AEE Earnings

AEE reported its earnings on 2026-02-11, showcasing a revenue of 1.78B against an estimate of 2.12B, resulting in a -15.94% surprise. The EPS was 0.78, surpassing the expected 0.77 by 1.3%. The stock experienced a 3.13% price change on the earnings day and a 2.16% change over the next five days, reflecting market reactions to the results.

Following AEE's earnings announcement on 2026-02-11, the stock price moved by 3.13% on the day of the release. Over the subsequent five days, it saw a 2.16% change. Historically, AEE's stock price tends to shift by an average of -1.53% in the 10 days leading up to earnings and -0.76% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate AEE's annual revenue to reach 2.06B, while the EPS is projected at 1.13. These estimates reflect recent revisions, with revenue estimates revised downward by -0.8% and EPS estimates revised upward by 19.75% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AEE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.8%, while EPS estimates moved revised upward by 19.75%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AEE's stock price typically moves by -1.53% in the 10 days before its earnings and -0.76% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.13 and revenue of 2.06B.

The earnings call highlights a strong growth outlook with consistent EPS growth, substantial capital investments, and a robust rate base growth. The dividend increase further supports a positive sentiment. While some uncertainties exist, such as ESA milestones and confidentiality around specifics, the overall strategic direction and regulatory environment appear favorable. The Q&A session reinforces confidence in achieving the upper guidance range, with potential upside from ESAs. The disciplined approach to customer affordability and infrastructure investments also contributes to a positive outlook.