At the archive date, AMERICAN ELECTRIC POWER CO INC was expected to release its Q3 2026 10-Q filing on October 27, 2026, before market open. Last quarter: American Electric Power reported 2026-Q2 GAAP earnings attributable to common shareholders of $713 million, down from $1.2 billion in 2025-Q2 primarily due to a non-recurring $480 million FERC tax order benefit in the prior year, while advancing its $78 billion capital investment plan to serve expanding data center electricity demand.
EPS Estimate
$1.95
Revenue Estimate
$6.46B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the AEP page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
AEP reported GAAP earnings attributable to common shareholders of $713 million in 2026-Q2 compared to $1.2 billion in 2025-Q2. The decrease was primarily due to a favorable $480 million FERC NOLC order benefit received in June 2025 that did not recur in 2026, alongside mild weather reducing residential sales volume.
Sales volume growth through the first half of 2026 was driven by new data processing customer additions in commercial and industrial classes. To manage grid capacity and affordability, AEP filed large-load tariff proposals in eight jurisdictions featuring contract terms up to 20 years and 80-90% take-or-pay minimums.
In July 2026, AEP Texas received approximately $2 billion in financial security collateral in the form of cash, corporate guarantees, and letters of credit for 40 gigawatts of prospective large-load additions participating in ERCOT's Batch Zero interconnection evaluation process.
Revenue
$5.45B
+7.04% YoY
EPS (Diluted)
$1.30
-43.23% YoY
Operating Income
$1.25B
-10.86% YoY
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