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Side-by-side financial comparison of Consolidated Edison (ED) and PBF Energy Inc. (PBF). Click either name above to swap in a different company.
PBF Energy Inc. is the larger business by last-quarter revenue ($7.9B vs $4.0B, roughly 2.0× Consolidated Edison). Consolidated Edison runs the higher net margin — 7.5% vs 2.5%, a 5.0% gap on every dollar of revenue. On growth, PBF Energy Inc. posted the faster year-over-year revenue change (11.9% vs 8.2%). Over the past eight quarters, Consolidated Edison's revenue compounded faster (-3.7% CAGR vs -4.9%).
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.
PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diese...
ED vs PBF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $7.9B |
| Net Profit | $298.0M | $200.2M |
| Gross Margin | — | 3.5% |
| Operating Margin | 12.3% | 3.8% |
| Net Margin | 7.5% | 2.5% |
| Revenue YoY | 8.2% | 11.9% |
| Net Profit YoY | -3.9% | 149.4% |
| EPS (diluted) | $0.81 | $1.65 |
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 | — | $7.9B | ||
| Q4 25 | $4.0B | $7.1B | ||
| Q3 25 | $4.6B | $7.7B | ||
| Q2 25 | $3.6B | $7.5B | ||
| Q1 25 | $4.9B | $7.1B | ||
| Q4 24 | $3.7B | $7.4B | ||
| Q3 24 | $4.2B | $8.4B | ||
| Q2 24 | $3.3B | $8.7B |
| Q1 26 | — | $200.2M | ||
| Q4 25 | $298.0M | $78.4M | ||
| Q3 25 | $688.0M | $170.1M | ||
| Q2 25 | $246.0M | $-5.2M | ||
| Q1 25 | $791.0M | $-401.8M | ||
| Q4 24 | $310.0M | $-289.3M | ||
| Q3 24 | $588.0M | $-285.9M | ||
| Q2 24 | $202.0M | $-65.2M |
| Q1 26 | — | 3.5% | ||
| Q4 25 | — | -1.8% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | -0.8% | ||
| Q1 25 | — | -5.9% | ||
| Q4 24 | — | -4.2% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | 3.8% | ||
| Q4 25 | 12.3% | 1.8% | ||
| Q3 25 | 21.2% | 3.7% | ||
| Q2 25 | 9.8% | 0.6% | ||
| Q1 25 | 23.0% | -7.2% | ||
| Q4 24 | 13.0% | -5.2% | ||
| Q3 24 | 20.4% | -4.6% | ||
| Q2 24 | 9.7% | -0.9% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 7.5% | 1.1% | ||
| Q3 25 | 15.1% | 2.2% | ||
| Q2 25 | 6.8% | -0.1% | ||
| Q1 25 | 16.2% | -5.7% | ||
| Q4 24 | 8.5% | -3.9% | ||
| Q3 24 | 13.9% | -3.4% | ||
| Q2 24 | 6.1% | -0.7% |
| Q1 26 | — | $1.65 | ||
| Q4 25 | $0.81 | $0.74 | ||
| Q3 25 | $1.90 | $1.45 | ||
| Q2 25 | $0.68 | $-0.05 | ||
| Q1 25 | $2.25 | $-3.53 | ||
| Q4 24 | $0.89 | $-2.41 | ||
| Q3 24 | $1.69 | $-2.49 | ||
| Q2 24 | $0.58 | $-0.56 |
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 | $541.8M |
| Total DebtLower is stronger | $25.8B | — |
| Stockholders' EquityBook value | $24.2B | $5.7B |
| Total Assets | $74.6B | $14.7B |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $541.8M | ||
| Q4 25 | $1.6B | $527.9M | ||
| Q3 25 | $181.0M | $482.0M | ||
| Q2 25 | $1.5B | $590.7M | ||
| Q1 25 | $360.0M | $468.6M | ||
| Q4 24 | $1.3B | $536.1M | ||
| Q3 24 | $93.0M | $976.7M | ||
| Q2 24 | $1.5B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $25.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $24.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $24.2B | $5.3B | ||
| Q3 25 | $24.2B | $5.2B | ||
| Q2 25 | $23.8B | $5.1B | ||
| Q1 25 | $23.8B | $5.1B | ||
| Q4 24 | $22.0B | $5.5B | ||
| Q3 24 | $21.9B | $5.9B | ||
| Q2 24 | $21.6B | $6.3B |
| Q1 26 | — | $14.7B | ||
| Q4 25 | $74.6B | $13.0B | ||
| Q3 25 | $71.8B | $13.0B | ||
| Q2 25 | $71.5B | $13.0B | ||
| Q1 25 | $70.7B | $13.0B | ||
| Q4 24 | $70.6B | $12.7B | ||
| Q3 24 | $68.6B | $13.1B | ||
| Q2 24 | $67.9B | $14.1B |
| 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 | — | 4.0% |
| 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 | $366.6M | ||
| Q3 25 | $504.0M | $25.7M | ||
| Q2 25 | $2.0B | $191.1M | ||
| Q1 25 | $837.0M | $-661.4M | ||
| Q4 24 | $1.3B | $-329.7M | ||
| Q3 24 | $392.0M | $-68.0M | ||
| Q2 24 | $1.3B | $425.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $77.0M | ||
| Q3 25 | — | $-122.8M | ||
| Q2 25 | — | $35.0M | ||
| Q1 25 | — | $-772.4M | ||
| Q4 24 | — | $-425.7M | ||
| Q3 24 | — | $-169.8M | ||
| Q2 24 | — | $371.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | -1.6% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | -10.9% | ||
| Q4 24 | — | -5.8% | ||
| Q3 24 | — | -2.0% | ||
| Q2 24 | — | 4.3% |
| Q1 26 | — | 4.0% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.97× | 4.68× | ||
| Q3 25 | 0.73× | 0.15× | ||
| Q2 25 | 8.04× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 4.23× | — | ||
| Q3 24 | 0.67× | — | ||
| Q2 24 | 6.63× | — |
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% |
PBF
Segment breakdown not available.
