American Electric Power: 2026 EPS Guidance Raised a Dime, Net of 2Q Miss; LT CAGR Reaffirmed; Continue to See $10bn in Capex Upside; Contracted Pipeline +6GW QoQ; 45GW Submitted in Batch Zero

Research evidence excerpt

American Electric Power: 2026 EPS Guidance Raised a Dime, Net of 2Q Miss; LT CAGR Reaffirmed; Continue to See $10bn in Capex Upside; Contracted Pipeline +6GW QoQ; 45GW Submitted in Batch Zero

Jeremy Tonet, CFA AC North America Equity Research

(1-212) 622-4915 30 July 2026 J P M O R G A N

jeremy.b.tonet@jpmorgan.com

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