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American Electric Power

Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał

Zysk netto spadł o 21,0% kwartał do kwartału. Ton zgodny z poprzednim okresem.

1 · Liczby

−21,0%

Zysk netto vs I kw. 2026

Podano perspektywy

Zysk netto 713,0 mln vs 903,0 mln

Przychody −9,6%

Against the same quarter last year (II kw. 2025) it is −44.7%, so it is not just seasonal.

2 · Jak mówił zarząd

Bez zmian

Ton języka vs poprzedni okres

Language: typowy — mniej więcej tak optymistyczny jak w I kw. 2026.

3 · Co się wyróżniło

Liczba

AEP's five-year capital plan totals $78 billion from 2026-2030, signaling major infrastructure investment ahead.

Oficjalne kanały

Strona spółki i jej oficjalne konta w mediach społecznościowych.

Między wierszami

Główny temat

American Electric Power delivered operating earnings of $1.36 per share or $742 million for the second quarter.

Cytat ze źródła
“We delivered operating earnings of $1.36 per share or $742 million for the second quarter. Turning to slide eight, I will start with our focus on enhancing AEP's financial performance. I recognize our operating earnings are below last year at this stage due to the 2025 transmission minority interest sell and timing-related tax items, I am highly confident in our business performance.”
Główny temat

American Electric Power continues to work with the hyperscaler on the Wyoming fuel cell initiative and remain highly optimistic about the project's…

Cytat ze źródła
“We continue to work with the hyperscaler on the Wyoming fuel cell initiative and remain highly optimistic about the project's... ...call that we have line of sight to over $10 billion of incremental investments that are not included in the $78 billion, consisting of the fuel cells for the Wyoming project, the Piketon transmission opportunity, and incremental power generation. Based on a contractual June 30 deadline, we reached an amendment to the agreement with the offtaker, which modified some key protection terms so that AEP is adequately compensated for their requested timing...”
Prognoza

While the proposed authorized ROE decreases slightly from 9.5% to 9.375%, the settlement includes an enhanced transmission cost rider, which American Electric Power expects to result in a meaningful improvement…
Prognoza

Timing distorted second-quarter comparisons, yet Transmission Holdco profits are expected to lift annual results favorably by year-end 2026.

Cytat ze źródła
“While this timing affected year-over-year comparability in the second quarter, we expect Transmission Holdco earnings to provide a favorable year-over-year contribution by the end of 2026, driven by the continued...”

Wycena

Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.

Aktualna cena

$122.08

zamknięcie z 2026-10-07

Rynek zakłada wzrost o i

+14,8% przez 10 lat

Wartość godziwa / akcję

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Kupuj poniżej

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Cena vs wartość godziwa

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Cena vs cena zakupu

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Wzrost FCF / rok i Stopa dyskontowa i Wzrost rezydualny i Margines bezpieczeństwa i

Ton

Jak optymistyczny był język w porównaniu z innymi spółkamii. Kropka: II kw. 2026. Pierścień: I kw. 2026.

Język ogółem Typowy (wcześniej optymistyczny)

Typowy — mniej więcej tak optymistyczny jak w I kw. 2026.

Zdania, które wpłynęły na ton

“Taken altogether, we believe AEP is one of the best-positioned utilities to capitalize on the generational growth occurring across the electric sector, which is supported by a robust capital investment...”

“The bottom line is that the demand fundamentals in Texas remain exceptionally strong, and the additional visibility we are gaining continues to reinforce the robust long-term growth projected there.”

“The progress we are seeing across our regulatory initiatives, continued growth across our footprint, and strong execution year-to-date have increased our confidence in delivering strong 2026 financial performance.”

Liczby

USD · ROIC.AI fundamentals (NASDAQ:AEP, period end 2026-06-30)

Pozycja	II kw. 2026period end 2026-06-30	I kw. 2026period end 2026-03-31	Zmiana	II kw. 2025	r/r
Przychody	5,45 mld	6,02 mld	−9,6%	5,09 mld	+7,0%
Zysk brutto ze sprzedaży	3,40 mld	—		—
Zysk operacyjny	1,25 mld	1,36 mld	−8,3%	1,40 mld	−10,9%
Zysk netto	713,0 mln	903,0 mln	−21,0%	1,29 mld	−44,7%
Zysk na akcję	1,31	1,60	−18,1%	2,29	−42,8%
C/Z dziś 17,7	—	19,4	—	15,2	—

Tematy

Najczęściej omawiane teraz

Four main themes are key to this progress, as shown on slide seven: enhancing American Electric Power's financial performance, driving…
Trevor will go into more detail around the financial performance later on in the call.
Transmission Holdco earnings reflect the impact of the 2025 minority interest sale, which closed in June of last year.
The corporate and other segment includes some income tax timing items related to the consolidated impacts of the effective tax...
In American Electric Power's discussions with these state officials, they've pointed to I&M as being a leading example of how...

Zniknęło od I kw. 2026

Zniknęło American Electric Power wants to make sure it takes advantage of the most optimal market conditions and fund the plan in a...
Słabnie Within this environment, AEP is extremely well situated to capture growth, given American Electric Power's scale, leadership position in…
Słabnie American Electric Power is ready to meet unprecedented demand across its large service territory, not only driven by data centers, but…
Słabnie These are significant strengths of the new leadership team at AEP.

Najnowsze komunikaty

Oficjalne raporty spółki, od najnowszych.

2026-09-30 Director or officer change · SEC 8-K
2026-07-30 Results of operations · SEC 8-K
2026-07-21 Director or officer change · SEC 8-K
2026-05-14 Material agreement; Other events · SEC 8-K
2026-05-05 Results of operations · SEC 8-K
2026-04-29 Shareholder vote results · SEC 8-K
2026-02-17 Director or officer change · SEC 8-K
2026-02-12 Results of operations · SEC 8-K