-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：美国电力公司（American Electric Power，简称AEP）第一季度业绩强劲，运营每股收益（EPS）为1.64美元，同比增长6.5%，超出市场预期0.07美元；营收增长10.2%至60.2亿美元，主要得益于强劲的商业和工业负荷增长。该公司在第一季度签署了7吉瓦的新负荷协议，使其到2030年的新增负荷承诺总量从之前的56吉瓦加速至63吉瓦。我们认为AEP前所未有的负荷增长前景和780亿美元的资本计划是其关键竞争优势，使其跻身增长最快的受监管公用事业公司之列。管理层重申了2026年每股收益预期为6.15美元至6.45美元，并预计现有客户可节省高达160亿美元的成本。预计增强的资本部署将推动年均费率基数增长近11%，到2030年运营收益复合年增长率将超过9%。AEP在输电领域的领先地位，以及330亿美元的计划投资，使其在多个区域市场拥有显著的竞争优势。
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