American Electric Power(AEP)

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American Electric Power (AEP) Surpasses Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-30 13:05
Group 1 - American Electric Power (AEP) reported quarterly earnings of $1.43 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, and up from $1.25 per share a year ago, representing an earnings surprise of +11.72% [1] - AEP's revenues for the quarter ended June 2025 were $5.09 billion, surpassing the Zacks Consensus Estimate by 2.92%, and an increase from $4.58 billion year-over-year [2] - AEP has outperformed the S&P 500 with an 18.4% increase in shares since the beginning of the year, compared to the S&P 500's gain of 8.3% [3] Group 2 - The current consensus EPS estimate for AEP is $1.88 on revenues of $5.84 billion for the coming quarter, and $5.85 on revenues of $21.11 billion for the current fiscal year [7] - The Utility - Electric Power industry, to which AEP belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] Group 3 - AEP has surpassed consensus EPS estimates three times over the last four quarters, indicating a strong performance trend [2] - The estimate revisions trend for AEP was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]
American Electric Power(AEP) - 2025 Q2 - Earnings Call Presentation
2025-07-30 13:00
Financial Performance - Q2 2025 operating earnings per share (EPS) reached $1.43, compared to $1.25 in Q2 2024, representing a 14% increase[22] - Year-to-date (YTD) 2025 operating EPS was $2.98, up from $2.52 in YTD 2024, reflecting an 18% growth[24] - The company is guiding towards the upper half of the 2025 operating earnings guidance range of $5.75-$5.95 per share[20] - Moody's FFO to Debt as of June 30, 2025, was 13.2%[46, 114] Capital Investments and Growth - AEP expects to announce a new 5-year capital plan of approximately $70 billion to meet growing energy needs[18, 20] - The company is executing a $54 billion capital plan and expects approximately 8% rate base growth through the 5-year forecast[11, 18, 51] - Approximately $34 billion, or 63%, of the $54 billion capital forecast is allocated to wires (transmission and distribution)[75, 77] - Approximately $14 billion, or 26%, of the $54 billion capital forecast is allocated to regulated new generation, including renewables[75, 79] Load Growth and Demand - AEP anticipates 24 GW of incremental load growth through 2029, supported by signed customer financial commitments[17, 25, 43, 44] - The company has approximately 190 GW of interconnect requests in various stages of development[17, 25, 44] - Peak demand in Q2 2025 reached 37.6 GW, generating $2.9 billion in revenue, compared to 33.5 GW and $2.7 billion in Q2 2024[42] Financial Strength and Strategy - The company closed a $2.82 billion minority interest transmission transaction, contributing to S&P's outlook upgrade to stable[25, 29, 51] - AEP reaffirms its long-term growth rate of 6%-8% and a FFO/Debt targeted range of 14%-15%[18, 25] - The company's balance sheet strength is reinforced by S&P's favorable outlook revision to stable[49]
美国电力公司Q2收入及财年指引超预期
Ge Long Hui A P P· 2025-07-30 11:15
格隆汇7月30日|美国电力公司(AEP.US)第二季度收入50.9亿美元,预期49.7亿美元;运营每股收益1.43 美元,预估为1.27美元。公司预计财年每股收益为6.57美元至6.77美元,此前预期收益为5.71美元至5.91 美元。 ...
美国电力公司(AEP)第二季度收入50.9亿美元,预期49.7亿美元;运营每股收益1.43美元,预估为1.27美元。公司预计财年每股收益为6.57美元至6.77美元,此前预期收益为5.71美元至5.91美元。
news flash· 2025-07-30 11:05
美国电力公司(AEP)第二季度收入50.9亿美元,预期49.7亿美元;运营 每股收益1.43美元,预估为 1.27美元。公司预计财年每股收益为6.57美元至6.77美元,此前预期收益为5.71美元至5.91美元。 ...
American Electric Power(AEP) - 2025 Q2 - Quarterly Results
2025-07-30 11:02
Exhibit 99.1 News from AEP MEDIA CONTACT: ANALYSTS CONTACT: Scott Blake Darcy Reese 614/716-1938 614/716-2614 Director, Media Relations Vice President, Investor Relations AEP Reports Record Second-Quarter Operating Earnings, Guides to Upper Half of 2025 Guidance Range COLUMBUS, Ohio, July 30, 2025 - American Electric Power (Nasdaq: AEP) today reported second-quarter 2025 GAAP earnings of $1,226 million or $2.29 per share, compared with GAAP earnings of $340 million or $0.64 per share in second-quarter 2024. ...
AEP Reports Record Second-Quarter Operating Earnings, Guides to Upper Half of 2025 Guidance Range
Prnewswire· 2025-07-30 10:57
Second-quarter 2025 GAAP earnings of $2.29 per share; operating earnings of $1.43 per share. AEP guides to the upper half of its 2025 operating earnings guidance range of $5.75 to $5.95 per share and reaffirms long-term growth rate of 6% to 8%. AEP expects to announce a new, five-year capital plan of approximately $70 billion. Customer agreements are secured for 24 gigawatts of new load by end of decade, up from 21 gigawatts. Key legislative actions and regulatory approvals drove exceptional results for cu ...
AEP (AEP) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKS· 2025-07-25 14:16
Wall Street analysts forecast that American Electric Power (AEP) will report quarterly earnings of $1.16 per share in its upcoming release, pointing to a year-over-year decline of 7.2%. It is anticipated that revenues will amount to $4.76 billion, exhibiting an increase of 3.9% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.7% to its current level. This demonstrates the covering analysts' collective reassessment of their ini ...
CEG vs. AEP: Which Utility Is Best Positioned for Long-Term Growth?
ZACKS· 2025-07-25 13:41
Industry Overview - The demand for clean electricity is increasing sharply due to factors such as the rise of AI-powered data centers, urbanization, industrial growth, higher global temperatures necessitating air conditioning, and the growing popularity of electric vehicles [1] Nuclear Power Advantages - Nuclear power plants require significantly less land compared to other clean energy sources to generate the same amount of electricity [2] - Nuclear energy is unique in its systematic management and safe storage of waste, unlike other conventional energy sources [2] - Nuclear power plants have a high-capacity factor, providing carbon-free electricity and a continuous power supply even during extreme weather [3] - Production tax credits help offset the high upfront costs of constructing nuclear power plants, enhancing their competitiveness against alternative energy sources [3] Investment Opportunities - Utility stocks such as Constellation Energy Corporation (CEG) and American Electric Power (AEP) are becoming attractive investment options due to the increasing importance of clean energy [4] Constellation Energy (CEG) - CEG is the largest nuclear power operator in the U.S., generating 10% of the nation's carbon-free energy and powering over 16 million homes and businesses with nearly 90% carbon-free annual output [5][6] - CEG operates 12 nuclear facilities with a capacity of approximately 22,000 MW, positioning it well to meet the demand from power-intensive industries [6] American Electric Power (AEP) - AEP operates the Donald C. Cook Nuclear Plant and is involved in the construction of Vogtle Units 3 and 4, the newest reactors in the U.S. [7] - AEP is exploring Small Modular Reactors (SMRs) as a flexible energy resource to meet growing energy demands [7] - AEP plans to invest $54 billion through 2029, focusing on grid upgrades and future nuclear projects [10][13] Financial Performance and Estimates - The Zacks Consensus Estimate for CEG's earnings per share (EPS) for 2025 and 2026 has remained unchanged and increased by 0.87%, respectively, in the past 60 days [9] - AEP's EPS estimates for 2025 and 2026 have increased by 0.17% and 0.32%, respectively, in the same period [12] Strategic Investment Plans - CEG plans capital expenditures of nearly $3 billion and $3.5 billion for 2025 and 2026, with 35% allocated for nuclear fuel acquisition [10][13] - AEP aims to invest approximately $25.4 billion in its transmission and distribution business during the same period, with $0.5 billion planned for nuclear generation [13] Return on Equity and Dividend Yield - CEG has a return on equity (ROE) of 21.93%, while AEP's ROE is 11.68% [14] - CEG's current dividend yield is 0.48%, compared to AEP's 3.41% [15] Conclusion - Both CEG and AEP present significant growth opportunities in the energy sector, with AEP currently favored due to its better earnings growth and dividend yield [16][17]
American Electric Power to Post Q2 Earnings: What's in Store?
ZACKS· 2025-07-24 15:41
Key Takeaways AEP is set to report Q2 results on July 30, with expected sales of $4.76B and EPS of $1.16.Warmer weather, rate hikes and retail growth likely supported AEP's top-line performance.Storm-related outages and rising operating costs may have pressured AEP's Q2 earnings.American Electric Power Company, Inc. ((AEP) is slated to release second-quarter 2025 results on July 30, before market open.The company delivered an earnings surprise of 10.79% in the last quarter. Moreover, American Electric has a ...
American Electric Power (AEP) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
ZACKS· 2025-07-23 15:08
The market expects American Electric Power (AEP) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are ...