AES (AES) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | November 04, 2025, 6:30 PM

AES (AES) reported $3.35 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 1.9%. EPS of $0.75 for the same period compares to $0.71 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.29 billion, representing a surprise of +1.85%. The company delivered an EPS surprise of -3.85%, with the consensus EPS estimate being $0.78.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 AES performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Renewables SBU: $817 million versus $733.43 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +12.5% change.
  • Revenue- Energy Infrastructure SBU: $1.48 billion compared to the $1.55 billion average estimate based on two analysts. The reported number represents a change of -8.6% year over year.
  • Revenue- Utilities SBU: $1.11 billion compared to the $1.01 billion average estimate based on two analysts. The reported number represents a change of +15% year over year.

View all Key Company Metrics for AES here>>>

Shares of AES have returned -4.6% over the past month versus the Zacks S&P 500 composite's +2.1% 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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This article originally published on Zacks Investment Research (zacks.com).

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