earnings
confidence high
sentiment neutral
materiality 0.75
AES posts Q2 net loss of $150M on sales-type lease losses; Adjusted EPS up 34% to $0.51
AES CORP
2025-Q2 EPS reported
-$0.08
revenue$5,781,000,000
- Net loss $150M vs income $153M YoY; Diluted EPS ($0.15) vs $0.39; Adjusted EPS $0.51 vs $0.38.
- Adjusted EBITDA $681M (+3.5% YoY); Renewables SBU Adj EBITDA +56% YoY driven by new projects.
- Signed 1.6 GW of new PPAs with data centers since May; 12 GW backlog, 5.2 GW under construction.
- 2025 guidance reaffirmed: Adj EBITDA $2,650-$2,850M, Adj EPS $2.10-$2.26; 5-7% growth target through 2027.
- Quarterly dividend maintained at $0.17595/share.
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