Filings monitor · ED

What CONSOLIDATED EDISON INC's SEC filings said

10-Q for 2026Q3, filed 5 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Outstanding Indebtedness69 · importance in its document · 10-Q · 2026Q3
   Con Edison’s long-term debt was $26,844 million at September 30, 2026, up $1,293 million from December 31, 2025. In June 2026, CECONY issued $450 million of 5.15% debentures due 2036 and $850 million of 5.875% debentures due 2056. Con…
2. Capital Expenditures Program60 · importance in its document · 10-Q · 2026Q3
   Con Edison utility capital expenditures were $4,051 million for the nine months ended September 30, 2026, up $591 million from the 2025 period. CECONY utility capital expenditures increased $502 million to $3,671 million, contributing to…
3. State Utility Regulation53 · importance in its document · 10-Q · 2026Q3
   New York enacted Chapter 58 of the Laws of 2026 in May 2026, with provisions applying to utility base-rate filings submitted after January 1, 2027. The law requires a budget-constrained rate-plan proposal limiting aggregate revenue…
4. PJM Transmission Cost Dispute53 · importance in its document · 10-Q · 2026Q3
   In October 2026, FERC reaffirmed that PJM’s de minimis threshold for allocating regional transmission enhancement project costs is unjust, unreasonable, and unduly discriminatory. FERC directed recalculation of historical cost…
5. Guidance / Outlook51 · importance in its document · 8-K exhibit · 5 Nov 2026
   For 2026, Con Edison expects adjusted earnings per share of $6.05 to $6.15, compared with its previous forecast of $6.00 to $6.20. The adjusted forecast excludes the after-tax $0.37-per-share gain on the sale of its equity interest in…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 5 Nov 2026

Full report · Filing on EDGAR

• Outstanding IndebtednessImportance 69
  Con Edison’s long-term debt was $26,844 million at September 30, 2026, up $1,293 million from December 31, 2025. In June 2026, CECONY issued $450 million of 5.15% debentures due 2036 and $850 million of 5.875%…
• Capital Expenditures ProgramImportance 60
  Con Edison utility capital expenditures were $4,051 million for the nine months ended September 30, 2026, up $591 million from the 2025 period. CECONY utility capital expenditures increased $502 million to $3,671…
• State Utility RegulationImportance 53
  New York enacted Chapter 58 of the Laws of 2026 in May 2026, with provisions applying to utility base-rate filings submitted after January 1, 2027. The law requires a budget-constrained rate-plan proposal limiting…
• PJM Transmission Cost DisputeImportance 53
  In October 2026, FERC reaffirmed that PJM’s de minimis threshold for allocating regional transmission enhancement project costs is unjust, unreasonable, and unduly discriminatory. FERC directed recalculation of…
• Segment ProfitabilityImportance 48 · +1 more on this subject
  Con Edison’s operating income increased $452 million to $2,900 million for the nine months ended September 30, 2026, compared with $2,448 million in 2025. CECONY operating income rose $428 million to $2,756 million,…
• Operating Cash Flow TrendsImportance 48
  Con Edison’s net cash flows from operating activities were $2,825 million for the nine months ended September 30, 2026, $495 million lower than in the 2025 period. The decrease primarily reflected a $314 million…
• Gowanus Canal Superfund LitigationImportance 47
  In July 2026, New York City asserted a crossclaim against CECONY under the federal Comprehensive Environmental Response, Compensation, and Liability Act of 1980 in the pending Gowanus Canal Superfund litigation. The…
• Utility Load Demand TrendsImportance 46 · +1 more on this subject
  CECONY serves approximately 3.7 million electric customers in New York City and most of Westchester County; its 2026 summer peak was 12,178 MW, and its five-year average annual summer peak forecast increased from 0.7%…
• CAMT Tax RegulationImportance 46
  At September 30, 2026, Con Edison accrued a $16 million CAMT liability before general business credits, including $15 million for CECONY, with an offsetting deferred tax asset for the minimum-tax-credit carryforward.…
• Transmission Investment ProgramImportance 46
  Con Edison Transmission is developing Propel NY Energy jointly with NYPA, a 90-mile electric transmission project intended to increase high-voltage connections between Long Island and the rest of New York State. New…
• CECONY Electric Revenue GrowthImportance 43 · +1 more on this subject
  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…
• Operating Expense TrendsImportance 42
  CECONY’s taxes other than income taxes increased $231 million to $2,948 million for the nine months ended September 30, 2026, including a $119 million increase in property taxes. CECONY electric purchased power expense…

8-K filings last 12 months

• Results, no stated guidance change5 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Guidance / Outlook · Regulated Capital Investment Plan · Acquisition / Partnership / Divestiture
• Results (release not read)6 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Regulated Capital Investment Plan · Acquisition / Partnership / Divestiture · Net Income and EPS Performance
• Management change (filing not read)2 Jul 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)7 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• New debt11 Mar 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
• Results (release not read)19 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• New debt24 Nov 2025 · 8-K Items 1.01, 2.03 · Routine · rule score 25

Earlier reports

• 10-Q · 2026Q2filed 6 Aug 2026
  Aged Customer Receivables · Outstanding Indebtedness · Capital Expenditures Program

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.