HighGravityDataCurrent guidance
41 items
American Electric Power
Guidance from American Electric Power’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Jul 30, 2026
Data checked
Jul 30, 2026
What changed in the Jul 30, 2026 release
Each item compared with the same item in the previous release (May 5, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Additional turbine capacity under evaluation | for FY2035 | — | “up to 10 GW” | Filing ↗ |
| Raised | Estimated GAAP EPS | for FY2026 | “$6.12 to $6.42” | “$6.16 to $6.46” | Filing ↗ |
| Raised | Operating earnings | for FY2026 | “$6.15 to $6.45 per share” | “$6.25 to $6.55 per share” | Filing ↗ |
| New | Operating earnings CAGR | for the long term | — | “greater than 9%” | Filing ↗ |
| New | New load additions (contracted load growth) | for FY2030 | — | “69 gigawatts (GW)” | Filing ↗ |
| Raised | Capital investment plan | for the long term | “$54 billion” | “$78 billion” | Filing ↗ |
| New | Expected savings in interest costs from DOE loan | No period stated | — | “$685 million” | Filing ↗ |
| Reiterated | Annual operating earnings growth rate | for the long term | “7% to 9%” | “7% to 9%” | Filing ↗ |
| Reiterated | Operating earnings compound annual growth rate (CAGR) | for the long term | “greater than 9%” | “greater than 9%” | Filing ↗ |
| Reiterated | Five-year capital plan | for the long term | “$78 billion” | “$78 billion” | Filing ↗ |
Show 22 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Annual operating earnings growth (later years of plan) | for FY2028–2030 | “at or above the high end of the range” | — | Filing ↗ |
| Not restated | Expected operating earnings CAGR | for the long term | “greater than 9%” | — | Filing ↗ |
| Not restated | Long-term EPS growth rate | for the long term | “6% to 8%” | — | Filing ↗ |
| Not restated | Long-term operating earnings growth rate | for the long term | “7% to 9%” | — | Filing ↗ |
| Not restated | Operating earnings per share compounded annual growth rate | for the long term | “9%” | — | Filing ↗ |
| Not restated | Operating earnings per share growth | for the long term | “9% compounded annual growth rate” | — | Filing ↗ |
| Not restated | Incremental load | for FY2030 | “63 gigawatts” | — | Filing ↗ |
| Not restated | Incremental load growth (signed agreements) | for FY2030 | “56 GW” | — | Filing ↗ |
| Not restated | Load additions | for FY2030 | “28 gigawatts (GW)” | — | Filing ↗ |
| Not restated | New load additions | for FY2030 | “63 gigawatts” | — | Filing ↗ |
| Not restated | Peak system demand | for FY2030 | “65 GW” | — | Filing ↗ |
| Not restated | Rate base | for FY2030 | “$128 billion” | — | Filing ↗ |
| Not restated | Equity settlement under forward contract | for FY2026 | “$2.3 billion” | — | Filing ↗ |
| Not restated | Opportunities identified for incremental investment beyond five-year capital plan | for FY2026 | “$5 billion to $8 billion” | — | Filing ↗ |
| Not restated | Total transmission investment | for FY2026 | “$33 billion” | — | Filing ↗ |
| Not restated | Total transmission investment as percentage of five-year capital plan | for FY2026 | “42%” | — | Filing ↗ |
| Not restated | Capital plan | for the long term | “$72 billion” | — | Filing ↗ |
| Not restated | Distribution and transmission investments within capital plan | for the long term | “$34 billion” | — | Filing ↗ |
| Not restated | Five-year capital investment plan | for the long term | “$72 billion” | — | Filing ↗ |
| Not restated | Long-term growth rate | for the long term | “6% to 8%” | — | Filing ↗ |
| Not restated | SPP 765-kV transmission lines planned | for the long term | “315 miles” | — | Filing ↗ |
| Not restated | Transmission company transaction | No period stated | “$2.82 billion” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Estimated GAAP EPS | “$6.16 to $6.46” | for FY2026 | GAAP-tied | May 5, 2026 | 2 | Filing ↗ |
| Operating earnings | “$6.25 to $6.55 per share” | for FY2026 | Company-defined | May 5, 2026 | 2 | Filing ↗ |
| Operating earnings | “$6.15 to $6.45 per share” | for FY2026 | Company-defined | Oct 29, 2025 | 2 | Filing ↗ |
| Operating EPS | “$6.15 to $6.45” | for FY2026 | GAAP-tied | May 5, 2026 | 1 | Filing ↗ |
| Annual rate-base growth | “nearly 11%” | for FY2026 | Company-defined | May 5, 2026 | 1 | Filing ↗ |
| Equity settlement under forward contract | “$2.3 billion” | for FY2026 | Company-defined | May 6, 2025 | 1 | Filing ↗ |
| Opportunities identified for incremental investment beyond five-year capital plan | “$5 billion to $8 billion” | for FY2026 | Company-defined | Feb 12, 2026 | 1 | Filing ↗ |
| Total transmission investment | “$33 billion” | for FY2026 | Company-defined | May 5, 2026 | 1 | Filing ↗ |
| Total transmission investment as percentage of five-year capital plan | “42%” | for FY2026 | Company-defined | May 5, 2026 | 1 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Additional turbine capacity under evaluation | “up to 10 GW” | for FY2035 | Company-defined | Jul 30, 2026 | 1 | Filing ↗ |
| Annual operating earnings growth (later years of plan) | “at or above the high end of the range” | for FY2028–2030 | Company-defined | Oct 29, 2025 | 1 | Filing ↗ |
| Expected annual rate-base growth | “nearly 11%” | for FY2030 | Company-defined | May 5, 2026 | 1 | Filing ↗ |
| Incremental customer load agreements | “24 gigawatts” | for FY2030 | Company-defined | Jul 30, 2025 | 1 | Filing ↗ |
| Incremental load | “63 gigawatts” | for FY2030 | Company-defined | May 5, 2026 | 1 | Filing ↗ |
| Incremental load growth (signed agreements) | “56 GW” | for FY2030 | Company-defined | Feb 12, 2026 | 1 | Filing ↗ |
| Load additions | “28 gigawatts (GW)” | for FY2030 | Company-defined | Oct 29, 2025 | 1 | Filing ↗ |
| New load additions | “63 gigawatts” | for FY2030 | Company-defined | May 5, 2026 | 1 | Filing ↗ |
| New load additions (contracted load growth) | “69 gigawatts (GW)” | for FY2030 | Company-defined | Jul 30, 2026 | 1 | Filing ↗ |
| Peak load | “more than 60 gigawatts” | for FY2030 | Company-defined | Jul 30, 2025 | 1 | Filing ↗ |
| Peak system demand | “65 GW” | for FY2030 | Company-defined | Oct 29, 2025 | 1 | Filing ↗ |
| Rate base | “$128 billion” | for FY2030 | Company-defined | Oct 29, 2025 | 1 | Filing ↗ |
| Rate base compounded annual growth rate | “10%” | for FY2030 | Company-defined | Oct 29, 2025 | 1 | Filing ↗ |
Long term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Annual operating earnings growth rate | “7% to 9%” | for the long term | Company-defined | May 5, 2026 | 2 | Filing ↗ |
| Expected operating earnings CAGR | “greater than 9%” | for the long term | Company-defined | May 5, 2026 | 1 | Filing ↗ |
| Long-term EPS growth rate | “6% to 8%” | for the long term | GAAP-tied | Feb 13, 2025 | 1 | Filing ↗ |
| Long-term operating earnings growth rate | “7% to 9%” | for the long term | Company-defined | Jul 30, 2025 | 3 | Filing ↗ |
| Operating earnings CAGR | “greater than 9%” | for the long term | Company-defined | Jul 30, 2026 | 1 | Filing ↗ |
| Operating earnings compound annual growth rate (CAGR) | “greater than 9%” | for the long term | Company-defined | May 5, 2026 | 2 | Filing ↗ |
| Operating earnings per share compounded annual growth rate | “9%” | for the long term | GAAP-tied | Oct 29, 2025 | 1 | Filing ↗ |
| Operating earnings per share growth | “9% compounded annual growth rate” | for the long term | GAAP-tied | Oct 29, 2025 | 1 | Filing ↗ |
| Capital investment plan | “$78 billion” | for the long term | Company-defined | Nov 6, 2024 | 4 | Filing ↗ |
| Capital plan | “$72 billion” | for the long term | Company-defined | Feb 13, 2025 | 2 | Filing ↗ |
| Capital plan dedicated to distribution network | “$17 billion” | for the long term | Company-defined | Oct 29, 2025 | 1 | Filing ↗ |
| Distribution and transmission investments within capital plan | “$34 billion” | for the long term | Company-defined | May 6, 2025 | 1 | Filing ↗ |
| FFO/Debt target | “14% to 15%” | for the long term | Company-defined | Feb 13, 2025 | 1 | Filing ↗ |
| Five-year capital investment plan | “$72 billion” | for the long term | Company-defined | Feb 12, 2026 | 1 | Filing ↗ |
| Five-year capital plan | “$78 billion” | for the long term | Company-defined | Nov 6, 2024 | 5 | Filing ↗ |
| Line of sight to additional investment potential beyond the capital plan | “over $10 billion” | for the long term | Company-defined | May 5, 2026 | 1 | Filing ↗ |
| Long-term growth rate | “6% to 8%” | for the long term | Company-defined | Nov 6, 2024 | 2 | Filing ↗ |
| New five-year capital plan | “approximately $70 billion” | for the long term | Company-defined | Jul 30, 2025 | 1 | Filing ↗ |
| SPP 765-kV transmission lines planned | “315 miles” | for the long term | Company-defined | May 5, 2026 | 1 | Filing ↗ |
How one item moved
Five-year capital plan, for the long term — every statement across the year, each linked to its filing.
How your Electric & water utilities sector group guides
12 companies in Electric & water utilities. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
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| Duke Energy | Aug 4, 2026 | 1 change |
| Essential Utilities | Aug 4, 2026 | 1 change |
| Dominion Energy | Jul 31, 2026 | 0 changes |
| American Electric Power | Jul 30, 2026 | 7 changes |
| Edison International | Jul 30, 2026 | 47 changes |
| Exelon | Jul 30, 2026 | 3 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2035 | FY2030 | FY2028 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|---|---|
| Annual operating earnings growth (later years of plan) | — | — | 1 statement | 4 statements | 3 statements | — | — | — |
| Annual operating earnings growth rate | — | — | — | — | — | — | 5 statements | — |
| Estimated earnings per share on a GAAP basis | — | — | — | — | 1 statement | 1 statement | — | 1 statement |
| Estimated EPS on a GAAP basis | — | — | — | — | 2 statements | — | — | — |
| Estimated GAAP EPS | — | — | — | 2 statements | — | — | — | — |
The full record for American Electric Power and its Electric & water utilities peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 30, 2026 | FY2026 Q2 | 0000004904-26-000055 | 15 | Open filing ↗ |
| May 5, 2026 | FY2026 Q1 | 0000004904-26-000031 | 20 | Open filing ↗ |
| Feb 12, 2026 | FY2025 Q4 | 0000004904-26-000011 | 6 | Open filing ↗ |
| Oct 29, 2025 | FY2025 Q3 | 0000004904-25-000169 | 21 | Open filing ↗ |
| Jul 30, 2025 | FY2025 Q2 | 0000004904-25-000139 | 9 | Open filing ↗ |
| May 6, 2025 | FY2025 Q1 | 0000004904-25-000059 | 14 | Open filing ↗ |
| Feb 13, 2025 | FY2024 Q4 | 0000004904-25-000025 | 10 | Open filing ↗ |
| Nov 6, 2024 | FY2024 Q3 | 0000004904-24-000099 | 16 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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