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The AES Corporation AES

Utilities — Utilities Diversified
S&P 500 Member Dividend Champion (5y)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years

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Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership
0.53%

Capital & Financial Ratios

Market Cap
10,610.00
Revenue
13,054.00
Net Income
1,047.00
Free Cash Flow
(1,720.00)
Net Debt
29,734.00
Current Ratio
0.75
Debt/Equity
3.29
P/E ratio
5.66
P/S ratio
0.81
P/B ratio
1.08
Past 5Y EPS Growth
39.18%
This Y EPS Growth
(2.18%)
Next Y EPS Growth
5.75%
Next 5Y EPS Growth
3.67%
in millions of $

Dividends

Payout Ratio
0.76
Annual Dividend Rate
0.66
Annual Dividend Yield
4.20%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 0.70
—
—
—
2025 0.70
—
—
—
—
2024 0.69
—
—
—
—
2023 0.66
—
—
—
—
2022 0.63
—
—
—
—
2021 0.60
—
—
—
—
2020 0.57
—
—
—
—
2019 0.55
—
—
—
—
2018 0.52
—
—
—
—
2017 0.48
—
—
—
—
2016 0.44
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 2,191.00 2,040.00 2,247.00 2,383.00
Receivables 1,420.00 1,646.00 1,683.00 1,934.00
Inventory 712.00 593.00 612.00 618.00
Other 2,149.00 2,395.00 1,768.00 1,367.00
6,649.00 6,831.00 6,502.00 6,403.00
2023 2024 2025 Q'26
Payables 2,199.00 1,654.00 1,980.00 2,170.00
ST’ Debt 4,132.00 3,587.00 3,111.00 3,462.00
Other 974.00 917.00 616.00 826.00
9,731.00 8,571.00 8,492.00 8,578.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 3,180.00 3,422.00 — —
—
’25 2,926.00 2,855.00 3,351.00 3,101.00
12,233.00
’24 3,085.00 2,942.00 3,289.00 2,962.00
12,278.00
’23 3,239.00 3,027.00 3,434.00 2,968.00
12,668.00
’22 2,852.00 3,078.00 3,627.00 3,060.00
12,617.00
’21 2,635.00 2,700.00 3,036.00 2,770.00
11,141.00
’20 2,338.00 2,217.00 2,545.00 2,560.00
9,660.00
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 1,201.00 1,046.00 — —
—
’25 545.00 976.00 1,297.00 1,488.00
4,306.00
’24 287.00 392.00 985.00 1,088.00
2,752.00
’23 625.00 562.00 1,122.00 725.00
3,034.00
’22 457.00 408.00 784.00 1,066.00
2,715.00
’21 253.00 351.00 775.00 523.00
1,902.00
’20 373.00 447.00 1,267.00 668.00
2,755.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (565.00) (597.00) — —
—
’25 (709.00) (356.00) (511.00) (47.00)
(1,623.00)
’24 (1,861.00) (1,293.00) (847.00) (639.00)
(4,640.00)
’23 (926.00) (1,283.00) (777.00) (1,704.00)
(4,690.00)
’22 (309.00) (485.00) (268.00) (774.00)
(1,836.00)
’21 (179.00) (216.00) 240.00 (59.00)
(214.00)
’20 (188.00) 46.00 854.00 143.00
855.00
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.68 0.60 — —
—
’25 0.07 (0.15) 0.89 0.45
1.26
’24 0.60 0.27 0.71 0.79
2.36
’23 0.21 (0.06) 0.32 (0.14)
0.35
’22 0.16 (0.27) 0.59 (1.35)
(0.82)
’21 (0.22) 0.04 0.48 (0.95)
(0.61)
’20 0.22 (0.12) (0.50) 0.47
0.07

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

3
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 18.62 11.43 12.24 9.46 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 29.89 29.11 22.21 15.51 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ — ‡‡‡‡‡ ‡‡‡‡‡ 9,100 9,600 9,100 8,336 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.39 1.32 1.35 1.47 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12,617.00 12,668.00 12,278.00 12,233.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 20.19% 19.77% 18.85% 18.07% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (169.00) 104.00 894.00 75.00 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.34%) 0.82% 7.28% 0.61% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (505.00) (182.00) 802.00 162.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,072.00 1,147.00 1,264.00 1,457.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.89 18.94 17.39 17.18 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ (0.82) 0.37 2.38 1.26 ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.06 4.54 3.90 6.05 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (6.81) (11.55) (10.47) (8.33) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.75) (7.01) (6.57) (2.28) — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.74 8.95 10.91 12.79 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 668.00 669.00 706.00 712.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ 0.00 53.72 5.38 11.38 ‡‡‡‡ ‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.49 1.02 0.74 0.83 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 5.12 2.51 1.18 1.12 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.14 2.97 2.94 3.09 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (21.59) (8.02) (7.77) (23.33) — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,715.00 3,034.00 2,752.00 4,306.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (4,551.00) (7,724.00) (7,392.00) (5,929.00) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1,836.00) (4,690.00) (4,640.00) (1,623.00) — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,152.00 (3,082.00) (1,740.00) (1,990.00) — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 23,498.00 26,878.00 29,018.00 29,897.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 20,858.00 24,687.00 26,978.00 27,650.00 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,504.00 5,985.00 7,704.00 9,105.00 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.53%) 0.60% 3.64% 1.81% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.01% 0.21% 1.61% 0.32% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (14.77%) 5.65% 26.13% 10.71% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

AES Corporation, a global power leader pivoting to renewables amid AI-fueled data center demand and geopolitical supply strains, shows resilient revenue growth from $10.3 billion in 2016 to a projected $12.9 billion by 2027 (3% CAGR), boosted by IRA tax credits, solar/wind expansions, and hyperscaler deals totaling 2.4 GW. Operational efficiency shines with revenue per employee doubling to $1.35 million and headcount halved, yet aggressive Capex surging 200% to $7.4 billion has eroded gross margins to 19% and flipped free cash flow deeply negative at -$4.64 billion in 2024, pressuring valuations amid high rates and debt climbing 49% to $29 billion.

Recent profitability rebounded sharply in 2024 with $802 million net income (EPS $2.38, ROE 26%), projecting 87% earnings growth to $1.5 billion in 2025, while stock trades at depressed multiples (PE 5.4x, PS 0.74x) after a 62% peak-to-trough drop, undervaluing stable top-line momentum versus utility peers. Analyst targets imply 0% mean return but up to 47% upside if Capex moderates 47% in 2025 and yields 10%+ ROIC by 2027.

Macro tailwinds like 10-15% U.S. power demand surge from data centers and easing rates could catalyze a rerating toward 2022 highs for 20-40% returns, but leverage risks (net debt/equity >3.5x), policy shifts, and FCF inflection demand close watch—positioning AES as a high-conviction energy transition bet with balanced caution.

Read full commentary →

The AES Corporation (AES) Latest News

News by impact score

Fine-tune

10 Jul

3 www.barchart.com, 11:14 AM
The AES Corporation prepares to report Q2 2026 earnings with market focus on revenue, earnings per share, and operational updates in renewables and utilities. Upcoming earnings expectations can moderately shift near-term investor sentiment and valuation multiples.

26 Jun

5 , 4:00 PM
AES stockholders approved the company's acquisition by a consortium led by Global Infrastructure Partners and EQT. Stockholder approval of full acquisition triggers ownership transfer, delisting, and complete strategic overhaul for AES.

19 Jun

4 , 8:22 AM
AES Corporation boosts growth via investments in renewable energy projects and LNG initiatives. Strategic investments in renewables and LNG mark major moves expected to reshape AES growth trajectory and investor outlook.

1 Jun

4 Investor's Business Daily, 12:48 PM
Fluence, AES joint venture and AI data center energy supplier, surges on announced Nvidia partnership for data center solutions. Nvidia partnership strengthens Fluence market position in high-growth AI data center energy storage, directly lifting AES outlook.

17 May

4 , 11:15 PM
AES submits rate proposal and advances major renewables project, improving earnings visibility for the utility. Rate proposal and large renewables project represent major strategic moves that enhance earnings predictability and shift AES trajectory.

13 May

4 transcript www.fool.com, 12:45 PM
AES Corporation's Q2 2025 earnings call transcript details quarterly financial results, strong renewables portfolio growth, adjusted EPS of $0.44 exceeding expectations, reaffirmed full-year guidance, and strategic updates on clean energy transitions. Q2 earnings beat, renewables expansion, and reaffirmed guidance signal strong operational momentum likely boosting AES stock performance and long-term investor outlook.

4 transcript www.fool.com, 12:42 PM
AES Corporation released Q3 2024 earnings call transcript detailing strong adjusted EBITDA growth, record renewables backlog of 28.5 GW, reaffirmed full-year guidance, and long-term targets through 2027. Q3 earnings results, renewables expansion, and reaffirmed guidance significantly shape investor expectations and AES stock trajectory.

7 May

4 Simply Wall St., 9:20 AM
Haven Safety AI could significantly shape The AES Corporation's growth opportunities and risk profile. Haven Safety AI promises major strategic influence on AES growth and risks.

6 May

3 , 9:00 AM
Haven Safety AI, developed by The AES Corporation, named finalist for the Edison Electric Institute's prestigious Edison Award recognizing innovative contributions to the electric utility industry. Finalist status in a top industry award spotlights AES's AI safety innovations, moderately enhancing its competitive positioning in utility technology.

26 Apr

4 Simply Wall St., 5:07 AM
AES Corporation receives a take-private bid at US$15 per share, prompting investors to reassess its valuation and future prospects amid ongoing strategic considerations. Take-private bid at $15 per share represents a major strategic move that could significantly alter AES's ownership structure, market presence, and long-term trajectory.

25 Apr

3 Simply Wall St., 10:08 PM
AES Corporation announces leadership changes to strengthen accounting oversight and refocus clean energy governance. Leadership shifts in accounting oversight and clean energy governance affect financial reporting and strategic priorities without fundamentally altering long-term trajectory.

23 Apr

3 , 7:54 AM
Jim Cramer praises AES Corporation as incredibly cheap and recommends buying it. Jim Cramer's buy recommendation could noticeably boost investor sentiment and short-term stock performance for AES.

21 Apr

3 www.barchart.com, 8:14 AM
Analysts preview AES Corporation's next earnings report, highlighting expected revenue growth, EPS figures, renewable energy progress, and strategic updates amid market challenges. Earnings expectations moderately influence financial performance anticipation and investor sentiment ahead of the report.

20 Apr

4 , 1:07 PM
Oracle appoints Hilary Maxson, former CFO of AES Corporation, as its new CFO to lead AI infrastructure initiatives. AES loses its CFO to a high-profile role at Oracle, representing a significant leadership change that could disrupt strategic plans and affect market confidence.

17 Apr

4 www.daytondailynews.com, 9:05 PM
New owners of The AES Corporation could eventually raise electric bills, warns the consumers' office. New ownership signals major strategic shifts for AES that could alter operational costs, consumer pricing, and investor sentiment.

16 Apr

4 www.barchart.com, 7:30 PM
Amazon invests another $25 billion in data centers, spotlighting AES Corporation as the top high-yield dividend stock poised to capitalize on surging power demand for AI and cloud infrastructure. Amazon's $25B data center expansion drives massive electricity demand that directly benefits AES's utility-scale renewable energy projects powering hyperscale facilities.

15 Apr

4 Insider Monkey, 2:19 PM
AES Corp (AES) has a buyout offer on the table, which may explain why hedge funds continue to favor the stock. Buyout offer signals potential acquisition that could significantly alter AES's ownership, strategy, and market performance.

11 Apr

4 Simply Wall St., 6:13 AM
AES Corporation faces safety setbacks in key projects, sparking concerns over heightened risks and diminished valuation amid scrutiny of operational reliability. Safety setbacks elevate project risks for AES, threatening valuation and investor sentiment with potential long-term trajectory shifts.

2 Apr

4 Insider Monkey, 8:20 PM
The AES Corporation (AES) secured holder approval for amendments to its indenture, facilitating a pending merger. Holder approval advances a pending merger, a major strategic move likely to significantly impact AES's trajectory and investor sentiment.

26 Mar

4 Simply Wall St., 1:06 PM
AES Corporation achieves robotics milestone, highlighting strong long-term returns from renewables investments. Robotics milestone underscores AES's efficiency gains in renewables, signaling major positive shift in long-term performance and investor sentiment.

4 Zacks, 8:13 AM
AES Corporation positions itself to capitalize on surging energy demand from expanding data centers, leveraging its renewable and utility assets amid AI-driven power needs. Surging data center demand creates major growth opportunities for AES in power generation and renewables.

25 Mar

3 PR Newswire, 7:00 AM
Maximo completed 100 MW robotic solar installation for The AES Corporation, advancing efficient renewable energy deployment. 100 MW solar addition enhances AES renewable portfolio and highlights robotic efficiency gains amid energy transition.

23 Mar

4 247wallst.com, 9:34 AM
NVIDIA stock rebounded Monday amid energy partnerships for AI data centers and BioNeMo progress in biomolecular AI, signaling bullish NVDA outlook. NVIDIA energy partnerships position AES to capture massive AI data center power demand, significantly enhancing revenue and market position.

22 Mar

4 Simply Wall St., 1:04 PM
AES Corporation secures debt consents that reshape its merger path and alter investor risk-reward profile. Debt consents reshape AES merger trajectory and shift investor risk-reward dynamics.

16 Mar

5 Simply Wall St., 11:15 PM
The AES Corporation's narrative is shifting toward a potential US$15 per share take-private deal, amid evolving strategic developments. A $15 take-private deal would delist AES from public markets and profoundly reshape its ownership and future trajectory.

15 Mar

3 Insider Monkey, 12:31 PM
AES Corporation's post-earnings performance prompts analysis on whether the stock represents a buy opportunity amid key financial metrics and future outlook. Earnings results highlight potential moderate effects on financial performance and investor sentiment without fundamentally altering long-term trajectory.

14 Mar

4 Simply Wall St., 2:08 AM
AES Corporation rolls out Safety AI initiative, highlighting operational execution challenges and regulatory scrutiny in its energy operations. Safety AI deployment addresses core operational risks and regulatory pressures, potentially enhancing efficiency and investor confidence significantly.

13 Mar

4 Zacks, 9:48 AM
AES Corporation uses long-term power purchase agreements (PPAs) to secure revenue, fund renewable energy projects, and drive aggressive growth in solar, wind, and battery storage amid global clean energy transition. Long-term PPAs lock in stable revenue for AES's renewable expansion, enhancing competitive positioning in the shifting energy market.

12 Mar

5 , 12:31 AM
The AES Corporation agreed to a $10.7 billion buyout by BlackRock’s Global Infrastructure Partners (GIP) and EQT, taking the renewable energy giant private in a deal valuing its renewables business at over $10 billion. A $10.7 billion buyout by major private equity firms will fundamentally redefine AES's ownership structure, strategic direction, and long-term market prospects.

3 PR Newswire, 7:00 AM
The AES Corporation deploys AI safety platform across its U.S. operations to enhance safety measures. AI safety platform deployment improves operational efficiency and risk management, moderately boosting AES's innovation profile and investor confidence.
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