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Side-by-side financial comparison of Consolidated Edison (ED) and JETBLUE AIRWAYS CORP (JBLU). Click either name above to swap in a different company.
Consolidated Edison is the larger business by last-quarter revenue ($4.0B vs $2.2B, roughly 1.8× JETBLUE AIRWAYS CORP). Consolidated Edison runs the higher net margin — 7.5% vs -14.2%, a 21.8% gap on every dollar of revenue. On growth, Consolidated Edison posted the faster year-over-year revenue change (8.2% vs 4.7%). Over the past eight quarters, Consolidated Edison's revenue compounded faster (-3.7% CAGR vs -3.9%).
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.
JetBlue Airways Corporation, stylized as jetBlue, is an American low-cost airline headquartered in Long Island City, in Queens, New York City. Primarily a point-to-point carrier, JetBlue's network features six focus cities including its main hub at New York City's John F. Kennedy International Airport, with destinations across the Americas and Europe. Although not a member of any global airline alliances, JetBlue has codeshare agreements with airlines from Oneworld, SkyTeam, and Star Alliance.
ED vs JBLU — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $2.2B |
| Net Profit | $298.0M | $-319.0M |
| Gross Margin | — | — |
| Operating Margin | 12.3% | — |
| Net Margin | 7.5% | -14.2% |
| Revenue YoY | 8.2% | 4.7% |
| Net Profit YoY | -3.9% | -53.4% |
| EPS (diluted) | $0.81 | $-0.86 |
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.
| Q1 26 | — | $2.2B | ||
| Q4 25 | $4.0B | $2.2B | ||
| Q3 25 | $4.6B | $2.3B | ||
| Q2 25 | $3.6B | $2.4B | ||
| Q1 25 | $4.9B | $2.1B | ||
| Q4 24 | $3.7B | $2.3B | ||
| Q3 24 | $4.2B | $2.4B | ||
| Q2 24 | $3.3B | $2.4B |
| Q1 26 | — | $-319.0M | ||
| Q4 25 | $298.0M | $-177.0M | ||
| Q3 25 | $688.0M | $-143.0M | ||
| Q2 25 | $246.0M | $-74.0M | ||
| Q1 25 | $791.0M | $-208.0M | ||
| Q4 24 | $310.0M | $-44.0M | ||
| Q3 24 | $588.0M | $-60.0M | ||
| Q2 24 | $202.0M | $25.0M |
| Q1 26 | — | — | ||
| Q4 25 | 12.3% | -4.5% | ||
| Q3 25 | 21.2% | -4.3% | ||
| Q2 25 | 9.8% | 0.3% | ||
| Q1 25 | 23.0% | -8.1% | ||
| Q4 24 | 13.0% | 0.7% | ||
| Q3 24 | 20.4% | -1.6% | ||
| Q2 24 | 9.7% | 2.3% |
| Q1 26 | — | -14.2% | ||
| Q4 25 | 7.5% | -7.9% | ||
| Q3 25 | 15.1% | -6.2% | ||
| Q2 25 | 6.8% | -3.1% | ||
| Q1 25 | 16.2% | -9.7% | ||
| Q4 24 | 8.5% | -1.9% | ||
| Q3 24 | 13.9% | -2.5% | ||
| Q2 24 | 6.1% | 1.0% |
| Q1 26 | — | $-0.86 | ||
| Q4 25 | $0.81 | $-0.47 | ||
| Q3 25 | $1.90 | $-0.39 | ||
| Q2 25 | $0.68 | $-0.21 | ||
| Q1 25 | $2.25 | $-0.59 | ||
| Q4 24 | $0.89 | $-0.09 | ||
| Q3 24 | $1.69 | $-0.17 | ||
| Q2 24 | $0.58 | $0.07 |
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 | $1.9B |
| Total DebtLower is stronger | $25.8B | — |
| Stockholders' EquityBook value | $24.2B | $1.8B |
| Total Assets | $74.6B | $16.6B |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $181.0M | $2.6B | ||
| Q2 25 | $1.5B | $3.1B | ||
| Q1 25 | $360.0M | $3.5B | ||
| Q4 24 | $1.3B | $3.6B | ||
| Q3 24 | $93.0M | $4.0B | ||
| Q2 24 | $1.5B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | $25.8B | $7.7B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | — | $7.7B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | $24.7B | $8.1B | ||
| Q3 24 | — | $7.9B | ||
| Q2 24 | — | $5.0B |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $24.2B | $2.1B | ||
| Q3 25 | $24.2B | $2.3B | ||
| Q2 25 | $23.8B | $2.4B | ||
| Q1 25 | $23.8B | $2.4B | ||
| Q4 24 | $22.0B | $2.6B | ||
| Q3 24 | $21.9B | $2.6B | ||
| Q2 24 | $21.6B | $2.7B |
| Q1 26 | — | $16.6B | ||
| Q4 25 | $74.6B | $16.6B | ||
| Q3 25 | $71.8B | $16.6B | ||
| Q2 25 | $71.5B | $16.9B | ||
| Q1 25 | $70.7B | $17.1B | ||
| Q4 24 | $70.6B | $16.8B | ||
| Q3 24 | $68.6B | $16.6B | ||
| Q2 24 | $67.9B | $14.0B |
| Q1 26 | — | — | ||
| Q4 25 | 1.07× | 3.65× | ||
| Q3 25 | — | 3.42× | ||
| Q2 25 | — | 3.21× | ||
| Q1 25 | — | 3.31× | ||
| Q4 24 | 1.13× | 3.08× | ||
| Q3 24 | — | 2.98× | ||
| Q2 24 | — | 1.86× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 6.3% |
| Cash ConversionOCF / Net Profit | 4.97× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $49.0M | ||
| Q3 25 | $504.0M | $-142.0M | ||
| Q2 25 | $2.0B | $-115.0M | ||
| Q1 25 | $837.0M | $114.0M | ||
| Q4 24 | $1.3B | $-17.0M | ||
| Q3 24 | $392.0M | $-29.0M | ||
| Q2 24 | $1.3B | $-14.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-287.0M | ||
| Q3 25 | — | $-411.0M | ||
| Q2 25 | — | $-412.0M | ||
| Q1 25 | — | $-62.0M | ||
| Q4 24 | — | $-368.0M | ||
| Q3 24 | — | $-302.0M | ||
| Q2 24 | — | $-441.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -12.8% | ||
| Q3 25 | — | -17.7% | ||
| Q2 25 | — | -17.5% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | -16.2% | ||
| Q3 24 | — | -12.8% | ||
| Q2 24 | — | -18.2% |
| Q1 26 | — | 6.3% | ||
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 15.4% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 17.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.97× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 8.04× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 4.23× | — | ||
| Q3 24 | 0.67× | — | ||
| Q2 24 | 6.63× | -0.56× |
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% |
JBLU
Segment breakdown not available.
