ED · 10-Q · 2026Q2 · Full report

Electric Delivery Demand

CONSOLIDATED EDISON INC · 2026-08-06 · Importance 30 · Surprise 40

CECONY’s six-month electric deliveries increased 2.1% to 26,048 million kWh, with Residential/Religious volumes up 14.4% and Commercial/Industrial volumes up 2.3%, partly offset by a 3.1% decline in retail choice customers. After weather and billing-day adjustments, CECONY electric delivery volumes increased 0.4%. O&R electric deliveries increased 8.0% to 2,900 million kWh, and weather-adjusted delivery volumes increased 3.9%, led by Residential/Religious volumes up 9.9%. The demand growth was concentrated in residential customers and O&R’s service area, while retail choice and public-authority volumes were weaker.

Key facts

• CECONY Residential/Religious electric deliveries for the six months ended June 30, 2026 were 6,296 million kWh versus 5,504 million kWh in 2025, an increase of 14.4%; related revenues were $2,447 million versus $2,052 million, an increase of $395 million (19.2%).
• CECONY’s residential electric deliveries were 2,880 million kWh for the three months ended June 30, 2026 compared with 2,466 million kWh in the 2025 period, a 16.8% increase.
• CECONY’s electric delivery volumes (adjusted for variations) increased 0.9 percent in the three months ended June 30, 2026 compared with the 2025 period.
• CECONY total electric deliveries for the six months ended June 30, 2026 were 26,048 million kWh versus 25,509 million kWh in 2025, an increase of 2.1%.
• CECONY’s total electric deliveries were 12,302 million kWh for the three months ended June 30, 2026 compared with 11,931 million kWh for the 2025 period, a 3.1% increase.
• CECONY provides electric service to approximately 3.7 million customers in an approximately 660 square mile service area with a population of more than nine million.
• O&R provides electric service to approximately 0.3 million customers in an approximately 1,300 square mile service area.