Core Insights - AES Corporation is a global energy company focused on sustainable energy solutions and has a strong presence in renewable energy projects [1] Financial Performance - In Q3 2025, AES reported revenue of $3.35 billion, a 1.9% increase from the previous year, surpassing the Zacks Consensus Estimate of $3.29 billion, resulting in a positive surprise of 1.85% [2] - The company's EPS of $0.75 fell short of the expected $0.78, reflecting a negative surprise of 3.85% [2] - Net income for Q3 2025 was $517 million, significantly up from $215 million in Q3 2024 [3] - Net income attributable to AES Corporation rose to $639 million compared to $504 million in Q3 2024 [3] - Adjusted EBITDA reached $830 million, up from $698 million in Q3 2024, while adjusted EPS increased to $0.75 from $0.71 in the previous year [3] Future Growth Potential - AES is on track to add 3.2 gigawatts (GW) of new projects in operation by the end of 2025, with 2.9 GW already completed this year [4] - The company has signed or been awarded new long-term Power Purchase Agreements (PPAs) for 2.2 GW of renewables, including 1.6 GW with data centers [4] - The current PPA backlog stands at 11.1 GW, with 5 GW under construction, indicating strong future growth potential [4] Financial Metrics - AES's price-to-earnings (P/E) ratio is approximately 9.73, indicating the market's valuation of its earnings [5] - The company's price-to-sales ratio is about 0.82, and the enterprise value to sales ratio is 3.22 [5] - The debt-to-equity ratio is notably high at 8.99, indicating a significant reliance on debt financing [5] - The current ratio is 0.82, suggesting potential challenges in covering short-term liabilities [5]

Core Insights - NiSource is positioned to continue its earnings-beat streak, having a history of surpassing earnings estimates, particularly in the last two quarters with an average surprise of 6.83% [1][5] Earnings Performance - In the most recent quarter, NiSource reported earnings of $0.22 per share against an expectation of $0.21, resulting in a surprise of 4.76% [2] - For the previous quarter, the consensus estimate was $0.90 per share, while the actual earnings were $0.98 per share, leading to a surprise of 8.89% [2] Earnings Estimates and Predictions - Estimates for NiSource have been trending higher, influenced by its history of earnings surprises [5] - The company has a positive Zacks Earnings ESP of +8.11%, indicating that analysts are optimistic about its earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong possibility of another earnings beat in the upcoming report [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] Future Outlook - NiSource's next earnings report is anticipated to be released on October 29, 2025 [8]

Core Viewpoint - FirstEnergy is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a solid history of exceeding expectations [1][2]. Earnings Performance - FirstEnergy has a track record of surpassing earnings estimates, with an average surprise of 7.83% over the last two quarters [2]. - In the last reported quarter, FirstEnergy achieved earnings of $0.52 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, resulting in a surprise of 4.00% [3]. - In the previous quarter, the company reported earnings of $0.67 per share against an expected $0.60 per share, delivering a surprise of 11.67% [3]. Earnings Estimates and Predictions - Recent estimates for FirstEnergy have been revised upward, indicating a positive outlook for the company's near-term earnings potential [6]. - The Zacks Earnings ESP for FirstEnergy is currently +5.84%, suggesting analysts are optimistic about the company's upcoming earnings report [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a strong possibility of another earnings beat [9]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8].

Core Insights - Southern Co. has a strong history of beating earnings estimates and is well-positioned for future earnings growth [1][5] - The company reported earnings of $0.91 per share for the most recent quarter, exceeding the expected $0.87, resulting in a surprise of 4.60% [2] - The average surprise for the last two quarters was 3.55%, indicating consistent performance above estimates [1][2] Earnings Performance - In the previous quarter, Southern Co. reported earnings of $1.23 per share against an expectation of $1.20, achieving a surprise of 2.50% [2] - The company's Earnings ESP (Expected Surprise Prediction) is currently +2.16%, suggesting analysts are optimistic about its near-term earnings potential [8] Analyst Sentiment - Estimates for Southern Co. have been trending higher, supported by its history of earnings surprises [5] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high likelihood of another earnings beat, with a success rate of nearly 70% for stocks with this profile [6][8] Upcoming Earnings - Southern Co.'s next earnings report is anticipated to be released on October 30, 2025 [8]

Core Viewpoint - NRG Energy is positioned well to continue its trend of beating earnings estimates, supported by a strong history of performance in recent quarters [1][2]. Earnings Performance - NRG has consistently surpassed earnings estimates, achieving an average beat of 27.32% over the last two quarters [2]. - In the last reported quarter, NRG earned $1.68 per share, exceeding the Zacks Consensus Estimate of $1.54 per share by 9.09% [3]. - For the previous quarter, NRG's actual earnings were $2.62 per share, significantly above the expected $1.80 per share, resulting in a surprise of 45.56% [3]. Earnings Estimates and Predictions - Estimates for NRG have been trending upward, indicating growing analyst confidence in the company's earnings potential [5]. - NRG currently has a positive Earnings ESP of +5.18%, suggesting bullish sentiment among analysts regarding its near-term earnings [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) indicates a strong likelihood of another earnings beat in the upcoming report [8]. Earnings ESP and Market Behavior - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Earnings ESP metric compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9].

Core Insights - Alliant Energy (LNT) is positioned to potentially continue its earnings-beat streak in upcoming reports, particularly within the Zacks Utility - Electric Power industry [1] - The company has a history of beating earnings estimates, with an average surprise of 3.27% over the last two quarters [1] Earnings Performance - In the last reported quarter, Alliant Energy achieved earnings of $0.70 per share, surpassing the Zacks Consensus Estimate of $0.68 per share, resulting in a surprise of 2.94% [2] - In the previous quarter, the company reported earnings of $1.15 per share against an expected $1.11 per share, delivering a surprise of 3.60% [2] Earnings Estimates and Predictions - Estimates for Alliant Energy have been trending higher, influenced by its history of earnings surprises [5] - The stock currently has a positive Zacks Earnings ESP of +3.57%, indicating increased analyst optimism regarding its near-term earnings potential [8] - The combination of a positive Earnings ESP and a Zacks Rank 3 (Hold) suggests a strong possibility of another earnings beat [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]

Company Overview - OGE Energy shares have increased by approximately 2.7% over the past month, outperforming the S&P 500 [1] - The consensus estimate for OGE Energy has shifted downward by 30.95% in the past month [2] Performance Metrics - OGE Energy has an average Growth Score of C, a Momentum Score of D, and a Value Score of C, placing it in the middle 20% for the value investment strategy [3] - The overall aggregate VGM Score for OGE Energy is D, indicating a need for attention across multiple investment strategies [3] Outlook - The estimates for OGE Energy have been trending downward, suggesting a negative shift in expectations [4] - Despite the downward revisions, OGE Energy holds a Zacks Rank of 2 (Buy), indicating an expectation of above-average returns in the coming months [4] Industry Comparison - OGE Energy is part of the Zacks Utility - Electric Power industry, where PG&E has gained 9.1% over the past month [5] - PG&E reported revenues of $6.63 billion for the last quarter, reflecting a year-over-year decline of 5.8% [5] - PG&E's expected earnings for the current quarter are $0.40 per share, representing a year-over-year increase of 8.1% [6]