$ED

Edison CEO Nicola Monti said QatarEnergy has not yet provided updated LNG impact notifications to Edison after Iran attacks. Monti attributed a supply pause until mid-June mainly to a Strait of Hormuz shipping blockade, while damage from the attacks, earlier cited by QatarEnergy as knocking out 17% of LNG capacity, was still being assessed. Edison has a long-term 6.4 bcm/year gas contract with QatarEnergy.

Consolidated Edison reported Q2 2026 net income of $308 million, up from $246 million, with EPS rising to $0.83 from $0.68. Adjusted results matched. CECONY drove the gain via higher electric and gas rate bases and billing timing. Con Edison reaffirmed full-year 2026 adjusted EPS guidance of $6.00 to $6.20.

Consolidated Edison (NYSE: ED) reported 2026 Q2 net income for common stock of $308 million, or $0.83 per share, versus $246 million, or $0.68 per share in Q2 2025. Adjusted earnings were $308 million, or $0.83 per share, versus $240 million, or $0.67 per share. For 2026, it reaffirmed adjusted EPS guidance of $6.00 to $6.20.

CONSOLIDATED EDISON INC (ED) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ed-20260630xexx991.htm EX-99.1 Document Exhibit 99.1 Media Relations Consolidated Edison, Inc. 212 460 4111 (24 hours) 4 Irving Place New York, NY 10003 www.conEdison.com FOR IMMEDIATE RELEASE Contact: Allan Drury August 6, 2026 212-460-4111 CON EDISON REPORTS 2026 SECO

Edison CEO Nicola Monti said QatarEnergy has not yet provided updated LNG impact notifications to Edison after Iran attacks. Monti attributed a supply pause until mid-June mainly to a Strait of Hormuz shipping blockade, while damage from the attacks, earlier cited by QatarEnergy as knocking out 17% of export capacity, was not yet assessed. Edison has a long-term contract for 6.4 bcm/year.

The article says S&P 500 companies’ profit margins rose to about 15.7 cents per sales dollar, with gains concentrated in Technology (~31 cents) and Communication Services (~28 cents), while Health Care stays near 6 cents. It lists “bullish” and “bearish” earnings-watch stocks, highlighting Marathon Petroleum (MPC) and Diamondback Energy (FANG) versus Constellation Energy (CEG) and Vistra (VST).

Consolidated Edison (ED) is set to report Q2 2026 earnings Aug. 6 after the close. Analysts expect diluted EPS of $0.75, up from $0.67 a year earlier. For fiscal 2026, EPS is projected at $6.09. In Q1 2026, revenue was $5.1B but adjusted EPS missed. The stock is rated mostly Hold, with an average target of $111.42.

A New York law firm says it filed a wrongful death lawsuit in New York Supreme Court against Consolidated Edison Company of New York, Inc. for the May 19, 2026 death of Donike Gocaj after she fell into an uncovered manhole in Manhattan. The complaint cites alleged prior knowledge of heavy-vehicle cover displacement and seeks negligence and punitive damages.

Consolidated Edison (NYSE: ED) declared a quarterly common stock dividend of $0.8875 per share. The dividend is payable Sept. 15, 2026 to stockholders of record Aug. 19, 2026, according to the company. The release outlines ED’s utility subsidiaries serving electric, gas, and steam customers in New York and nearby regions.

Morningstar screened US-listed stocks under its coverage for newly overvalued names for the week ended July 2. Ten stocks moved to a 2-star (overvalued) rating and four to a 1-star rating. Largest new 2-star by market cap: NVS, LYG, CL, ED, BNTX. New 1-star: HON, ALL, GH, NXT. Includes fair-value estimates and premiums.