Energy & Utilities

Consolidated Edison

High0/2 relationships sourcedProfile verified Aug 9, 2026
OverviewIndicatorsMore SignalsSourcesM&A fitRelationship mapStoryMilestones

30-Second Executive Brief

Executive Assessment

Consolidated Edison functions as an established institution within Energy & Utilities, backed by 0% sourcing coverage, with accelerating strategic relevance.

  • Maintains 2 mapped relationships across the graph
  • 0% sourcing coverage across sourced relationships
  • Tracked as established institution within the Energy & Utilities category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
0%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Accelerating

Coverage

Mapped Relationships
2
Technology Domains
4

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Sustained revenue growth and rate base investment support Con Edison's reaffirmed 2026 guidance and its 52-year dividend growth streak continuing into 2027.

Top Risks

As a regulated New York utility, Con Edison's earnings growth depends on continued favorable rate case outcomes amid rising infrastructure and reliability investment needs.

Critical Dependencies

Continue to Dependency Graph ↓

The primary electric, gas, and steam utility serving New York City and Westchester County, which reported Q2 2026 net income of $308 million ($0.83/share), up from $246 million ($0.68/share) a year earlier, on revenue up 13.2% year-over-year that topped expectations. First-half 2026 net income rose to $1.232 billion ($3.37/share) from $1.038 billion ($2.93/share), and Con Edison held full-year 2026 adjusted EPS guidance at $6.00-$6.20 while maintaining a 52-year consecutive dividend growth streak.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Veterans Affairs — $95,022,815: NYH UESC

USAspending.gov · Mar 2, 2021

Department of Defense — $3,250,000: WEST POINT TRANSMISSION LINE DESIGN UPRGRADE

USAspending.gov · Aug 23, 2019

Department of Justice — $1,010,353: ELECTRICAL TRANMISSION/DELIVERY FOR MDC BROOKLYN AND DAYTON MANOR PERIOD OF PERFORMANCE: OCTOBER 1, 2023 - SEPTEMBER 30, 2024

USAspending.gov · Oct 1, 2024

Department of Justice — $951,083: ELECTRICAL TRANMISSION/DELIVERY FOR MDC BROOKLYN AND DAYTON MANOR PERIOD OF PERFORMANCE: OCTOBER 1, 2023 - FEBURARY 2, 2024

USAspending.gov · Oct 1, 2023

Department of Justice — $920,759: ELECTRICITY SERVICES FOR MDC BROOKLYN AND DAYTON MANOR FY26 PERIOD OF PERFORMANCE: OCTOBER 1, 2025 - SEPTEMBER 30, 2026

USAspending.gov · Oct 1, 2025

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

2 sources

Latest Activity

Insider Filing Activity

4Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Correlated Activity

Both Consolidated Edison and PG&E Corporation — which it depends on — are showing accelerating Activity at the same time (1 recorded change for PG&E Corporation in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Consolidated Edison and Public Service Enterprise Group (PSEG) — which it depends on — are showing accelerating Activity at the same time (1 recorded change for Public Service Enterprise Group (PSEG) in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Consolidated Edison and Eversource Energy — which depends on it — are showing accelerating Activity at the same time (1 recorded change for Eversource Energy in the last 90 days).

Timing correlation only — not evidence of a causal link

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Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

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Relationship Map

The relationships surrounding Consolidated Edison — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

2 levels3 levels 🔒5 levels 🔒

Connection type

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The Story So Far (last 6 months)

Jul 2026: Q2 2026: net income rises to $308M, revenue up 13.2%→Jul 2026: Consolidated Edison (ED) Q2 2026 Earnings

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

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Consolidated Edison's Timeline

A sourced, dated history of Consolidated Edison's key moments — founding to present.

  1. Jul 2026 · Q2 2026: net income rises to $308M, revenue up 13.2%

    Consolidated Edison reported Q2 2026 net income of $308 million, up from $246 million a year earlier, with revenue growth of 13.2% topping expectations.