earnings
confidence high
sentiment positive
materiality 0.80
AEP Q2 2026 operating EPS $1.36, raises full-year guidance to $6.25-$6.55
AMERICAN ELECTRIC POWER CO INC
- GAAP EPS $1.31 vs $2.29 YoY; operating EPS $1.36 vs $1.43; revenue $5,445M (+7% YoY).
- Full-year 2026 operating EPS guidance raised to $6.25-$6.55 from $6.15-$6.45.
- Contracted load growth through 2030 expanded to 69 GW; secured ~13 GW gas-fired turbine capacity.
- Identified up to $16B in cost offsets for residential customers; $1.4B in expected DOE loan/grant savings.
- Reaffirmed 7%-9% annual operating EPS growth through 2030; $78B five-year capital plan.