AEE Earnings Prediction
The chart below shows how AEE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AEE sees a -2.84% change in stock price 10 days leading up to the earnings, and a -0.60% change 10 days following the report. On the earnings day itself, the stock moves by +0.41%. This data can give you a slight idea of what to expect for the next quarter's release.
AEE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.17B
5.49%
28.35%
Gross Margin
57.80%
-3.28%
2.25%
Operating Margin
26.97%
-9.53%
26.50%
Net Margin
21.03%
-12.30%
36.91%
EPS
1.71
-8.56%
76.29%
No Data Available
AEE Earnings Analysis
Ameren Corporation Corporation (AEE.N) Earnings Conference Call
Positive
Earnings Consistency: The company reported third quarter 2024 adjusted earnings of $1.87 per share, consistent with expectations and matching the earnings from the same quarter in 2023.
Adjusted Operational Performance: The third quarter and year-to-date 2024 adjusted results exclude two charges related to separate proceedings that have been ongoing for over a decade, indicating strong operational performance without these impacts.
Earnings Guidance Update: The company expects to deliver 2024 earnings within an adjusted guidance range of $4.55 to $4.69 per share, reflecting confidence in future performance.
Earnings Per Share Forecast: The company anticipates 2025 earnings per share to be in the range of $4.85 to $5.05, representing a 7.1% increase over the midpoint of the 2024 adjusted guidance range.
Investment Pipeline Value: The company has a robust investment pipeline of over $55 billion that will continue to deliver significant value to stakeholders, creating thousands of jobs and generating tax revenue for local economies.
Negative
Q3 2024 GAAP Earnings: The third quarter 2024 GAAP earnings reported were $1.70 per share, which included a charge for additional mitigation relief related to the Rush Island Energy Center and a charge for the October 2024 FERC order on MISO's allowed base ROE.
After-Tax Charge Overview: The total after-tax charge of $0.17 per share in 2024 related to the Rush Island Energy Center reflects the estimated cost of the mitigation relief program agreed to with the US Department of Justice.
Earnings Per Share Stability: The adjusted earnings per share for the third quarter was $1.87, compared to earnings of $1.87 per share for the year-ago quarter, indicating no growth year-over-year.
Earnings Projection Decline: The expected 2024 adjusted earnings are projected to be in the range of $4.55 to $4.69 per share, which is lower than previous expectations, reflecting a decrease in anticipated earnings growth.
Earnings Decline Anticipated: The company anticipates a decline in earnings in Ameren Illinois Natural Gas due to cost recovery impacts between rate reviews.
AEE FAQs
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AEE Earning Call Sentiment
Ameren Corporation (AEE) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
AEE.N
1.37%Positive
The earnings call summary presents a stable financial performance with strategic infrastructure investments and disciplined cost management. Despite unchanged EPS, the company's strong investment pipeline and regulatory progress are positive indicators. The Q&A reveals confidence in meeting guidance and addressing potential risks. The shareholder return plan with a 3.1% dividend yield and expected earnings growth is compelling. The common equity issuance is a slight concern but is outweighed by the positive outlook. Overall, the sentiment is positive, suggesting a 2% to 8% stock price increase over the next two weeks.
