Ameren publishes third-quarter 2026 earnings call transcript
AEE•Ameren raised its 2026 EPS guidance to $5.35-$5.55 and set 2027 guidance at $5.70-$5.90. Management projected 8%-10% annual EPS growth from 2027 through 2031, supported by a $38.1 billion capital plan.
1. Guidance and growth plans
Ameren raised its 2026 EPS guidance to $5.35-$5.55 at its third-quarter earnings call and set 2027 guidance at $5.70-$5.90. Management projects 8%-10% compound annual EPS growth from 2027 through 2031, supported by a $38.1 billion capital spending plan. Signed electric service agreements total 2.8 gigawatts, with demand expected to reach full capacity in 2030. Planned equity issuance totals approximately $5 billion for 2027-2031; management identified dilution as the primary reason EPS growth trails rate-base growth.




