AES
AES CORP
Overview
AES Corporation operates as a global energy company that develops, owns, and operates electric generation facilities and utilities.
AES CORP is a Utilities company operating in Utilities - Diversified with a $10.45B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
19 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q3 FY2025Earnings2025-11-0519 Q&A exchanges
- Q2 FY2025Earnings2025-08-0119 Q&A exchanges
- Q1 FY2025Earnings2025-05-0226 Q&A exchanges
- Q4 FY2024Earnings2025-02-2821 Q&A exchanges
- Q3 FY2024Earnings2024-11-0131 Q&A exchanges
- Q2 FY2024Earnings2024-08-0239 Q&A exchanges
- Q1 FY2024Earnings2024-05-0314 Q&A exchanges
- Q4 FY2023Earnings2024-02-2723 Q&A exchanges
- Q3 FY2023Earnings2023-11-0324 Q&A exchanges
- Q2 FY2023Earnings2023-08-0422 Q&A exchanges
- Q1 FY2023Earnings2023-05-0527 Q&A exchanges
- Q4 FY2022Earnings2023-02-2732 Q&A exchanges
- Q3 FY2022Earnings2022-11-0416 Q&A exchanges
- Q2 FY2022Earnings2022-08-0529 Q&A exchanges
- Q1 FY2022Earnings2022-05-0621 Q&A exchanges
- Q4 FY2021Earnings2022-02-2519 Q&A exchanges
- Q3 FY2021Earnings2021-11-0423 Q&A exchanges
- Q2 FY2021Earnings2021-08-059 Q&A exchanges
- Q1 FY2021Earnings2021-05-0616 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $0.51—Rev— vs ——EODHD
- Q1 FY20262026-04-29EPS$0.77 vs $0.41+87.3%Rev$3.18B vs ——EODHD
- Q4 FY20252026-02-25EPS$0.81 vs $0.63+29.3%Rev$3.10B vs ——EODHD
- Q3 FY20252025-11-03EPS$0.75 vs $0.73+2.7%Rev$3.35B vs ——EODHD
- Q2 FY20252025-07-29EPS$0.51 vs $0.46+9.7%Rev$2.85B vs ——EODHD
- Q1 FY20252025-04-29EPS$0.27 vs $0.34-20.3%Rev$2.93B vs ——EODHD
- Q4 FY20242025-02-23EPS$0.54 vs $0.46+16.6%Rev$2.96B vs ——EODHD
- Q3 FY20242024-10-30EPS$0.71 vs $0.64+10.9%Rev$3.29B vs ——EODHD
- Q2 FY20242024-07-31EPS$0.38 vs $0.37+2.7%Rev$2.94B vs ——EODHD
- Q1 FY20242024-05-01EPS$0.50 vs $0.34+47.1%Rev$3.08B vs ——EODHD
- Q4 FY20232024-02-25EPS$0.73 vs $0.67+9.0%Rev$2.97B vs ——EODHD
- Q3 FY20232023-11-01EPS$0.60 vs $0.54+11.1%Rev$3.43B vs ——EODHD
- Q2 FY20232023-08-02EPS$0.21 vs $0.22-4.5%Rev$3.04B vs ——EODHD
- Q1 FY20232023-05-03EPS$0.22 vs $0.23-4.3%Rev$3.24B vs ——EODHD
- Q4 FY20222023-02-26EPS$0.49 vs $0.46+6.5%Rev$3.06B vs ——EODHD
- Q3 FY20222022-11-03EPS$0.63 vs $0.53+18.9%Rev$3.63B vs ——EODHD
- Q2 FY20222022-08-03EPS$0.34 vs $0.31+9.7%Rev$3.08B vs ——EODHD
- Q1 FY20222022-05-04EPS$0.21 vs $0.28-25.0%Rev$2.85B vs ——EODHD
- Q4 FY20212022-01-05EPS$0.45 vs $0.43+4.7%Rev$2.77B vs ——EODHD
- Q3 FY20212021-11-02EPS$0.50 vs $0.43+16.3%Rev$3.04B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $0.51 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $0.77 | $0.41 | +87.3% | $3.18B | — | — | EODHD |
| Q4 FY2025 | 2026-02-25 | $0.81 | $0.63 | +29.3% | $3.10B | — | — | EODHD |
| Q3 FY2025 | 2025-11-03 | $0.75 | $0.73 | +2.7% | $3.35B | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $0.51 | $0.46 | +9.7% | $2.85B | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.27 | $0.34 | -20.3% | $2.93B | — | — | EODHD |
| Q4 FY2024 | 2025-02-23 | $0.54 | $0.46 | +16.6% | $2.96B | — | — | EODHD |
| Q3 FY2024 | 2024-10-30 | $0.71 | $0.64 | +10.9% | $3.29B | — | — | EODHD |
| Q2 FY2024 | 2024-07-31 | $0.38 | $0.37 | +2.7% | $2.94B | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $0.50 | $0.34 | +47.1% | $3.08B | — | — | EODHD |
| Q4 FY2023 | 2024-02-25 | $0.73 | $0.67 | +9.0% | $2.97B | — | — | EODHD |
| Q3 FY2023 | 2023-11-01 | $0.60 | $0.54 | +11.1% | $3.43B | — | — | EODHD |
| Q2 FY2023 | 2023-08-02 | $0.21 | $0.22 | -4.5% | $3.04B | — | — | EODHD |
| Q1 FY2023 | 2023-05-03 | $0.22 | $0.23 | -4.3% | $3.24B | — | — | EODHD |
| Q4 FY2022 | 2023-02-26 | $0.49 | $0.46 | +6.5% | $3.06B | — | — | EODHD |
| Q3 FY2022 | 2022-11-03 | $0.63 | $0.53 | +18.9% | $3.63B | — | — | EODHD |
| Q2 FY2022 | 2022-08-03 | $0.34 | $0.31 | +9.7% | $3.08B | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $0.21 | $0.28 | -25.0% | $2.85B | — | — | EODHD |
| Q4 FY2021 | 2022-01-05 | $0.45 | $0.43 | +4.7% | $2.77B | — | — | EODHD |
| Q3 FY2021 | 2021-11-02 | $0.50 | $0.43 | +16.3% | $3.04B | — | — | EODHD |
Source: EODHD. AES reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks AES's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 80% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2025 | $3.09 | $2.24 | +38.0% | +0.6% | -1.1% |
| Q4 FY2025 | $2.89 | $2.27 | +27.1% | -1.6% | -1.8% |
| Q3 FY2025 | $2.88 | $2.26 | +27.4% | -7.2% | -8.6% |
| Q2 FY2025 | $2.93 | $2.20 | +33.3% | -6.5% | -8.8% |
| Q1 FY2024 | $3.06 | $2.31 | +32.6% | -0.1% | -2.8% |
| Q4 FY2024 | $3.11 | $2.42 | +28.5% | +0.6% | -1.0% |
| Q3 FY2024 | $2.88 | $2.20 | +30.9% | -3.6% | -4.8% |
| Q2 FY2024 | $3.34 | $2.48 | +34.5% | -4.7% | -1.9% |
| Q1 FY2023 | $3.18 | $2.46 | +29.1% | -0.9% | +1.9% |
| Q4 FY2023 | $2.96 | $2.27 | +30.3% | -8.1% | -9.6% |
Guidance change history
Sample- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
- Q1 FY2024Raised2024-04-15
- Q4 FY2024Raised2024-13-15
- Q3 FY2024Raised2024-10-15
- Q2 FY2024Raised2024-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Andres GluskiCEO4 mo16 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2025
- Stephen CoughlinCFO4 mo4 callsCurrentSample
CFO since 2026 • 2/2 beats (100%) • last guidance raise Q3 FY2025
- Santos Bernerd DaPresident4 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2025
- Juan Ignacio RubioloCOO2 mono recorded callsCurrentSample
COO since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2025
- Ricardo Manuel FaluCOO7 mo2 callsCurrentSample
COO since 2025 • 1/2 beats (50%) • last guidance raise Q1 FY2025
- Sherry KohanSVP & Chief Accounting Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2025
Peers
Other companies in Utilities
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for AES.
$ curl https://api.spokenalpha.com/v1/companies/AESFAQ
Frequently asked about AES
Where can I find AES CORP's (AES) earnings call transcripts?
Spoken Alpha indexes AES's earnings call transcripts at https://spokenalpha.com/companies/AES. Each call links to attributed speakers and parsed analyst Q&A. AES CORP's own investor relations page is at https://www.aes.com/investors.
When was AES CORP's most recent earnings call?
AES CORP (AES) held its most recent earnings call on 2025-11-05, covering fiscal Q3 2025.
What sector is AES in?
AES CORP (AES) operates in the Utilities sector (Utilities - Diversified industry).