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Mar 31

Ameren Q1 2025 Earnings Report

Ameren reported strong earnings in Q1 2025 driven by infrastructure investments and increased retail energy sales.

Key Takeaways

Ameren delivered solid Q1 2025 results with a rise in both revenue and net income, primarily due to colder weather increasing energy demand and significant infrastructure investments. Adjusted and GAAP EPS were identical this quarter, with no reported adjustments.

GAAP and adjusted EPS for Q1 2025 were both $1.07, up from $0.98 and $1.02 in Q1 2024, respectively.

Net income rose to $289 million due to increased infrastructure investments and colder winter temperatures.

Revenue increased to $2.097 billion, driven by growth across electric and natural gas segments.

Ameren reaffirmed its full-year EPS guidance range of $4.85 to $5.05.

Total Revenue
$2.1B
Previous year: $1.82B
+15.5%
EPS
$1.07
Previous year: $0.98
+9.2%
Total Electric Sales
17.81B
Previous year: 17.14B
+3.9%
Total Gas Sales
74M
Previous year: 68M
+8.8%
Gross Profit
$574M
Previous year: $506M
+13.4%
Cash and Equivalents
$23M
Previous year: $85M
-72.9%
Free Cash Flow
$411M
Previous year: -$410M
-200.3%
Total Assets
$45.7B
Previous year: $41.3B
+10.6%

Ameren

Ameren

Ameren Revenue by Segment

Forward Guidance

Ameren reaffirmed its 2025 EPS guidance range of $4.85 to $5.05, assuming normal weather and stable regulatory conditions.

Positive Outlook

  • Strong infrastructure investments across all business segments.
  • Higher retail energy sales due to colder winter weather.
  • Continued execution of strategic initiatives.
  • Stable regulatory framework supporting investment recovery.
  • Positive momentum from Ameren Missouri and Illinois performance.

Challenges Ahead

  • Higher interest expenses at Ameren Parent and Ameren Missouri.
  • Increased storm-related costs affecting Ameren Missouri.
  • Potential volatility in energy and credit markets.
  • Dependence on normal weather conditions for future quarters.
  • Regulatory uncertainties and ongoing appeals may affect revenue stability.

Revenue & Expenses

Visualization of income flow from segment revenue to net income