When is ED's next earnings date?

Based on SEC filing cadence, Consolidated Edison Inc. (ED)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is ED stock expected to move on earnings?

Volatility modeling currently projects a ±3.7% event move for ED, spanning a range between $114.1 and $122.86.

Stock Ratings / Utilities / ED / earnings

EXC (48) WEC (69) PEG (57) XEL (67) ⌘ Pro Terminal →

Consolidated Edison Inc. (ED) Next Earnings Date & Expected ±3.7% Move

$118.48 +1.58% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $119.10

Consolidated Edison Inc. (ED) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (steady margins, 5% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate) →

ROARABLE B- • BUY Cap $43.14B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on ED Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is ED stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

▼

As of 2026-11-03, Consolidated Edison Inc. (NYSE: ED) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $118.48 (+1.58% 1D, market cap $43.14B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 117 tracked Utilities issuers, ED ranks #12 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does ED compare to EXC and WEC in the Utilities sector?

▼

Within the Utilities sector (Power Generation), ED carries a Roarable B- (70/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 4.8%. By comparison, EXC (Exelon Corporation) holds a D grade (48/100 RQD, P/E 11.8x, ROIC 5.4%, cap $47.65B) and WEC (WEC Energy Group Inc.) posts a C+ grade (69/100 RQD, P/E 21.3x, ROIC 3.9%, cap $37.82B). Among the 5-stock peer group, EXC leads on earnings multiple (11.8x) while EXC leads on capital efficiency (5.4% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for ED?

▼

Per ED's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001047862), Consolidated Edison Inc. generated $17.05B in revenue (+10.2% YoY), $2.0M in net income, and $4.03B in free cash flow against $74.60B in total assets and $25.55B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $119.10 (+0.52%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 23.7% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B-

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C+

Each axis scored 0–20

12M PRICE TARGET CONE+5.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ED)Realized 20D OHLCV Swing Band: ±3.7%

Deterministic 5-Pillar Attribution (70/100 Composite)

🔍 WHY ED SCORES 70/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+16/20 pts (23% of score)

20D Institutional Volume Accumulation (±3.7% realized swing band)

▲ #2 Bullish Driver: Macro Regime Fit+15/20 pts (21% of score)

FRED Regime × Technicals: 99% of 52W Range • RSI-14 at 68 (BULLISH MOMENTUM)

▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk12/20 pts (-8 pt drag)

Balance-sheet & 10-K footnote risk deducts 8 pts from forensic ceiling

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$109.60+2% Next Q

Q2 (-2Q)

Grade C+$111.82+2.1% Next Q

Q3 (-1Q)

Grade B-$114.15+3.8% Next Q

Current

Grade B-$118.48+6.6% Hist 90D α

Trajectory: C+ (62) → B- (70)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ED Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 70/100 (B-) score, ED faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($108.23) or 200D SMA ($109.20) invalidates the momentum regime and cuts Target Base ($124.88) toward Bear Floor ($97.15).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ED• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “ED Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 70%NO 30%Trade / Inspect Odds →

NEXT EST. WINDOW: Dec 30, 2026 (~57 DAYS)

Historical OHLCV Volatility ±3.7% Swing Band

±$4.38 Expected Swing

MODEL EARNINGS SETUP GAUGE

ED Quantitative Pre-Earnings Setup: 70/100

Trailing EPS: $4.25 • YoY Revenue Growth: 10.2%

Model Bullish Setup (70/100)Model Risk Weight (30/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2025-12-31	$17.05B	$2.0M	$4.03B	52%
FY 2024	2024-12-31	$15.47B	$1.8M	$2.92B	52%
FY 2023	2023-12-31	$14.48B	$2.5M	$1.50B	52%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating ED & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on ED
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

ED // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +8.07%▲ RESISTANCE BREAKOUT

2026-11-03O $115.5H $118.5L $115.5C $118.5VOL 3.13M

RES: $111.5SUP: $99.02SMA50: $108.2SMA200: $109.2

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ED Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ED Butterfly Map → + Track ED →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

17.0%/yr Implied 5Y Growth

vs. +10.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ED today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ED. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for ED today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ED)

Utilities Rank #12 of 117 ⚔️ EXC vs ED Full Matrix →

1. Head-to-Head Utilities Peer Comparison (ED vs. EXC, WEC, PEG, XEL)

Industry: Power Generation (18 Tracked Issuers)

Across 117 tracked Utilities securities in the Roarable RQD universe, Consolidated Edison Inc. (ED) ranks #12 by composite RQD confidence (70/100, grade B-) and #15 by equity capitalization ($43.14B). Within this direct 5-issuer industry benchmark cohort, EXC leads on earnings valuation at 11.8x trailing P/E, while EXC leads on capital efficiency and profitability with 5.4% ROIC and — gross margin. ED currently leads its immediate peer cohort in composite quantitative strength at 70/100 (B-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ED ACTIVE Consolidated Edison Inc.	B-	70/100	—	—	4.8%	+1.58%	$43.14B	Benchmark Subject
EXC Exelon Corporation	D	48/100	11.8x	—	5.4%	+0.63%	$47.65B	/exc-vs-ed →
WEC WEC Energy Group Inc.	C+	69/100	21.3x	66.7%	3.9%	+0.72%	$37.82B	/wec-vs-ed →
PEG Public Service Enterprise Group Incorporated	D+	57/100	17.4x	—	4.6%	+0.12%	$37.03B	/peg-vs-ed →
XEL Xcel Energy Inc.	C+	67/100	24.5x	—	5.1%	-0.61%	$51.23B	/xel-vs-ed →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001047862

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Consolidated Edison Inc. (ED) reported GAAP revenue of $17.05B (+10.2% vs. FY2024 revenue of $15.47B , and +17.8% cumulative change since FY2023) , GAAP net income of $2.0M, operating cash flow of $4.80B, and free cash flow of $4.03B (+38.2% YoY). On the balance sheet, ED closed FY2025 with $74.60B in total assets against $25.55B in total debt (Altman Z-Score: 1.35, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$17.05B	$2.0M	$4.80B	$4.03B	$74.60B	$25.55B
FY2024 (FY)	2024-12-31	$15.47B	$1.8M	$3.61B	$2.92B	$70.56B	$24.71B
FY2023 (FY)	2023-12-31	$14.48B	$2.5M	$2.16B	$1.50B	$23.49B	$5.50B

3. ED Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ED stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does ED compare to EXC and WEC in the Utilities sector?

What are the biggest fundamental strengths and SEC risk factors for ED?

Where is ED trading relative to its 50-day, 200-day, and 52-week technical levels?

ED last traded at $118.48 (+1.58% on volume of 2,044,257 shares), positioning the stock +9.47% above its 50-day simple moving average ($108.23) and +8.50% above its 200-day simple moving average ($109.20). Across its 52-week range of $94.96 to $117.65, ED sits at the 100.0% percentile with a 14-day RSI of 68.0 (BULLISH MOMENTUM) and an implied next-earnings move of ±3.7% ($114.10 to $122.86).

Direct Sub-Reports: ED RQD Cockpit ED 12M Forecast ED Earnings & Move ED Dividends & DRIP ED Insiders & 13F ED Whale Options ED Profit Sankey ED News & Why

ROARABLE RATING BRIEF • RQD 70/100 (B-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

ED — Consolidated Edison Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:11:32Z

1. Roarable Rating Brief: What This Means to a Prospective Investor

ED scores 69 out of 100, grade C+, verdict "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars are:

Fundamental Cash Engine (12/20): this pillar reflects ROIC of 4.8% and an FCF yield of 9.44%. Investor implication: the cash generation is meaningful relative to market value, but the return on invested capital is modest, which limits the case for rapid value creation.
Whale 13F Flow (15/20): this reflects institutional accumulation and options positioning. Investor implication: institutional positioning is supportive but not a dominant driver.
Insider Conviction (15/20): this reflects SEC Form 4 and Congressional PTR cluster flow. Investor implication: insider signals are moderately supportive; the individual transactions are not itemized in source data.
Macro Regime Fit (15/20): this reflects beta of 0.59 and sector sensitivity. Investor implication: a low beta suggests lower sensitivity to broad market swings, which can appeal to defensive allocators, though it also caps the upside captured in strong risk-on rallies.
Forensic Balance Sheet (12/20): this reflects Altman Z 1.35, Piotroski F 9/9, and Debt/Equity 1.06. Investor implication: the Piotroski reading is strong on operating-quality tests, while the Altman Z reading and leverage argue for caution on balance-sheet stress.

Taken together, the score indicates a neutral posture: solid cash yield and low volatility offset modest ROIC and leverage. The "Watch for Breakout" language signals that the rating would warrant re-evaluation if the upside drivers strengthen.

2. Business Model, Unit Margins & SEC Financial Trajectory

Consolidated Edison Inc. Is a NYSE-listed issuer in the Utilities sector, Power Generation industry. Per the same section, its market capitalization is $42.7B. Reported revenue was $17.05B for FY 2025, indicating a large revenue base.

Revenue rose across the three reported periods, and FCF increased from $1.50B (FY 2023) to $4.03B (FY 2025). Reported net income is very small relative to revenue, and per the market data, net margin is 0% and gross margin is 0%, while operating margin is 17.2%. ROIC is 4.8%, the Altman Z-Score is 1.35, and the Piotroski F-Score is 9/9. Per the RQD rating, Debt/Equity is 1.06, and reported debt rose from $5.50B (FY 2023) to $25.55B (FY 2025).

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case: Strong free cash flow growth (FCF $1.50B to $4.03B) and a 9.44% FCF yield with a low 0.59 beta support the cash-engine and defensive case. With Fundamental Cash Engine at 12/20 (ROIC 4.8%, FCF yield 9.44%) and Institutional Whale Flow at 16/20, sustained execution supports upside toward the top of the $94.96 – $117.65 52-week range.
🐻 Primary Bear Case: Debt rose from $5.50B to $25.55B, Altman Z is 1.35, and recent downgrade and price-target cut headlines point to valuation pressure. Investors must weigh current valuation and 18.6x EV/EBITDA against 17.2% operating margins and a 0.59 macro beta if sector demand softens.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The only sector context provided is the Utilities / Power Generation classification. A prospective investor should watch for valuation-driven multiple compression (referenced by the Jefferies and Seeking Alpha items) as the primary second-order risk, but the transmission mechanism to specific suppliers or customers cannot be established from the source data.

Key Question #1: What are the trailing and forward EPS figures, and what P/E multiples do they imply at $115.49?
Key Question #2: What are the cash balances for FY 2023, and what is the composition and maturity profile of the $25.55B in debt?
Key Question #3: What is the magnitude of the Jefferies price-target cut and the rating downgrade referenced in the news feed?

ED Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Consolidated Edison Inc. (ED) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to ED Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo! Finance Canada • 20h ago

Consolidated Edison, Inc. (ED) Stock Price, News, Quote & History

Yahoo! Finance Canada report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Seeking Alpha • 23h ago

Consolidated Edison: Hold For Dividends, Wait For A Lower Price (Rating Downgrade)

Seeking Alpha report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Investing.com • 1d ago

Jefferies cuts Consolidated Edison stock price target on valuation

Investing.com report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Con Edison (ED) Stock Looks In Line As Its 77% Run Draws Focus

Yahoo Finance report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

Consolidated Edison (ED) Stock Forecast and Price Target 2026 $ED

MarketBeat report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST GuruFocus • 1d ago

Is Consolidated Edison Inc (ED) Overvalued After 4.0% Rally? GF

GuruFocus report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 1d ago

Consolidated Edison (NYSE:ED) Stock Forecast & Analyst Predictions

Simply Wall St report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Investing.com • 1d ago

Mizuho cuts Consolidated Edison stock price target on lower growth forecast

Investing.com report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

ED Bull vs. Bear Conversation Board — What's Your Call at $118.48?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON ED 🐻 33% BEARISH CONVICTION

DE DeltaGamma_99 Options Flow Specialist 🐂 BULLISH 🎯 Target: $135.30 (+16.0%)

📌 Pinned Debate

Strong free cash flow growth (FCF $1.50B to $4.03B) and a 9.44% FCF yield with a low 0.59 beta support the cash-engine and defensiv

Picked up a starter position in ED in my $100K Virtual Cash book at $116.64. Strong free cash flow growth (FCF $1.50B to $4.03B) and a 9.44% FCF yield with a low 0.59 beta support the cash-engine and defensive case.. Trading inside a $94.96–$117.65 52-week range with 9.44% FCF yield gives solid downside support if Power Generation multiples expand this quarter.

RetailWhale_TX 🐂 BULL

Both sides have a point here — ED's 12/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

FO ForensicBear 10-K Footnote Auditor 🐻 BEARISH 🎯 Target: $100.31 (-14.0%)

Spot @ $116.64

Debt rose from $5.50B to $25.55B, Altman Z is 1.35, and recent downgrade and price-target cut headlines point to valuation pressure

Careful chasing ED at $116.64. Debt rose from $5.50B to $25.55B, Altman Z is 1.35, and recent downgrade and price-target cut headlines point to valuation pressure.. Gross margin is 0.0%, but operating margin is 17.2%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $100.31 on multiple compression.