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Side-by-side financial comparison of Consolidated Edison (ED) and OLD REPUBLIC INTERNATIONAL CORP (ORI). Click either name above to swap in a different company.
Consolidated Edison is the larger business by last-quarter revenue ($4.0B vs $2.4B, roughly 1.7× OLD REPUBLIC INTERNATIONAL CORP). OLD REPUBLIC INTERNATIONAL CORP runs the higher net margin — 13.8% vs 7.5%, a 6.2% gap on every dollar of revenue. On growth, Consolidated Edison posted the faster year-over-year revenue change (8.2% vs 6.7%). Over the past eight quarters, OLD REPUBLIC INTERNATIONAL CORP's revenue compounded faster (13.2% 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.
Old Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.
ED vs ORI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $2.4B |
| Net Profit | $298.0M | $330.0M |
| Gross Margin | — | — |
| Operating Margin | 12.3% | — |
| Net Margin | 7.5% | 13.8% |
| Revenue YoY | 8.2% | 6.7% |
| Net Profit YoY | -3.9% | -145.5% |
| EPS (diluted) | $0.81 | — |
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 | — | $2.4B | ||
| Q4 25 | $4.0B | $2.4B | ||
| Q3 25 | $4.6B | $2.4B | ||
| Q2 25 | $3.6B | $2.2B | ||
| Q1 25 | $4.9B | $2.1B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $4.2B | $2.3B | ||
| Q2 24 | $3.3B | $1.9B |
| Q1 26 | — | $330.0M | ||
| Q4 25 | $298.0M | $206.5M | ||
| Q3 25 | $688.0M | $279.5M | ||
| Q2 25 | $246.0M | $204.4M | ||
| Q1 25 | $791.0M | $245.0M | ||
| Q4 24 | $310.0M | $105.3M | ||
| Q3 24 | $588.0M | $338.9M | ||
| Q2 24 | $202.0M | $91.8M |
| Q1 26 | — | — | ||
| Q4 25 | 12.3% | — | ||
| Q3 25 | 21.2% | 14.6% | ||
| Q2 25 | 9.8% | 11.8% | ||
| Q1 25 | 23.0% | 14.6% | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 20.4% | 18.2% | ||
| Q2 24 | 9.7% | 6.1% |
| Q1 26 | — | 13.8% | ||
| Q4 25 | 7.5% | 8.6% | ||
| Q3 25 | 15.1% | 11.5% | ||
| Q2 25 | 6.8% | 9.3% | ||
| Q1 25 | 16.2% | 11.6% | ||
| Q4 24 | 8.5% | 5.3% | ||
| Q3 24 | 13.9% | 14.5% | ||
| Q2 24 | 6.1% | 4.9% |
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $0.82 | ||
| Q3 25 | $1.90 | $1.11 | ||
| Q2 25 | $0.68 | $0.81 | ||
| Q1 25 | $2.25 | $0.98 | ||
| Q4 24 | $0.89 | $0.42 | ||
| Q3 24 | $1.69 | $1.32 | ||
| Q2 24 | $0.58 | $0.35 |
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 | — |
| Stockholders' EquityBook value | $24.2B | $5.9M |
| Total Assets | $74.6B | $29.6M |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | $25.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $24.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $5.9M | ||
| Q4 25 | $24.2B | $5.9B | ||
| Q3 25 | $24.2B | $6.4B | ||
| Q2 25 | $23.8B | $6.2B | ||
| Q1 25 | $23.8B | $5.9B | ||
| Q4 24 | $22.0B | $5.6B | ||
| Q3 24 | $21.9B | $6.4B | ||
| Q2 24 | $21.6B | $6.0B |
| Q1 26 | — | $29.6M | ||
| Q4 25 | $74.6B | $29.9B | ||
| Q3 25 | $71.8B | $30.3B | ||
| Q2 25 | $71.5B | $29.3B | ||
| Q1 25 | $70.7B | $28.0B | ||
| Q4 24 | $70.6B | $27.8B | ||
| Q3 24 | $68.6B | $28.8B | ||
| Q2 24 | $67.9B | $27.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.07× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.13× | — | ||
| 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 | $234.9M | ||
| Q3 25 | $504.0M | $563.9M | ||
| Q2 25 | $2.0B | $133.8M | ||
| Q1 25 | $837.0M | $231.7M | ||
| Q4 24 | $1.3B | $361.7M | ||
| Q3 24 | $392.0M | $474.8M | ||
| Q2 24 | $1.3B | $236.5M |
| Q1 26 | — | — | ||
| Q4 25 | 4.97× | 1.14× | ||
| Q3 25 | 0.73× | 2.02× | ||
| Q2 25 | 8.04× | 0.65× | ||
| Q1 25 | 1.06× | 0.95× | ||
| Q4 24 | 4.23× | 3.43× | ||
| Q3 24 | 0.67× | 1.40× | ||
| Q2 24 | 6.63× | 2.58× |
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% |
ORI
| operating | $2.2B | 92% |
| net investment gains | $201.8M | 8% |
