AES Corporation: Growth in U.S. Utilities & Strategic Partnerships As A Critical Growth Lever!

AES Corporation recently conducted its Q1 2025 financial review, where executives discussed the company’s performance, current initiatives, and future outlook. AES reaffirmed its 2025 guidance and emphasized continued resilience and execution despite potential economic and regulatory headwinds. Here is an unbiased investment thesis and summary of the results: AES Corporation reported a Q1 2025 adjusted EBITDA of $591 million and an adjusted EPS of $0.27, aligning with internal expectations. While there was a decline compared to the same quarter in 2024, this had been anticipated due to last year’s revenue from accelerated monetization of the Warrior Run PPA and the AES Brazil sale. Partially offsetting these declines were increases in the renewables and utilities sectors.