AES Community

AES 02/13/25 $10.15 $31.20 $33.75 $15.20 Quarterly $0.180 $0.700 1/31/2025 Dividend Yield 6.98% 29.74% MSN Barchart article $11$18$25 90% Bullish 10@$10 Utilities Electrical Utilities & IPPs Employees 9,600 Founded 1981 The AES Corporation, together with its subsidiaries, operates as a diversified power generation and utility company in the United States and internationally. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries; owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market.

Key Takeaways Shifting policy, regulatory, and economic environments threaten AES’s project pipeline, funding access, and long-term earnings amid mounting industry uncertainty and inflationary pressures. Heavy reliance on key corporate clients and legacy assets leaves AES vulnerable to concentration risk, compliance costs, and technological disruption, impacting revenue and profitability.

Key Takeaways Strong renewables growth, long-term contracts, and robust supply chain strategy drive stable revenues, resilient margins, and minimize policy and tariff risks. Leading access to low-cost, ESG-focused capital and a high proportion of contracted cash flows enable self-funded growth and improved long-term financial stability.

Key Takeaways Growth in renewables and strategic supply chain management protect margins and bolster revenues. Investments in U.S. utilities and cost-saving measures enhance net margins and earnings growth.