Algonquin Power & Utilities

Algonquin Power & Utilities (AQN) Q3 2025 Earnings

Reported Nov 7, 2025 at 7:14 AM ET · SEC Source

Q3 25 EPS

$0.09

BEAT +41.96%

Est. $0.06

Q3 25 Revenue

$582.7M

MISS 2.67%

Est. $598.7M

vs S&P Since Q3 25

-22.5%

TRAILING MARKET

AQN -11.5% vs S&P +11.0%

Market Reaction

Did AQN Beat Earnings? Q3 2025 Results

Algonquin Power & Utilities delivered a decisive earnings beat in Q3 2025, posting adjusted EPS of $0.09 against a consensus estimate of $0.06, a 41.96% positive surprise that sent shares climbing in pre-market trading. The stronger-than-expected bot… Read more Algonquin Power & Utilities delivered a decisive earnings beat in Q3 2025, posting adjusted EPS of $0.09 against a consensus estimate of $0.06, a 41.96% positive surprise that sent shares climbing in pre-market trading. The stronger-than-expected bottom line reflects the company's completed transformation into a pure-play regulated utility, following the January 2025 sale of its renewables business to LS Power for approximately $2.10 billion, with proceeds used to pay down debt and generate $10.70 million in interest savings that meaningfully lifted the Regulated Services Group's net earnings year over year. Revenue of $582.70 million rose 1.7% from the prior-year period, though it fell modestly short of the $598.67 million consensus estimate. Looking ahead, AQN is pursuing an active rate case calendar, including an Empire Electric filing in Missouri targeting $97.00 million in approved annual revenue increases under a settlement agreement, with the potential for an additional $13.00 million tied to customer service performance, providing a clear path for earnings growth as the streamlined utility matures.

Key Takeaways

  • Implementation of approved rates of $6.7 million at Midstates and Peach State Gas Systems and several water utility systems
  • Favorable year-over-year weather contributing approximately $4.0 million at Empire Electric System
  • Lower operating expenses of $9.2 million from favorable timing of certain expenses
  • Lower interest expense of $10.7 million from debt repayment with Renewables Sale and Atlantica sale proceeds
  • One-time depreciation deferral adjustment of $7.1 million related to EnergyNorth Natural Gas
  • Gain of $9.1 million on settlement of a swap at BELCO
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AQN YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

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AQN Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26
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AQN Revenue by Geography

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26