, N.A. serving as Administrative Agent. Disclosure controls and procedures are effective, and no material changes occurred in internal control over financial reporting during the most recent fiscal quarter. Risk factors remain unchanged from those disclosed in the most recent Form 10-K. No directors or officers modified or adopted Rule 10b5-1 trading arrangements during the quarter ended March 31, 2026. CECONY issued an employment offer to Kamran Ziaee on September 30, 2024. Long-term debt instruments for subsidiaries other than CECONY, totaling less than ten percent of consolidated assets, were not filed as exhibits but are available upon request. |
Source: SEC EDGAR filing text and events; period Aug 6, 2026; filed Aug 6, 2026.
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