AEE Ameren (AEE) Q4 FY24 earnings call
Ameren delivered strong Q4 FY24 results, driven by strategic infrastructure investments and disciplined cost management. The company significantly increased its 5-year capital plan and revised sales growth expectations upward, primarily due to substantial data center demand. This robust investment and customer growth pipeline underpins confidence in achieving long-term EPS growth near the upper end of its 6-8% target range in the latter part of the plan, supported by a growing dividend and strong balance sheet.
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AEE operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|
| Customers Electric | 2.5MKey energy infrastructure investments are enhancing the reliability and resiliency of the system for our 2.5 million electric customers and more than 900,000 natural gas customers across our service territory, ensuring they have the energy they need when they need it and facilitating economic growth in the communities we serve.Source: earnings call transcript | 2.5MBecause we are committed to providing a strong value proposition for our 2.5 million electric and 900,000 natural gas customers, we are also laser-focused on optimizing our operations to keep customer rates affordable.Source: earnings call transcript | 2.5MAs always, at the center of everything we do is creating value for the 2.5 million electric and 900,000 natural gas customers that we have the privilege to serve.Source: earnings call transcript | — | 2.5MAt Ameren, we serve 2.5 million electric and more than 900,000 natural gas customers across the 64,000 square mile territory in Missouri and Illinois.Source: earnings call transcript | — |
| Customers Natural Gas | 900K+Key energy infrastructure investments are enhancing the reliability and resiliency of the system for our 2.5 million electric customers and more than 900,000 natural gas customers across our service territory, ensuring they have the energy they need when they need it and facilitating economic growth in the communities we serve.Source: earnings call transcript | 900KBecause we are committed to providing a strong value proposition for our 2.5 million electric and 900,000 natural gas customers, we are also laser-focused on optimizing our operations to keep customer rates affordable.Source: earnings call transcript | 900KAs always, at the center of everything we do is creating value for the 2.5 million electric and 900,000 natural gas customers that we have the privilege to serve.Source: earnings call transcript | 900KThe $2.5 billion electric and 900,000 natural gas customers who count on us every day.Source: earnings call transcript | 900K+At Ameren, we serve 2.5 million electric and more than 900,000 natural gas customers across the 64,000 square mile territory in Missouri and Illinois.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.