AES Corp. reports Q4 adjusted EPS 54c, consensus 35c

Reports Q4 revenue $2.96B, consensus $3.07B. “2025 will be an inflection point for AES, as we expect to have strong growth in our renewables Adjusted EBITDA from the 6.6 GW that we completed in 2023 and 2024. This growth will continue as we complete the construction of our nearly 12 GW backlog of signed PPAs, 85% of which will be brought online by the end of 2027,” said Andres Gluski, AES president and CEO. “We see strong demand from the growing needs of AI data centers and new manufacturing plants in the US, and we are well-placed to meet their demand for the shortest time to power. Additionally, we are starting to see the benefits of significant cost reductions from the simplification and streamlining of our businesses.”