American Electric Power Company, Inc.: EPS $2.23 vs $2.05 expected; revenue $6.83B vs $6.55B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 2.23 | 2.05 | +8.8% | 1.80 |
| Revenue (USD bn) | 6.83 | 6.55 | +4.4% | 6.01 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 2.23 | 2.05 | +8.8% | 6.83 | 6.55 | +4.4% |
| Jul 30, 2026 | Q2 FY2026 | 1.36 | 1.48 | −8.1% | 5.45 | 5.34 | +1.9% |
| May 5, 2026 | Q1 FY2026 | 1.64 | 1.57 | +4.5% | 6.02 | 5.72 | +5.3% |
| Feb 12, 2026 | Q4 FY2025 | 1.19 | 1.15 | +3.5% | 5.31 | 4.89 | +8.7% |
| Oct 29, 2025 | Q3 FY2025 | 1.80 | 1.81 | −0.6% | 6.01 | 5.71 | +5.2% |
| Jul 30, 2025 | Q2 FY2025 | 1.43 | 1.27 | +12.6% | 5.09 | 4.96 | +2.5% |
| May 6, 2025 | Q1 FY2025 | 1.54 | 1.40 | +10.0% | 5.46 | 5.16 | +5.8% |
| Feb 13, 2025 | Q4 FY2024 | 1.24 | 1.25 | −0.8% | 4.70 | 4.91 | −4.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
American Electric Power Company, Inc. results: EPS $2.23 vs $2.05 expected; revenue $6.83B vs $6.55B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 8.8%; revenue above the estimate by 4.4%.
Revenue was up 13.7% from $6.01 billion a year earlier (Q3 FY2025). EPS was up 23.9% from $1.80 a year earlier. On its record, EPS topped analysts' estimates in 4 of 7 earlier comparable reports.
What the results mean
Revenue growth indicates an expansion in American Electric Power’s financial activity, but understanding its operating significance requires clarity on the contributions from electricity generation, transmission, and distribution. This range of activities makes the revenue mix and the company’s ability to convert revenue into profit central to interpreting the results.
The company combines service to end customers with wholesale electricity supply to utilities, cooperatives, and municipalities. Its generation sources also span conventional fuels, nuclear power, and renewables, making the generation mix and the nature of customer demand central to understanding business performance.
What to watch on the earnings call: Watch management’s explanation of the sources of revenue growth, the role of end-customer demand and wholesale sales, and how the generation mix affects operating costs and margins. Spending on transmission and distribution networks, and its connection to customer needs, also warrants attention.
For the full analysis of American Electric Power Company, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.