AES CORP
AES is a global energy company that develops, owns and operates electric generation facilities and utilities. Its generation customers include utilities, corporations, industrial users and other intermediaries; its utilities serve residential, commercial, industrial and governmental customers within defined service areas. AES earns money by selling electricity and associated generation attributes under long- and medium-term contracts, through short-term power and ancillary-service sales, and by distributing electricity to end users under regulated tariffs. It also provides project development services and transfers some project assets to third parties before construction. AES is organized into four business units: Renewables, Utilities, Energy Infrastructure and New Energy Technologies. Its generation portfolio uses renewable sources, natural gas, coal, pet coke, diesel and oil. Its utilities include AES Indiana, AES Ohio and four utilities in El Salvador, serving 2.7 million customers. AES is headquartered in Arlington, Virginia.
No SEC Form 4 filings for $AES in the last 30 days.
See all $AES insider activity →AES reported Q3 GAAP EPS of $0.76 and revenue of $3.87B, exceeding estimates by $700M. Revenue rose 15.5% year-over-year. The company received EU approval for its sale to GIM and EQT Fund Management, but faces opposition from U.S. lawmakers.
NextEra Energy (NEE) reported adjusted EPS of $1.24, beating estimates, but revenue missed. AES (AES) has an 11.1 GW backlog and is under a buyout. Both benefit from renewable tax credits. NEE is expanding, while AES awaits buyout completion. NEE shares rose 13.23% in a month, AES up 0.98%.
The AES reported Q3 EPS of $0.86, beating estimates by $0.33, with revenue of $3.87B, exceeding expectations. The stock is up 1.29% over 3 months and 4.92% over 12 months. InvestingPro rates its financial health as 'good performance'.
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning AES (AES CORP). Coverage has skewed bullish: 3 bullish, 2 neutral, and 0 bearish.
Recent AES coverage spans mergers & acquisitions, earnings and sector analysis.
Earnings beat suggests upside pressure on AES stock.
Buyout completion risk drives near‑term price stability; any deal disruption could cause a sharp move.
Beat on both EPS and revenue suggests near-term earnings momentum and supports a positive repricing versus consensus expectations.
Deal‑linked news modestly impacts AES.
Regulatory clearance reduces merger uncertainty, likely supporting AES share price.
AlphAI scores every news story that mentions AES with an AI model for sentiment and relevance, and aggregates insider trades from AES CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
AES reported Q3 GAAP EPS of $0.76 and revenue of $3.87B, exceeding estimates by $700M. Revenue rose 15.5% year-over-year. The company received EU approval for its sale to GIM and EQT Fund Management, but faces opposition from U.S. lawmakers.
NextEra Energy (NEE) reported adjusted EPS of $1.24, beating estimates, but revenue missed. AES (AES) has an 11.1 GW backlog and is under a buyout. Both benefit from renewable tax credits. NEE is expanding, while AES awaits buyout completion. NEE shares rose 13.23% in a month, AES up 0.98%.
The AES reported Q3 EPS of $0.86, beating estimates by $0.33, with revenue of $3.87B, exceeding expectations. The stock is up 1.29% over 3 months and 4.92% over 12 months. InvestingPro rates its financial health as 'good performance'.
Utilities sector XLU rose 10.12% in October, outperforming the S&P 500's 0.94% decline. Exelon EXC led gainers with a 14.07% increase, driven by Q3 results and adjusted EPS guidance. NRG Energy NRG was the worst performer, falling 1.84% due to AI-linked selloffs. Analyst Louis Gerard noted lower Treasury yields supported the sector.
AES announced the European Commission completed its preliminary review of the proposed merger under the EU Foreign Subsidies Regulation, fulfilling one closing condition. The transaction still requires additional regulatory approvals and customary closing conditions. Upon completion, AES will be jointly owned by investment vehicles affiliated with Global Infrastructure Management, EQT Infrastructure VI, and other investors.
AES CORP (AES) filed an SEC Form 8-K — Other Events. Item 8.01. Other Events. As previously announced, on March 1, 2026, The AES Corporation (the “ Company ”) entered into that certain Agreement and Plan of Merger (as it may be amended from time to time, the “ Merger Agreement ”), by and among the Company, Horizon Parent, L.P., a D
Chile's competition authority approved the joint acquisition of AES Corporation by Global Infrastructure Management (GIM) and EQT Fund Management, following an investigation. The deal, involving GIM (owned by BlackRock) and EQT, was cleared unconditionally on October 1, 2026, with no substantial competition concerns identified in power and data sectors. Minority investors, including CalPERS and QIA, will retain non-controlling stakes.
AES received unconditional approval from the EU and New York for its merger with Horizon Parent. Closing is still subject to additional regulatory approvals and customary conditions. Upon completion, AES will be jointly owned by Global Infrastructure Management, EQT Infrastructure VI, and other investors, according to the company's SEC filing.
AES CORP (AES) filed an SEC Form 8-K — Other Events. Item 8.01. Other Events. As previously announced, on March 1, 2026, The AES Corporation (the “ Company ”) entered into an Agreement and Plan of Merger (as it may be amended from time to time, the “ Merger Agreement ”), by and among the Company, Horizon Parent, L.P., a Delaware li
Vena Energy sold a 49% stake in its 500 MWp Philippines solar project for $72M to Norfund and Impact Fund Denmark. The EU approved a $33.4B acquisition of AES Corp. by a GIP-EQT-led consortium. Atmos Renewables acquired 926 MW of Australian solar and wind projects from BayWa r.e.
