Consolidated Edison, Inc.

EDintermediary

Consolidated Edison is one of the largest investor-owned energy companies in the United States, providing electric, gas, and steam service to customers in New York City and surrounding areas. Con Edison's steam system is iconic to Manhattan.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($15.0B)

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CECONY Electric (55%)

CECONY Gas (18%)

CECONY Steam (5%)

O&R Utilities (12%)

Con Edison Transmission (10%)

Segment Breakdown & Key Customers

Product Details

Electric Distribution60%

Electricity delivery to New York City and Westchester County

Gas Distribution20%

Natural gas delivery to Manhattan, the Bronx, and parts of Queens and Westchester

Steam Distribution5%

District steam service in Manhattan — one of the largest steam systems in the world

Transmission & Other15%

Electric transmission and Orange & Rockland utilities

Supply Chain Relationships

Competitors

Exelon Corporation

Northeast electric distribution

Impact: Regional competitor

Eversource Energy

Northeast utility services

Impact: Regional competitor

Key Suppliers

GE Aerospace

Transformers and grid equipment

Impact: Medium

Macro & Market Context

유틸리티Sector News

AI 전력 수요 폭증 — 수십 년 만의 수요 증가 사이클 진입

미국 전력 수요 증가 전망

+15~20% (2030E)

데이터센터 전력 소비 비중

4% → 9% (2030E)

원자력 발전 가격

$80~120/MWh

신재생 PPA 계약 단가

$45/MWh

Upcoming Catalysts

◆NEE·SO·DUK Q1 실적 (2026.04)◆FERC 전력망 업그레이드 규정 최종안◆SMR 인허가 일정 업데이트 (NRC)

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AI Analysis

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Company Info

Headquarters

New York, New York, USA

Founded

1823

Employees

13,500

Website

conedison.com

Sector Overview — 유틸리티

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