AES Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
3.7%projected annual EPS growth
Analyst Coverage
8analysts covering
FY Revenue (est.)
$14.3Bnext fiscal year
FY EPS (est.)
$2.02next fiscal year
Monitoring Framework
Key Performance Indicators
Equivalent Availability Factor (EAF) AnnuallyTarget: Based on IEEE 762 standard to monitor global plant availability
Equivalent Forced Outage Rate (EFOF) AnnuallyTarget: Minimize forced outages across global generation fleet
Signed Power Purchase Agreements (PPAs) Backlog Quarterly11.1Target: Expand clean energy platform with focus on technology and data center customers
Watch Items
- Consortium Take-Private Transaction ClosingTrigger: $15.00 per share cash buyout priceAction: Monitor shareholder approval, regulatory clearances (PUCO, FERC, NYPSC, CFIUS), and foreign approvals toward late 2026 or early 2027 close.
- Data Center PPA Execution and ReturnsTrigger: 12-15% target returns on data center PPAsAction: Track contract signings and construction progress of the 11.1 GW backlog, of which nearly half is linked to data centers.
- Capital Expenditure and Debt ManagementTrigger: Proportional net debt of $22.7 billionAction: Evaluate liquidity and funding requirements under private ownership to support post-2027 growth without public equity dilution.
Research as of 2 Sep 2026