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Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the Quarterly Period Ended March 31, 2024 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to Exact name of registrant as specified in its charter; Commission State of Incorporation; IRS Employer File Number Address and Telephone Num ber Iden ...

财务数据和关键指标变化 - 第一季度每股收益为0.98美元,相比2023年同期的1美元下降了0.02美元 [9] - 尽管受到1月份极端寒冷天气的影响,但整体来看第一季度天气温和,2月和3月出现异常温暖天气,但零售销售仍有增长,反映出客户增长和用量的积极迹象 [10] - 运营和维护费用有所上升,主要是因为与Rush Island能源中心新源审查诉讼相关的额外缓解措施费用 [11] 各条业务线数据和关键指标变化 - 在密苏里州,公司在第一季度安装了超过55,000个智能电表、60个智能开关、15英里的地下电缆、8英里的加固架空线路,并升级了5个变电站 [13] - 在伊利诺斯州,公司第一季度的投资包括更换550根电杆、更换一个关键变电站的开关设备,以及铺设30英里的地下电缆用于迁移、新客户和老化电缆更换 [14] - 输电业务计划在上半年完成15个新建或升级的输电变电站和45英里的新建或升级输电线路 [14] 各个市场数据和关键指标变化 - 在最近的4月份风暴中,由于自动开关的快速检测、重新路由和电力恢复,密苏里州有超过7,500个客户停电被预防,并避免了超过2.3亿分钟的客户停电时间 [15] 公司战略和发展方向及行业竞争 - 公司在密苏里州获得了400兆瓦太阳能项目的批准,这是有史以来最大的一次太阳能投资 [16] - 密苏里州正在考虑增强和延长现有的电厂服务会计(PISA)立法,以支持调度性资源和可靠性的投资 [17] - 公司正在伊利诺斯州积极争取获得电网投资计划、修订收入要求和整体监管环境的批准 [19-22] - 公司计划在2027年前建设一座800兆瓦的简单循环燃气发电厂,以确保电网在高峰用电期间的可靠性 [39] - 公司在MISO的长期输电规划中获得了大约25%的项目份额,并将在2026年至2030年期间开始大规模建设 [40-41] - 公司未来10年内有超过550亿美元的投资机会,将使电网更加强大、智能和清洁 [43] 管理层对经营环境和未来前景的评论 - 公司预计2024年每股收益将在4.52美元至4.72美元的指引范围内 [11] - 新的EPA排放规则给公司的集成资源计划带来了挑战,可能需要重新评估并增加投资 [31-36] - MISO容量拍卖结果突出了对新的调度性发电资源的需求,公司将继续执行集成资源计划 [52-54] - 公司看到了大量的经济发展机会,包括数据中心和制造业的扩张,这将带来显著的用电需求增长 [55-56] 问答环节重要的提问和回答 问题1 **Shar Pourreza 提问** 提问了新的EPA排放规则对公司的影响,包括是否会导致发电投资计划的时间和规模发生变化 [72-73] **Marty Lyons 回答** 公司正在全面评估新规则的影响,可能会导致集成资源计划的修订,包括推迟燃气联合循环机组的建设计划。公司还可能需要增加可再生能源和储能等投资来维持系统可靠性 [73-76] 问题2 **Michael Moehn 回答** MISO容量拍卖结果反映了对新的调度性发电资源的需求,公司将继续执行集成资源计划,同时也需要大规模输电扩建来支持新的电力负荷和可再生能源接入 [52-54] 问题3 **David Paz 提问** 询问了公司在输电Tranche 2规划中的机会 [149-154] **Marty Lyons 回答** Tranche 2规划中包含了大量公司服务区域内的输电项目,但具体投资规模还需要MISO进一步评估和确定。公司预计MISO将在今年9月中旬批准Tranche 2投资组合 [149-154]

财务业绩 - 第一季度每股摊薄收益为0.98美元，相比2023年同期的1.00美元有所下降[1] - 2024年全年每股摊薄收益指引区间维持在4.52美元至4.72美元[6] - 公司每股收益为0.98美元，同比下降2.97%[20] 分部业绩 - 阿米伦密苏里分部收益受到基础设施投资增加、新电力服务费率以及电力零售销量上升的推动,但受到运营和维护费用上升(包括与Rush Island能源中心诉讼相关的费用)和利息费用上升的抵消[8] - 阿米伦伊利诺伊电力配电分部收益下降,主要反映了2024年允许的权益回报率下降[9] - 阿米伦伊利诺伊天然气分部收益增加,主要反映了2023年11月28日生效的新输配气服务费率和费率设计[10] - 阿米伦输电分部收益略有增加,主反映了基础设施投资增加,但部分被AFUDC(在建工程资金成本)下降所抵消[11,12] - 阿米伦公司分部收益下降,主要反映了与股票激励相关的税收优惠减少[13] 营业收入 - 公司电力和天然气销售收入总计18.16亿美元[20] - 公司电力销售量为17,140百万千瓦时，同比增长1.6%[23] - 公司天然气销售量为68百万德卡，与去年同期持平[24] 资产负债情况 - 公司资产总额为413.06亿美元，较上年末增加4.76亿美元[21] - 公司股东权益为114.43亿美元，较上年末增加0.94亿美元[21] 现金流 - 公司经营活动产生的现金流量净额为4.92亿美元，与去年同期基本持平[22] - 公司投资活动产生的现金流量净额为-9.06亿美元，主要用于资本性支出[22] - 公司融资活动产生的现金流量净额为4.97亿美元，主要包括发行长期债务和短期债务[22] 股价 - 公司普通股股票收盘价为42.92美元/股，较上年末增加0.30美元/股[24]

First quarter Diluted Earnings Per Share were $0.98 in 2024 vs. $1.00 in 2023 Guidance Range for 2024 Affirmed at $4.52 to $4.72 per Diluted Share ST. LOUIS, May 2, 2024 /PRNewswire/ -- Ameren Corporation (NYSE: AEE) today announced first quarter 2024 net income attributable to common shareholders of $261 million, or $0.98 cents per share, compared to first quarter 2023 GAAP net income of $264 million, or $1.00 per diluted share. First quarter 2024 results reflected earnings on increased infrastructure in ...

Ameren Corporation (AEE) is scheduled to release its first-quarter 2024 results on May 2 after market close. The company delivered a negative earnings surprise of 1.64% in the last reported quarter.However, the company holds a four-quarter average earnings surprise of 6%.  Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.Factors at PlayThe majority of Ameren Corporation’s service territories witnessed a warmer-than-normal temperature pattern during the later part o ...

Per the latest Earnings Preview, the Zacks Utilities sector’s first-quarter 2024 earnings are expected to be up 4.4% on 1.3% higher revenues. The capital-intensive utility stocks benefited from new electric, natural gas and water rates and proper management of operating costs. Further, customer growth aided the utilities.With the assistance of the Zacks Stock Screener, we have identified four utilities, namely Eversource Energy (ES) , Ameren Corporation (AEE) , The AES Corporation (AES) and NiSource Inc. (N ...

In its upcoming report, Ameren (AEE) is predicted by Wall Street analysts to post quarterly earnings of $1.09 per share, reflecting an increase of 9% compared to the same period last year. Revenues are forecasted to be $2.2 billion, representing a year-over-year increase of 6.8%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this perio ...

PPL Corporation (PPL) is scheduled to release first-quarter 2024 results on May 1, before market open. The company delivered an earnings surprise of 5.3% in the last reported quarter.Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.Factors to ConsiderPPL’s first-quarter earnings are likely to have gained from increased transmission investment and ongoing savings of operation and maintenance through its centralization efforts and asset optimization.However, during t ...

ST. LOUIS, April 10, 2024 /PRNewswire/ -- Martin J. Lyons Jr., chairman, president and CEO of Ameren Corp. (NYSE: AEE), and Michael L. Moehn, senior executive vice president and CFO of Ameren Corp., will discuss first quarter 2024 earnings, earnings guidance and other matters in a conference call with financial analysts at 9 a.m. Central Time (10 a.m. Eastern Time) on Friday, May 3.  The call will be broadcast live over the internet on AmerenInvestors.com. Supporting materials for the call will be posted in ...