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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Ameren (AEE) is 7/10.
Ameren delivered Q1 EPS of $1.28, up 20% from $1.07 a year earlier, supported by more than $1.5 billion of infrastructure investments during the quarter as the data center large-load growth pipeline continued expanding. Robust generation buildout execution progressed across the capital plan, and management reaffirmed 2026 EPS guidance of $5.25-$5.45. The utility's growth trajectory remained anchored by the electrification-driven demand thesis across Missouri and Illinois.
Scored from Ameren’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.94B | +20.0% | $0.77 | +28.3% | 10.2% | 10.7% | $-507M |
| FY2025 Q1 | $2.10B | +15.5% | $1.07 | +9.2% | 20.5% | 13.8% | $-651M |
| FY2025 Q2 | $2.22B | +31.2% | $1.01 | +4.1% | 18.5% | 12.4% | $-205M |
| FY2025 Q3 | $2.70B | +24.2% | $2.35 | +38.2% | 30.6% | 23.7% | $135M |
| FY2025 Q4 | $1.78B | -8.2% | $0.92 | +19.5% | 20.2% | 14.1% | $-80M |
| FY2026 Q1 | $2.18B | +3.8% | $1.28 | +19.6% | 24.4% | 16.4% | $-1.18B |
| FY2026 Q2 | $2.09B | -5.8% | $1.13 | +11.9% | 21.9% | 15.0% | $-287M |