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Ameren

Ameren (AEE) Q1 2025 Earnings

Reported May 1, 2025 at 4:38 PM ET · SEC Source

Q1 25 EPS

$1.07

BEAT +2.75%

Est. $1.04

Q1 25 Revenue

$2.10B

BEAT +9.88%

Est. $1.91B

vs S&P Since Q1 25

-15.5%

TRAILING MARKET

AEE +17.7% vs S&P +33.2%

Market Reaction

Did AEE Beat Earnings? Q1 2025 Results

Ameren Corporation kicked off 2025 with a stronger-than-expected first quarter, posting adjusted diluted EPS of $1.07 against a consensus estimate of $1.04, a 2.75% beat, while total revenues of $2.10 billion cleared expectations by 9.88% and rose 15… Read more Ameren Corporation kicked off 2025 with a stronger-than-expected first quarter, posting adjusted diluted EPS of $1.07 against a consensus estimate of $1.04, a 2.75% beat, while total revenues of $2.10 billion cleared expectations by 9.88% and rose 15.5% year over year from $1.82 billion. The standout driver was a sharp surge in electric revenues, which climbed 19% to $1.62 billion, fueled by colder winter weather that lifted Ameren Missouri residential electric volumes and, notably, a jump in off-system electric sales and capacity revenue to $180.00 million from just $29.00 million a year earlier. Broad-based segment gains, led by Ameren Transmission's earnings rising to $89.00 million from $72.00 million, further reinforced the result. Capital expenditures of $1.06 billion in the quarter underscored the company's aggressive infrastructure buildout, a strategy that is also drawing attention as Ameren Missouri pursues a 2-gigawatt energy expansion plan to serve large manufacturing and data center customers. Management reaffirmed full-year 2025 EPS guidance of $4.85 to $5.05, assuming normal temperatures for the remainder of the year.

Key Takeaways

  • • Increased infrastructure investments across all business segments
  • • Higher Ameren Missouri retail sales driven by colder winter temperatures
  • • Significant increase in off-system electric sales and capacity revenue at Ameren Missouri
  • • Earnings on increased infrastructure investments under multi-year rate plan at Ameren Illinois Electric Distribution
  • • Lower operations and maintenance expenses at Ameren Illinois Natural Gas
24/7 Wall St

AEE YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

AEE Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Execution on all elements of our strategy, including significant investments in infrastructure in each of our business segments, continues to drive value for our customers. We remain on track to deliver within our 2025 earnings guidance range of $4.85 to $5.05 per share.”

— Martin J. Lyons, Jr., Q1 2025 Earnings Press Release

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