AEP Q2 Earnings Call Highlights Load Growth Strategy

American Electric Power (AEP) emphasized its strategy for accelerated customer demand and long-term infrastructure growth during its Q2 2026 earnings call, raising its full-year outlook. The company reported securing 6 gigawatts of contracted load, primarily from large-load customers in Texas, and reaffirmed its $78 billion capital plan for 2026-2030, expecting significant rate base and EPS growth. AEP also secured 3 gigawatts of gas-fired turbine capacity and is exploring nuclear opportunities, while addressing financial discipline through equity transactions and cost offset efforts.