ED
Market read
The latest filing evidence is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ED's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Net Interest Expense Net interest expense increased $8 million in the three months ended June 30, 2026 compared with the 2025 period primarily due to higher interest on long-term debt resulting from increased debt balances ($17 million), offset in part by a d…”10-Q · Aug 6, 2026 ↗
“The change in net cash flows for Con Edison primarily reflects: • lower net deferred credits, noncurrent liabilities and other regulatory liabilities of $350 million primarily due to higher recoverable energy costs of $348 million • an increase in prepayments…”10-Q · May 7, 2026 ↗
“Operating revenues increased $12 million in the three months ended June 30, 2026 compared with the 2025 period primarily due to an increase in revenue from the steam rate plan ($9 million), higher fuel costs ($3 million), and higher purchased power expenses (…”10-Q · Aug 6, 2026 ↗
“The need is primarily driven by the deactivation notices of certain generation, in combination with forecasted increases in peak demand under expected weather conditions, aging generation and the uncertainty as to whether certain planned projects will be comp…”10-Q · May 7, 2026 ↗
Valuation discipline
Price/sales 2.2× · EV/sales 3.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ED. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-08-07.
No thresholded deterioration was identified.
“Net Interest Expense Net interest expense increased $8 million in the three months ended June 30, 2026 compared with the 2025 period primarily due to higher interest on long-term debt resulting from increased debt balances ($17 million), offset in part by a decrease in interest expense on regulatory deferrals ($5 million) and lower other interest expense ($4 million).”
“Operating revenues increased $12 million in the three months ended June 30, 2026 compared with the 2025 period primarily due to an increase in revenue from the steam rate plan ($9 million), higher fuel costs ($3 million), and higher purchased power expenses ($1 million).”
“Income Tax Expense Income taxes increased $54 million in the six months ended June 30, 2026 compared with the 2025 period primarily due to higher income before income tax expense ($30 million), lower benefit from the amortization of MTA tax surcredit ($12 million), lower write-offs of uncollectible accounts ($15 million) and higher cost of removal ($5 million), offset in part by higher amortization of excess deferred federal income taxes ($10 million).”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“CECONY’ s transmission facilities interconnect with those of National Grid, Central Hudson Gas & Electric Corporation, O&R, New York State Electric & Gas, Eversource Energy, Long Island Power Authority, NYPA, New York Transco and Public Service Electric and G…”
“CECONY’ s transmission facilities interconnect with those of National Grid, Central Hudson Gas & Electric Corporation, O&R, New York State Electric & Gas, Eversource Energy, Long Island Power Authority, NYPA, New York Transco and Public Service Electric and G…”
“CECONY and O&R requested authorization to proceed to Stage 3 (Customer Enrollment and Construction).”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
ED is currently a Early Follower in the organic co-movement group Regulated Electric Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.