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AES Corp (AES)
NYSE:AES
US Market
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AES (AES) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 02, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.62
Last Year’s EPS
0.54
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
AES Corporation's Q3 2025 earnings call highlighted significant growth in renewables, strong progress in signing new PPAs, and a robust construction pipeline. Despite challenges in rate cases and the impact of higher interest expenses, the company's reaffirmation of its financial guidance indicates a positive outlook.
Company Guidance
During The AES Corporation's Q3 2025 Financial Review Call, the company reaffirmed its full-year 2025 guidance and long-term growth rates for key financial metrics, including adjusted EBITDA, adjusted EPS, and parent free cash flow. AES highlighted its strong performance and strategic progress, underscored by a 46% year-to-date increase in renewables EBITDA, driven by organic growth and expansion in the U.S. renewables sector. The company expects to sign 4 gigawatts of new power purchase agreements (PPAs) in 2025, with 2.2 gigawatts already signed. AES is on track to complete 3.2 gigawatts of construction projects this year, with 2.9 gigawatts completed so far. The company also reported completing 4.2 gigawatts of projects serving data centers, with an additional 4 gigawatts in its backlog. AES maintains a robust pipeline with 7.5 gigawatts of safe-harbored U.S. projects and plans to safe harbor an additional 3-4 gigawatts by mid-2026, further strengthening its competitive position. The company's U.S. utilities remain focused on providing affordable, reliable power, with significant investments in infrastructure and rate base growth. AES also highlighted its ongoing efforts to maintain investment-grade credit ratings and its commitment to executing its strategic and financial objectives effectively.
Record Growth in Renewables
Renewables EBITDA increased by 46% year-to-date, driven by organic growth and new projects coming online. The installed capacity of the U.S. business is nearly 60% larger compared to two years ago.
Significant New PPAs
AES has signed 2.2 gigawatts of PPAs year-to-date and expects to sign an additional 1.8 gigawatts by year-end, with a total target of 4 gigawatts.
Robust Construction Pipeline
AES has completed 2.9 gigawatts of construction projects year-to-date, with an additional 4.8 gigawatts under construction.
Strong Data Center Segment
4.2 gigawatts of data center projects are operational, with 4 gigawatts in backlog. AES signed a development transfer agreement with a large data center customer.
Financial Performance and Guidance
Third quarter adjusted EBITDA was $830 million, up from $698 million a year ago. AES reaffirmed its full-year 2025 guidance with an EBITDA range of $2.65 billion to $2.85 billion and an EPS guidance of $2.10 to $2.26.

AES (AES) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AES Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 02, 2026
2025 (Q4)
0.61 / -
0.54
Nov 04, 2025
2025 (Q3)
0.77 / 0.75
0.715.63% (+0.04)
Jul 31, 2025
2025 (Q2)
0.40 / 0.51
0.3834.21% (+0.13)
May 01, 2025
2025 (Q1)
0.35 / 0.27
0.5-46.00% (-0.23)
Feb 28, 2025
2024 (Q4)
0.35 / 0.54
0.73-26.03% (-0.19)
Oct 31, 2024
2024 (Q3)
0.59 / 0.71
0.618.33% (+0.11)
Aug 01, 2024
2024 (Q2)
0.36 / 0.38
0.2180.95% (+0.17)
May 02, 2024
2024 (Q1)
0.34 / 0.50
0.22127.27% (+0.28)
Feb 26, 2024
2023 (Q4)
0.67 / 0.73
0.4948.98% (+0.24)
Nov 02, 2023
2023 (Q3)
0.54 / 0.60
0.63-4.76% (-0.03)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

AES Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
$13.44$14.22+5.80%
Jul 31, 2025
$12.81$13.06+1.97%
May 01, 2025
$9.69$9.92+2.31%
Feb 28, 2025
$9.93$11.09+11.66%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does AES Corp (AES) report earnings?
AES Corp (AES) is schdueled to report earning on Mar 02, 2026, Before Open (Confirmed).
    What is AES Corp (AES) earnings time?
    AES Corp (AES) earnings time is at Mar 02, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is AES EPS forecast?
          AES EPS forecast for the fiscal quarter 2025 (Q4) is 0.62.
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