$AEE · AMEREN CORP
Ameren reported Q3 FY2026 GAAP diluted EPS of $2.42, up from $2.35 a year earlier, on revenue of $2.882B versus $2.699B. Adjusted EPS rose to $2.42 from $2.17. The company raised 2026 guidance to $5.35–$5.55 and set 2027 guidance at $5.70–$5.90, with 8–10% EPS CAGR expected from 2027 through 2031.
- Q3 GAAP diluted EPS was $2.42 versus $2.35 in Q3 2025.
- Q3 adjusted EPS was $2.42 versus $2.17 in Q3 2025.
- Total operating revenues rose to $2.882B from $2.699B.
- 2026 EPS guidance raised to $5.35–$5.55 from $5.25–$5.45.
- 2027 EPS guidance set at $5.70–$5.90; 8–10% CAGR targeted through 2031.
Extended-hours last trade was $112.81, flat versus the regular close; no regular-session trading has occurred since the release.
Ameren pairs a guidance raise with a five-year 8–10% EPS growth target backed by $38.1B in planned infrastructure investment.
Ameren's 13.3% projected rate base CAGR and data-center-driven load growth mirror the utility sector's infrastructure investment cycle.
Guidance assumes normal temperatures and is subject to regulatory actions, interest rates, and weather. Higher O&M from tree trimming and energy center maintenance partially offset Q3 gains.