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Consolidated Edison (ED) guidance history: what it guided and what it reported

Consolidated Edison gave guidance in 12 earnings releases on file since Feb 15, 2024.

Capital expenditures

The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).

PeriodGuided (and how it moved)ReportedResultvs midpoint
FY2030$24.3B (Feb 19, 2026)—to be reported—
FY2027$6.6B (Feb 19, 2026)—to be reported—
FY2029$24.5B (Feb 20, 2025)—to be reported—
FY2026$5.1B (Feb 20, 2025)—to be reported—
FY2028$18.0B (Feb 15, 2024)—to be reported—
FY2025$4.8B (Feb 15, 2024)$4.8B (GAAP)not judged—

Adjusted EPS

The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
FY2026$6.00–$6.20 (Feb 19, 2026) → reaffirmed $6.00–$6.20 (May 7, 2026) → reaffirmed $6.00–$6.20 (Aug 6, 2026) → reaffirmed $6.05–$6.15 (Nov 5, 2026)—to be reported—
FY2025$5.50–$5.70 (Feb 20, 2025) → reaffirmed $5.50–$5.70 (May 1, 2025) → reaffirmed $5.50–$5.70 (Aug 7, 2025) → raised $5.60–$5.70 (Nov 6, 2025)———
FY2024$5.20–$5.40 (Feb 15, 2024) → reaffirmed $5.20–$5.40 (May 2, 2024) → reaffirmed $5.20–$5.40 (Aug 1, 2024) → raised $5.30–$5.40 (Nov 7, 2024)———

The latest quarter

Consolidated Edison, Q3 2026: revenue $4.9B (+8% year over year), operating margin 23.8%, net earnings $766M, operating cash flow $854M. The chart follows the revenue to costs, profit and cash.

Questions

Does Consolidated Edison beat its guidance?

Consolidated Edison gave guidance in 12 earnings releases on file since Feb 15, 2024.

Latest guidance and outlook →

Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.