Core Viewpoint - Ameren Corporation (AEE) is expected to report its first-quarter 2025 results on May 1, with a negative earnings surprise of 2.53% in the last quarter and an average negative surprise of 2.60% over the past four quarters [1][2]. Factors Impacting Q1 Results - The service territories of Ameren experienced below-normal temperatures for most of the first quarter, which likely increased electricity demand for heating, although above-average temperatures in March may have partially offset this demand [2]. - Strong customer growth in Ameren Missouri and Ameren Illinois, driven by rising data center demand and industrial customer growth, is expected to positively impact revenues [3]. - Severe weather events, including tornadoes and heavy snowfall, caused outages and potential infrastructure damage, which may have negatively affected sales and increased operating expenses for restoration [4]. - Despite these challenges, solid revenue expectations, strategic infrastructure investments, rate base growth, and disciplined cost management are anticipated to support overall earnings [5]. Q1 Expectations - The Zacks Consensus Estimate for AEE's revenues is $1.98 billion, reflecting a 9.2% increase from the previous year [6]. - The consensus estimate for earnings is $1.08 per share, indicating a 10.2% increase from the prior-year quarter [6]. Earnings Prediction Model - The current model does not predict an earnings beat for AEE, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [7][8].
Ameren Gears Up to Report Q1 Earnings: Here's What to Expect