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AES Corporation

Complete the 10,468 MW renewable project backlog

Not delivered by the deadline

AI-assessed · human review in progress Found and assessed by AI from the cited sources. Shown with its evidence; it is not counted in any Kept Score until confirmed.

Announced
5 Aug 2022
Due
31 Dec 2025
Checked
17 Oct 2026
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

“The Company's backlog is now 10,468 MW expected to be completed through 2025”

What we found

Evidence strength A What the grades mean

The company reported a backlog of 12.0 GW as of the end of 2025, indicating the original 10,468 MW backlog was not fully completed by the 2025 deadline.

  • A
    AES Corporation 10-K filed 2026-03-02 Regulatory filing · published 2 Mar 2026 · retrieved 17 Oct 2026 · kept permanently by the SEC · fingerprint 73d960146ab1
    “In 2025, we signed long-term contracts for 4.0 GW of renewables, bringing our backlog of projects — those with signed contracts, but which are not yet in operation — to 12.0 GW.” ✓ confirmed on the page

Market reaction: the shares moved -17.2% against the S&P 500 over the three sessions around the disclosure (27 Feb 2026 to 4 Mar 2026). What this measures

Checked 17 Oct 2026.

Commitment DNA

The structured record of this commitment. Fields the company did not state are left blank rather than guessed.

Event type
Construction
Indicative materiality
Medium rules
Action
Complete
Deliverable
10,468 MW renewable energy project backlog
Target
10,468 MW
Language
Expected (“expects”, “plans”)
In the company’s control
Medium
Specificity
Medium
Depends on
Supplier, Customer

How this entry was checked

  1. Commitment recordedThe company's words were matched word for word against the filing.
  2. First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
  3. Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
  4. Third check on a negative finding: disagreesBecause a negative finding could harm a company if wrong, a stronger model re-read the evidence fully blind and read it as “no_evidence”, so a person decides.

Not yet confirmed. Shown on the record, but it will not count in any score until it is confirmed. How verification works

Are you AES Corporation? You can publish an official statement next to this entry, free. Add a statement.

Is something here wrong or out of date? Companies and readers can ask us to check it. Please bring a link to a public source.

Report an error in this entry Reference: KI-C-2022-AES-010631 · Corrections policy

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