EDCONSOLIDATED EDISON INC
Electric & Other Services Combined
- Revenue
- $17.0B
- 10% YoY
- Operating margin
- 17.2%
- 0.3% YoY
- EBITDA
- $5.3B
- 8.9% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.9×
- $25.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear2373× net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear24% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $13.5B | $15.5B | $14.5B | $15.5B | $17.0B | 10% |
| Operating income | $2.8B | $2.6B | $3.2B | $2.7B | $2.9B | 9.9% |
| Net income | $1M | $2M | $3M | $2M | $2M | 11% |
| Operating cash flow | $2.7B | $3.9B | $2.2B | $3.6B | $4.8B | 33% |
| Capex | $4.0B | $4.5B | — | — | — | |
| Stock-based comp | $35M | $64M | $53M | $35M | $55M | 57% |
| Buybacks | $0 | $0 | $1.0B | $0 | $0 | |
| Dividends | $1.0B | $1.1B | $1.1B | $1.1B | $1.2B | 6.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $111 · 1
- Open-market sells, 12 mo
- $0 · 0
- Net
- $111
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 164 | 159 |
| FY2024 | — | — | 143 | 137 |
| FY2023 | — | — | 141 | 111 |
| FY2022 | — | — | 142 | 120 |
| FY2021 | — | — | 123 | 118 |