{"schema_version":"secwatch.filing_event.v1","accession":"0000004904-26-000031","form_type":"8-K","ticker":"AEP","cik":"0000004904","company_name":"AMERICAN ELECTRIC POWER CO INC","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.604743+00:00","generated_at":"2026-05-14T23:36:55.583251+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AEP Q1 GAAP EPS $1.61 (up 7.3% YoY), operating EPS $1.64; raises five-year capex to $78B","bullets":["Q1 GAAP net income $874M ($1.61 EPS) vs $800M ($1.50) YoY; operating earnings $891M ($1.64 EPS) vs $823M ($1.54).","Reaffirms FY2026 operating EPS guidance $6.15-$6.45; expects operating earnings CAGR >9% through 2030.","Increases five-year capital plan to $78B (from $72B) driven by PJM/SPP transmission awards and new gas generation in Indiana.","New load commitments 63 GW by 2030 (41 GW from AEP Texas); expects up to $16B in customer cost offsets."],"urls":{"canonical":"https://secwatch.observer/filing/0000004904-26-000031","json":"https://secwatch.observer/filing/0000004904-26-000031.json","markdown":"https://secwatch.observer/filing/0000004904-26-000031.md","text":"https://secwatch.observer/filing/0000004904-26-000031.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/4904/000000490426000031/0000004904-26-000031-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/4904/000000490426000031/aep-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:36:55.583251+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"be92640814b1fdcff2999f764157388da868da96","claim":"AMERICAN ELECTRIC POWER CO INC reported first-quarter 2026 results: revenue $6,020 million, net income $874 million, EPS $1.61 per share. Guidance reaffirmed.","evidence_excerpt":"• Accelerating demand drives five-year capital plan to $78 billion, with line of sight to over $10 billion in additional investment anticipated • New capital plan additions of $6 billion raise the expected operating earnings CAGR to greater than 9% through 2030 COLUMBUS, Ohio, May 5, 2026 - American Electric Power (Nasdaq: AEP) today reported first-quarter 2026","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/4904/000000490426000031/0000004904-26-000031-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first-quarter 2026"},{"label":"Revenue","value":"$6,020 million"},{"label":"Net income","value":"$874 million"},{"label":"EPS","value":"$1.61 per share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}