美国电力(AEP.US)涨3.7%，报126.78美元，创下历史新高。消息面上，美国电力公司公布2025年第四季 度业绩，营收为53.1亿美元，超过分析师预期的49.9亿美元；调整后每股收益为1.19美元，亦超过分析 师预期的1.14美元，原因是超大型企业推动电力需求激增。公司表示，将扩大五年资本支出计划，使其 超过720亿美元。(格隆汇) ...

American Electric Power (AEP) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.66%. A quarter ago, it was expected that this utility would post earnings of $1.81 per share when it actually produced earnings of $1.8, delivering a surprise of -0.55%.Over the last four quarters, the co ...

February 12, 2026 Darcy Reese, Vice President Investor Relations 614-716-2614 dlreese@aep.com Cautionary Note Regarding Forward- Looking Statements Fourth Quarter 2025 Earnings Presentation This presentation contains forward-looking statements. Words such as "expect," "anticipate," "intend," "plan," "believe," "will," "should," "could," "would," "project," "continue" and similar expressions, including statements reflecting future results or guidance and statements of outlook are intended to identify forward ...

American Electric Power surpassed Wall Street expectations for fourth-quarter profit on Thursday, and said it would expand its five-year capital expenditure plan beyond $72 billion to meet the surging... ...

Exhibit 99.1 News from AEP AEP Reports Fourth Quarter and Full-Year 2025 Results, Reaffirms Long-Term Growth Outlook COLUMBUS, Ohio (Feb 12, 2026) – American Electric Power (Nasdaq: AEP) today reported fourth-quarter 2025 GAAP earnings of $582 million or $1.09 per share, compared with GAAP earnings of $664 million or $1.25 per share in fourth-quarter 2024. Operating earnings for fourth-quarter 2025 were $638 million or $1.19 per share, compared with operating earnings of $660 million or $1.24 per share in f ...

21E of the Securities Exchange Act of 1934. These matters are subject to risks and uncertainties that could cause actual results to differ materially from those projected. Forward-looking statements in this document are presented as of the date of this document. Except to the extent required by applicable law, management undertakes no obligation to update or revise any forward-looking statement. Among the factors that could cause actual results to differ materially from those in the forward-looking statemen ...

经济观察网美国电力公司(AEP)作为美国主要的垂直整合公用事业公司，其股票在2026年初值得关注的 事件主要围绕公司特定交易、财务表现及行业趋势。 公司状况 资产出售进展：美国电力于2025年宣布向KKR和PSP Investments出售其俄亥俄州、印第安纳州及密歇根 州输电网络19.9%的少数股权，交易价值28.2亿美元，预计于2025年下半年完成。此举旨在为公司的五 年资本计划融资。截至2026年1月，该交易已列入年度重大事件总结，后续进展可能影响公司现金流和 投资布局。 最新财报发布：AEP已发布2025财年三季报(累计)，覆盖2025年1月1日至9月30日数据，显示收入165.61 亿美元(同比增长10.22%)，净利润30.91亿美元(同比增长33.81%)。下一份关键财报为2025年年度报告， 通常于财年结束后的2026年第一季度披露，投资者可关注其全年业绩和2026年展望。 行业政策与环境 电力需求结构性增长：美国能源部预测，受AI数据中心扩张推动，2025-2026年用电量增速或达3%(高 于历史平均水平)，可能加剧区域性供需矛盾(如德州和中大西洋地区)。此外，美国能源部长于2025年10 ...

This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. The Federal Energy Regulatory Commission on Tuesday rejected a waiver request from American Electric Power utilities that would have allowed them to sell up to 750 MW in an upcoming “incremental” capacity auction. AEP’s request failed to address a concrete problem — one of the criteria FERC uses when considering waiver requests — because the PJM Interconnection has ...

Core Viewpoint - American Electric Power Company, Inc. (AEP) is a leading U.S. electric utility with a market cap of $64.1 billion, serving approximately 5.6 million customers through a vast network of generation and distribution assets [1]. Group 1: Stock Performance - AEP shares have outperformed the broader market over the past 52 weeks, rising 22.6%, compared to a 14% increase in the S&P 500 Index [2]. - Year-to-date, AEP shares are up 4.1%, while the S&P 500 has seen only a marginal rise [2]. - AEP has also surpassed the State Street Utilities Select Sector SPDR ETF's (XLU) return of 11% over the same period [3]. Group 2: Financial Performance and Outlook - Despite reporting a weaker-than-expected Q3 2025 adjusted EPS of $1.80, AEP's shares increased by 6.1% following the announcement of a $72 billion five-year capital plan, which includes 28 GW of new customer-backed load and a projected 10% annual rate base growth to $128 billion by 2030 [6]. - AEP has set a long-term operating earnings growth target of 7% - 9% through 2030, with management projecting 2026 operating EPS between $6.15 and $6.45 [6]. - For the fiscal year ending December 2025, analysts expect AEP's adjusted EPS to grow nearly 5% year-over-year to $5.90, with a strong earnings surprise history [7]. Group 3: Analyst Ratings - Among 22 analysts covering AEP, the consensus rating is a "Moderate Buy," consisting of seven "Strong Buy" ratings, one "Moderate Buy," 13 "Holds," and one "Strong Sell" [7]. - Morgan Stanley analyst David Arcaro reaffirmed a "Buy" rating on AEP with a price target of $125 [8].

Core Insights - American Electric Power Company, Inc. (AEP) is focused on infrastructure enhancements to improve operational reliability and meet increasing customer demand while expanding its renewable energy generation portfolio [1][8] Group 1: Growth Factors - AEP's geographically diversified operations allow it to generate revenues across multiple states, providing a competitive advantage over utilities limited to a single region [2] - The company operates the largest electricity transmission network in the U.S., covering nearly 40,000 circuit miles, including about 2,100 circuit miles of 765 kV lines critical for the eastern U.S. electric grid [2] - In Q3 2025, AEP invested $1.7 billion to acquire four power plants and secured regulatory approvals for nearly 1,826 megawatts (MW) of renewable generation capacity through $4.5 billion of investments [3] - AEP plans to invest $8 billion in regulated renewable expansion from 2026 to 2030 [3] - The company is advancing a $72 billion capital investment plan for 2026-2030, focusing on generation, transmission, and distribution infrastructure, which supports a 10% rate base CAGR through 2030 [4] Group 2: Potential Risks - AEP Texas relies heavily on a limited number of Retail Electric Providers (REPs), with its two largest REPs contributing 40% of operating revenues in 2024, exposing the company to cash flow risks [5][8] - Regulatory constraints limit AEP Texas's ability to demand credit protections from REPs, increasing exposure to nonpayment risk [5] - As of September 30, 2025, AEP had a total generating capacity of 24,500 MW, with nearly 10,700 MW coal-based, and is evaluating the impact of new Environmental Protection Agency regulations on its generation fleet [6] Group 3: Stock Performance - AEP shares have increased by 3.7% over the past month, compared to the industry's growth of 4.1% [7]