Consolidated Edison

To provide safe, reliable, sustainable energy by leading the transition to a clean energy future.

Consolidated Edison SWOT Analysis

Updated: October 3, 2025 • 2025-Q4 Analysis

How to Use This Analysis

This analysis for Consolidated Edison was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Consolidated Edison SWOT analysis reveals a classic incumbent at a pivotal crossroads. Its regulated monopoly and operational expertise provide a powerful foundation, but this is challenged by aging infrastructure and high costs. The clean energy transition is both its greatest opportunity—fueled by policy and funding—and a significant threat if mismanaged. The path forward is clear: leverage its protected status to aggressively modernize the grid, secure external funding to de-risk the investment, and innovate customer solutions to evolve beyond a simple commodity provider. The company must transform its weaknesses into strengths by making infrastructure renewal synonymous with its clean energy leadership. Success hinges on balancing massive capital deployment with regulatory finesse and customer affordability, turning a century-old utility into a 21st-century energy platform. This strategic focus is essential to not just survive the energy transition but to lead it.

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Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To provide safe, reliable, sustainable energy by leading the transition to a clean energy future.

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Strengths

MONOPOLY: Regulated monopoly in high-density, high-value NYC market.
RELIABILITY: Top-quartile SAIDI/SAIFI reliability metrics vs peers.
FINANCIALS: Strong investment-grade credit and stable dividend history.
POLICY: Aligned with NY's aggressive CLCPA clean energy mandates.
EXPERIENCE: Unmatched expertise operating in a complex urban environment.

Weaknesses

INFRASTRUCTURE: Significant aging grid assets require massive capital.
COSTS: High operating costs in NYC translate to high customer rates.
DEBT: High debt load to fund capital-intensive infrastructure projects.
INNOVATION: Slower adoption of new tech compared to agile competitors.
PERCEPTION: Public challenges around rate hikes and storm responses.

Opportunities

ELECTRIFICATION: Mandates for EV charging & building heat pumps in NY.
FUNDING: Billions in federal/state clean energy grants & tax credits.
PARTNERSHIPS: Collaborate with tech firms on smart grid & DER solutions.
STORAGE: Declining battery storage costs improve grid stability options.
DATA: Monetize grid data for efficiency, forecasting & new services.

Threats

REGULATORY: Unfavorable outcomes in rate cases impacting profitability.
CLIMATE: Increased frequency/severity of storms causing major outages.
CYBERSECURITY: Growing threat of sophisticated attacks on critical infra.
INTEREST RATES: Higher borrowing costs for capital-intensive projects.
SUBSTITUTION: Rise of community solar & DERs eroding traditional model.

Key Priorities

MODERNIZE: Aggressively upgrade aging infrastructure for resilience.
CAPITALIZE: Secure federal funding to offset clean energy transition costs.
INNOVATE: Deploy smart grid tech for efficiency and DER integration.
ENGAGE: Proactively manage regulatory and customer relationships.

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Consolidated Edison OKR

Updated: October 3, 2025 • 2025-Q4 Analysis

The Consolidated Edison OKR plan is a masterclass in focused execution for a transforming incumbent. It directly translates the strategic priorities from the SWOT into actionable, ambitious goals. 'GRID OF TOMORROW' tackles the core infrastructure weakness head-on, while 'FUND THE FUTURE' smartly addresses the capital-intensive reality of this transition by seeking external support. 'DIGITAL UTILITY' shows a clear commitment to moving beyond pipes and wires into a data-driven future, and 'EARN TRUST' wisely recognizes that regulatory and public support is the ultimate license to operate and innovate. This plan provides a clear, measurable, and inspiring roadmap that aligns the entire organization on what matters most for achieving its clean energy vision.

National Grid Public Service Enterprise Group Exelon NextEra Energy Avangrid

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To provide safe, reliable, sustainable energy by leading the transition to a clean energy future.

GRID OF TOMORROW

Build the most resilient, clean-energy-ready urban grid.

HARDEN: Reduce weather-related outages by 15% in vulnerable areas by upgrading 200 miles of overhead lines.
CONNECT: Enable 500 MW of new large-scale renewable energy interconnections on our transmission system.
AUTOMATE: Increase automated feeder restorations by 25% through deployment of 1,000 new smart grid devices.
PREDICT: Decrease equipment failure rates by 10% using AI-powered predictive maintenance on 50 key substations.

FUND THE FUTURE

Secure capital to fuel our clean energy transition.

GRANTS: Secure $500M in federal infrastructure and climate grants to offset project costs for customers.
FINANCE: Raise $3B in green bonds to specifically fund sustainability-focused capital projects.
EFFICIENCY: Achieve $100M in operational cost savings through new technology and process optimization.
RECOVERY: Achieve a constructive outcome in our next rate case, supporting our multi-year capital plan.

DIGITAL UTILITY

Innovate with data to empower customers and the grid.

PLATFORM: Launch a new DERMS platform to manage and optimize 25,000 distributed energy assets on the grid.
INSIGHTS: Provide 1 million customers with personalized energy usage insights via our new mobile app.
PARTNER: Establish 3 strategic partnerships with leading tech firms to co-develop new grid management tools.
API: Launch a secure, public-facing API for approved third parties to develop innovative energy solutions.

EARN TRUST

Become a trusted partner for customers and regulators.

NPS: Increase our overall Customer Net Promoter Score (NPS) from a baseline of 15 to a target of 25.
COMMUNICATE: Reduce high bill-related complaints by 20% through proactive communication and new budget tools.
REGULATORY: Achieve 95% of all regulatory milestones on time and on budget, demonstrating accountability.
EQUITY: Launch 5 new programs focused on energy affordability and access in disadvantaged communities.

METRICS

Clean Energy Capacity (MW)
System Average Interruption Duration Index (SAIDI)
Customer Net Promoter Score (NPS)

VALUES

Safety First
Operational Excellence
Enhance Customer Experience
Act with Integrity
Sustainability

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Consolidated Edison Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Consolidated Edison Q1 2024 Earnings Report and Presentation
Consolidated Edison 2023 Annual Report
Consolidated Edison Investor Relations Website
Company Website (coned.com)
Public Utility Commission of New York Filings

National Grid Public Service Enterprise Group Exelon NextEra Energy Avangrid

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To provide safe, reliable, sustainable energy by leading the transition to a clean energy future.

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What Went Well

CAPITAL: Executed on $1.2B of strategic capital projects in Q1 2024.
EARNINGS: Delivered solid Q1 earnings, meeting financial guidance.
RELIABILITY: Maintained strong electric service reliability metrics.
CLEAN: Advanced clean energy goals, including new transmission projects.
FINANCING: Successfully issued new debt at reasonable rates.

Not So Well

RATES: Customer bills increased, leading to affordability concerns.
O&M: Operating and maintenance expenses continue to face upward pressure.
GAS: Faced headwinds in the gas business segment performance.
PERCEPTION: Continued public scrutiny over the cost of service.
LAG: Regulatory lag in recovering investments remains a challenge.

Learnings

BALANCE: Must balance critical infrastructure investment with affordability.
COMMUNICATION: Proactive communication on rate drivers is crucial.
EFFICIENCY: Internal cost control is key to mitigating rate increases.
FUNDING: Federal grants are essential to supplement customer funding.
POLICY: Close alignment with regulators is vital for timely recovery.

Action Items

FUNDING: Aggressively pursue all available federal grants for grid work.
EFFICIENCY: Implement new programs to control internal O&M cost growth.
COMMUNICATE: Launch a new campaign explaining the value of investments.
REGULATORY: File for timely recovery of prudent capital expenditures.
TECHNOLOGY: Pilot new tech to improve operational efficiency and cut costs.

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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Consolidated Edison Market

AI-Powered Insights

Claude

Gemini

GPT

Consolidated Edison Q1 2024 Earnings Report and Presentation
Consolidated Edison 2023 Annual Report
Consolidated Edison Investor Relations Website
Company Website (coned.com)
Public Utility Commission of New York Filings

Founded: 1823 (as New York Gas Light Company)
Market Share: Regulated monopoly in NYC and Westchester.
Customer Base: 3.6M electric & 1.1M gas customers.
Category:
Regulated Utility
SIC Code: 4931 Electric and Other Services Combined
NAICS Code: 221122 Electric Power Distribution
Location: New York, NY
Zip Code: 10003 New York, New York
Congressional District: NY-10 NEW YORK
Employees: 14578

Competitors

National Grid Request Analysis

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Exelon View Analysis

NextEra Energy View Analysis

Avangrid Request Analysis

Products & Services

No products or services data available

Distribution Channels

Consolidated Edison Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Consolidated Edison Q1 2024 Earnings Report and Presentation
Consolidated Edison 2023 Annual Report
Consolidated Edison Investor Relations Website
Company Website (coned.com)
Public Utility Commission of New York Filings

Problem

Need for constant, reliable power.
Demand for cleaner energy sources.
Aging energy infrastructure risks.
Managing complex energy needs of a megacity.

Solution

Safe, reliable electricity, gas, steam.
Grid modernization and resilience.
Integration of renewable energy sources.
Energy efficiency programs for customers.

Key Metrics

System Average Interruption Duration Index.
Customer satisfaction / NPS scores.
Capital project execution on time/budget.
Earnings Per Share (EPS) growth.

Unique

Exclusive franchise to serve New York City.
Deep expertise in urban energy systems.
Directly enabling NY's climate goals.
Owner of largest US district steam system.

Advantage

Regulated monopoly status.
Massive, in-place infrastructure network.
Strong balance sheet and access to capital.
Established relationships with regulators.

Channels

Direct to consumer utility service.
Website and mobile application.
Call centers and customer service reps.
Community engagement and partnerships.

Customer Segments

Residential customers in service area.
Small and medium-sized businesses.
Large commercial and industrial users.
Government and municipal agencies.

Costs

Capital expenditures for infrastructure.
Fuel and purchased power costs.
Operations and maintenance labor.
Depreciation, interest, and taxes.

Consolidated Edison Product Market Fit Analysis

Updated: October 3, 2025

Consolidated Edison is engineering the future of energy for the world's most dynamic city. By building a smarter, stronger, cleaner grid, it delivers unmatched reliability today while leading the transition to a sustainable tomorrow. This isn't just about keeping the lights on; it's about powering progress and creating a resilient, clean energy ecosystem for millions of New Yorkers.

UNMATCHED RELIABILITY: We power the world's most critical city with industry-leading uptime.

CLEAN ENERGY TRANSITION: We are your essential partner in achieving New York's climate goals.

OPERATIONAL EXCELLENCE: Our expertise ensures safe, efficient energy delivery every day.

Before State

Fossil-fuel dependent, centralized grid
Reactive maintenance, frequent outages
One-way power flow, limited visibility
High carbon footprint, climate impact

After State

Clean, decentralized, resilient energy
Predictive maintenance, enhanced uptime
Two-way flow with real-time grid data
Net-zero emissions, sustainable future

Negative Impacts

Grid instability from severe weather
High GHG emissions harming environment
Rising fuel costs passed to customers
Lack of consumer energy control/choice

Positive Outcomes

Reduced climate impact, cleaner air
Greater grid reliability and security
Stable, predictable energy costs
Customer empowerment via DERs/storage

Key Metrics

Customer Retention Rates - 99%+ (regulated monopoly)

Net Promoter Score (NPS) - Varies, often in the 10-20 range for utilities

User Growth Rate - Stable, tied to regional population/economic growth

Customer Feedback/Reviews - N/A, not a typical review-based service

Repeat Purchase Rates) - 100% (sole provider)

Requirements

Massive capital for grid modernization
Supportive regulatory frameworks
Advanced grid management software
Skilled workforce for new technologies

Why Consolidated Edison

Deploying smart meters and sensors
Investing in large-scale renewables
Piloting vehicle-to-grid technologies
Upgrading substations and transmission

Consolidated Edison Competitive Advantage

Deep operational know-how in NYC grid
Established regulatory relationships
Access to low-cost capital markets
Direct customer relationships at scale

Proof Points

Achieved top-quartile reliability
Investing $2B+ annually in clean energy
Connecting largest battery storage in NY
Ranked a top utility for sustainability

Consolidated Edison Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Consolidated Edison Q1 2024 Earnings Report and Presentation
Consolidated Edison 2023 Annual Report
Consolidated Edison Investor Relations Website
Company Website (coned.com)
Public Utility Commission of New York Filings

Strategic pillars derived from our vision-focused SWOT analysis

Build a resilient, flexible, digital grid.

Accelerate clean generation and storage.

Enable customer-sided energy solutions.

Maintain safety, reliability, affordability.

What You Do

Deliver safe, reliable, sustainable energy.

Target Market

Residents & businesses in NYC/Westchester.

Differentiation

Unmatched operational expertise in a dense urban environment.
Direct alignment with NY's ambitious clean energy goals.

Revenue Streams

Regulated sale of electricity, gas, steam
Transmission revenues
Clean energy project development

Consolidated Edison Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Consolidated Edison Q1 2024 Earnings Report and Presentation
Consolidated Edison 2023 Annual Report
Consolidated Edison Investor Relations Website
Company Website (coned.com)
Public Utility Commission of New York Filings

Company Operations

Organizational Structure: Functional hierarchy within a holding company structure.
Supply Chain: Diverse energy sources: nuclear, gas, hydro, renewables.
Tech Patents: Focus on smart grid, energy storage, and operational tech patents.
Website: https://www.coned.com

Top Clients

Board Members

Consolidated Edison Competitive Forces

Threat of New Entry

LOW: Extremely high barriers to entry due to massive capital requirements, infrastructure ownership, and extensive regulatory hurdles.

Supplier Power

MEDIUM: Power generation is a competitive market, but fuel sources (like natural gas) can have volatile pricing, giving suppliers leverage.

Buyer Power

HIGH: While individual customers have no power, regulators (Public Service Commission) hold immense power, setting rates and dictating terms.

Threat of Substitution

MEDIUM: Growing threat from distributed generation (rooftop solar, community solar) and microgrids that can reduce reliance on utility.

Competitive Rivalry

LOW: As a regulated monopoly in its service territories, direct competition for transmission and distribution is virtually non-existent.

Analysis of AI Strategy

Updated: October 3, 2025 • 2025-Q4 Analysis

The Consolidated Edison AI SWOT analysis highlights a significant, untapped opportunity. The company's core strength is its vast, proprietary dataset—the digital lifeblood of the grid. This is the unfair advantage that must be exploited. However, this potential is currently caged by legacy systems and a talent gap. The strategic imperative is to transform from a company that has data to a company that runs on AI-driven insights. The immediate focus should be on high-ROI applications like predictive maintenance and grid optimization, which directly support core reliability and efficiency goals. Concurrently, a dual-pronged investment in a modern data architecture and targeted talent acquisition is non-negotiable. By treating AI not as a series of projects but as a core capability, Con Edison can build a truly intelligent, self-optimizing grid, creating a formidable competitive moat for the future.

National Grid Public Service Enterprise Group Exelon NextEra Energy Avangrid

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To provide safe, reliable, sustainable energy by leading the transition to a clean energy future.

Strengths

DATA: Massive proprietary grid operational and customer usage data.
INFRASTRUCTURE: Physical assets to deploy AI-powered sensors/controls.
CAPITAL: Ability to fund large-scale AI platform integrations.
PARTNERSHIPS: Existing relationships with tech vendors for AI tools.

Weaknesses

TALENT: Shortage of in-house AI/ML engineering and data science talent.
SYSTEMS: Legacy IT and OT systems hinder agile AI model deployment.
CULTURE: Risk-averse utility culture can slow down AI experimentation.
INTEGRATION: Difficulty integrating disparate data sources for AI models.

Opportunities

PREDICTION: AI for predictive maintenance, outage, and load forecasting.
OPTIMIZATION: AI-driven grid control for DER integration & efficiency.
CUSTOMER: AI-powered service bots and personalized energy advice tools.
SAFETY: AI for analyzing field imagery to detect safety hazards.

Threats

SECURITY: AI systems present new vectors for sophisticated cyberattacks.
BIAS: Algorithmic bias in load shedding or customer service programs.
DEPENDENCY: Over-reliance on a few large AI vendors creating lock-in.
REGULATION: Potential for new regulations governing AI use in utilities.

Key Priorities

PREDICT: Leverage grid data for AI-powered predictive maintenance.
OPTIMIZE: Deploy AI to manage DERs and optimize clean energy flow.
SECURE: Build robust security protocols for AI systems against threats.
HIRE: Invest in acquiring and developing specialized AI/ML talent.

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Consolidated Edison Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Consolidated Edison Q1 2024 Earnings Report and Presentation
Consolidated Edison 2023 Annual Report
Consolidated Edison Investor Relations Website
Company Website (coned.com)
Public Utility Commission of New York Filings

Profit: $1.63 Billion (TTM as of Q1 2024)

Market Cap: $31.5 Billion (as of mid-2024)

Stock Performance

Annual Report: View Report

Debt: $28.7 Billion (Long-term, Q1 2024)

ROI Impact: Capital investments are subject to regulatory review for rate recovery.

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Market Leader

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Con Edison's high ambition is grounded in a societal shift to clean energy. Its regulated monopoly provides a stable base, but growth is constrained by its service territory and regulatory oversight. The OKRs and Core Strategy are strong and directly address key weaknesses, boosting achievability. The SWOT is balanced, reflecting the dual nature of the energy transition as both a massive opportunity and a significant operational/financial threat. The predicted growth multiplier is modest, reflecting its mature, regulated utility model.

SWOT Factors

Upside: 80.0 Risk: 83.3

OKR Impact

AI Leverage

Top 3 Strategic Levers

Secure federal funding to accelerate grid modernization.

Successfully navigate rate cases to ensure capital recovery.

Leverage AI to optimize grid operations and reduce O&M costs.

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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