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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for American Electric Power (AEP) is 5/10.
AEP delivered Q1 operating EPS of $1.64, up from $1.54 a year ago, as data center load growth accelerated with incremental contracted commitments reaching 63 GW expected by 2030. The capital plan expanded by $6 billion to $78 billion driving an 11% rate base CAGR, and the company won competitive 765kV transmission projects across multiple RTOs. PJM interconnection speed raised strategic concerns about the pace at which committed load could actually energize.
Scored from American Electric Power’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.70B | +0.3% | $1.25 | +95.3% | 23.3% | 14.1% | $-776M |
| FY2025 Q1 | $5.64B | +10.7% | $1.50 | -21.1% | 25.8% | 14.2% | $-686M |
| FY2025 Q2 | $5.09B | +9.9% | $2.29 | +257.8% | 27.5% | 24.1% | $3.31B |
| FY2025 Q3 | $6.01B | +9.5% | $1.81 | +0.6% | 25.3% | 16.2% | $1.79B |
| FY2025 Q4 | $5.05B | +7.3% | $1.07 | -14.4% | 18.3% | 11.5% | $3.87B |
| FY2026 Q1 | $6.02B | +6.8% | $1.60 | +6.7% | 22.6% | 14.5% | $-1.32B |
| FY2026 Q2 | $5.45B | +7.0% | $1.30 | -43.2% | 22.9% | 13.1% | $4.69B |
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