Company facts
- Industry
- Electric & Other Services Combined
- Headquarters
- New York, New York
- Most recent report
- 8-K, filed Nov 5, 2026
- Incorporated
- New York
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1047862
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 28
News 8 of 93
Prospectuses and Registrations 8 of 23
- 424B5 Prospectus supplement for an offering May 8, 2026
- 424B2 Prospectus supplement for an offering Feb 24, 2026
- 424B2 Prospectus supplement for an offering Feb 23, 2026
- S-3ASR Automatic shelf registration Apr 1, 2025
- 424B2 Prospectus supplement for an offering Mar 5, 2025
- 424B2 Prospectus supplement for an offering Mar 4, 2025
- 424B2 Prospectus supplement for an offering Dec 4, 2024
- 424B2 Prospectus supplement for an offering Dec 3, 2024
Proxies 8 of 14
- DEFA14A Extra proxy material Apr 8, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 8, 2026
- DEFA14A Extra proxy material Apr 9, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 9, 2025
- DEFA14A Extra proxy material Apr 10, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 10, 2024
- DEFA14A Extra proxy material Apr 3, 2023
- DEF 14A Proxy statement for a shareholder vote Apr 3, 2023
Ownership 8 of 830
- 4 Insider reported a trade Oct 1, 2026
- 4 Insider reported a trade Sep 16, 2026
- 4 Insider reported a trade Jul 9, 2026
- 3/A Insider reported their initial holding, amended Jul 6, 2026
- 4 Insider reported a trade Jul 6, 2026
- 3 Insider reported their initial holding Jul 6, 2026
- 4 Insider reported a trade Jul 1, 2026
- 4 Insider reported a trade Jun 16, 2026
Other 8 of 12
- ARS Annual report sent to shareholders Mar 31, 2026
- ARS Annual report sent to shareholders Mar 26, 2025
- UPLOAD Comment letter from SEC staff Jun 5, 2024
- CORRESP Reply to SEC staff May 29, 2024
- UPLOAD Comment letter from SEC staff May 16, 2024
- ARS Annual report sent to shareholders Mar 27, 2024
- ARS Annual report sent to shareholders Mar 30, 2023
- S-3DPOS Apr 1, 2022
What to read: Sep 2026 10-Q
SECSift found 2 of 16 sections worth reading, with 1 positive, 10 notable, and 3 negative flags.
NOTES TO THE FINANCIAL STATEMENTS (UNAUDITED)
Dense with regulatory, tax, and capital events; material contingencies and rate plans.Notable- CECONY steam rate plan approved for Nov 2026-Oct 2029 with base rate increases of $13M-$42M/year.
- RECO electric rate increase of $15.25M approved, effective July 2026, with 9.6% ROE.
- New $2.0B ATM equity program; $1.7B still available at September 30, 2026. $992M raised via forward sales.
- CECONY issued $1.3B in new debentures in June 2026; O&R issued $100M in October 2026.
- CECONY's $443M in future lease obligations for clean energy facilities not yet operating.
- CAMT credit carryforward reduced by $205M due to IRS guidance; $16M CAMT liability accrued.
Item 2
MD&A with detailed segment results, aged receivables, new NY law, and capital spending.Notable- NYISO sees reliability concerns for NYC/Lower Hudson Valley starting 2032; CECONY projects 675 MW shortfall by 2036.
- New NY law (Chapter 58) caps rate increases to CPI growth for filings after Jan 2027, limits ROE retention.
- CECONY electric peak demand 12,178 MW in summer 2026; 5-year demand growth forecast raised to 0.8%.
- NYC crossclaimed against CECONY in Gowanus Canal Superfund case, seeking ~$710M in costs incurred.
What changed: Sep 2026 vs. Jun 2026
About 9% of ED's Sep 2026 10-Q is new information. 52 paragraphs were added, 327 changed, and 42 removed. Below are the most important lines SECSift identified.
Changed
- CECONY's net receivable from Con Edison for income taxes fell to $119M from $232M at September 30, 2026 vs June 30, 2026.
- Commercial paper outstanding fell to $392M from $721M at September 30, 2026 vs June 30, 2026.
- Con Edison CAMT liability fell to $16M at Sep 30, 2026 from $72M at Jun 30, 2026.
- Net income per share (basic) rose to $2.07 from $1.91 for the three months ended September 30, 2026 vs 2025.
- Net income rose to $766M from $688M for the three months ended September 30, 2026 vs 2025.
- Net income for three months ended Sep 30, 2026 rose to $766M from $308M for three months ended Jun 30, 2026.
- Net income for the three months ended September 30, 2026 rose to $719 million from $296 million for the three months ended June 30, 2026.
- CECONY common equity ratio rose to 48.6% at Sep 30, 2026 from 48.2% at Jun 30, 2026.
- Con Edison common equity ratio rose to 49.5% at Sep 30, 2026 from 48.9% at Jun 30, 2026.
- CECONY steam customers fell to about 1,465 at Sep 30, 2026 from about 1,470 at Jun 30, 2026.
Everything here comes from Consolidated Edison Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 5, 2026, from the 10-Q for Sep 2026.