Ameren Corporation

NYSE•AEE

CEO: Mr. Martin J. Lyons Jr.

セクター: Utilities

業種: Regulated Electric

上場日: 1998-01-02

Ameren Corporation, together with its subsidiaries, operates as a public utility holding company in the United States. The company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. It engages in the rate-regulated electric generation, transmission, and distribution activities; and rate-regulated natural gas distribution business. In addition, the company generates electricity through coal, nuclear, and natural gas, as well as renewable sources, such as hydroelectric, wind, methane gas, and solar. It serves residential, commercial, and industrial customers. The company was founded in 1881 and is headquartered in Saint Louis, Missouri.

連絡先情報

1901 Chouteau Avenue, Saint Louis, MO, 63103, United States

314-621-3222

www.amereninvestors.com

時価総額

$30.23B

PER (TTM)

20.4

22.4

配当利回り

2.6%

52週高値

$113.64

52週安値

$91.77

52週レンジ

80%

順位29Top 17.8%

5.2

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

堅調 • 5.2 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.78B+0.00%

直近4四半期の推移

EPS

$0.93+0.00%

直近4四半期の推移

フリーCF

-$80.00M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Growth Total operating revenues reached $8.80 B in 2025, marking an increase of $1.18 B compared to 2024.

Net Income Attributable Net income attributable to common shareholders was $1.46 B in 2025, reflecting a favorable increase of $274 M.

Strong Operating Cash Flow Cash provided by operating activities increased $590 M year-over-year, totaling $3.35 B for the 2025 period.

Future Capital Allocation Projected cumulative capital expenditures for 2026 through 2030 range from $30.5 B to $33.1 B across segments.

リスク要因

Regulatory Recovery Uncertainty Regulatory lag and prudence reviews limit timely cost recovery, potentially impacting allowed returns on infrastructure investments.

Cybersecurity Threat Exposure Enterprise risk management addresses increasing sophistication of cyber and physical attacks on critical energy assets.

Coal Supply Chain Risks Disruptions in Powder River Basin coal deliveries could force higher fuel purchases, negatively affecting generation operations.

High Infrastructure Investment Significant capital expenditures required for infrastructure maintenance, totaling $4.13 B in 2025, subject to regulatory recovery.

見通し

Missouri Carbon Transition Ameren Missouri targets net-zero carbon emissions by 2045, including retiring all coal-fired centers by 2042.

Illinois Efficiency ROE Changes CRGA modifies Illinois energy-efficiency ROE structure starting 2027; Ameren Illinois filed 2028-2031 Grid Plan.

Large Load Demand Growth Executed agreements for 2.2 GW of demand from large customers, driving future transmission and generation investment needs.

Missouri Resource Planning PPRA effective August 2025 modifies Missouri resource planning, allowing future test years for natural gas delivery rates.

同業比較

売上高 (TTM)

$29.55B

+10.6%

EIX

$19.32B

+9.8%

DTE

$15.63B

+25.4%

粗利益率 (最新四半期)

MGEE

199.4%

-15.2pp

PEG

171.1%

+0.8pp

CMS

127.9%

-13.3pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
SO	$107.75B	24.5	12.5%	42.3%
ETR	$47.03B	26.5	10.8%	43.0%
PEG	$41.09B	19.5	12.6%	42.3%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-5.3%

成長鈍化

4四半期純利益CAGR

-4.5%

収益性の安定

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月29日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし