Guidance
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FY2026 Q1
예상 부합
Ameren Corporation 실적 발표
Buzzberg 분석
Reaffirmed 2026 EPS guidance and long-term growth near upper end of 6-8%
Ameren reported strong Q1 2026 EPS ($1.28 vs $1.07 YoY) driven by infrastructure investments and reaffirmed FY2026 EPS guidance of $5.25-$5.45. Management highlighted progress on data-center load (ESAs signed for 2.2 GW), a $70B 10-year capex pipeline, and continued execution on generation projects (Castle Bluff, Big Hollow, West Alton). TSR outlook remains positive with 6%-8% EPS CAGR through 2030. Q1 EPS $1.28, +20% YoY, driven by rate base growth; reaffirmed FY26 EPS $5.25-$5.45.
Buzzberg 분석 Reaffirmed 2026 EPS guidance and long-term growth near upper end of 6-8% Ameren reported strong Q1 2026 EPS ($1.28 vs $1.07 YoY) driven by infrastructure investments and reaffirmed FY2026 EPS guidance of $5.25-$5.45. Management highlighted progress on data-center load (ESAs signed for 2.2 GW), a $70B 10-year capex pipeline, and continued execution on generation projects (Castle Bluff, Big Hollow, West Alton). TSR outlook remains positive with 6%-8% EPS CAGR through 2030. Q1 EPS $1.28, +20% YoY, driven by rate base growth; reaffirmed FY26 EPS $5.25-$5.45. 전체 분석 보기분석 접기
Ameren reported strong Q1 2026 EPS ($1.28 vs $1.07 YoY) driven by infrastructure investments and reaffirmed FY2026 EPS guidance of $5.25-$5.45. Management highlighted progress on data-center load (ESAs signed for 2.2 GW), a $70B 10-year capex pipeline, and continued execution on generation projects (Castle Bluff, Big Hollow, West Alton). TSR outlook remains positive with 6%-8% EPS CAGR through 2030. Q1 EPS $1.28, +20% YoY, driven by rate base growth; reaffirmed FY26 EPS $5.25-$5.45.
- Signed 2.2 GW of ESAs in February; optimistic on converting remaining 1.2 GW of construction agreements to ESAs near-term.
- Planning $3B+ capex; $70B investment pipeline through 2035 with 10.6% rate-base CAGR.
- Castle Bluff first gas turbine received ahead of schedule; Big Hollow construction starts this quarter.
매출$2.176B+22% 전분기 대비
주당순이익(EPS)$1.28보고값
매출총이익률49.68%보고값
영업이익률24.45%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Demand
2.2 GW ESAs signed, more near-term conversions expected
Capex
Over $70 billion investment pipeline through 2035
핵심 내용 3개 더 보기
Capex
Filed for 3 GW of new generation CCNs by Q3
Capex
Potential upside from accelerating transmission investments for large load
Balance Sheet
S&P affirmed BBB+ rating with stable outlook
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $2.176B | +22% 전분기 대비 |
| 주당순이익(EPS) | $1.28 | 보고값 |
| 매출총이익률 | 49.68% | 보고값 |
| 영업이익률 | 24.45% | 보고값 |
| 잉여현금흐름 | $-1.175B | 보고값 |
| 자본지출 | $1.596B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 주당순이익(EPS) | FY2026 | $5.25–$5.45 | $5.35 | 유지 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management expressed confidence in execution, citing strong progress on infrastructure investments, data center agreements, and reaffirmed guidance, while maintaining a measured tone on forward-looking updates.
투자 및 생산능력
Management highlighted a robust investment pipeline of more than $70 billion through 2035, with strong rate base growth of 10.6% from 2026-2030. They noted potential upside from accelerating generation and transmission investments to support large load customers, with costs for new large load generation borne by counterparties under ESAs.
아래에 언급된 기업 7개 모두 표시
기업발표 이후 수익률
공급망
공급망
Marty Lyons
Ameren expects to file CCNs for ~3 GW of new generation, including a 2.1 GW combined-cycle facility, by Q3 2026, consistent with prior IRP but implying continued gas-turbine demand. — Drives sustained demand for gas turbines and balance-of-plant equipment into the early 2030s.
근거
“we expect to file additional CCN requests by the third quarter for approximately three gigawatts of new generation, primarily including the 2.1 gigawatt West Alton combined cycle facility, as well as additional battery storage.”
공급망
Marty Lyons
Ameren's Jan 2026 winter storm saved ~$63M for gas customers due to its storage portfolio, showing storage value and potentially higher utilization across the sector. — Highlights strategic importance of gas storage during extreme weather, boosting value of storage assets.
근거
“our Ameren Illinois gas storage portfolio helped shield customers from extreme market prices, saving about $63 million”
공급망
Lenny Singh
Ameren plans to sell forward $600M of equity in 2026 and ~$4B total from 2026-2030, signaling sizable equity funding needs for the capex plan. — Suggests the broader utility sector may increasingly tap equity markets to fund large capex programs.
근거
“we continue to make progress against our expected equity issuances of approximately $4 billion from 2026 through 2030.”
외부 신호
공급망 알파 · 4발표 이후 수익률
Ameren expects to file CCNs for ~3 GW of new generation, including a 2.1 GW combined-cycle facility, by Q3 2026, consistent with prior IRP but implying continued gas-turbine demand.
Ameren received its first gas turbine for Castle Bluff ahead of schedule, suggesting stable turbine supply chain for slide-6 projects.
근거
“For Castle Bluff, construction is underway and we received the first of four gas turbines ahead of schedule.”
Ameren's Jan 2026 winter storm saved ~$63M for gas customers due to its storage portfolio, showing storage value and potentially higher utilization across the sector.
Ameren plans to sell forward $600M of equity in 2026 and ~$4B total from 2026-2030, signaling sizable equity funding needs for the capex plan.
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 7개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.