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Dec 31, 2025
AEP Q4 2025 Earnings Report
AEP reported lower fourth quarter 2025 GAAP earnings year over year while reaffirming its long-term growth outlook and capital investment plans.
Key Takeaways
AEP generated 5314000000 in revenue for Q4 2025 and reported GAAP net income of 582000000, or 1.09 per share, compared to 664000000 in the prior year. Operating earnings were 638000000, or 1.19 per share, as the company reaffirmed its 2026 operating EPS guidance and long-term growth outlook.
Revenue increased to 5314000000 in Q4 2025.
GAAP net income was 582000000, with EPS of 1.09.
Operating earnings were 638000000, or 1.19 per share.
Incremental load demand increased to 56 GW by 2030 backed by signed agreements.
Revenue by Segment
Forward Guidance
AEP reaffirmed its 2026 operating EPS guidance range of 6.15 to 6.45 and long-term operating earnings growth rate of 7% to 9%.
Positive Outlook
- 2026 operating EPS guidance of 6.15 to 6.45 per share reaffirmed.
- Long-term operating earnings growth rate of 7% to 9% reaffirmed.
- 56 GW of incremental load by 2030 backed by signed agreements.
- Identified 5000000000 to 8000000000 of incremental investment beyond current plan.
- Secured over 10 GW of gas turbine capacity to support load growth.
Challenges Ahead
- Q4 GAAP net income declined compared to prior year.
- Transmission & Distribution Utilities earnings declined year over year.
- AEP Transmission Holdco earnings declined year over year.
- Generation & Marketing segment faced variability.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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