New York regulated utility
Consolidated Edison, Inc.
Consolidated Edison earns regulated utility revenue by delivering electricity, gas, and steam, primarily in New York City and Westchester County. It spends on purchased power, contracted plant output, grid equipment, and customer information and billing software, while also investing in transmission joint ventures.
ED Updated Sep 12, 2026 4 AI consumers· 3 recurring
Per the valuechain.wiki graph, Consolidated Edison, Inc. is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 5 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-09-12).
Financials & Segments
- Total revenue · $17.049 billion in FY2025 revenue from contracts with customers (SEC 10-K XBRL)
- Segments · Consolidated Edison Company of New York · Orange and Rockland Utilities · Con Edison Transmission
Revenue from
- New York City and Westchester electric customers High confidence· Count 3,700,000 customers · FY2025 · CECONY electric service customers
The main utility subsidiary, CECONY, provides electricity to about 3.7 million customers across most of New York City and Westchester County. This customer base supports its regulated electric-rate revenue.Mentions KO Maeil Business Newspaper Market Published May 8, 2026: Consolidated Edison first-quarter net income rises 17% to $920 millionMentions EN S&P Global Market Intelligence Published Jan 23, 2026: Record amount of utility rate requests in 2025 amid affordability concerns - New York City and Westchester gas customers High confidence· Count 1,100,000 customers · FY2025 · CECONY gas service customers
CECONY delivers gas to about 1.1 million customers in Manhattan, the Bronx, parts of Queens, and most of Westchester County. Gas sales and delivery charges are generated from this customer base.Mentions KO Maeil Business Newspaper Market Published May 8, 2026: Consolidated Edison first-quarter net income rises 17% to $920 million
Pays to
- Brooklyn Navy Yard Cogeneration Partners High confidence· Amount $144M · FY2025 · Capacity, energy, and other fixed payments under the Brooklyn Navy Yard plant-output contract
CECONY purchases plant output from Brooklyn Navy Yard under a contract that runs through 2036. Payments for capacity, energy, and other fixed obligations totaled $144 million in 2025. - Astoria Generating Company High confidence· Amount $132M · FY2025 · Capacity, energy, and other fixed payments to Astoria Generating Company
CECONY has capacity purchase agreements with Astoria Generating Company. Payments for capacity, energy, and other fixed obligations totaled $132 million in 2025. - ABB Medium confidence
ABB upgraded a critical Con Edison substation in New York City with digital equipment and installed 420 kV PASS hybrid switchgear. The contract value was not disclosed.Confirms EN ABB Published Mar 14, 2017: ABB digitalizes critical substation in New York City to improve power supply - Oracle Medium confidence
Con Edison implemented a single instance of Oracle Customer Care & Billing to centralize customer operations across multiple commodities and subsidiaries. The software contract value was not disclosed.
Investments
- New York Transco LLC High confidence· Market share 45.7% · Q3 2025 · Ownership interest in New York Transco's New York Energy Solution project
Con Edison Transmission owns a 45.7% interest in New York Transco's New York Energy Solution project. The investment is tied to transmission assets designed to relieve congestion between upstate and downstate New York.Confirms EN SEC EDGAR Published Nov 6, 2025: Consolidated Edison, Inc. Form 10-Q for the quarter ended September 30, 2025
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Consolidated Edison, Inc. | node | +23 | +15.7 | -1.1 | +1.5 | +15.1 | +10.7 |
| ABB | benef1 | +23.9 | +7.3 | +18.9 | +39 | +36.1 | +18.4 |
| Oracle | benef1 | +36.9 | -4.6 | +30.9 | +60 | +18.1 | -17.8 |
| Bloom Energy | benef2 | -23.5 | -12.8 | -22.6 | +50.1 | +291.2 | +191 |
| AMD | benef2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +123 |
| NVIDIA | benef2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
YTD as of 2026-09-04 · source: Yahoo Finance
Consolidated Edison, Inc. operates across New York regulated utility. It is +10.7% in 2026. The stock (+10.7%) and its supply side (avg +0.3%) are moving in step. Among connected nodes the furthest ahead is ABB (+18.4%) and the furthest behind is Oracle (-17.8%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on purchased power, contracted plant output, grid equipment, and customer information and billing software, while also investing in transmission joint ventures.
Analysis generated from returns as of 2026-09-04