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Exelon vs Consolidated Edison: EXC and ED compared
Exelon is the larger company: $7.2B of revenue in its latest quarter (Q1 2026) against $4.9B for Consolidated Edison (Q3 2026). Consolidated Edison is growing faster (+8% against +8% a year earlier). Consolidated Edison is more profitable, with an operating margin of 23.8% against 22.2%.
Where the money goes: EXC and ED
Exelon (EXC) · Q1 2026
Exelon, Q1 2026: revenue $7.2B (+8% year over year), operating margin 22.2%, net earnings $919M, operating cash flow $1.7B. The chart follows the revenue to costs, profit and cash.
Consolidated Edison (ED) · Q3 2026
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.
| Exelon (EXC) | Consolidated Edison (ED) | |
|---|---|---|
| Latest quarter | Q1 2026 | Q3 2026 |
| Revenue | $7.2B | $4.9B |
| Revenue growth, Y/Y | +8% | +8% |
| Operating margin | 22.2% | 23.8% |
| Net earnings | $919M | $766M |
| Net margin | 12.7% | 15.6% |
| Operating cash flow | $1.7B | $854M |
| Market value | $47.7B | $44.3B |
| P/E | 17.2× | 161.5× |
| Analysts’ mean target | $47.76 | $109.50 |
Where the revenue comes from
Consolidated Edison
- Electric: $4.4B (89%)
- Gas: $455M (9%)
- Steam: $62.0M (1%)
Questions
Which is bigger, Exelon or Consolidated Edison?
Exelon is the larger company: $7.2B of revenue in its latest quarter (Q1 2026) against $4.9B for Consolidated Edison (Q3 2026).
Is Exelon or Consolidated Edison growing faster?
Consolidated Edison is growing faster (+8% against +8% a year earlier).
Which is more profitable, Exelon or Consolidated Edison?
Consolidated Edison is more profitable, with an operating margin of 23.8% against 22.2%.
More: Exelon earnings · how Exelon makes money · Consolidated Edison earnings · how Consolidated Edison makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed May 6, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.