The AES Corporation

AES · NYSE · USD

Historical Earnings

Quarter	Reported	EPS est	EPS act	Surprise	Rev est	Rev act	Surprise	Reaction
Q2 2026	Aug 4, 2026	0.45	0.44	−2.2%	$3.1B	$3.4B	+10.0%	+0.14%
Q1 2026	May 5, 2026	0.50	0.67	+34.0%	$3.1B	$3.2B	+2.4%	−0.21%
Q4 2025	Mar 2, 2026	0.62	0.81	+30.6%	$3.0B	$3.1B	+2.3%	−0.21%
Q3 2025	Nov 5, 2025	0.71	0.75	+5.3%	$3.4B	$3.4B	−0.5%	−0.21%
Q2 2025	Jul 31, 2025	0.39	0.51	+30.8%	$3.0B	$2.9B	−5.2%	+0.61%
Q1 2025	May 1, 2025	0.37	0.27	−27.0%	$3.0B	$2.9B	−3.9%	+2.31%
Q4 2024	Feb 28, 2025	0.35	0.54	+54.3%	$3.1B	$3.0B	−3.5%	−3.45%
Q3 2024	Oct 31, 2024	0.64	0.71	+10.9%	$3.5B	$3.3B	−5.0%	−10.79%

Detailed View

Q3 2026Nov 3, 2026Q2 2026Aug 4, 2026+0.14%Q1 2026May 5, 2026−0.21%Q4 2025Mar 2, 2026−0.21%Q3 2025Nov 5, 2025−0.21%Q2 2025Jul 31, 2025+0.61%Q1 2025May 1, 2025+2.31%Q4 2024Feb 28, 2025−3.45%Q3 2024Oct 31, 2024−10.79%Q2 2024Aug 1, 2024Q1 2024May 3, 2024Q4 2023Feb 27, 2024

2026 Q2 Metrics

Metric	Estimate	Actual	Surprise	Y/Y
Revenue	$3.1B	$3.4B	Beat +9.98%	+19.9%
EPS	0.45	0.44	Miss −2.22%	−13.7%
Diluted EPS (GAAP)	—	0.60	—	+500.0%

Documents

8-K — Q2 2026
8-K · Sep 17, 2026 · sec.gov
8-K — Q2 2026
8-K · Sep 16, 2026 · sec.gov
8-K — Q2 2026
8-K · Aug 27, 2026 · sec.gov
8-K — Q2 2026
8-K · Aug 5, 2026 · sec.gov

Analyst consensus

Hold21 analysts

Bearish · 0 · Hold · 12 · Bullish · 9

Earnings history

	EPS	Estimate
Q3 2024	$0.71	$0.64	Beat
Q4 2024	$0.54	$0.35	Beat
Q1 2025	$0.27	$0.37	Miss
Q2 2025	$0.51	$0.39	Beat
Q3 2025	$0.75	$0.71	Beat
Q4 2025	$0.81	$0.62	Beat
Q1 2026	$0.67	$0.50	Beat
Q2 2026	$0.44	$0.45	Miss

Peers

Company overview

IPO dateJun 26, 1991

CEOAndres Ricardo Gluski Weilert

Employees8,336

SectorUtilities

IndustryDiversified Utilities

CountryUS

ExchangeNew York Stock Exchange

Websitewww.aes.com

The AES Corporation operates as an international enterprise primarily focused on electricity generation and distribution. Its activities involve both the ownership and management of power plants, producing and supplying electricity to a diverse clientele that includes other utility companies, large industrial consumers, and various intermediate purchasers. Beyond generation, AES also functions as a utility provider, managing infrastructure to either produce or acquire, then transmit, distribute, and ultimately sell power directly to end-users across residential, commercial, industrial, and governmental sectors. The company is also an active participant in the wholesale electricity market. For power production, AES utilizes a broad spectrum of energy sources and advanced technologies. This includes conventional fuels like coal and natural gas, as well as a significant commitment to renewables such as hydroelectric, wind, solar, and biomass. Its renewable portfolio further incorporates energy storage solutions and landfill gas. With an operational generation capacity of approximately 31,459 megawatts, the company maintains a substantial global presence, conducting business in the United States, Puerto Rico, various nations across Central and South America (including El Salvador, Chile, Colombia, Argentina, Brazil, Mexico), the Caribbean, Europe, and Asia. Founded in 1981, the company was initially named Applied Energy Services, Inc., before officially rebranding to The AES Corporation in April 2000. Its corporate headquarters are located in Arlington, Virginia.

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