AE
AMERICAN ELECTRIC POWER CO INC (AEP)·Q2 2025 Earnings Summary
Executive Summary
- Record quarter: Operating EPS of $1.43 and GAAP EPS of $2.29 on revenue of $5.09B; operating EPS up 14% YoY and revenue up 11% YoY .
- Clear beat vs Street: Q2 operating EPS beat by ~$0.16 and revenue beat by ~$0.12B; management guided to the upper half of FY25 operating EPS range ($5.75–$5.95) and reaffirmed 6–8% LT growth . Results vs consensus: EPS $1.43 vs $1.27*, revenue $5.09B vs $4.97B* (bolded below).
- Strategic progress: Secured firm agreements for 24 GW of incremental load by 2030 (up from 21 GW), signaled five-year capital plan increase to ~$70B, and closed $2.82B minority transmission equity transaction; PSO’s 795 MW Green Country gas plant approved .
- Stock reaction catalyst: The combination of estimate beats, upward-skewed FY25 guidance, and accelerating contracted load (data centers, crypto, manufacturing) underpinned by protective tariffs and improved legislative/regulatory constructs (TX UTM, OK SB 998, OH HB 15) is supportive of multiple expansion and near-term sentiment .
What Went Well and What Went Wrong
What Went Well
- Record Q2 operating EPS and strongest-ever Q2 performance, with reaffirmed FY25 guidance toward the upper half; CEO emphasized customer-first execution driving results: “Our record second-quarter results reflect the strength of our customer-focused strategy” .
- Acceleration in contracted load: Firm commitments now 24 GW by decade-end (from 21 GW), with ~190 GW in the interconnection queue; unique advantage from AEP’s 765 kV backbone and large transmission footprint .
- Balance sheet and funding: Closed $2.82B minority equity interest in transmission and executed $2.3B forward equity issuance; S&P outlook to stable and BBB affirmed per call commentary .
What Went Wrong
- GAAP/Operating divergence driven by one-time FERC NOLC order (+$480M; +$0.90 GAAP EPS) that does not reflect ongoing earnings power; ongoing NOLC impact expected to be ~3 cents annually .
- Higher depreciation and O&M: CFO flagged increased depreciation from capital investment and higher year-over-year O&M (system improvements, storm spend) partially offsetting gains in T&D .
- Weather variance: Vertically Integrated utility performance was partially offset by unfavorable weather vs last year’s favorable Q2 while residential volumes declined YoY in both VI and T&D footprints .
Financial Results
Consolidated P&L vs Prior Periods and YoY
Notes: Operating EPS excludes items such as mark-to-market hedging and the FERC NOLC order; reconciliation provided in exhibits .
Margins and Profitability (quarterly)
Values marked with * retrieved from S&P Global.
Segment Operating Earnings ($USD Millions)
KPIs
Guidance Changes
Earnings Call Themes & Trends
Management Commentary
- “Our record second-quarter results reflect the strength of our customer-focused strategy” — Bill Fehrman (CEO) .
- “AEP is strategically positioned for sustained growth as we transform the electric grid and invest in new resources to meet the generational load growth” — Fehrman .
- CFO on FERC NOLC: “Final decision…resulting in a $480 million, or $0.90 per share, increase to GAAP earnings. The tax benefit related to prior years has been excluded from operating earnings” .
- CFO on financing: “We really don’t have near-term equity needs, even for an increasing capital plan…options include hybrids, growth equity, and strong cash flow” .
- CEO on tariffs: Ohio’s data center tariff “provides assurances… while keeping costs as low as possible for all customers” .
Q&A Highlights
- Funding the ~$70B plan: Management prefunded equity needs for $54B; evaluating hybrids and growth equity; no near-term equity issuance required .
- ROE trajectory: TX UTM expected to lift earned ROEs by 50–100 bps; OK SB 998 should improve earned ROE gap vs authorized .
- NOLC impacts: One-time GAAP uplift (+$0.90); ongoing operating impact ~3 cents annually .
- Load composition and timing: 24 GW firmly contracted; ERCOT skewed to crypto; data center interconnections may take 5–7 years, with interim solutions (fuel cells) .
- Renewables/tax credits: ~$10B renewables in plan remain eligible under current legislation; potential small reallocation if guidance changes .
Estimates Context
Values marked with * retrieved from S&P Global.
Implications: Positive estimate revisions likely for FY25 operating EPS given upper-half guidance and momentum in T&D/transmission earnings, with Street models to adjust for GAAP/operating reconciliation and tariff-driven ROE improvements .
Key Takeaways for Investors
- Quality beat with upward-skewed FY25 guide supports near-term sentiment and potential estimate revisions higher .
- Structural growth: 24 GW contracted load and protective tariffs (85% minimums in Ohio) reduce volume risk and support rate base expansion through transmission/generation .
- Funding flexibility: $2.82B minority interest closed; $2.3B forward equity in place; management guiding to no near-term equity needs while signaling hybrids/growth equity as capex scales .
- ROE uplift catalysts: TX UTM and OK SB 998 reduce lag and should lift earned ROEs, enhancing returns on incremental investment .
- Watch crypto concentration in ERCOT: ~5 GW pipeline implies higher volatility risk vs hyperscalers; mitigated by tariff minimums and contract structures .
- Non-GAAP clarity: GAAP EPS inflated by one-time FERC NOLC; focus on operating EPS trajectory for core run-rate .
- Medium-term thesis: Transmission-led capex and data center/manufacturing reshoring underpin 6–8% LT EPS growth; SMR site work and fuel cell bridges offer optionality without near-term balance sheet strain .
Appendix: Additional Relevant Press Releases and Prior Quarter Context
- AEP Ohio data center tariff (85% minimums over 12 years, with exit fees and financial viability requirements) .
- PSO’s acquisition of 795 MW Green Country gas plant approved by OCC (reliability, load growth support) .
- Transmission strategic partnership: $2.82B for 19.9% minority interest to KKR/PSP (≈5% of transmission rate base) .
- Q1 2025: Operating EPS $1.54; commercial load +12.3% YoY; FY25 guidance reaffirmed .
- Q4 2024: Operating EPS $1.24; commercial load +10.6% in 2024; $54B capex plan; Bloom fuel cell bridge solutions .
Values marked with * retrieved from S&P Global.