Ameren Corporation · AEE · Next earnings

Ameren Corporation reports Wednesday, Nov 4, 2026

AEE reports after market close with consensus EPS at $2.27 and revenue at $2.82B. Last quarter: Ameren Q1 2026: EPS Beats on Infrastructure Spend, Revenue Misses Amid Data Center Demand

Reports After market close45 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $2.27 Calendar consensus
Consensus revenue $2.82B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where AEE left off: FY2026 Q1

Full report

Ameren Q1 2026: EPS Beats on Infrastructure Spend, Revenue Misses Amid Data Center Demand

EPS surprise +8.5% Reported $1.28 vs $1.18
Revenue surprise -3.0% Reported $2.18B vs $2.24B
Stock move -1.8% Event window
Subsequent drift -2.4% Up to 20 sessions

Reaffirmed 2026 EPS guidance of $5.25-$5.45. Management tone was confident and guidance sentiment was maintained. Capital expenditure outlook is increasing, supported by a $70 billion investment pipeline through 2035 and an approximately $4 billion equity program for 2026-2030. A Missouri IRP filing is planned for September to update the 20-year generation strategy.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Warmer-than-normal winter reduced electric retail sales in Missouri.
  • Regulatory approvals for CCNs, ICC rate adjustments, and transmission bids could delay projects.
  • Potential zoning and community opposition for data-center sites.
  • Weather-related outages despite infrastructure upgrades.
  • Supply-chain constraints for large gas-turbine and renewable equipment.

Questions analysts left open

  • Timeline and ramp rates for the remaining 1.2 GW of construction agreements.
  • Potential role and timing of fuel-cell technology.
  • Supply-chain readiness for 2.1 GW combined-cycle facility and battery projects.
  • Impact of ICC reconciliation adjustments on rate base.
  • Status of wind-energy projects and possible substitution by solar.

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Recent AEE quarters

All AEE earnings
-1.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.