Compared to Estimates, AEP (AEP) Q1 Earnings: A Look at Key Metrics

Core Insights - American Electric Power (AEP) reported a revenue of $5.46 billion for Q1 2025, marking a year-over-year increase of 9.3% and exceeding the Zacks Consensus Estimate of $5.34 billion by 2.40% [1] - The company's earnings per share (EPS) for the same quarter was $1.54, up from $1.27 a year ago, and also surpassed the consensus EPS estimate of $1.39 by 10.79% [1] Financial Performance Metrics - Total Energy Sales for Retail Electric - Transmission & Distribution Utilities reached 23,527 GWh, exceeding the estimated 23,292.62 GWh [4] - Total Energy Sales for Retail Electric - Vertically Integrated Utilities was 23,934 GWh, above the estimated 23,696.08 GWh [4] - Total Energy Sales for Wholesale Electric - Transmission & Distribution Utilities amounted to 667 GWh, surpassing the estimated 599.76 GWh [4] - Total Energy Sales for Transmission & Distribution Utilities totaled 24,194 GWh, exceeding the estimated 23,892.38 GWh [4] - Total Energy Sales for Wholesale Electric - Vertically Integrated Utilities was 4,791 GWh, above the estimated 3,900.14 GWh [4] - Total Energy Sales for Vertically Integrated Utilities reached 28,725 GWh, exceeding the estimated 27,596.21 GWh [4] Operating Earnings - Operating Earnings (non-GAAP) for Vertically Integrated Utilities was $349.90 million, compared to the average estimate of $340.94 million [4] - Operating Earnings (non-GAAP) for Transmission & Distribution Utilities was $192.30 million, slightly below the average estimate of $195.14 million [4] - Operating Earnings (non-GAAP) for AEP Transmission Holdco was $234.60 million, exceeding the average estimate of $209.59 million [4] - Operating Earnings (non-GAAP) for Generation & Marketing was $76.30 million, significantly above the average estimate of $41.99 million [4] - Operating Earnings (non-GAAP) for Corporate and Other was -$29.80 million, better than the average estimate of -$53.16 million [4] - Operating Earnings (GAAP) for Vertically Integrated Utilities was $324.10 million, below the average estimate of $405.56 million [4] Stock Performance - AEP shares have returned +5.8% over the past month, while the Zacks S&P 500 composite has changed by +11.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]