{"slug":"consolidated-edison","name":"콘솔리데이티드 에디슨","name_en":"Consolidated Edison, Inc.","ticker":"ED","updated_at":"2026-09-12T00:47:55.058662+00:00","canonical":"https://valuechain.wiki/consolidated-edison","citable":"밸류체인 그래프 기준 콘솔리데이티드 에디슨의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 6곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-12 기준).","citable_en":"Per the valuechain.wiki graph, Consolidated Edison, Inc. is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 6 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-09-12).","kicker":"뉴욕 규제 유틸리티","kicker_en":"New York regulated utility","lead":"뉴욕시와 웨스트체스터를 중심으로 전기, 가스, 증기를 공급하고 규제 요금으로 매출을 올린다. 전력 구매와 발전소 출력 계약, 전력망 장비, 고객정보·청구 소프트웨어에 비용을 쓰며 송전 합작사에도 투자한다.","lead_en":"Consolidated Edison earns regulated utility revenue by delivering electricity, gas, and steam, primarily in New York City and Westchester County. It spends on purchased power, contracted plant output, grid equipment, and customer information and billing software, while also investing in transmission joint ventures.","categories":[{"key":"regulated-grid-utilities","ko":"규제 유틸리티·전력망 운영","en":"Regulated Utilities & Grid Operators","theme":"power-grid","theme_ko":"전력·그리드","theme_en":"Power & Grid","theme_kind":"chain","primary":true}],"segments":{"parts":[{"name":"콘솔리데이티드 에디슨 컴퍼니 오브 뉴욕","note":"뉴욕시와 웨스트체스터의 규제 전기·가스·증기 사업"},{"name":"오렌지 앤드 록랜드 유틸리티스","note":"뉴욕주 남동부와 뉴저지주 북부의 규제 전기·가스 사업"},{"name":"콘 에디슨 트랜스미션","note":"송전 프로젝트 개발과 전기·가스 합작자산 투자"}],"total":"FY2025 고객계약 매출 170억4900만달러(SEC 10-K XBRL)","track":"C"},"segments_en":{"parts":[{"name":"Consolidated Edison Company of New York","note":"Regulated electric, gas, and steam utility operations in New York City and Westchester County"},{"name":"Orange and Rockland Utilities","note":"Regulated electric and gas utility operations in southeastern New York and northern New 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regulated utility. It is +10.7% in 2026. The stock (+10.7%) and its supply side (avg +0.3%) are moving in step. Among connected nodes the furthest ahead is ABB (+18.4%) and the furthest behind is Oracle (-17.8%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on purchased power, contracted plant output, grid equipment, and customer information and billing software, while also investing in transmission joint ventures.","analysis_asof":"2026-09-04"},"edges":[{"direction":"cost","counterparty":"Brooklyn Navy Yard Cogeneration Partners","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-19","basis":"Brooklyn Navy Yard 발전소 출력계약의 용량·에너지 및 기타 고정 지급액","value":144000000,"period":"FY2025","basis_en":"Capacity, energy, and other fixed payments under the Brooklyn Navy Yard plant-output contract","qualifier":null},"note":"CECONY는 Brooklyn Navy Yard 발전소의 출력 구매계약을 2036년까지 유지한다. 2025년 용량·에너지 및 기타 고정 지급액은 1억4400만달러였다.","note_en":"CECONY purchases plant output from Brooklyn Navy Yard under a contract that runs through 2036. Payments for capacity, energy, and other fixed obligations totaled $144 million in 2025.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1047862/000104786226000031/ed-20251231.htm","title":"콘솔리데이티드 에디슨 2025 회계연도 10-K","title_en":"Consolidated Edison, Inc. 2025 Form 10-K","excerpt":"2025년 Brooklyn Navy Yard 관련 지급액은 1억4400만달러였다.","excerpt_en":"Brooklyn Navy Yard (b) 144"}]},{"direction":"cost","counterparty":"Astoria Generating Company","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-19","basis":"Astoria Generating Company에 지급한 용량·에너지 및 기타 고정 지급액","value":132000000,"period":"FY2025","basis_en":"Capacity, energy, and other fixed payments to Astoria Generating Company","qualifier":null},"note":"CECONY는 Astoria Generating Company와 발전용량 구매계약을 맺고 있다. 2025년 용량·에너지 및 기타 고정 지급액은 1억3200만달러였다.","note_en":"CECONY has capacity purchase agreements with Astoria Generating Company. Payments for capacity, energy, and other fixed obligations totaled $132 million in 2025.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1047862/000104786226000031/ed-20251231.htm","title":"콘솔리데이티드 에디슨 2025 회계연도 10-K","title_en":"Consolidated Edison, Inc. 2025 Form 10-K","excerpt":"2025년 Astoria Generating Company 관련 지급액은 1억3200만달러였다.","excerpt_en":"Astoria Generating Company (a) $132"}]},{"direction":"revenue","counterparty":"뉴욕시·웨스트체스터 전력 고객","counterparty_slug":null,"confidence":"high","metric":{"type":"count","unit":"customers","as_of":"2026-02-19","basis":"CECONY 전력 서비스 고객 수","value":3700000,"period":"FY2025","basis_en":"CECONY electric service customers","qualifier":null},"note":"주력 자회사 CECONY는 뉴욕시 대부분과 웨스트체스터에서 약 370만 고객에게 전기를 공급한다. 규제된 전기 요금 기반이 이 고객군에서 나온다.","note_en":"The main utility subsidiary, CECONY, provides electricity to about 3.7 million customers across most of New York City and Westchester County. This customer base supports its regulated electric-rate revenue.","sources":[{"stance":"mentions","publisher":"매일경제 마켓","publisher_en":"Maeil Business Newspaper Market","kind":"news","lang":"ko","published_at":"2026-05-08","url":"https://stock.mk.co.kr/news/view/1081868","title":"콘솔리데이티드 에디슨, 1분기 순이익 9.2억 달러..전년비 17% 증가","title_en":"Consolidated Edison first-quarter net income rises 17% to $920 million","excerpt":"1분기 실적 성장의 핵심 요인은 뉴욕시와 웨스트체스터 지역에서의 전기 및 가스 요금 기반 증가다.","excerpt_en":"The main driver of first-quarter earnings growth was expansion of the electric and gas rate base in New York City and Westchester."},{"stance":"confirms","publisher":"콘솔리데이티드 에디슨","publisher_en":"Consolidated Edison, Inc.","kind":"ir","lang":"en","published_at":"2026-03-17","url":"https://investor.conedison.com/static-files/ea4ad2e9-b111-4905-aa99-1f43b1730fb1","title":"2026년 3월 투자자 업데이트","title_en":"Investor Update, March 2026","excerpt":"CECONY는 약 370만 고객에게 전기를 공급한다고 다시 밝혔다.","excerpt_en":"CECONY delivers electricity to approximately 3.7 million customers"},{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1047862/000104786226000031/ed-20251231.htm","title":"콘솔리데이티드 에디슨 2025 회계연도 10-K","title_en":"Consolidated Edison, Inc. 2025 Form 10-K","excerpt":"CECONY 전력 고객은 약 370만 명이다.","excerpt_en":"approximately 3.7 million customers"},{"stance":"mentions","publisher":"S&P 글로벌 마켓 인텔리전스","publisher_en":"S&P Global Market Intelligence","kind":"research","lang":"en","published_at":"2026-01-23","url":"https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/record-amount-of-utility-rate-requests-in-2025-amid-affordability-concerns","title":"요금 부담 우려 속 2025년 미국 유틸리티 요금 인상 요청 사상 최대","title_en":"Record amount of utility rate requests in 2025 amid affordability concerns","excerpt":"S&P는 CECONY의 다년 요금 요청을 2025년 최대 규모 사례 중 하나로 분류했다.","excerpt_en":"Consolidated Edison Co. of New York Inc. ... seek to invest in sustainability, safety and reliability"}]},{"direction":"revenue","counterparty":"뉴욕시·웨스트체스터 가스 고객","counterparty_slug":null,"confidence":"high","metric":{"type":"count","unit":"customers","as_of":"2026-02-19","basis":"CECONY 가스 서비스 고객 수","value":1100000,"period":"FY2025","basis_en":"CECONY gas service customers","qualifier":null},"note":"CECONY는 맨해튼, 브롱크스, 퀸스 일부와 웨스트체스터 대부분에서 약 110만 고객에게 가스를 공급한다. 가스 판매와 배달 요금이 이 고객군에서 발생한다.","note_en":"CECONY delivers gas to about 1.1 million customers in Manhattan, the Bronx, parts of Queens, and most of Westchester County. Gas sales and delivery charges are generated from this customer base.","sources":[{"stance":"mentions","publisher":"매일경제 마켓","publisher_en":"Maeil Business Newspaper Market","kind":"news","lang":"ko","published_at":"2026-05-08","url":"https://stock.mk.co.kr/news/view/1081868","title":"콘솔리데이티드 에디슨, 1분기 순이익 9.2억 달러..전년비 17% 증가","title_en":"Consolidated Edison first-quarter net income rises 17% to $920 million","excerpt":"CECONY 부문은 전기 및 가스 자산 증가와 함께 운영비용과 이자비용 상승의 영향을 받았다.","excerpt_en":"CECONY was affected by higher operating and interest costs alongside growth in electric and gas assets."},{"stance":"confirms","publisher":"콘솔리데이티드 에디슨","publisher_en":"Consolidated Edison, Inc.","kind":"ir","lang":"en","published_at":"2026-03-17","url":"https://investor.conedison.com/static-files/ea4ad2e9-b111-4905-aa99-1f43b1730fb1","title":"2026년 3월 투자자 업데이트","title_en":"Investor Update, March 2026","excerpt":"CECONY는 약 110만 고객에게 가스를 공급한다고 다시 밝혔다.","excerpt_en":"gas to approximately 1.1 million customers"},{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1047862/000104786226000031/ed-20251231.htm","title":"콘솔리데이티드 에디슨 2025 회계연도 10-K","title_en":"Consolidated Edison, Inc. 2025 Form 10-K","excerpt":"CECONY 가스 고객은 약 110만 명이다.","excerpt_en":"approximately 1.1 million customers"}]},{"direction":"investment","counterparty":"New York Transco","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"%","as_of":"2025-11-06","basis":"New York Transco의 New York Energy Solution 프로젝트 보유 지분","value":45.7,"period":"Q3 2025","basis_en":"Ownership interest in New York Transco's New York Energy Solution project","qualifier":null},"note":"Con Edison Transmission은 New York Transco의 New York Energy Solution 프로젝트 지분 45.7%를 보유한다. 이 투자는 뉴욕주 상·하부 지역 사이 송전 병목을 줄이는 자산에 연결된다.","note_en":"Con Edison Transmission owns a 45.7% interest in New York Transco's New York Energy Solution project. The investment is tied to transmission assets designed to relieve congestion between upstate and downstate New York.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-06","url":"https://www.sec.gov/Archives/edgar/data/1047862/000104786225000138/ed-20250930.htm","title":"콘솔리데이티드 에디슨 2025년 3분기 10-Q","title_en":"Consolidated Edison, Inc. Form 10-Q for the quarter ended September 30, 2025","excerpt":"Con Edison Transmission은 New York Transco의 New York Energy Solution 프로젝트 지분 45.7%를 보유한다.","excerpt_en":"Con Edison Transmission owns a 45.7 percent interest in New York Transco's New York Energy Solution project"}]},{"direction":"cost","counterparty":"ABB","counterparty_slug":"abb","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2017-03-14","basis":"ABB 변전소 디지털화 및 스위치기어 공급 계약 금액","value":null,"period":"2017 substation upgrade","basis_en":"Value of ABB's substation digitalization and switchgear supply","qualifier":"confirmed_no_disclosed_value"},"note":"ABB는 콘 에디슨의 뉴욕시 핵심 변전소를 디지털 설비로 개보수하고 420kV PASS 하이브리드 스위치기어를 설치했다. 계약 금액은 공개되지 않았다.","note_en":"ABB upgraded a critical Con Edison substation in New York City with digital equipment and installed 420 kV PASS hybrid switchgear. The contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"ABB","publisher_en":"ABB","kind":"news","lang":"en","published_at":"2017-03-14","url":"https://new.abb.com/news/detail/1040/Con-Edison-digital-substation","title":"ABB, 뉴욕시 핵심 변전소를 디지털화해 전력 공급 개선","title_en":"ABB digitalizes critical substation in New York City to improve power supply","excerpt":"ABB는 콘 에디슨과 함께 뉴욕시 핵심 변전소의 대규모 개보수를 완료했다.","excerpt_en":"ABB has completed a major upgrade of a key substation in New York City ... in collaboration with ... Con Edison"}]},{"direction":"cost","counterparty":"Oracle","counterparty_slug":"oracle","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-03-04","basis":"Oracle Customer Care & Billing 도입 계약 금액","value":null,"period":"implementation completed by 2025","basis_en":"Value of the Oracle Customer Care & Billing implementation","qualifier":"confirmed_no_disclosed_value"},"note":"콘 에디슨은 여러 상품과 자회사의 고객업무를 통합하기 위해 Oracle Customer Care & Billing 단일 인스턴스를 도입했다. 소프트웨어 계약 금액은 공개되지 않았다.","note_en":"Con Edison implemented a single instance of Oracle Customer Care & Billing to centralize customer operations across multiple commodities and subsidiaries. The software contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"오라클","publisher_en":"Oracle","kind":"ir","lang":"en","published_at":"2025-02-01","url":"https://www.oracle.com/a/ocom/docs/customer-edge-summit-2025-track-agenda.pdf","title":"오라클 커스터머 엣지 서밋 2025 트랙 일정","title_en":"Oracle Customer Edge Summit 2025 Track Agenda","excerpt":"콘 에디슨은 Oracle Customer Care & Billing 단일 인스턴스를 구현했다.","excerpt_en":"Con Edison implemented a single instance of Oracle Customer Care & Billing"}]}]}