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NASDAQ · US · Utilities - Regulated Electric

AEP American Electric Power

765kV transmission and large-load interconnects

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$129.4
−0.26% today
1W
+3.7%
1M
+9.3%
3M
−2.0%
YTD
+14.8%
1Y
+15.0%
Off 52w high
−6.0%
Next earnings (est.): 2026-10-28
Market cap$70.60B
P/E (trailing)22.5Forward 18.9
EV / sales5.5×EV/EBITDA 13.9×
Revenue (TTM)$22.79BGrowth 7.0% y/y
Margins46.4%gross · op 23.2%
Free cash flow-$6.00BCash $603M · debt $53.53B
Analyst target$141.2+9.1% upside · 23 analysts · buy
Riskβ 0.47Short 5.4% of float · yield 2.97%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

AEP · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-30EarningsMiss / cut

    Reported EPS 1.36 vs 1.48 expected (-8.2% surprise).

  2. 7
    2026-05-05EarningsBeat / raise

    Reported EPS 1.64 vs 1.57 expected (+4.6% surprise).

  3. 6
    2026-02-12EarningsBeat / raise

    Reported EPS 1.19 vs 1.15 expected (+3.6% surprise).

  4. 5
    2025-10-29EarningsMiss / cut

    Reported EPS 1.8 vs 1.81 expected (-0.3% surprise).

  5. 4
    2025-07-30EarningsBeat / raise

    Reported EPS 1.43 vs 1.27 expected (+12.8% surprise).

  6. 3
    2025-05-06EarningsBeat / raise

    Reported EPS 1.54 vs 1.4 expected (+9.9% surprise).

  7. 2
    2025-02-13EarningsMiss / cut

    Reported EPS 1.24 vs 1.24 expected (-0.2% surprise).

  8. 1
    2024-11-06EarningsBeat / raise

    Reported EPS 1.85 vs 1.8 expected (+3.0% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-301.481.36−8.2%
2026-05-051.571.64+4.6%
2026-02-121.151.19+3.6%
2025-10-291.811.8−0.3%
2025-07-301.271.43+12.8%
2025-05-061.41.54+9.9%
2025-02-131.241.24−0.2%
2024-11-061.81.85+3.0%
2024-07-301.231.25+1.3%
2024-04-301.261.27+1.1%
2024-02-261.261.23−2.3%
2023-11-021.71.77+4.0%
2023-07-271.141.13−0.6%
2023-05-041.121.11−0.8%
2023-02-230.991.05+5.8%
2022-10-271.561.62+3.6%
2022-07-271.191.2+0.9%
2022-04-281.21.22+2.1%
2022-02-240.920.98+6.2%
2021-10-281.451.43−1.3%
2021-07-221.141.18+3.3%
2021-04-221.171.15−1.4%
2021-02-250.790.87+10.7%
2020-10-221.481.47−0.5%

About American Electric Power

Website ↗

American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation & Marketing segments. The company generates electricity using coal and lignite, nuclear, natural gas, renewable, hydro, solar, wind, and other energy sources; owns, operates, maintains, and invests in transmission infrastructure; and engages in the retail supply, and wholesale energy trading and marketing businesses. It operates approximately 252,000 circuit miles of distribution lines; 38,000 circuit miles of transmission lines; and 25,000 MWs of regulated owned generating capacity. American Electric Power Company, Inc. was incorporated i…

17,581 employees · Columbus, United States

Interconnection queues measure in years. Energised megawatts — not empty shells — pace AI buildout, and new lines take the better part of a decade.

Generation→Queue study→Line + substation→Campus

What would prove us wrong. Weakens if queue reforms cut time-to-power below two years at scale.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
PWR
Quanta Services
Grid construction and craft labour at scale $566.3+3.64%−12.8%+34.3%
MYRG
MYR Group
Transmission and electrical construction $261.5+2.77%−10.6%+19.7%
MTZ
MasTec
Power delivery and pipeline construction $174.4+1.98%−18.1%−19.8%
NEE
NextEra Energy
Largest generation and transmission developer $82.14+0.05%+8.0%+4.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.