American Electric Power

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus, with revenue of $5.45B beating the $5.33B estimate (+2.23%), while operating EPS of $1.36 missed the $1.48 consensus (-8.20%). The earnings drag primarily stemmed from the timing of tax-related items and the impact of the 2025 transmission minority interest sale. Despite the quarterly miss, management raised full-year FY26 operating guidance to $6.25–$6.55 per share and expanded signed load growth to 69 GW through 2030, signaling robust AI and data center demand.