For the third quarter of 2026, analysts anticipate Consolidated Edison will report consensus revenue of $4.75 billion and EPS of $2.07, while the stock's current price of $117.34 significantly exceeds the average analyst price target of $107.38.
Investors are primarily focused on the execution of the company's $38 billion five-year infrastructure investment plan, which is central to New York's electrification and climate resilience targets.
As the third quarter is historically the company's most profitable period due to peak summer electricity demand, this report will be a critical indicator of whether management can achieve the upper end of its full-year 2026 EPS guidance of $6.00 to $6.20. Recent performance has benefited from regulatory certainty in its core service territories, though analysts are monitoring how elevated capital costs may impact future rate case outcomes.