AES Corp Q2 adjusted EPS beats estimates, reaffirms 2025 Adjusted EPS guidance

The AES

31/07/2025 23:20

Overview

AES Q2 2025 net loss of $150 mln vs net income of $153 mln in Q2 2024

Q2 Adjusted EBITDA rises to $681 mln

Adjusted EPS for Q2 rises to $0.51, beating analyst expectations, per LSEG data

Outlook

AES reaffirms 2025 Adjusted EBITDA guidance of $2,650 mln to $2,850 mln

Company reaffirms 2025 Adjusted EPS guidance of $2.10 to $2.26

AES expects 2025 growth from new renewables projects and US utilities

Company maintains annual growth target for adjusted EPS of 7% to 9% through 2027

Result Drivers

RENEWABLES GROWTH - Adjusted EBITDA in Renewables SBU increased 56% due to higher revenues from new projects

NEW PPAS - Signed 1.6 GW of long-term PPAs with data center companies, contributing to strategic growth, per CEO Andrés Gluski

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$2.86 bln
$3.01 bln (4 Analysts)
Q2 Adjusted EPS
Beat
$0.51
$0.4 (8 Analysts)
Q2 EPS
-$0.15
Q2 Net Income
-$150 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 9 "strong buy" or "buy", 4 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the electric utilities peer group is "buy."

Wall Street's median 12-month price target for AES Corp is $14.00, about 6.1% above its July 31 closing price of $13.15

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nPn6TP4J7a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)