We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Ameren to Release Q3 Earnings: Here's What You Need to Know
Read MoreHide Full Article
Key Takeaways
Ameren's Illinois grid upgrades and new smart switches improved reliability and efficiency.
Hotter weather and rising data center demand likely boosted electricity usage and revenues.
Higher interest expenses may have partly offset benefits from infrastructure investments.
Ameren Corporation (AEE - Free Report) is scheduled to release third-quarter 2025 results on Nov. 5, after market close. The company delivered an earnings surprise of 1% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors That Might Have Impacted AEE’s Q3 Performance
The company is expected to have continued to benefit from its strategic investments focused on infrastructure modernization and grid resilience, which have enhanced operational efficiency and reliability across its service territories. During the third quarter of 2025, Ameren Illinois continued to modernize its electric grid in Vermilion County. It installed cutting-edge 69kV Viper®-HV reclosers, also known as smart switches. This initiative should have further improved service reliability and boosted the bottom line in the to-be-reported quarter.
In July 2025, the company announced that some of its service areas were affected due to ice storms, high winds and tornado outbreaks. However, its smart switch technology, automatically prevented more than 150,000 outages during major storm events in the first six months of 2025 and is expected to have continued to do so in the third quarter. AEE stated that smart switches and other grid upgrades can improve its service reliability up to 40%.
Increasing electricity demand from data centers, driven by artificial intelligence workloads, is expected to have provided additional support to AES’ quarterly earnings. Strong rate-based growth and solid revenue expectation are expected to have enhanced the overall performance.
The majority of the company’s service territories experienced above-normal temperature patterns for most of the third quarter. Such a weather pattern is expected to have boosted electricity demand for cooling purposes. This should have boosted the company’s top line in the third quarter.
However, higher interest expenses might offset some of the positives in the to-be-reported quarter.
AEE’s Q3 Expectations
The Zacks Consensus Estimate for earnings is pegged at $2.10 per share, indicating a year-over-year increase of 12.3%.
The Zacks Consensus Estimate for revenues is pinned at $2.41 billion, implying 10.9% growth year over year.
The Zacks Consensus Estimate for Ameren total electric sales is pinned at 18,548.57 gigawatt-hours (in millions), down 0.09% from year-ago quarter’s registered figure.
What Our Quantitative Model Predicts
Our proven model does not predict an earnings beat for Ameren this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here as you will see below.
Earnings ESP: The company’s Earnings ESP is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Investors may consider the following players from the same industry, as these have the right combination of elements to post an earnings beat this reporting cycle.
Eversource Energy (ES - Free Report) is likely to come up with an earnings beat when it reports third-quarter results on Nov. 4. It has an Earnings ESP of +5.13% and a Zacks Rank #3 at present.
ES’ long-term (three to five years) earnings growth rate is 5.86%. The Zacks Consensus Estimate for earnings is pinned at $1.12 per share, indicating a year-over-year decrease of 0.9%.
Alliant Energy (LNT - Free Report) is likely to come up with an earnings beat when it reports third-quarter results on Nov. 6. It has an Earnings ESP of +0.43% and a Zacks Rank #3 at present.
LNT’s long-term earnings growth rate is 6.57%. The Zacks Consensus Estimate for earnings is pinned at $1.17 per share, indicating a year-over-year increase of 1.7%.
Duke Energy (DUK - Free Report) is likely to come up with an earnings beat when it reports third-quarter results on Nov. 7. It has an Earnings ESP of +1.63% and a Zacks Rank #2 at present.
DUK’s long-term earnings growth rate is 6.43%. The Zacks Consensus Estimate for earnings is pinned at $1.74 per share, which implies a year-over-year increase of 7.4%.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Ameren to Release Q3 Earnings: Here's What You Need to Know
Key Takeaways
Ameren Corporation (AEE - Free Report) is scheduled to release third-quarter 2025 results on Nov. 5, after market close. The company delivered an earnings surprise of 1% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors That Might Have Impacted AEE’s Q3 Performance
The company is expected to have continued to benefit from its strategic investments focused on infrastructure modernization and grid resilience, which have enhanced operational efficiency and reliability across its service territories. During the third quarter of 2025, Ameren Illinois continued to modernize its electric grid in Vermilion County. It installed cutting-edge 69kV Viper®-HV reclosers, also known as smart switches. This initiative should have further improved service reliability and boosted the bottom line in the to-be-reported quarter.
In July 2025, the company announced that some of its service areas were affected due to ice storms, high winds and tornado outbreaks. However, its smart switch technology, automatically prevented more than 150,000 outages during major storm events in the first six months of 2025 and is expected to have continued to do so in the third quarter. AEE stated that smart switches and other grid upgrades can improve its service reliability up to 40%.
Increasing electricity demand from data centers, driven by artificial intelligence workloads, is expected to have provided additional support to AES’ quarterly earnings. Strong rate-based growth and solid revenue expectation are expected to have enhanced the overall performance.
The majority of the company’s service territories experienced above-normal temperature patterns for most of the third quarter. Such a weather pattern is expected to have boosted electricity demand for cooling purposes. This should have boosted the company’s top line in the third quarter.
However, higher interest expenses might offset some of the positives in the to-be-reported quarter.
AEE’s Q3 Expectations
The Zacks Consensus Estimate for earnings is pegged at $2.10 per share, indicating a year-over-year increase of 12.3%.
The Zacks Consensus Estimate for revenues is pinned at $2.41 billion, implying 10.9% growth year over year.
The Zacks Consensus Estimate for Ameren total electric sales is pinned at 18,548.57 gigawatt-hours (in millions), down 0.09% from year-ago quarter’s registered figure.
What Our Quantitative Model Predicts
Our proven model does not predict an earnings beat for Ameren this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here as you will see below.
Ameren Corporation Price and EPS Surprise
Ameren Corporation price-eps-surprise | Ameren Corporation Quote
Earnings ESP: The company’s Earnings ESP is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, Ameren carries a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks here.
Stocks to Consider
Investors may consider the following players from the same industry, as these have the right combination of elements to post an earnings beat this reporting cycle.
Eversource Energy (ES - Free Report) is likely to come up with an earnings beat when it reports third-quarter results on Nov. 4. It has an Earnings ESP of +5.13% and a Zacks Rank #3 at present.
ES’ long-term (three to five years) earnings growth rate is 5.86%. The Zacks Consensus Estimate for earnings is pinned at $1.12 per share, indicating a year-over-year decrease of 0.9%.
Alliant Energy (LNT - Free Report) is likely to come up with an earnings beat when it reports third-quarter results on Nov. 6. It has an Earnings ESP of +0.43% and a Zacks Rank #3 at present.
LNT’s long-term earnings growth rate is 6.57%. The Zacks Consensus Estimate for earnings is pinned at $1.17 per share, indicating a year-over-year increase of 1.7%.
Duke Energy (DUK - Free Report) is likely to come up with an earnings beat when it reports third-quarter results on Nov. 7. It has an Earnings ESP of +1.63% and a Zacks Rank #2 at present.
DUK’s long-term earnings growth rate is 6.43%. The Zacks Consensus Estimate for earnings is pinned at $1.74 per share, which implies a year-over-year increase of 7.4%.