AES Résultats passés
Passé contrôle des critères 1/6
AES a connu une croissance annuelle moyenne de ses bénéfices de 53.2%, tandis que le secteur Renewable Energy a vu ses bénéfices augmenter de en hausse à 13.4% par an. Les revenus ont augmenté de en hausse à un taux moyen de 3.5% par an. Le rendement des capitaux propres de AES est 1.7% et ses marges nettes sont de 7.7%.
Informations clés
53.21%
Taux de croissance des bénéfices
52.32%
Taux de croissance du BPA
| Renewable Energy Croissance de l'industrie | -5.84% |
| Taux de croissance des recettes | 3.52% |
| Rendement des fonds propres | 1.69% |
| Marge nette | 7.68% |
| Dernière mise à jour des bénéfices | 31 Dec 2025 |
Mises à jour récentes des performances passées
Recent updates
AES: Take Private Offer And Deal Risk Will Shape Future Returns
The AES analyst fair value estimate has been revised from about $21.14 to about $15.74 as analysts align targets with the $15.00 per share cash offer and incorporate a mix of higher modeled revenue growth, lower margins, a lower future P/E, and a slightly higher discount rate following a series of downgrades tied to the proposed take private transaction. Analyst Commentary Street research around AES has shifted quickly as the proposed US$15.00 per share take private offer set a new reference point for valuation.
AES: Take Private Bid And Data Center Projects Will Guide Returns
The consensus analyst price target for AES has been reset to $15.00, with recent downgrades and neutral ratings reflecting the pending $15.00 per share take private offer by Global Infrastructure Partners and EQT Infrastructure VI, and a view that outcomes now hinge largely on deal approval rather than standalone growth assumptions. Analyst Commentary Recent Street research around AES largely centers on the pending take private offer and the repricing of the shares around the US$15.00 per share cash bid.AES: Take Private Offer And Data Center Commitments Will Shape Future Upside
The analyst fair value estimate for AES has been revised from $8.50 to $15.00. Analysts are pointing to the $15 per share take-private offer and a cluster of recent downgrades and Neutral ratings that now anchor expectations around the deal price.
AES: Take Private Offer And Rumored Bidding Interest Will Shape Outlook
AES’s updated analyst price target has shifted slightly higher to about $15.33 from $15.29 as analysts align their views with the proposed $15 per share cash acquisition and factor in a modestly adjusted outlook for growth and profitability. Analyst Commentary Recent research around AES has largely converged on the proposed US$15 per share cash offer from Global Infrastructure Partners and the EQT Infrastructure VI fund, with target prices and ratings moving to reflect a take private scenario rather than a standalone growth story.AES: Potential Take Private Interest Will Support Future Share Upside
The updated analyst work on AES reflects a modest trim in the intrinsic value estimate to about $21.14 from $22.32. Analysts are weighing a slightly lower assumed P/E multiple alongside recent shifts in Street targets and ratings that include both cuts, such as HSBC's $16 target and Morgan Stanley's move to $23, as well as upgrades tied to potential take private interest.AES: The Rebound Played Out, The Proof Still Pending
Feb 24AES: Takeover Interest And Data Center Demand Will Support Future Upside
Analysts have nudged their price target on AES higher to about $22.32 from roughly $22.20, citing updated assumptions for revenue growth, profit margins and future P/E that modestly support a higher fair value despite mixed recent Street views. Analyst Commentary Recent Street commentary on AES has been mixed, but there are a few clear positives that bullish analysts are focusing on as they revisit their models and price targets.AES: Panama Lawsuit And Market Rumors Will Shape Forward Outlook
Analysts have adjusted their price targets for AES slightly, reflecting updated views on modestly positive revenue growth of about 1.20%, a profit margin estimate near 14.61%, and a relatively steady forward P/E assumption of around 8.47x. What's in the News Panamanian companies Sinolam LNG Terminal, S.A. and Sinolam Smarter Energy LNG Power Co. filed a civil action in the Circuit Court for Arlington County, Virginia, against AES Corporation and partners including InterEnergy Holdings (UK) Limited, alleging a years long scheme to exclude Sinolam from Panama's liquefied natural gas to power market (Key Developments).AES: Data Center Pipeline And Legal Disputes Will Constrain Future Upside
Analysts have lifted their price target on AES to US$24 from US$23, citing updated views on fair value, a slightly higher discount rate, and revised assumptions for revenue trends, profit margins, and future P/E multiples, as they incorporate recent sector research on utilities and data center exposure. Analyst Commentary Analysts lifting the price target to US$24 from US$23 reflects updated views on fair value as they refresh sector work on utilities and data center exposure.AES: Data Center Demand Will Drive Earnings Upside Under Higher Price Outlook
Analysts have raised their price target on AES Corp. to $24 from $23, citing improving profit margin expectations and growing interest in utilities tied to expanding data center infrastructure.AES: Data Center Power Demand Will Drive Upside Under Pending GIP Deal
Analysts have nudged their price target for AES higher to $24 from $23, reflecting a modest increase in fair value estimates supported by expectations for improved profit margins and growing opportunities tied to data center driven demand for utilities. Analyst Commentary Bullish analysts are pointing to a more constructive outlook for AES as they incorporate improving fundamentals and a clearer growth runway into their valuation models.AES: Data Center Demand And GIP Takeover Prospects Will Shape Outlook
The analyst price target for AES has been raised by $1 to $24, reflecting analysts' increased optimism as they highlight the company's positioning amid evolving data center demand and improving sector performance. Analyst Commentary Recent price target revisions signal growing confidence in AES's ability to capitalize on structural shifts in power demand, particularly from data centers, while still leaving room for scrutiny around execution and timing risks.AES: Data Center Demand and Takeover Talks Will Drive Future Momentum
The analyst price target for AES has increased from $23 to $24. This reflects a modest shift based on analysts' positive outlook on utility sector performance and expectations tied to data center expansion and interconnection trends.AES: Sector Outperformance and Major Acquisition Talks Will Shape the Outlook
The analyst price target for AES has increased by $0.75 to $24.00. Analysts cite an improved fair value and outlook for the utility sector, driven by evolving data center demands and sector outperformance.Analyst Commentary Highlights Upgraded Price Target and Mergers Activity for AES Amid Shifting Sector Trends
The analyst consensus price target for AES has increased from $23 to $24. This change reflects updated sector outlooks and expectations around evolving industry dynamics according to analysts.Renewable Energy And Storage Projects Will Secure Lasting Value
Analysts have slightly raised their price target for AES from $13.83 to $14.13, citing minor improvements in profit margin expectations and adjusted future valuations. What's in the News BlackRock's Global Infrastructure Partners is closing in on a $38 billion acquisition of utility group AES, potentially making it one of the largest infrastructure takeovers to date (Financial Times).Investors Still Aren't Entirely Convinced By The AES Corporation's (NYSE:AES) Earnings Despite 25% Price Jump
Jul 18
When Should You Buy The AES Corporation (NYSE:AES)?
Jun 27AES: Misunderstood And On The Brink Of A Renewables Cash Surge
Apr 21AES Corporation Is Too Cheap To Ignore
Mar 12AES Corp.: What I Got Wrong (And Right)
Jan 27AES Stock: Oversold For Utility With Dividend And Growth
Nov 24AES: Undervalued With Underappreciated Growth Prospects
Sep 19
Leveraging AI And Renewable Energy Partnerships For Future Growth And Profitability
AES's integration of generative AI and technology partnerships, especially in renewable energy, aims to solidify competitive advantages and revenue growth.AES: Renewable Utilities With A Continued Upside
Jul 16The AES Corporation Is In Transition, BEP Is The Better Alternative
Apr 27AES: A Value Play With An Upside
Apr 10Ventilation des recettes et des dépenses
Comment AES gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Dec 25 | 12,233 | 939 | 233 | 0 |
| 30 Sep 25 | 12,094 | 1,079 | 257 | 0 |
| 30 Jun 25 | 12,032 | 919 | 282 | 0 |
| 31 Mar 25 | 12,119 | 1,306 | 292 | 0 |
| 31 Dec 24 | 12,278 | 1,686 | 298 | 0 |
| 30 Sep 24 | 12,284 | 1,118 | 272 | 0 |
| 30 Jun 24 | 12,429 | 838 | 279 | 0 |
| 31 Mar 24 | 12,514 | 517 | 287 | 0 |
| 31 Dec 23 | 12,668 | 242 | 267 | 0 |
| 30 Sep 23 | 12,760 | -560 | 251 | 0 |
| 30 Jun 23 | 12,953 | -370 | 238 | 0 |
| 31 Mar 23 | 13,004 | -510 | 204 | 0 |
| 31 Dec 22 | 12,617 | -546 | 202 | 0 |
| 30 Sep 22 | 12,327 | -275 | 165 | 0 |
| 30 Jun 22 | 11,736 | -353 | 151 | 0 |
| 31 Mar 22 | 11,358 | -150 | 152 | 0 |
| 31 Dec 21 | 11,141 | -413 | 145 | 0 |
| 30 Sep 21 | 10,931 | 537 | 179 | 0 |
| 30 Jun 21 | 10,440 | -139 | 180 | 0 |
| 31 Mar 21 | 9,957 | -249 | 175 | 0 |
| 31 Dec 20 | 9,660 | 43 | 165 | 0 |
| 30 Sep 20 | 9,531 | -353 | 183 | 0 |
| 30 Jun 20 | 9,611 | 190 | 188 | 0 |
| 31 Mar 20 | 9,877 | 292 | 201 | 0 |
| 31 Dec 19 | 10,189 | 302 | 213 | 0 |
| 30 Sep 19 | 10,380 | 482 | 210 | 0 |
| 30 Jun 19 | 10,592 | 374 | 209 | 0 |
| 31 Mar 19 | 10,646 | 454 | 191 | 0 |
| 31 Dec 18 | 10,736 | 985 | 202 | 0 |
| 30 Sep 18 | 10,757 | 200 | 201 | 0 |
| 30 Jun 18 | 10,613 | 245 | 210 | 0 |
| 31 Mar 18 | 10,689 | 202 | 220 | 0 |
| 31 Dec 17 | 10,530 | -507 | 216 | 0 |
| 30 Sep 17 | 8,126 | -52 | 215 | 0 |
| 30 Jun 17 | 8,975 | -23 | 202 | 0 |
| 31 Mar 17 | 9,591 | -179 | 203 | 0 |
| 31 Dec 16 | 10,281 | -20 | 197 | 0 |
| 30 Sep 16 | 13,261 | 136 | 181 | 0 |
| 30 Jun 16 | 13,241 | 135 | 186 | 0 |
| 31 Mar 16 | 13,668 | 317 | 189 | 0 |
| 31 Dec 15 | 11,260 | 318 | 196 | 0 |
| 30 Sep 15 | 15,068 | 609 | 189 | 0 |
| 30 Jun 15 | 15,987 | 922 | 189 | 0 |
Des revenus de qualité: AES a un important ponctuel perte de $446.0M impactant ses 12 derniers mois de résultats financiers à 31st December, 2025.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de AES sont inférieures à celles de l'année dernière AES. (7.7%) sont inférieures à celles de l'année dernière (13.7%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de AES ont augmenté de manière significative de 53.2% par an au cours des 5 dernières années.
Accélération de la croissance: AES a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: AES a enregistré une croissance négative de ses bénéfices ( -44.3% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Renewable Energy ( -44.3% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de AES ( 1.7% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/05 01:43 |
| Cours de l'action en fin de journée | 2026/05/05 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The AES Corporation est couverte par 21 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Gary Hovis | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |