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Side-by-side financial comparison of Consolidated Edison (ED) and PulteGroup (PHM). Click either name above to swap in a different company.
Consolidated Edison is the larger business by last-quarter revenue ($4.0B vs $3.4B, roughly 1.2× PulteGroup). PulteGroup runs the higher net margin — 10.2% vs 7.5%, a 2.7% gap on every dollar of revenue. On growth, Consolidated Edison posted the faster year-over-year revenue change (8.2% vs -12.4%). Over the past eight quarters, Consolidated Edison's revenue compounded faster (-3.7% CAGR vs -13.9%).
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.
PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.
ED vs PHM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $3.4B |
| Net Profit | $298.0M | $347.0M |
| Gross Margin | — | — |
| Operating Margin | 12.3% | — |
| Net Margin | 7.5% | 10.2% |
| Revenue YoY | 8.2% | -12.4% |
| Net Profit YoY | -3.9% | -33.6% |
| 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 | — | $3.4B | ||
| Q4 25 | $4.0B | $4.6B | ||
| Q3 25 | $4.6B | $4.4B | ||
| Q2 25 | $3.6B | $4.4B | ||
| Q1 25 | $4.9B | $3.9B | ||
| Q4 24 | $3.7B | $4.9B | ||
| Q3 24 | $4.2B | $4.5B | ||
| Q2 24 | $3.3B | $4.6B |
| Q1 26 | — | $347.0M | ||
| Q4 25 | $298.0M | $501.6M | ||
| Q3 25 | $688.0M | $585.8M | ||
| Q2 25 | $246.0M | $608.5M | ||
| Q1 25 | $791.0M | $522.8M | ||
| Q4 24 | $310.0M | $913.2M | ||
| Q3 24 | $588.0M | $697.9M | ||
| Q2 24 | $202.0M | $809.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 28.6% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 31.4% |
| Q1 26 | — | — | ||
| Q4 25 | 12.3% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 23.0% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 20.4% | — | ||
| Q2 24 | 9.7% | — |
| Q1 26 | — | 10.2% | ||
| Q4 25 | 7.5% | 10.9% | ||
| Q3 25 | 15.1% | 13.3% | ||
| Q2 25 | 6.8% | 13.8% | ||
| Q1 25 | 16.2% | 13.4% | ||
| Q4 24 | 8.5% | 18.6% | ||
| Q3 24 | 13.9% | 15.6% | ||
| Q2 24 | 6.1% | 17.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $2.56 | ||
| Q3 25 | $1.90 | $2.96 | ||
| Q2 25 | $0.68 | $3.03 | ||
| Q1 25 | $2.25 | $2.57 | ||
| Q4 24 | $0.89 | $4.41 | ||
| Q3 24 | $1.69 | $3.35 | ||
| Q2 24 | $0.58 | $3.83 |
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 | $1.8B |
| Total DebtLower is stronger | $25.8B | — |
| Stockholders' EquityBook value | $24.2B | $13.0B |
| Total Assets | $74.6B | $5.2B |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.6B | $2.0B | ||
| Q3 25 | $181.0M | $1.5B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $360.0M | $1.2B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $93.0M | $1.4B | ||
| Q2 24 | $1.5B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $25.8B | $43.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $24.7B | $31.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $13.0B | ||
| Q4 25 | $24.2B | $13.0B | ||
| Q3 25 | $24.2B | $12.8B | ||
| Q2 25 | $23.8B | $12.6B | ||
| Q1 25 | $23.8B | $12.3B | ||
| Q4 24 | $22.0B | $12.1B | ||
| Q3 24 | $21.9B | $11.6B | ||
| Q2 24 | $21.6B | $11.2B |
| Q1 26 | — | $5.2B | ||
| Q4 25 | $74.6B | $18.0B | ||
| Q3 25 | $71.8B | $17.9B | ||
| Q2 25 | $71.5B | $17.6B | ||
| Q1 25 | $70.7B | $17.3B | ||
| Q4 24 | $70.6B | $17.4B | ||
| Q3 24 | $68.6B | $17.0B | ||
| Q2 24 | $67.9B | $16.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.07× | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.13× | 0.00× | ||
| 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 | $159.8M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | 4.97× | 0.46× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $159.8M | ||
| Q4 25 | $1.5B | $771.1M | ||
| Q3 25 | $504.0M | $678.4M | ||
| Q2 25 | $2.0B | $287.5M | ||
| Q1 25 | $837.0M | $134.2M | ||
| Q4 24 | $1.3B | $567.6M | ||
| Q3 24 | $392.0M | $455.9M | ||
| Q2 24 | $1.3B | $417.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $739.8M | ||
| Q3 25 | — | $651.1M | ||
| Q2 25 | — | $253.0M | ||
| Q1 25 | — | $104.6M | ||
| Q4 24 | — | $543.1M | ||
| Q3 24 | — | $417.2M | ||
| Q2 24 | — | $386.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 16.0% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 11.0% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 8.4% |
| Q1 26 | — | 0.7% | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.7% |
| Q1 26 | — | 0.46× | ||
| Q4 25 | 4.97× | 1.54× | ||
| Q3 25 | 0.73× | 1.16× | ||
| Q2 25 | 8.04× | 0.47× | ||
| Q1 25 | 1.06× | 0.26× | ||
| Q4 24 | 4.23× | 0.62× | ||
| Q3 24 | 0.67× | 0.65× | ||
| Q2 24 | 6.63× | 0.52× |
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% |
PHM
| Home sale revenues | $3.3B | 97% |
| Financial Services | $71.7M | 2% |
| Land sale and other revenues | $29.3M | 1% |
