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研究快訊:AEP第一季業績超預期,主要得益於負載激增;受需求旺盛推動,資本支出計劃上調至780億美元

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:美國電力公司(American Electric Power,簡稱AEP)第一季業績強勁,營運每股盈餘(EPS)為1.64美元,較去年成長6.5%,超越市場預期0.07美元;營收成長10.2%至60.2億美元,主要得益於強勁的商業和工業負載成長。該公司在第一季簽署了7吉瓦的新負載協議,使其到2030年的新增負載承諾總量從先前的56吉瓦加速至63吉瓦。我們認為AEP前所未有的負載成長前景和780億美元的資本計畫是其關鍵競爭優勢,使其躋身成長最快的受監管公用事業公司之列。管理層重申了2026年每股收益預期為6.15美元至6.45美元,並預計現有客戶可節省高達160億美元的成本。預計增強的資本部署將推動年均費率基數成長近11%,到2030年營運收益複合年增長率將超過9%。 AEP在輸電領域的領先地位,以及330億美元的計畫投資,使其在多個區域市場擁有顯著的競爭優勢。

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