ED · 10-Q · 2026Q3 · Full report

CECONY Electric Revenue Growth

CONSOLIDATED EDISON INC · 2026-11-05 · Importance 43 · Surprise 32 · Matches filing data

CECONY electric operating revenue increased $340 million, or 9.1%, to $4,073 million in the third quarter of 2026; electric operating income rose $189 million to $1,313 million. Revenue growth primarily reflected $137 million of higher purchased-power expenses, $78 million from the electric rate plan and $45 million from amortization of deferred costs. Residential/religious revenue increased $292 million, or 19.3%, while total electric deliveries increased 1.7% after adjustments for weather and billing days.

Key facts

• For the nine months ended September 30, 2026, CECONY electric operating revenues increased $765 million to $9,765 million from $9,000 million. source
• CECONY electric operating revenues increased $340 million, from $3,733 million to $4,073 million, in the three months ended September 30, 2026 versus 2025. source
• CECONY’s three-month 2026 electric revenue increase primarily reflected $137 million higher purchased-power expenses, $78 million from the electric rate plan, $45 million amortization of deferred costs, $10 million higher state and local revenue taxes, and $8 million higher surcharge-driven operating revenue. source
• CECONY’s three-month electric delivery volumes increased 1.7% after adjustment primarily for weather and billing-day variations. source

Impact estimates