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Side-by-side financial comparison of Consolidated Edison (ED) and Lennar (LEN). Click either name above to swap in a different company.
Lennar is the larger business by last-quarter revenue ($6.6B vs $4.0B, roughly 1.7× Consolidated Edison). Consolidated Edison runs the higher net margin — 7.5% vs 3.5%, a 4.1% gap on every dollar of revenue. On growth, Consolidated Edison posted the faster year-over-year revenue change (8.2% vs -13.3%). Over the past eight quarters, Consolidated Edison's revenue compounded faster (-3.7% CAGR vs -13.1%).
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.
Lennar Corporation is an American home construction company based in Miami-Dade County, Florida. As of 2025, it is the second-largest home construction company in the United States based on the number of homes sold. Lennar has investments in multifamily and single-family residential rental properties, luxury development, property technology with LenX, and mortgage lending from Lennar Mortgage.
ED vs LEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $6.6B |
| Net Profit | $298.0M | $229.4M |
| Gross Margin | — | — |
| Operating Margin | 12.3% | — |
| Net Margin | 7.5% | 3.5% |
| Revenue YoY | 8.2% | -13.3% |
| Net Profit YoY | -3.9% | -55.8% |
| EPS (diluted) | $0.81 | $0.93 |
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 | — | $6.6B | ||
| Q4 25 | $4.0B | $9.4B | ||
| Q3 25 | $4.6B | $8.8B | ||
| Q2 25 | $3.6B | $8.4B | ||
| Q1 25 | $4.9B | $7.6B | ||
| Q4 24 | $3.7B | $9.9B | ||
| Q3 24 | $4.2B | $9.4B | ||
| Q2 24 | $3.3B | $8.8B |
| Q1 26 | — | $229.4M | ||
| Q4 25 | $298.0M | $490.2M | ||
| Q3 25 | $688.0M | $591.0M | ||
| Q2 25 | $246.0M | $477.4M | ||
| Q1 25 | $791.0M | $519.5M | ||
| Q4 24 | $310.0M | $1.1B | ||
| Q3 24 | $588.0M | $1.2B | ||
| Q2 24 | $202.0M | $954.3M |
| Q1 26 | — | — | ||
| Q4 25 | 12.3% | 7.3% | ||
| Q3 25 | 21.2% | 9.0% | ||
| Q2 25 | 9.8% | 7.7% | ||
| Q1 25 | 23.0% | 9.1% | ||
| Q4 24 | 13.0% | 14.7% | ||
| Q3 24 | 20.4% | 16.3% | ||
| Q2 24 | 9.7% | 14.4% |
| Q1 26 | — | 3.5% | ||
| Q4 25 | 7.5% | 5.2% | ||
| Q3 25 | 15.1% | 6.7% | ||
| Q2 25 | 6.8% | 5.7% | ||
| Q1 25 | 16.2% | 6.8% | ||
| Q4 24 | 8.5% | 11.0% | ||
| Q3 24 | 13.9% | 12.3% | ||
| Q2 24 | 6.1% | 10.9% |
| Q1 26 | — | $0.93 | ||
| Q4 25 | $0.81 | — | ||
| Q3 25 | $1.90 | $2.29 | ||
| Q2 25 | $0.68 | $1.81 | ||
| Q1 25 | $2.25 | $1.96 | ||
| Q4 24 | $0.89 | $4.03 | ||
| Q3 24 | $1.69 | $4.26 | ||
| Q2 24 | $0.58 | $3.45 |
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 | $2.1B |
| Total DebtLower is stronger | $25.8B | — |
| Stockholders' EquityBook value | $24.2B | $21.9B |
| Total Assets | $74.6B | $33.2B |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.6B | $3.8B | ||
| Q3 25 | $181.0M | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $360.0M | — | ||
| Q4 24 | $1.3B | $4.9B | ||
| Q3 24 | $93.0M | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | — | — | ||
| Q4 25 | $25.8B | $5.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $24.7B | $4.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $21.9B | ||
| Q4 25 | $24.2B | $22.0B | ||
| Q3 25 | $24.2B | $22.6B | ||
| Q2 25 | $23.8B | $22.6B | ||
| Q1 25 | $23.8B | $22.7B | ||
| Q4 24 | $22.0B | $27.9B | ||
| Q3 24 | $21.9B | $27.4B | ||
| Q2 24 | $21.6B | $26.9B |
| Q1 26 | — | $33.2B | ||
| Q4 25 | $74.6B | $34.4B | ||
| Q3 25 | $71.8B | $34.9B | ||
| Q2 25 | $71.5B | $34.4B | ||
| Q1 25 | $70.7B | $35.0B | ||
| Q4 24 | $70.6B | $41.3B | ||
| Q3 24 | $68.6B | $39.7B | ||
| Q2 24 | $67.9B | $38.7B |
| Q1 26 | — | — | ||
| Q4 25 | 1.07× | 0.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.13× | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | — |
| 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 | $1.8B | ||
| Q3 25 | $504.0M | $-158.6M | ||
| Q2 25 | $2.0B | $-1.1B | ||
| Q1 25 | $837.0M | $-289.0M | ||
| Q4 24 | $1.3B | $974.5M | ||
| Q3 24 | $392.0M | $819.2M | ||
| Q2 24 | $1.3B | $241.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $-190.8M | ||
| Q2 25 | — | $-1.1B | ||
| Q1 25 | — | $-345.1M | ||
| Q4 24 | — | $933.1M | ||
| Q3 24 | — | $800.8M | ||
| Q2 24 | — | $203.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.9% | ||
| Q3 25 | — | -2.2% | ||
| Q2 25 | — | -13.3% | ||
| Q1 25 | — | -4.5% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | — | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.97× | 3.59× | ||
| Q3 25 | 0.73× | -0.27× | ||
| Q2 25 | 8.04× | -2.29× | ||
| Q1 25 | 1.06× | -0.56× | ||
| Q4 24 | 4.23× | 0.89× | ||
| Q3 24 | 0.67× | 0.70× | ||
| Q2 24 | 6.63× | 0.25× |
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% |
LEN
| Homebuilding | $6.3B | 95% |
| Financial Services | $215.6M | 3% |
| Multifamily | $82.5M | 1% |
| Lennar Other | $22.9M | 0% |
