Consensus EPS · Q4 2025
$0.61
Consensus revenue · Q4 2025
$3.1B
Analysts
5
Last reported
Mar 2, 2026
Analyst consensus
Based on estimates from 5 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $3B | $3.1B | $3.1B |
| EPS | $0.45 | $0.61 | $0.72 |
| EBITDA | $1.1B | $1.3B | $1.7B |
| EBIT | $773.8M | $900.2M | $1.1B |
| Net income | $415.1M | $436.2M | $457.3M |
- Revenue$3.1B
- EPS$0.61
- EBITDA$1.3B
- EBIT$900.2M
- Net income$436.2M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q4 2025 | $3.1B | $3B | +2.2% | $0.65 | $0.61 | +6.5% |
- Q4 2025+2.2%+6.5%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
No community consensus
No TickerLeague members predicted AES (AES) Q4 2025 before it reported.
Analyst price target
Based on price targets from 0 analysts.
- Low
- $16.00
- Consensus
- $18.33
- Median
- $16.00
- High
- $23.00
- Current
- $14.86
- Upside
- +23.4%
Upside calculated vs most recent trading price of $14.86.
Analyst ratings
Consensus: Hold — based on 21 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Apr 9, 2026 | Susquehanna | downgrade | Positive | Neutral |
| Mar 26, 2026 | Argus Research | downgrade | Buy | Hold |
| Mar 6, 2026 | Morgan Stanley | downgrade | Overweight | Equal Weight |
| Mar 3, 2026 | Mizuho | downgrade | Outperform | Neutral |
| Feb 27, 2026 | Seaport Global | upgrade | Sell | Neutral |
| Feb 20, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| Feb 4, 2026 | Jefferies | maintain | Hold | Hold |
| Feb 4, 2026 | Barclays | downgrade | Overweight | Equal Weight |
| Jan 29, 2026 | JP Morgan | maintain | Overweight | Overweight |
| Jan 21, 2026 | Susquehanna | maintain | Positive | Positive |
- Apr 9, 2026SusquehannaNeutral
- Mar 26, 2026Argus ResearchHold
- Mar 6, 2026Morgan StanleyEqual Weight
- Mar 3, 2026MizuhoNeutral
- Feb 27, 2026Seaport GlobalNeutral
- Feb 20, 2026Morgan StanleyOverweight
- Feb 4, 2026JefferiesHold
- Feb 4, 2026BarclaysEqual Weight
- Jan 29, 2026JP MorganOverweight
- Jan 21, 2026SusquehannaPositive
Frequently asked questions
AES (AES) Key Financials
Charts, filings, and peer comparison for every metric
Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks
- Dividend Profile4.74% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History4 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.