For the quarter ended September 2025, American Electric Power (AEP) reported revenue of $6.01 billion, up 11.3% over the same period last year. EPS came in at $1.80, compared to $1.85 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $5.65 billion, representing a surprise of +6.46%. The company delivered an EPS surprise of -0.55%, with the consensus EPS estimate being $1.81.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how AEP performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Energy Sales - Vertically Integrated Utilities - Total: 29,565.00 GWh compared to the 28,865.97 GWh average estimate based on two analysts.
- Total Energy Sales - Transmission & Distribution Utilities - Total: 28,636.00 GWh compared to the 27,730.36 GWh average estimate based on two analysts.
- Total Energy Sales - Wholesale Electric - Transmission & Distribution Utilities: 552.00 GWh versus 526.65 GWh estimated by two analysts on average.
- Total Energy Sales - Retail Electric - Transmission & Distribution Utilities - Total Retail: 28,084.00 GWh compared to the 27,203.71 GWh average estimate based on two analysts.
- Total Energy Sales - Wholesale Electric - Vertically Integrated Utilities: 4,217.00 GWh versus the two-analyst average estimate of 3,826.57 GWh.
- Total Energy Sales - Retail Electric - Vertically Integrated Utilities - Total Retail: 25,348.00 GWh versus 25,039.40 GWh estimated by two analysts on average.
- Operating Earnings (non-GAAP)- Vertically Integrated Utilities: $573.5 million compared to the $606.24 million average estimate based on three analysts.
- Operating Earnings (non-GAAP)- Transmission & Distribution Utilities: $259.1 million versus $231.1 million estimated by three analysts on average.
- Operating Earnings (non-GAAP)- AEP Transmission Holdco: $199.9 million versus $208.08 million estimated by three analysts on average.
- Operating Earnings (non-GAAP)- Generation & Marketing: $48.4 million versus the three-analyst average estimate of $56.13 million.
- Operating Earnings (non-GAAP)- Corporate and Other: $-118 million compared to the $-118.29 million average estimate based on three analysts.
- Operating Earnings (GAAP)- Vertically Integrated Utilities: $578.2 million compared to the $562.55 million average estimate based on two analysts.
View all Key Company Metrics for AEP here>>>
Shares of AEP have returned +2.3% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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American Electric Power Company, Inc. (AEP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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