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GOVT-CONTRACT ·Filed Sep 16, 2026

ED

CONSOLIDATED EDISON INC
NEUTRAL
Impact 3/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The modification adds $25.3M to an existing UESC contract, which is a routine funding increase for ongoing energy projects. Monitor for additional modifications or new task orders under this IDIQ, as well as any broader VA energy infrastructure spending trends that could signal follow-on work.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d
ED ▲ +2.60% at T+20d
NEUTRAL call +2.60% · α vs SPY +1.39% · entry $107.08 → $109.86
Next anchor: T+60d in 6w
Latest observation: T+26 +8.26% FF3 residual α
Entry = T+0 close
Sep 17, 2026
via day close
T+1d
-1.54%
call -1.54% · α -1.42%
$105.43
settled 6w ago
T+5d
-4.08%
call -4.08% · α -4.68%
$102.71
settled 5w ago
T+20d
+2.60%
call +2.60% · α +1.39%
$109.86
settled 12d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

The Department of Veterans Affairs issued a $25.3 million contract modification to CONSOLIDATED EDISON COMPANY OF NEW YORK, INC., a subsidiary of CONSOLIDATED EDISON INC (ED), under an existing utility energy services contract (UESC) for the NYH (New York Harbor) healthcare system. The modification increases funding for ongoing energy efficiency and infrastructure work.

Key Financial Metrics

Award Amount
$25.3M
Agency
Department of Veterans Affairs
Contract Type
modification

Key Facts

  • Contract modification P00016 under IDIQ 36E77621F0002
  • Obligation amount: $25,279,358
  • Awarding agency: Department of Veterans Affairs
  • Description: NYH UESC (New York Harbor Utility Energy Services Contract)
  • Recipient is CONSOLIDATED EDISON COMPANY OF NEW YORK, INC., a subsidiary of CONSOLIDATED EDISON INC (ED)
  • Company annual revenue is not available in the provided data

Financial Impact

$25.3 million contract modification for utility energy services at VA New York Harbor facilities

revenue

Risk Factors

  • Company annual revenue not provided, so materiality relative to total revenue cannot be assessed
  • Contract modification is incremental funding, not a new award — revenue visibility is limited to this obligation
  • Government funding subject to appropriations and continuing resolutions

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36E77621F0002
15 reports for ED
Performance horizon
25% Hit rate @ T+20 1 of 4 directional calls Went positive at some point 1 of 4 best @ T+20▲ +2.90%Mar 10, 2026
Filters
Rows
Reports for ED — sortable, filterable
TypeNow
Oct 27, 2026
today
Institutional Cluster
MIXED ★ 3/10
$114.76awaiting T+20—$115.04 (+0.25%)
Oct 15, 2026
11d ago
Press Release
NEUTRAL ★ 2/10
$112.26awaiting T+20—$115.04 (+2.48%)
Oct 14, 2026
12d ago
Press Release
NEUTRAL ★ 1/10
$109.86awaiting T+20—$115.04 (+4.72%)
Sep 16, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$107.08 $109.86▲ +2.60%▲ +1.39%$115.04 (+7.44%)
Aug 6, 2026
11w ago
Press Release
NEUTRAL ★ 5/10
$107.98 $107.29▼ −0.64%▼ −0.24%$115.04 (+6.54%)
Jul 15, 2026
14w ago
Press Release
NEUTRAL ★ 1/10
$112.39 $108.39▼ −3.56%▼ −7.18%$115.04 (+2.36%)
Jun 3, 2026
20w ago
8-K
NEUTRAL ★ 3/10
$103.48 $113.99▲ +10.16%▲ +11.16%$115.04 (+11.18%)
May 8, 2026
24w ago
8-K
BEARISH ★ 6/10
$106.21 $106.40▼ −0.18%▼ −0.48%$115.04 (−8.32%)
May 8, 2026
24w ago
424B5
BEARISH ★ 6/10
$106.21 $106.40▼ −0.18%▼ −0.48%$115.04 (−8.32%)
Apr 8, 2026
28w ago
DEFA14A
NEUTRAL ★ 3/10
$114.98 $106.87▼ −7.05%▼ −14.62%$115.04 (+0.06%)
Showing 10 of 15

US Market Status

Market Closed — Opens Wed (17h 29m)

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Report published Sep 16, 2026