Gewinn von AES Corporation schrumpft wegen Sturmschäden

Die US-amerikanische AES Corporation konnte im dritten Quartal 2017 weniger Gewinn verbuchen - dies lag ihr zufolge an höheren Steuern und Einbußen durch die Hurrikanschäden. Das Unternehmen mit Hauptsitz in Arlington (Bundesstaat Virginia) hielt aber an der Gesamtjahresprognose fest. Wir veröffentlichen dazu im Wortlaut die Mitteilung von AES, die Strom unter anderem aus Erneuerbarer Energie produziert.

Die untenstehende Meldung ist eine Original-Meldung des Unternehmens. Sie ist nicht von der ECOreporter.de-Redaktion bearbeitet. Die presserechtliche Verantwortlichkeit liegt bei dem meldenden Unternehmen.

AES Reports Third Quarter 2017 Financial Results; Reaffirms 2017 Guidance and Long-Term Expectations

Highlights

- Reaffirming 2017 guidance and average annual growth of 8% to 10% in Adjusted EPS and Consolidated Free Cash Flow through 2020
- Results were adversely affected by a higher quarterly tax rate and recent hurricanes in the Caribbean; Diluted EPS was $0.23, a $0.03 decrease compared to the third quarter of 2016 and Adjusted EPS was $0.24, an $0.08 decrease compared to the third quarter of 2016
- On track to achieve $400 million in annual cost savings and revenue enhancements by year-end 2020 and aggressively evaluating additional opportunities
- Significantly increasing asset sales target and now expects to realize $2 billion in proceeds from 2018 through 2020

ARLINGTON, Va. -- The AES Corporation (NYSE: AES) today reported financial results for the three months ended September 30, 2017.

Third quarter 2017 Diluted Earnings Per Share from Continuing Operations (Diluted EPS) was $0.23, a decrease of $0.03 compared to the third quarter of 2016, reflecting a higher quarterly tax rate and the impact of recent hurricanes. These impacts were partially offset by unrealized foreign currency gains and lower impairment expense. Third quarter 2017 Adjusted Earnings Per Share (Adjusted EPS, a non-GAAP financial measure) decreased $0.08 to $0.24, reflecting a $0.05 impact from a higher quarterly adjusted effective tax rate of 35% versus 23% in the third quarter of 2016 and a $0.02 impact largely for the reserves booked for hurricane-related damages to the Company's businesses in Puerto Rico and the U.S. Virgin Islands. On a full year 2017 basis, the Company continues to expect a $0.03 to $0.05 impact of recent hurricanes in the Caribbean and a full year 2017 adjusted effective tax rate of 31% to 33%.

"We are upsizing our asset sales target in order to accelerate our strategy and now expect to realize $2 billion of proceeds from 2018 to 2020. Further, while we are on track to achieve $400 million in annual cost savings and revenue enhancements by 2020 is on track, we are aggressively reviewing our cost structure and see potential for additional improvement," said Andrés Gluski, AES President and Chief Executive Officer. "These initiatives will allow us to continue to simplify our business mix and redeploy capital to deliver an attractive total return to shareholders."

"Based on our year-to-date performance and outlook, we are reaffirming our 2017 guidance and expectations through 2020," said Tom O'Flynn, AES Executive Vice President and Chief Financial Officer. "As a result of our growing cash flow and continued Parent debt pay down, including $300 million this year, we expect to achieve investment grade credit status by 2020."

Consolidated Net Cash Provided by Operating Activities for the third quarter of 2017 was $735 million, a decrease of $84 million compared to the third quarter of 2016. This decrease was primarily driven by higher working capital requirements at the Company's Brazil, US, and Mexico, Central America and the Caribbean (MCAC) Strategic Business Units (SBU), which more than offset higher consolidated margins. Third quarter 2017 Consolidated Free Cash Flow (a non-GAAP financial measure) decreased $64 million to $601 million, compared to the third quarter of 2016, primarily due to the same drivers as Consolidated Net Cash Provided by Operating Activities.

Table 1: Key Financial Results


Guidance and Expectations


The Company is reaffirming its 2017 guidance and expectations through 2020. As disclosed on October 9, 2017, the Company expects its Adjusted EPS to be in the lower half of the range due to the $0.03 to $0.05 full year impact of recent hurricanes in the Caribbean.

Table 2: Guidance and Expectations



 The Company expects 8% to 10% average annual growth in Parent Free Cash Flow (a non-GAAP financial metric) through 2020 from the mid-point of its 2016 expectation of $525 to $625 million. Subject to Board approval, and in line with this reaffirmed expectation, the Company continues to expect its shareholder dividend to grow 8% to 10% annually on average, as well.

The Company's 2017 guidance is based on foreign currency and commodity forward curves as of September 30, 2017. The Company's expectations through 2020 are based on foreign currency and commodity forward curves as of December 31, 2016.

Additional Highlights

- In July 2017, the Company and Siemens announced the formation of Fluence, a joint venture to sell the companies' energy storage platforms in more than 160 countries.
- The transaction is expected to close in the fourth quarter of 2017, subject to customary regulatory approvals.
- In September 2017, as a result of Hurricanes Irma and Maria, the Company sustained modest damage to its 24 MW Ilumina solar plant and minor damage to its 524 MW AES Puerto Rico coal-fired plant, both located in Puerto Rico. Although the transmission lines are out of service, both plants are available to generate electricity and meet their obligations under their Power Purchase Agreements (PPA). The Company's 5 MW USVI Solar I plant in the U.S. Virgin Islands was materially damaged.
- As disclosed in October 2017, the full year impact on the Company's 2017 Adjusted EPS is expected to be $0.03 to $0.05, which is related to the damage to the three plants, business interruption and deductibles under the Company's captive insurance policy. In the third quarter of 2017 the Company recorded an impact of $0.02, largely attributable to reserves booked for hurricane-related damages.
- AES Puerto Rico continues to work closely with first responders, including FEMA, the Puerto Rican Electric Power Authority (PREPA) and all levels of government in Puerto Rico, to put existing electric infrastructure assets back on-line to help restore electric service as soon as possible.
- AES Puerto Rico has offered emergency power and diesel to municipalities, hospitals and police departments.
- AES Puerto Rico donated and helped distribute thousands of gallons of water and canned food to both AES people and local municipalities.
- In September 2017, the Company completed two new lithium-ion battery-based energy storage projects, for a total of 20 MW, in the Dominican Republic.
- The two projects played a key role in maintaining grid reliability in September 2017 when Hurricanes Irma and Maria struck the Dominican Republic.
- In the third quarter of 2017, the Company invested in long-term renewable growth projects with attractive returns.
- In July 2017, the Company and Alberta Investment Management Corporation (AIMCo) closed the acquisition of FTP Power LLC (sPower).
- In July 2017, the Company signed an agreement to acquire the 306 MW Mesa La Paz wind development project in Mexico. Subsequently, the Company contracted the project under a 25-year PPA.
- Utilizing the debt capacity at Tiete in Brazil, in September 2017, the Company finalized the acquisition of the 75 MW Boa Hora solar project and signed an agreement to acquire the 150 MW Bauru solar project. Both of these projects are contracted under 20-year PPAs.
- In October 2017, the Public Utilities Commission of Ohio approved DPL's Electric Security Plan (ESP), in line with the terms in the previously executed Stipulation Agreement.
- The Company currently has 4,795 MW of capacity under construction and expected to come on-line through 2021.
- The Company is on track to achieve its previously disclosed target of $400 million in annual run-rate cost savings and revenue enhancements by 2020. This includes $250 million already realized through December 2016 and the remaining $150 million to be realized through 2020.
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