SPAN vs Consolidated Edison
Side-by-side comparison of AI visibility scores, market position, and capabilities
SPAN makes smart electrical panels that integrate with solar, batteries, and EVs; raised $474M total; Eaton invested $75M in 2026; first panels certified to the new UL 3141 standard required by the 2026 NEC.
About
SPAN is a San Francisco-based company that designs and manufactures smart electrical panels for residential and commercial applications. Founded in 2018 by ex-Tesla engineers, SPAN''s flagship product — the SPAN Panel — is an intelligent circuit breaker panel that replaces traditional electrical panels with a connected, software-controlled system. The SPAN Panel enables homeowners to monitor energy consumption by circuit in real time, set automated load priorities during grid outages, optimize solar and battery charging, and manage EV charging — all through a mobile app. Each circuit can be individually controlled via software, providing unprecedented visibility and control over home energy flows.
New York City regulated utility (NYSE: ED) at $1,868M adjusted earnings (+6%); CECONY serves 3.6M electric/1.1M gas customers in NYC metro, Clean Energy Businesses sold $6.8B (2023), Manhattan grid electrification capex.
About
Consolidated Edison, Inc. is a New York City, New York-based regulated electric, gas, and steam utility holding company — publicly traded on the New York Stock Exchange (NYSE: ED) as an S&P 500 Utilities component — delivering electricity to approximately 3.6 million customers, natural gas to approximately 1.1 million customers, and steam to commercial and residential customers in Manhattan through two regulated utility subsidiaries: Consolidated Edison Company of New York (CECONY, serving New York City and Westchester County) and Orange and Rockland Utilities (serving counties in southern New York and northern New Jersey), through approximately 15,000 employees. In fiscal year 2024, Consolidated Edison reported adjusted earnings of $1,868 million ($5.40 per share), up from $1,762 million ($5.07 per share) in 2023 (+6%), demonstrating steady rate-base-driven earnings growth. GAAP net income was $1,820 million ($5.26/share) in 2024 versus $2,519 million ($7.25/share) in 2023, with the prior year's higher GAAP income reflecting the substantial gain from the $6.8 billion sale of Con Edison Clean Energy Businesses (its non-regulated renewable energy subsidiary) to RWE in 2023 — proceeds that Con Edison is deploying to reduce debt and fund its regulated infrastructure investment program. CEO Timothy Cawley leads the company's strategy of investing in Manhattan's grid infrastructure for reliability and electrification — particularly EV charging infrastructure, building electrification (replacing gas appliances with electric), and transmission upgrades for offshore wind power integration into the New York City grid.
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