ED · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

CONSOLIDATED EDISON INC · 2026-11-05 · Importance 36 · Surprise 14

For the nine months ended September 30, 2026, consolidated operating revenues were $14,078 million, up $1,154 million (8.9%) from $12,924 million. CECONY electric revenue increased $765 million (8.5%) to $9,765 million, while gas revenue rose $183 million (7.5%) to $2,629 million and steam revenue rose $95 million (18.4%) to $612 million. O&R electric revenue increased $89 million (12.4%) to $808 million, and O&R gas revenue rose $21 million (8.8%) to $261 million. CECONY electric revenue growth reflected higher purchased power expense ($291 million), deferred-cost amortization ($134 million), and electric rate-plan revenue ($125 million); steam revenue growth reflected higher fuel expense ($40 million) and steam rate-plan revenue ($37 million).

Key facts

• CECONY’s three-month 2026 electric revenue was $4,073 million, up from $3,733 million in 2025; total delivered electricity was 15,964 million kWh versus 15,692 million kWh. source
• CECONY’s three-month 2026 gas operating revenue was $412 million, up $20 million from $392 million in 2025. source
• CECONY’s three-month 2026 total gas sales and deliveries were 61,347 thousand Dt, up 3.0% from 59,539 thousand Dt in 2025; gas operating revenue increased 5.1% to $412 million. source
• O&R’s three-month operating revenue increased $16 million, from $349 million to $365 million, in 2026 versus 2025. source
• CECONY’s three-month steam deliveries fell 6.7% to 2,121 million pounds from 2,274 million pounds, while revenue rose 10.7% to $62 million from $56 million. source