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Jun 30, 2024

ConEd Q2 2024 Earnings Report

Con Edison reported mixed results for Q2 2024, with a decrease in net income but reaffirmed adjusted earnings per share guidance for the year.

Key Takeaways

Consolidated Edison, Inc. reported a decrease in net income for common stock to $202 million, or $0.58 per share, for the second quarter of 2024, compared to $226 million, or $0.65 per share, in the same period of 2023. Adjusted earnings were $203 million, or $0.59 per share, compared to $210 million, or $0.61 per share in the prior year. The company reaffirmed its 2024 adjusted earnings per share guidance range of $5.20 to $5.40.

Net income for Q2 2024 was $202 million, or $0.58 per share, down from $226 million, or $0.65 per share, in Q2 2023.

Adjusted earnings for Q2 2024 were $203 million, or $0.59 per share, compared to $210 million, or $0.61 per share in Q2 2023.

The company reaffirmed its 2024 adjusted earnings per share guidance range of $5.20 to $5.40.

Electric volumes are expected to grow as New Yorkers transition from fossil fuels.

Total Revenue
$3.22B
Previous year: $2.94B
+9.4%
EPS
$0.59
Previous year: $0.61
-3.3%
Gross Profit
$2.07B
Previous year: $1.48B
+39.5%
Cash and Equivalents
$1.51B
Previous year: $1.96B
-23.0%
Free Cash Flow
$180M
Total Assets
$68B
Previous year: $63.8B
+6.6%

ConEd

ConEd

Forward Guidance

Con Edison reaffirmed its previous forecast of adjusted earnings per share to be in the range of $5.20 to $5.40 per share for the year of 2024.

Positive Outlook

  • Expect electric volumes to grow in the coming years.
  • New Yorkers transition from fossil fuels to heat their buildings.
  • New Yorkers power their vehicles.
  • Attractive investment opportunities.
  • Long record of strong, stable returns for investors.

Challenges Ahead

  • Impact of the denial of our request to capitalize incremental costs for the successful implementation of our new customer billing and information system
  • Extensively regulated and are subject to substantial penalties
  • Utility subsidiaries' rate plans may not provide a reasonable return
  • Adversely affected by changes to the utility subsidiaries' rate plans
  • Failure of, or damage to, its subsidiaries' facilities could adversely affect it