STOCK TITAN

AES Corporation (NYSE: AES) pushes out Citi and SMBC credit line maturities by one year

(Moderate)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

The AES Corporation entered into two amendments to its existing revolving credit facilities. Amendment No. 3 to its Eighth Amended and Restated Credit Agreement with Citibank, N.A. as administrative agent extends the termination date of the revolving commitments from August 23, 2027 to August 23, 2028.

AES also agreed to a Second Amendment to its Credit Agreement with Sumitomo Mitsui Banking Corporation as administrative agent, under which, subject to customary closing conditions, the termination date of the revolving commitments will be extended from December 6, 2026 to December 6, 2027. All other terms of both credit agreements remain in effect as previously negotiated.

Positive

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Negative

  • None.
Item 1.01 Entry into a Material Definitive Agreement Business
The company signed a significant contract such as a merger agreement, credit facility, or major partnership.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Citi revolving termination date (new) August 23, 2028 Termination date of the revolving commitments under the Citi Credit Agreement after Amendment No. 3
Citi revolving termination date (prior) August 23, 2027 Previous termination date of the revolving commitments under the Citi Credit Agreement before the 2026 amendment
SMBC revolving termination date (new) December 6, 2027 Termination date of the revolving commitments under the SMBC Credit Agreement after the Second Amendment, subject to closing conditions
SMBC revolving termination date (prior) December 6, 2026 Previous termination date of the revolving commitments under the SMBC Credit Agreement before the 2026 amendment
Original Citi credit agreement date September 24, 2021 Date of the Eighth Amended and Restated Credit Agreement with Citibank, N.A.
Original SMBC credit agreement date December 6, 2024 Date of the Credit Agreement with Sumitomo Mitsui Banking Corporation
revolving commitments financial
"the termination date of the revolving commitments under the Citi Credit Agreement"
administrative agent financial
"Citibank, N.A., as administrative agent"
An administrative agent is a bank or financial firm appointed to handle the day-to-day paperwork and communication for a group of lenders on a loan or credit agreement, acting as the central point for collecting payments, distributing funds, monitoring covenants, and sharing information. For investors, the administrative agent matters because it influences how quickly lenders receive updates, how smoothly repayments and waivers are handled, and how effectively the lending group enforces terms — think of it as a property manager coordinating tasks for multiple owners.
Eighth Amended and Restated Credit Agreement financial
"that certain Eighth Amended and Restated Credit Agreement, dated as of September 24, 2021"
customary closing conditions financial
"subject to customary closing conditions, the termination date of the revolving commitments"
"Customary closing conditions" are standard rules or checks that must be met before a business deal can be finalized, like making sure all paperwork is in order or that certain approvals are obtained. They matter because they help protect both parties, ensuring everything is in place and reducing the risk of surprises or problems after the deal is closed.

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FAQ

What did AES Corporation (AES) change in its Citi credit agreement?

AES extended the termination date of the revolving commitments under its Citi Credit Agreement from August 23, 2027 to August 23, 2028. The amendment keeps all other terms of the Eighth Amended and Restated Credit Agreement in full force and effect.

How did AES (AES) modify its SMBC credit facility maturities?

AES agreed to extend the termination date of the revolving commitments under its SMBC Credit Agreement from December 6, 2026 to December 6, 2027. This extension is subject to customary closing conditions, while other terms of the facility remain unchanged.

Do the credit agreement amendments for AES (AES) change any other terms?

No. AES states that, except as expressly modified by the Citi Third Amendment and the SMBC Second Amendment, all other terms of each credit agreement remain unchanged and continue in full force and effect, preserving the existing covenants and conditions.

When were AES’s (AES) current Citi and SMBC credit agreements originally dated?

AES’s Eighth Amended and Restated Credit Agreement with Citi is dated September 24, 2021. Its Credit Agreement with Sumitomo Mitsui Banking Corporation is dated December 6, 2024, and both agreements serve as the base documents for the 2026 amendments.

Are the SMBC credit agreement changes for AES (AES) already effective?

The SMBC Second Amendment provides that the extension of the revolving commitments termination date to December 6, 2027 will occur subject to customary closing conditions. This means completion of the extension depends on those specified conditions being satisfied.

Who acts as administrative agent under AES’s (AES) amended credit facilities?

Citibank, N.A. serves as administrative agent under AES’s Eighth Amended and Restated Credit Agreement, while Sumitomo Mitsui Banking Corporation acts as administrative agent under the separate Credit Agreement. Both continue in these roles under the newly executed amendments.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

 

FORM 8-K

 

CURRENT REPORT

 

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): August 5, 2026

 

 

THE AES CORPORATION

(Exact name of registrant as specified in its charter)

 

 

delaware   001-12291   54-1163725

(State or other jurisdiction 

of incorporation) 

  (Commission File Number)  

(IRS Employer 

Identification No.) 

 

4300 Wilson Boulevard, Suite 1100

Arlington, Virginia 22203

(Address of principal executive offices, including zip code)

 

Registrant’s telephone number, including area code: 

(703) 522-1315

 

NOT APPLICABLE

(Former name or former address, if changed since last report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

 Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of Each Class Trading Symbol(s) Name of Each Exchange on Which Registered
Common Stock, par value $0.01 per share AES New York Stock Exchange

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

 

 

 

 

Item 1.01. Entry into a Material Definitive Agreement.

 

On August 5, 2026, The AES Corporation (the “Company” or “AES”) entered into (i) Amendment No. 3 to the Credit Agreement (the “Citi Third Amendment”), by and among the Company, the lenders party thereto and Citibank, N.A., as administrative agent, which amends that certain Eighth Amended and Restated Credit Agreement, dated as of September 24, 2021, by and among the Company, as borrower, the lenders from time to time party thereto and Citibank, N.A., as administrative agent (as amended by the Citi Third Amendment, the “Citi Credit Agreement”) and (ii) Second Amendment to Credit Agreement (the “SMBC Second Amendment”), by and among the Company, the lenders party thereto and Sumitomo Mitsui Banking Corporation, as administrative agent, which amends that certain Credit Agreement, dated as of December 6, 2024, by and among the Company, as borrower, the lenders party thereto and Sumitomo Mitsui Banking Corporation, as administrative agent (as amended by the SMBC Second Amendment, the “SMBC Credit Agreement”).

 

Pursuant to the amendments, the termination date of the revolving commitments under the Citi Credit Agreement was extended from August 23, 2027 to August 23, 2028, and, subject to customary closing conditions, the termination date of the revolving commitments under the SMBC Credit Agreement will be extended from December 6, 2026 to December 6, 2027. Except as expressly modified by the amendments, the terms of each credit agreement remain unchanged and continue in full force and effect.

 

The foregoing summaries of the Citi Third Amendment and the SMBC Second Amendment do not purport to be complete and are qualified in their entirety by reference to such documents, copies of which are filed as Exhibits 10.1 and 10.2, respectively, to this Current Report on Form 8-K and are incorporated herein by reference.

 

Item 9.01. Financial Statements and Exhibits.

 

(d) Exhibits

 

Exhibit

No. 

 

Description 

   
10.1   Amendment No. 3 to the Credit Agreement dated as of August 5, 2026, among the Company, the lenders party thereto and Citibank, N.A., as administrative agent, which amends that certain Eighth Amended and Restated Credit Agreement, dated as of September 24, 2021, by and among the Company, as borrower, the lenders from time to time party thereto and Citibank, N.A., as administrative agent.
   
10.2   Second Amendment to Credit Agreement dated as of August 5, 2026, among the Company, the lenders party thereto and Sumitomo Mitsui Banking Corporation, as administrative agent, which amends that certain Credit Agreement, dated as of December 6, 2024, by and among the Company, as borrower, the lenders party thereto and Sumitomo Mitsui Banking Corporation, as administrative agent.
     
104   Cover Page Interactive Data File (embedded within the Inline XBRL document).

 

 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  THE AES CORPORATION
     
     
  By: /s/ Stephen Coughlin
  Name: Stephen Coughlin
  Title: Executive Vice President and Chief Financial Officer

 

 

Date: August 5, 2026

 

 

Filing Exhibits & Attachments

5 documents