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The AES Corporation

NYSE•AES
CEO: Mr. Andres Ricardo Gluski Weilert Ph.D.
セクター: Utilities
業種: Diversified Utilities
上場日: 1991-06-26
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. It uses various fuels and technologies to generate electricity, such as coal, gas, hydro, wind, solar, and biomass, as well as renewables comprising energy storage and landfill gas. The company owns and/or operates a generation portfolio of approximately 34,596 megawatts and distributes power to 2.6 million customers. The company was formerly known as Applied Energy Services, Inc. and changed its name to The AES Corporation in April 2000. The AES Corporation was incorporated in 1981 and is headquartered in Arlington, Virginia.
連絡先情報
4300 Wilson Boulevard, 11th Floor, Arlington, VA, 22203, United States
703-522-1315
www.aes.com
時価総額
$10.18B
PER (TTM)
11.2
25.4
配当利回り
4.9%
52週高値
$17.65
52週安値
$9.46
52週レンジ
59%
順位50Top 68.9%
3.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.1 / 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

$6.03B+0.00%
直近4四半期の推移

EPS

-$0.09+0.00%
直近4四半期の推移

フリーCF

-$47.00M+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

Utilities Revenue Increased 14% Utilities SBU revenue grew 14% to $4.12B USD, driven by higher rates and favorable weather demand.
Renewables Margin Grew 26% Renewables SBU Operating Margin increased 26% to $503M USD, boosted by U.S. development services.
Operating Cash Flow Surged Net cash provided by operating activities increased 56% to $4.31B USD, showing strong liquidity generation.
Renewable Backlog Reached 12.0 GW Signed 4.0 GW of new long-term PPAs in 2025, bringing total contracted backlog to 12.0 GW.

リスク要因

Global Economic Uncertainty Risks Global economy faces considerable uncertainty, increasing risks impacting electricity demand in key operating markets.
Wholesale Price Volatility Exposure Generation businesses face exposure to rising and falling wholesale electricity prices reflecting variable fuel costs.
Subsidiary Debt Default Triggers Subsidiary defaults could trigger cross-default provisions in Parent Company debt agreements, impacting liquidity.
Cyber Attacks Threaten Operations Reliance on electronic systems exposes infrastructure to cyber-attacks, potentially interrupting operations and causing damage.

見通し

Focus on Data Center Partnerships Strategy focuses on partnering with large corporations, especially data centers, for customized renewable energy solutions.
U.S. Utilities Rate Base Growth AES Indiana and AES Ohio project double-digit rate base growth through 2027 based on necessary infrastructure investments.
New Energy Tech Advancements New Energy Technologies advancing Maximo AI robot for solar installation efficiency and growing Fluence storage pipeline.
Continued Renewable Project Execution Completed 3.2 GW of solar, wind, and storage construction in 2025, supporting future contracted growth targets.

同業比較

売上高 (TTM)

AES stock ticker logoAES
$15.16B
+23.5%
CIG stock ticker logoCIG
$7.61B
+14.9%
PNW stock ticker logoPNW
$5.34B
+4.2%

粗利益率 (最新四半期)

AES stock ticker logoAES
63.4%
+0.0pp
OGE stock ticker logoOGE
41.9%
+12.7pp
BKH stock ticker logoBKH
41.2%
-1.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
PNW$12.33B20.08.9%56.3%
WTRG$11.39B18.59.2%41.9%
AES$10.18B11.224.7%13.4%

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
27.2%
高成長
4四半期純利益CAGR
93.8%
収益性の大幅な改善
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3月31日
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EPS:-
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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