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The AES Corporation

NYSE•AES
CEO: Mr. Andres Ricardo Gluski Weilert Ph.D.
板块: Utilities
行业: Diversified Utilities
上市日期: 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.
联系方式
4300 Wilson Boulevard, 11th Floor, Arlington, VA, 22203, United States
703-522-1315
www.aes.com
市值
$10.18B
市盈率 (TTM)
11.2
25.4
股息率
4.9%
52周最高
$17.65
52周最低
$9.46
52周范围
59%
排名50Top 68.9%
3.1
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
疲弱 • 3.1 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$6.03B+0.00%
近4季度走势

每股收益

-$0.09+0.00%
近4季度走势

自由现金流

-$47.00M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (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%

毛利率 (最新季度)

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

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
PNW$12.33B20.08.9%56.3%
WTRG$11.39B18.59.2%41.9%
AES$10.18B11.224.7%13.4%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
27.2%
高速增长
4季度净利润复合增长率
93.8%
盈利能力强劲提升
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年3月31日
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