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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Carly Davenport | Goldman Sachs | 13 questions · 0% challenging |
| Jeremy Tonet | JPMorgan | 9 questions · 0% challenging |
| David Paz | Wolfe Research | 7 questions · 0% challenging |
| Brian Russo | Jefferies | 6 questions · 0% challenging |
| Bill Appicelli | UBS | 5 questions · 0% challenging |
| Julien Dumoulin-Smith | Jefferies | 5 questions · 0% challenging |
| Nick Campanella | Barclays | 4 questions · 0% challenging |
| Shar Pourreza | Wells Fargo | 4 questions · 25% challenging |
| Paul Patterson | Glenrock Associates | 4 questions · 0% challenging |
| Andrew Kadavy | Wells Fargo | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Goldman Sachs | 1 analyst | 13 questions · 0% challenging |
| Jefferies | 2 analysts | 11 questions · 0% challenging |
| JPMorgan | 2 analysts | 11 questions · 0% challenging |
| Wells Fargo | 2 analysts | 7 questions · 14% challenging |
| Wolfe Research | 1 analyst | 7 questions · 0% challenging |
| UBS | 1 analyst | 5 questions · 0% challenging |
| Barclays | 1 analyst | 4 questions · 0% challenging |
| Glenrock Associates | 1 analyst | 4 questions · 0% challenging |
Ameren closed FY2025 with adjusted EPS of $5.03 representing 8.6% growth over 2024, as 2.2 GW of electric service agreements were signed and the five-year capital plan increased 21% to $31.8 billion. The Big Hollow 800 MW gas and 400 MW battery CCN was approved by the Missouri PSC, securing a key generation capacity addition. GAAP revenue declined on fuel pass-through volatility, and management affirmed 2026 guidance of $5.25-$5.45.
Capex Investment | Demand | Regulation Policy | Revenue Growth | Subscriber Growth | Capital Allocation | Credit | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 6 | 4 | 4 | 2 | 2 | 3 | 1 |
| 2025Q1 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| 2025Q2 | 3 | 3 | 3 | 3 | 2 | |||
| 2025Q3 | 4 | 4 | 5 | 2 | 2 | 1 | 1 | |
| 2025Q4 | 2 | 4 | 5 | 2 | 1 | 3 | 2 | |
| 2026Q1 | 7 | 3 | 2 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 5 | 2 | 3 | 4 | 2 | 7 |
| Demand | 6 | 2 | 3 | 4 | 4 | 3 |
| Regulation Policy | 4 | 2 | 3 | 5 | 5 | 2 |
| Revenue Growth | 4 | 1 | 2 | 2 | 2 | |
| Subscriber Growth | 2 | 1 | 3 | 2 | 1 | 2 |
| Capital Allocation | 2 | 1 | 1 | 3 | 1 | |
| Credit | 3 | 1 | 1 | 2 | ||
| Supply Chain | 1 | 1 | 2 | 1 |
What AEE and other companies said about each other on FY2025 Q4 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“A portion of our equity needs could be satisfied through issuance of hybrid debt securities at the parent company, which receive 50% equity credit from Moody's and S&P.”
Ameren notes its parent-company hybrid debt securities receive 50% equity credit from S&P (S&P Global Ratings), a factor in structuring its 2026-2030 financing plan.
“A portion of our equity needs could be satisfied through issuance of hybrid debt securities at the parent company, which receive 50% equity credit from Moody's and S&P.”
Ameren notes its parent-company hybrid debt securities receive 50% equity credit from Moody's, a factor in structuring its 2026-2030 financing plan.
No 8-K events recorded for this window.
Calendar quarter Q4 2025Earnings call Feb 12, 2026
FY2025 Q4 in brief
Ameren closed FY2025 with adjusted EPS of $5.03 representing 8.6% growth over 2024, as 2.2 GW of electric service agreements were signed and the five-year capital plan increased 21% to $31.8 billion.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Ameren (AEE), FY2025 Q4: 4/10. Scores: Ameren’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AEE daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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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 Q4Selected | $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 |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2022 | $7.96B | — | $4.14 | — | 19.0% | 13.5% | $-1.12B |
| FY2023 | $7.50B | -5.7% | $4.38 | +5.8% |
GAAP revenue YoY -8.19% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| 20.8% |
| 15.4% |
| $-1.21B |
| FY2024 | $7.62B | +1.6% | $4.42 | +0.9% | 19.9% | 15.5% | $-1.65B |
| FY2025Selected | $8.80B | +15.4% | $5.35 | +21.0% | 23.0% | 16.5% | $-801M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AEE Ameren | 4 | -8.2% | |
| AEP American Electric Power | 5 | +7.3% | |
| CMS CMS Energy | 7 | +12.3% | |
| CNP CenterPoint Energy | 7 | +10.7% | |
| D Dominion Energy | 9 | +20.4% | |
| DTE DTE Energy | 7 | +23.4% | |
| DUK Duke Energy | 6 | +7.8% | |
| ED Consolidated Edison | 7 | +8.9% | |
| EIX Edison International | 9 | +30.9% | |
| ES Eversource Energy | 8 | +13.4% | |
| ETR Entergy | 5 | +7.9% | |
| EVRG Evergy | 9 | +9.5% | |
| EXC Exelon | 6 | -1.1% | |
| FE FirstEnergy | 8 | +19.6% | |
| LNT Alliant Energy | 6 | +9.0% | |
| NEE NextEra Energy | 5 | +21.9% | |
| PCG PG&E Corporation | 7 | +2.6% | |
| PEG Public Service Enterprise Group | 9 | +18.3% | |
| PNW Pinnacle West | 6 | +3.0% | |
| PPL PPL Corporation | 7 | +2.9% | |
| SO Southern Company | 7 | +10.1% | |
| WEC WEC Energy Group | 8 | +11.1% | |
| XEL Xcel Energy | 8 | +14.1% |