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Calendar quarter Q1 2026Earnings call Mar 31, 2026 · most recent call
AES’s newest analyzed quarter is part of Tellvest Pro: its score, breakdown, narrative and analyst Q&A. Every prior quarter is free.
Sources. Scores: AES Corporation’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: AES 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.
The breakdown for this quarter is part of Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.96B | -0.2% | $0.79 | +626.7% | 14.2% | 18.9% | $-639M |
| FY2025 Q1 | $2.93B | -5.2% | $0.07 | -88.3% | 15.0% | 1.6% | $-709M |
| FY2025 Q2 | $2.85B | -3.0% | $-0.15 | -137.5% | 15.9% | -3.7% | $-356M |
| FY2025 Q3 | $3.35B | +1.9% | $0.89 | +25.4% | 21.9% | 18.9% | $-511M |
| FY2025 Q4 | $3.10B | +4.7% | $0.46 | -41.8% | 18.8% | 10.4% | $-47M |
| FY2026 Q1Selected | $3.18B | +8.7% | $0.68 | +871.4% | 20.1% | 15.3% | $-565M |
| FY2026 Q2 | $3.42B | +19.9% | $0.60 | +500.0% | 20.2% | 13.6% | $-597M |
Management-stated figures from AES’s newest call are part of Tellvest Pro.
On September 14, 2026, AES and Bernerd Da Santos agreed his employment would terminate effective the same day. Da Santos, who in April 2026 moved from Executive Vice President and President of US & Renewables to Chairman of the AES Clean Energy Board and Senior Strategic Advisor, signed a Separation Agreement providing involuntary severance (one times base salary plus target bonus, a pro-rata 2026 bonus, and retirement benefits). He is joining Fluence Energy as EVP and COO.
On August 27, 2026, The AES Corporation received CFIUS Approval under its March 1, 2026 Agreement and Plan of Merger with Horizon Parent, L.P. and Horizon Merger Sub, Inc., under which Merger Sub will merge into AES with AES continuing as the surviving corporation. CFIUS Approval is a condition to closing of the merger.
On July 21, 2026, the AES audit committee dismissed Ernst & Young LLP as its independent registered public accounting firm because EY will no longer be independent after the closing of the announced merger with Horizon Parent, L.P., jointly controlled by Global Infrastructure Management and the EQT Infrastructure VI fund. The dismissal takes effect on filing of the Form 10-Q for the quarter ended June 30, 2026. No disagreements were disclosed.
What each event means for AES’s sentiment score is part of Tellvest Pro.
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