爱依斯(AES)
icon
搜索文档
Here's Why AES (AES) is a Strong Growth Stock
zacks.com· 2024-05-20 22:45
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores.What a ...
AES Announces Pricing of $950,000,000 Million Fixed-to-Fixed Rate Reset Junior Subordinated Green Notes in Public Offering
prnewswire.com· 2024-05-17 05:54
ARLINGTON, Va., May 16, 2024 /PRNewswire/ -- The AES Corporation (NYSE: AES) ("AES" or the "Company") announced today the pricing of $950,000,000 million aggregate principal amount of its 7.600% fixed-to-fixed rate reset junior subordinated green notes due 2055 (the "Notes"). The closing of the offering of the Notes is expected to occur, subject to certain customary closing conditions, on May 21, 2024 (T+3).AES intends to allocate an amount equal to the net proceeds from this offering to one or more eligibl ...
AES Announces Public Offering of Fixed-to-Fixed Rate Reset Junior Subordinated Green Notes
prnewswire.com· 2024-05-16 20:40
ARLINGTON, Va., May 16, 2024 /PRNewswire/ -- The AES Corporation (NYSE: AES) ("AES" or the "Company") announced today its intention to offer, subject to market and other conditions, fixed-to-fixed rate reset junior subordinated green notes (the "Notes") in a registered public offering.AES intends to allocate an amount equal to the net proceeds from this offering to one or more eligible green projects, which may include the development or redevelopment of such projects. Pending such allocation, AES intends t ...
AES Agrees to Sell its Equity Interest in AES Brasil for Approximately $640 Million
prnewswire.com· 2024-05-16 06:19
Proceeds to be Used to Fund AES' Robust Growth in Renewables & US UtilitiesARLINGTON, Va., May 15, 2024 /PRNewswire/ -- The AES Corporation (NYSE: AES) announced today that it has agreed to sell its 47.3% equity interest in AES Brasil to Auren Energia for approximately $640 million in proceeds to AES.  This sale will be completed in conjunction with a merger between AES Brasil and Auren Energia, with AES Brasil shares valued at approximately 11.55 Brazilian Real per share, before purchase price adjustments. ...
AES(AES) - 2024 Q1 - Earnings Call Presentation
2024-05-04 01:26
The AES Corporation First Quarter 2024 Financial Review May 3, 2024 CONTAINS FORWARD-LOOKING STATEMENTS Safe Harbor Disclosure ...
AES(AES) - 2024 Q1 - Earnings Call Transcript
2024-05-04 01:25
财务数据和关键指标变化 - 公司第一季度调整后EBITDA为6.35亿美元,与预期一致 [8] - 公司第一季度调整后每股收益为0.50美元 [14] - 公司维持2024年调整后EBITDA和调整后每股收益的指引 [37][38] 各条业务线数据和关键指标变化 - 可再生能源业务EBITDA增长,主要由于新增项目贡献 [35] - 公用事业业务EBITDA增长,主要由于美国天气较好和投资基础设施带来的收益 [36] - 能源基础设施业务EBITDA相对平稳,主要受到去年LNG交易利润较高和出售巴拿马及多米尼加共和国的天然气及LNG业务的影响 [36] - 新能源技术业务EBITDA增长,主要由于Fluence业务利润改善 [36] 各个市场数据和关键指标变化 - 公司在美国市场的可再生能源项目管线达到66吉瓦,包括各种成熟度的项目 [18][19] - 公司在美国市场的可再生能源项目已签约12.7吉瓦 [20] - 公司在美国市场新增了600兆瓦的可再生能源项目投产 [21] 公司战略和发展方向及行业竞争 - 公司看好数据中心和科技公司对可再生能源的需求,已与亚马逊签约2吉瓦的太阳能加储能项目 [10][11][12] - 公司认为未来10年美国电力需求将大幅增加,可再生能源加储能是最合适的解决方案 [13][14][15][16] - 公司在可再生能源开发方面具有规模优势和创新能力,在供应链管理和按时交付项目方面有最佳记录 [17][19][22] 管理层对经营环境和未来前景的评论 - 公司对2024年及未来几年的业绩目标和增长率保持信心,体现了公司的执行能力和抗通胀能力 [8] - 公司看好可再生能源行业的长期发展前景,认为将是未来电力供给的主导技术 [13][14][15][16] - 公司认为供应链管理是其在可再生能源开发中的竞争优势之一 [22] 问答环节重要的提问和回答 问题1 **关于未来是否需要发行新股** **提问内容** 公司是否有可能在未来几年内不再需要发行新股 [58][59][60][61] **回答内容** 公司过去10年一直非常谨慎地发行新股,主要通过资产出售等方式获得增长资金,未来也可能不需要发行新股 [60][61] 问题2 **关于应对可能出台的反倾销关税** **提问内容** 公司如何应对可能出台的反倾销关税对业务的影响 [69][70][71] **回答内容** 公司已经提前准备好了2024年和2025年所需的主要设备,不太担心反倾销关税的影响,同时也有灵活的供应链管理能力来应对 [70][71][72] 问题3 **关于可再生能源项目的投资回报** **提问内容** 公司可再生能源项目的投资回报是否足够 [106][107][108] **回答内容** 公司认为可再生能源项目的现金回报是很有吸引力的,特别是考虑到税收优惠和出售少数股权等因素,公司也在不断提高项目开发的效率 [108][109][110][111][112]
AES(AES) - 2024 Q1 - Quarterly Results
2024-05-03 05:19
财务业绩 - AES公司报告2024年第一季度财务业绩强劲,净收入为2.78亿美元,较2023年同期增加8.9亿美元[5] - 调整后的每股收益为0.50美元,较2023年同期增加0.28美元[11] - 调整后的EBITDA为8.63亿美元,较2023年同期增加2.22亿美元[7] - 非监管部门营收为22.32亿美元,较上年同期下降2.1%[35] - 有形资产总额为47045亿美元,较上年同期增长5.3%[37] - 调整后的EBITDA为6.35亿美元,较上年同期基本持平[39] - 2024年第一季度,公司报告的每股稀释收益为0.60美元,调整后每股收益为0.61美元[42] 合同签署 - 公司签署了1.2 GW的新可再生能源长期合同,使得截至2024年第一季度末的项目积压量达到12.7 GW[13] - AES公司签署了与亚马逊的长期合同,总计在加利福尼亚Bellefield项目中达到2 GW的太阳能储能容量[4] 指引和计划 - AES公司重申了2024年调整后每股收益为1.87至1.97美元的指引[23] - 公司计划通过2027年实现调整后EBITDA年化增长率为5%至7%[16] - AES公司重申了2024年调整后EBITDA为2,600至2,900亿美元的指引[17] 项目关闭 - 公司已宣布或关闭自2017年以来总计13.5 GW的煤电退出项目,其中包括智利276 MW Norgener煤电厂[12] 审批和实施 - AES Indiana获得了印第安纳州公用事业监管委员会的批准,将于2024年5月中旬实施新的客户费率[15] 财务指标解释 - 调整后税前收入(Adjusted PTC)是指排除与衍生交易、股权证券和金融资产及负债的未实现收益或损失、未实现外汇收益或损失、业务利益和成本、减值损失以及债务提前偿还或债务重组相关的收益或损失的情况下,归属于AES公司的持续经营税前收入[40] - 调整后每股收益(Adjusted EPS)是指排除与衍生交易、股权证券和金融资产及负债的未实现收益或损失、未实现外汇收益或损失、业务利益和成本相关的收益或损失的情况下,持续经营税前收入的每股收益[40] 现金流 - 2023年第四季度至2024年第一季度,子公司向母公司及合格控股公司分配的总额为1577万美元[43] - 2024年第一季度,母公司及合格控股公司的现金余额为732万美元,可用信贷额度为642万美元[43] - 母公司流动性是指母公司可用现金,包括合格控股公司的现金,以及现有信贷额度[44] - 在合格控股公司持有的现金代表公司寄往美国以外子公司的现金,这些子公司在美国以外进行投资和相关活动[45] - 子公司向母公司和合格控股公司分配的现金是母公司用于满足国际流动性需求的重要指标[45]
AES Reports Strong First Quarter Results; Reaffirms 2024 Guidance & Long-Term Growth Rates
Prnewswire· 2024-05-03 05:18
Signed an Additional 1 GW of Solar-Plus-Storage Under a Long-Term Contract with Amazon, for a Total of 2 GW at Bellefield in California Strategic Accomplishments Signed 1.2 GW of renewables and energy storage under long-term contracts, bringing total backlog of projects signed under long-term contracts to 12.7 GW Includes an additional 1 GW under a 15-year contract with Amazon, for a total of 2 GW at Bellefield, the largest single solar-plus-storage facility in the US Completed the construction or acquis ...
AES(AES) - 2024 Q1 - Quarterly Report
2024-05-03 05:15
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________________________________________________________________ FORM 10-Q (Mark One) ☒ 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 Commission file number 1-12291 THE AES CORPORATION (Exact name of registrant as specified in i ...
AES to Report Q1 Earnings: Here's What You Need to Know
Zacks Investment Research· 2024-05-01 21:31
The AES Corporation (AES) is slated to report first-quarter 2024 results on May 2, after the closing bell.It delivered an earnings surprise of 5.80% in the last reported quarter. However, the company has a trailing four-quarter average negative earnings surprise of 2.36%.Factors to NoteIn the first quarter, AES’ service territories witnessed mixed weather patterns. While some parts of its service areas experienced warmer-than-normal temperatures, other parts observed mostly normal temperatures during this y ...