Recent 8-K filings for AES

• March 19, 2026, 7:59 PM ET M&A materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements ×3

  AES obtains lender consents and amends credit agreements to permit change of control in pending going-private merger

  AES entered into three credit agreement amendments (March 13 and 16, 2026) to modify change-of-control provisions for the pending merger.

• March 2, 2026, 6:59 PM ET M&A materiality 1.00 positive item 1.01item 5.02item 7.01item 9.01 ◈ Material Agreements

  Consortium led by GIP and EQT to acquire AES for $15.00/share in cash, ~$10.7B equity value

  AES stockholders to receive $15.00 per share in cash, a 40.3% premium to 30-day VWAP before media report.

• January 16, 2026, 6:59 PM ET other material materiality 0.75 negative item 2.06item 9.01 ◈ Restructurings & Charges

  AES Corp. to take $250M-$325M pre-tax impairment on Maritza plant in Bulgaria

  Pre-tax impairment charge of $250M-$325M as of Dec 31, 2025, for the Maritza power plant in Bulgaria.

• November 4, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  AES Q3 net income $517M, EPS $0.94; reaffirms 2025 guidance and 5-7% EBITDA growth target

  Q3 GAAP net income $517M (vs $215M in Q3 2024); diluted EPS $0.94 (vs $0.72); adjusted EPS $0.75 (vs $0.71).

• August 1, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 7.01item 9.01

  AES posts Q2 net loss of $150M on sales-type lease losses; Adjusted EPS up 34% to $0.51

  Net loss $150M vs income $153M YoY; Diluted EPS ($0.15) vs $0.39; Adjusted EPS $0.51 vs $0.38.

• June 2, 2025, 7:59 PM ET other material materiality 0.85 positive item 7.01

  AES wins $733M ICSID arbitration award against Argentina for BIT breaches

  Arbitral tribunal awarded AES ~$733 million in damages plus accrued interest from Argentina.

• May 1, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  AES Q1 net loss $73M, adj EPS $0.27; reaffirms 2025 guidance

  Q1 2025 net loss $73M vs net income $278M in Q1 2024; diluted EPS $0.07 vs $0.60.

• March 14, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 9.01

  AES prices $800M of 5.800% Senior Notes due 2032; concurrent tender offer for 3.300% notes due 2025

  Issued $800M aggregate principal of 5.800% Senior Notes due 2032 at 100% of par.

• March 11, 2025, 7:59 PM ET other material materiality 0.80 negative item 4.02

  AES restates Q2/Q3 2024 results; impairment overstated by ~$197M; material weakness identified

  AES concludes Q2/Q3 2024 financials should no longer be relied upon due to impairment overstatement.

• February 28, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  AES beats 2024 Adjusted EPS guidance at $2.14; initiates 2025 outlook

  FY24 diluted EPS $2.37 (vs $0.34 loss in 2023); Adjusted EPS $2.14, above guidance of $1.87-$1.97.

• October 31, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  AES Q3 adjusted EPS $0.71 vs $0.60; reaffirms 2024 guidance; signed 2.2 GW of new contracts

  GAAP diluted EPS $0.72, up from $0.32; net income attributable to AES $502M vs $231M.

• August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  AES Q2 adjusted EPS $0.38, up 81% YoY; signs 2.2 GW data center deals; raises 2024 EPS guidance to upper half

  Q2 adj. EPS $0.38 vs $0.21 YoY; GAAP diluted EPS $0.27 vs ($0.06) YoY.

• May 21, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 9.01

  AES closes $950M issuance of 7.600% junior subordinated notes due 2055

  $950M principal of 7.600% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due Jan 15, 2055.

• May 2, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  AES Q1 2024: diluted EPS $0.60 vs $0.21; reaffirms 2024 guidance; signs 1 GW Amazon deal

  Diluted EPS of $0.60, up from $0.21 in Q1 2023; adjusted EPS of $0.50 vs $0.22.

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.70 · Most common event other_material

7 positive 2 negative 14 neutral

source · AES on sec.gov