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Retail Electric
Measures performance in the retail electricity market, reflecting customer base size, pricing power, and market competitiveness.Transmission & distribution has visibly outpaced vertically integrated retail recently, signaling that AEP’s rate‑base and transmission build activity — not retail commodity volumes alone — is driving the next leg of regulated growth; this aligns with the $72B five‑year plan, recent 765 kV project awards and 56 GW of contracted incremental load that underpin management’s bullish guidance. The key caveat is execution/timing: slower interconnections, permitting, or higher capital/financing needs could delay revenue recognition or pressure credit metrics despite strong near‑term momentum.
Date | Vertically Integrated Utilities | Transmission And Distribution Utilities |
|---|---|---|
Jun 30, 2026 | 22.83B | 27.36B |
Mar 31, 2026 | 24.23B | 26.35B |
Dec 31, 2025 | 22.85B | 26.20B |
Sep 30, 2025 | 25.35B | 28.08B |
Jun 30, 2025 | 21.83B | 24.56B |
Mar 31, 2025 | 23.93B | 23.53B |
Dec 31, 2024 | 21.72B | 22.15B |
Sep 30, 2024 | 25.04B | 24.82B |
Jun 30, 2024 | 22.07B | 22.81B |
Mar 31, 2024 | 23.12B | 21.26B |