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Side-by-side financial comparison of Consolidated Edison (ED) and Emerson Electric (EMR). Click either name above to swap in a different company.
Emerson Electric is the larger business by last-quarter revenue ($4.3B vs $4.0B, roughly 1.1× Consolidated Edison). Emerson Electric runs the higher net margin — 13.9% vs 7.5%, a 6.4% gap on every dollar of revenue. On growth, Consolidated Edison posted the faster year-over-year revenue change (8.2% vs 4.1%). Over the past eight quarters, Emerson Electric's revenue compounded faster (-0.3% CAGR vs -3.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc.
Emerson ElectricEMREarnings & Financial Report
Emerson Electric Co. is an American multinational corporation headquartered in St. Louis, Missouri. The Fortune 500 company delivers a range of engineering services, manufactures industrial automation equipment, climate control systems, and precision measurement instruments, and provides software engineering for industrial, commercial, and consumer markets.
ED vs EMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $4.3B |
| Net Profit | $298.0M | $605.0M |
| Gross Margin | — | 53.2% |
| Operating Margin | 12.3% | 17.8% |
| Net Margin | 7.5% | 13.9% |
| Revenue YoY | 8.2% | 4.1% |
| Net Profit YoY | -3.9% | 3.4% |
| EPS (diluted) | $0.81 | $1.07 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.0B | $4.3B | ||
| Q3 25 | $4.6B | $4.9B | ||
| Q2 25 | $3.6B | $4.6B | ||
| Q1 25 | $4.9B | $4.4B | ||
| Q4 24 | $3.7B | $4.2B | ||
| Q3 24 | $4.2B | $4.6B | ||
| Q2 24 | $3.3B | $4.4B | ||
| Q1 24 | $4.3B | $4.4B |
| Q4 25 | $298.0M | $605.0M | ||
| Q3 25 | $688.0M | $637.0M | ||
| Q2 25 | $246.0M | $586.0M | ||
| Q1 25 | $791.0M | $485.0M | ||
| Q4 24 | $310.0M | $585.0M | ||
| Q3 24 | $588.0M | $996.0M | ||
| Q2 24 | $202.0M | $329.0M | ||
| Q1 24 | $720.0M | $501.0M |
| Q4 25 | — | 53.2% | ||
| Q3 25 | — | 51.9% | ||
| Q2 25 | — | 52.6% | ||
| Q1 25 | — | 53.5% | ||
| Q4 24 | — | 53.5% | ||
| Q3 24 | — | 51.3% | ||
| Q2 24 | — | 52.8% | ||
| Q1 24 | — | 52.2% |
| Q4 25 | 12.3% | 17.8% | ||
| Q3 25 | 21.2% | 16.4% | ||
| Q2 25 | 9.8% | 16.1% | ||
| Q1 25 | 23.0% | 14.2% | ||
| Q4 24 | 13.0% | 18.6% | ||
| Q3 24 | 20.4% | 14.7% | ||
| Q2 24 | 9.7% | 10.4% | ||
| Q1 24 | 23.6% | 16.2% |
| Q4 25 | 7.5% | 13.9% | ||
| Q3 25 | 15.1% | 13.1% | ||
| Q2 25 | 6.8% | 12.9% | ||
| Q1 25 | 16.2% | 10.9% | ||
| Q4 24 | 8.5% | 14.0% | ||
| Q3 24 | 13.9% | 21.6% | ||
| Q2 24 | 6.1% | 7.5% | ||
| Q1 24 | 16.8% | 11.4% |
| Q4 25 | $0.81 | $1.07 | ||
| Q3 25 | $1.90 | $1.12 | ||
| Q2 25 | $0.68 | $1.04 | ||
| Q1 25 | $2.25 | $0.86 | ||
| Q4 24 | $0.89 | $1.02 | ||
| Q3 24 | $1.69 | $1.74 | ||
| Q2 24 | $0.58 | $0.57 | ||
| Q1 24 | $2.08 | $0.87 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.6B | — |
| Total DebtLower is stronger | $25.8B | $7.6B |
| Stockholders' EquityBook value | $24.2B | $20.3B |
| Total Assets | $74.6B | $41.9B |
| Debt / EquityLower = less leverage | 1.07× | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.6B | — | ||
| Q3 25 | $181.0M | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $360.0M | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $93.0M | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $169.0M | — |
| Q4 25 | $25.8B | $7.6B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.3B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | $24.7B | $6.6B | ||
| Q3 24 | — | $7.7B | ||
| Q2 24 | — | $7.1B | ||
| Q1 24 | — | $7.6B |
| Q4 25 | $24.2B | $20.3B | ||
| Q3 25 | $24.2B | $20.3B | ||
| Q2 25 | $23.8B | $19.9B | ||
| Q1 25 | $23.8B | $19.2B | ||
| Q4 24 | $22.0B | $20.5B | ||
| Q3 24 | $21.9B | $21.6B | ||
| Q2 24 | $21.6B | $20.8B | ||
| Q1 24 | $21.6B | $20.9B |
| Q4 25 | $74.6B | $41.9B | ||
| Q3 25 | $71.8B | $42.0B | ||
| Q2 25 | $71.5B | $42.5B | ||
| Q1 25 | $70.7B | $42.0B | ||
| Q4 24 | $70.6B | $42.6B | ||
| Q3 24 | $68.6B | $44.2B | ||
| Q2 24 | $67.9B | $45.6B | ||
| Q1 24 | $66.7B | $46.4B |
| Q4 25 | 1.07× | 0.37× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | 1.13× | 0.32× | ||
| Q3 24 | — | 0.36× | ||
| Q2 24 | — | 0.34× | ||
| Q1 24 | — | 0.36× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.5B | $699.0M |
| Free Cash FlowOCF − Capex | — | $602.0M |
| FCF MarginFCF / Revenue | — | 13.9% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | 4.97× | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | $4.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $699.0M | ||
| Q3 25 | $504.0M | $3.1B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $837.0M | $241.0M | ||
| Q4 24 | $1.3B | $777.0M | ||
| Q3 24 | $392.0M | $3.3B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $573.0M | $743.0M |
| Q4 25 | — | $602.0M | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $977.0M | ||
| Q1 25 | — | $154.0M | ||
| Q4 24 | — | $694.0M | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $998.0M | ||
| Q1 24 | — | $661.0M |
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 54.9% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 63.1% | ||
| Q2 24 | — | 22.8% | ||
| Q1 24 | — | 15.1% |
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 9.1% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 1.9% |
| Q4 25 | 4.97× | 1.16× | ||
| Q3 25 | 0.73× | 4.86× | ||
| Q2 25 | 8.04× | 1.83× | ||
| Q1 25 | 1.06× | 0.50× | ||
| Q4 24 | 4.23× | 1.33× | ||
| Q3 24 | 0.67× | 3.35× | ||
| Q2 24 | 6.63× | 3.31× | ||
| Q1 24 | 0.80× | 1.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ED
| Electricity | $2.9B | 73% |
| Oil And Gas Purchased | $923.0M | 23% |
| Steam Plant | $189.0M | 5% |
| Con Edison Transmission | $1.0M | 0% |
EMR
| Other | $1.8B | 41% |
| Software And Systems | $1.0B | 24% |
| Intelligent Devices | $996.0M | 23% |
| Safety And Productivity | $503.0M | 12% |
