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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Carly Davenport | Goldman Sachs | 13 (0%) |
| Jeremy Tonet | JPMorgan | 9 (0%) |
| David Paz | Wolfe Research | 7 (0%) |
| Brian Russo | Jefferies | 6 (0%) |
| Bill Appicelli | UBS | 5 (0%) |
| Julien Dumoulin-Smith | Jefferies | 5 (0%) |
| Nick Campanella | Barclays | 4 (0%) |
| Shar Pourreza | Wells Fargo | 4 (25%) |
| Paul Patterson | Glenrock Associates | 4 (0%) |
| Andrew Kadavy | Wells Fargo | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Goldman Sachs | 1 | 13 (0%) |
| Jefferies | 2 | 11 (0%) |
| JPMorgan | 2 | 11 (0%) |
| Wells Fargo | 2 |
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.
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 |
| 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% |
| 7 (14%) |
| Wolfe Research | 1 | 7 (0%) |
| UBS | 1 | 5 (0%) |
| Barclays | 1 | 4 (0%) |
| Glenrock Associates | 1 | 4 (0%) |
| 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 |
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).
What AEE and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We have executed the contract with Mitsubishi for that, and we have good line of sight on delivery of all that power island equipment in 2031”
Ameren has contracted Mitsubishi to supply power-island equipment for its 2,100 MW combined-cycle facility, a large equipment order for the supplier through 2031.
“we expect Moody’s to issue their annual credit opinion updates in the coming weeks”
Ameren expects Moody's to publish its annual credit opinion update, indicating an active ratings relationship with the agency.
“In April, S&P affirmed our BBB+ credit rating and stable outlook”
S&P Global Ratings affirmed Ameren's BBB+ rating with a stable outlook, a routine credit-quality signal from the agency.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +26.2% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| SO Southern Company | 6 | +8.0% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |