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Ameren Q2 Earnings Higher Than Expected, Revenues Increase Y/Y
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Key Takeaways
Ameren posted Q2 EPS of $1.01, beating estimates and rising 4.1% year over year.
Q2 revenues of $2.22B rose 31.2% year over year and topped estimates by more than 20%.
Ameren Missouri's earnings improved from new rates, higher infrastructure earnings and lower costs.
Ameren Corporation (AEE - Free Report) reported second-quarter 2025 earnings of $1.01 per share, which beat the Zacks Consensus Estimate of $1 by 1%. The bottom line also improved 4.1% from the year-ago quarter’s 97 cents.
The year-over-year upside in the bottom line can be attributed to higher revenues and operating income generated in the second quarter of 2025 compared to the second quarter of 2024.
AEE’s Total Revenues
Total revenues came in at $2.22 billion in the reported quarter, up 31.2% year over year. Revenues also beat the Zacks Consensus Estimate of $1.84 billion by 20.7%.
Ameren Corporation Price, Consensus and EPS Surprise
Ameren’s total electricity sales volumes decreased 8.4% to 15,672 million kilowatt-hours (kWh) compared with 17,110 million kWh in the year-ago period. Gas volumes rose 6.5% to 33 million dekatherms from the prior-year period’s level.
Total operating expenses were $1.81 billion, up 35.9% year over year.
The company’s interest expenses in the second quarter totaled $187 million compared with the prior-year quarter’s $165 million.
AEE’s Segmental Results
The Ameren Missouri segment reported earnings of $150 million compared with $128 million a year ago. This year-over-year increase was driven by new electric service rates that became effective June 1, 2025, earnings on increased infrastructure investments and lower operations and maintenance expenses.
The Ameren Illinois Electric Distribution segment reported earnings of $64 million in the second quarter compared with $61 million in the previous year.
The Ameren Illinois Natural Gas segment posted earnings of $10 million in the second quarter compared with $6 million in the prior year.
The Ameren Transmission segment reported earnings of $86 million in the second quarter compared with $79 million a year ago.
AEE’s Financial Condition
Ameren reported cash and cash equivalents of $11 million as of June 30, 2025 compared with $7 million at the end of 2024.
As of June 30, 2025, the long-term debt totaled $18.81 billion compared with $17.26 billion as of Dec. 31, 2024.
As of June 30, 2025, the cash flow from operating activities amounted to $1.29 billion compared with $1.05 billion a year ago.
AEE’s Guidance
Ameren reaffirmed its 2025 earnings guidance. It expects to generate earnings per share (EPS) in the range of $4.85-$5.05. The Zacks Consensus Estimate for 2025 earnings is pegged at $4.94, which lies just below the midpoint of the company’s guided range.
American Electric Power Company, Inc. (AEP - Free Report) reported second-quarter 2025 operating EPS of $1.43, which beat the Zacks Consensus Estimate of $1.28 by 11.7%. The bottom line inched up 14.4% from $1.25 recorded in the year-ago quarter.
AEP’s revenues of $5.09 billion rose 11.1% from the year-ago quarter’s level of $4.58 billion. The top line also beat the Zacks Consensus Estimate of $4.94 billion by 2.9%.
CMS Energy Corporation (CMS - Free Report) reported second-quarter 2025 EPS of 71 cents, which outpaced the Zacks Consensus Estimate of 67 cents by 6%. The bottom line also increased 7.6% from 66 cents in the prior-year quarter.
Operating revenues totaled $1.84 billion, which surpassed the Zacks Consensus Estimate of $1.69 billion by 9%. The top line also increased 14.4% from $1.61 billion in the prior-year quarter.
NextEra Energy, Inc. (NEE - Free Report) reported second-quarter 2025 adjusted earnings of $1.05 per share, which topped the Zacks Consensus Estimate of $1.02 by 2.9%. The bottom line was also up nearly 9.4% year over year.
In the second quarter, NextEra Energy’s operating revenues were $6.7 billion, which missed the Zacks Consensus Estimate of $7.22 billion by 7.28%. However, the top line improved 10.4% year over year.
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Ameren Q2 Earnings Higher Than Expected, Revenues Increase Y/Y
Key Takeaways
Ameren Corporation (AEE - Free Report) reported second-quarter 2025 earnings of $1.01 per share, which beat the Zacks Consensus Estimate of $1 by 1%. The bottom line also improved 4.1% from the year-ago quarter’s 97 cents.
The year-over-year upside in the bottom line can be attributed to higher revenues and operating income generated in the second quarter of 2025 compared to the second quarter of 2024.
AEE’s Total Revenues
Total revenues came in at $2.22 billion in the reported quarter, up 31.2% year over year. Revenues also beat the Zacks Consensus Estimate of $1.84 billion by 20.7%.
Ameren Corporation Price, Consensus and EPS Surprise
Ameren Corporation price-consensus-eps-surprise-chart | Ameren Corporation Quote
AEE: Highlights of the Release
Ameren’s total electricity sales volumes decreased 8.4% to 15,672 million kilowatt-hours (kWh) compared with 17,110 million kWh in the year-ago period. Gas volumes rose 6.5% to 33 million dekatherms from the prior-year period’s level.
Total operating expenses were $1.81 billion, up 35.9% year over year.
The company’s interest expenses in the second quarter totaled $187 million compared with the prior-year quarter’s $165 million.
AEE’s Segmental Results
The Ameren Missouri segment reported earnings of $150 million compared with $128 million a year ago. This year-over-year increase was driven by new electric service rates that became effective June 1, 2025, earnings on increased infrastructure investments and lower operations and maintenance expenses.
The Ameren Illinois Electric Distribution segment reported earnings of $64 million in the second quarter compared with $61 million in the previous year.
The Ameren Illinois Natural Gas segment posted earnings of $10 million in the second quarter compared with $6 million in the prior year.
The Ameren Transmission segment reported earnings of $86 million in the second quarter compared with $79 million a year ago.
AEE’s Financial Condition
Ameren reported cash and cash equivalents of $11 million as of June 30, 2025 compared with $7 million at the end of 2024.
As of June 30, 2025, the long-term debt totaled $18.81 billion compared with $17.26 billion as of Dec. 31, 2024.
As of June 30, 2025, the cash flow from operating activities amounted to $1.29 billion compared with $1.05 billion a year ago.
AEE’s Guidance
Ameren reaffirmed its 2025 earnings guidance. It expects to generate earnings per share (EPS) in the range of $4.85-$5.05. The Zacks Consensus Estimate for 2025 earnings is pegged at $4.94, which lies just below the midpoint of the company’s guided range.
AEE’s Zacks Rank
Ameren currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Utility Releases
American Electric Power Company, Inc. (AEP - Free Report) reported second-quarter 2025 operating EPS of $1.43, which beat the Zacks Consensus Estimate of $1.28 by 11.7%. The bottom line inched up 14.4% from $1.25 recorded in the year-ago quarter.
AEP’s revenues of $5.09 billion rose 11.1% from the year-ago quarter’s level of $4.58 billion. The top line also beat the Zacks Consensus Estimate of $4.94 billion by 2.9%.
CMS Energy Corporation (CMS - Free Report) reported second-quarter 2025 EPS of 71 cents, which outpaced the Zacks Consensus Estimate of 67 cents by 6%. The bottom line also increased 7.6% from 66 cents in the prior-year quarter.
Operating revenues totaled $1.84 billion, which surpassed the Zacks Consensus Estimate of $1.69 billion by 9%. The top line also increased 14.4% from $1.61 billion in the prior-year quarter.
NextEra Energy, Inc. (NEE - Free Report) reported second-quarter 2025 adjusted earnings of $1.05 per share, which topped the Zacks Consensus Estimate of $1.02 by 2.9%. The bottom line was also up nearly 9.4% year over year.
In the second quarter, NextEra Energy’s operating revenues were $6.7 billion, which missed the Zacks Consensus Estimate of $7.22 billion by 7.28%. However, the top line improved 10.4% year over year.