American Electric Power Company, Inc. · AEP · Next earnings

American Electric Power Company, Inc. reports Thursday, Feb 11, 2027

AEP reports before market open with consensus EPS at $1.36 and revenue at $5.48B. Last quarter: AEP raises long-term growth target with $100B capital plan

Reports Before market open99 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $1.36 Calendar consensus
Consensus revenue $5.48B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session Before market open 99 days away

Where AEP left off: FY2026 Q3

Full report

AEP raises long-term growth target with $100B capital plan

EPS surprise +8.8% Reported $2.23 vs $2.05
Revenue surprise +4.4% Reported $6.83B vs $6.55B
Stock move -1.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Management said full-year 2026 earnings should land at the high end of its guidance and raised the long-term EPS growth target to 9%–11% annually through 2031, with growth projected through 2033.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Execution risk across large transmission and generation projects.
  • Additional equity financing needs and the timing of capital-market activity.
  • Dependence on regulatory approvals and constructive rate-case outcomes.
  • Potential delays in Texas batch-zero transmission filings.
  • Uncertainty around early-stage SMR development.

Questions analysts left open

  • How much incremental equity the capital plan may require.
  • The scope of the Texas capital plan and potential upside from batch-zero projects.
  • How much contracted load is already included in the plan versus future additions.
  • Whether 10% EPS CAGR assumptions remain sustainable beyond the five-year horizon.

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Recent AEP quarters

All AEP earnings
-1.6%FY2026 Q3-1.3%FY2026 Q2+1.8%FY2026 Q1+6.1%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.