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

Issuer:     AMERICAN ELECTRIC POWER CO INC (AEP)
CIK:        0000004904
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0000004904-26-000031
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AEP Q1 GAAP EPS $1.61 (up 7.3% YoY), operating EPS $1.64; raises five-year capex to $78B
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/4904/000000490426000031/0000004904-26-000031-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/4904/000000490426000031/aep-20260505.htm
  HTML page:      https://secwatch.observer/filing/0000004904-26-000031

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