secwatch.observer — SEC 8-K summary
======================================

Issuer:     AMERICAN ELECTRIC POWER CO INC (AEP)
CIK:        0000004904
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0000004904-26-000011
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AEP reports Q4 GAAP EPS $1.09, full-year $6.70; reaffirms 2026 guidance; load demand doubles to 56 GW
--------------------------------------------------------------------------------

- Full-year GAAP EPS $6.70, operating EPS $5.97; Q4 GAAP EPS $1.09 vs $1.25 YoY, operating $1.19 vs $1.24.
- Revenue rose to $21.9B in 2025 from $19.7B in 2024; Q4 revenue $5.3B vs $4.7B.
- Incremental load demand by 2030 doubled to 56 GW from 28 GW in October, all with signed agreements.
- Identified $5B-$8B incremental investment beyond $72B five-year capital plan; acquired 2.2 GW generation and secured 10 GW gas turbine capacity.
- Reaffirmed 2026 operating EPS guidance $6.15-$6.45 and long-term growth rate 7%-9%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/4904/000000490426000011/0000004904-26-000011-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/4904/000000490426000011/aep-20260212.htm
  HTML page:      https://secwatch.observer/filing/0000004904-26-000011

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer