US · Utilities · Utilities - Independent Power Producers
EPS came in at 1.49 against a street estimate of 1.66 — a miss of 10.2%.
Analysts rate NRG Energy Inc. a buy (14 buy, 2 hold, 1 sell out of 17) with an average price target of $188.75.
CONFIDENT NRG announced 1.2 GW Bring Your Own Power (BYOP) deal with major cloud/AI hyperscaler at 12-15% returns, $500M annual EBITDA run-rate. Q2 EBITDA beat 34% YoY despite Texas price weakness. Reaffirmed 2026 guidance; balancing $3.2B project investment with $1B+ annual buybacks. Q2 2026 BYOP structure decouples earnings from regional power prices via investment-grade customer capacity payments; 95% of free cash flow hedged against utilization/commodity risk. Analysts pressed on project timing, counterparty credit, PPA economics, and BYOP expansion cadence. Management stayed disciplined: no specific credit rating disclosed, returns locked at 12-15% regardless of future project costs, and serial 1.2 GW annual COD implied by GEV/Kiewit capacity. Texas governor announcement acknowledged but noted late 2029 COD mitigates near-term regulatory risk. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.56% |
| FMR Inc | 8.28% |
| Vanguard Capital Management, LLC | 6.56% |
| State Street Corp | 5.60% |
| Vanguard Portfolio Management, LLC | 5.38% |
| Victory Capital Management Inc. | 4.53% |
| Franklin Templeton Inc | 3.66% |
| Geode Capital Management, LLC | 2.84% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 NRG ENERGY, INC. – Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6 months 2026): $17.7 billion vs. $15.3 billion (2025); Q2 2026: $7.5 billi | 2026-08-04 |
| Results announced · Q3 2026 NRG ENERGY Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 GAAP Net Income: $506 million ($2.32 per share basic), up $610 million from Q2 2025 l | 2026-08-04 |
| Company announcement · Q3 2026 NRG ENERGY, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • NRG Energy cleared 6,839 MW of generation capacity in the PJM Interconnection capacity auctio | 2026-07-15 |
| Board / officer change · Q2 2026 NRG ENERGY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: May 21, 2026 • Company: NRG Energy, Inc., Delaware incorporation • Stock Listing | 2026-05-21 |
| Quarterly report · Q1 2026 NRG ENERGY, INC. - Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue: $10,256 million (Q1 2026) vs. $8,585 million (Q1 2025) – 19.5% i | 2026-05-06 |
| Results announced · Q2 2026 NRG ENERGY Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • GAAP Net Income: $125 million (down $625 million vs. Q1 2025's $750 million) • Adjusted Net In | 2026-05-06 |
| Proxy statement · Q2 2026 NRG ENERGY, INC. — 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Lawrence S. Coben (CEO and Chair): Total 2025 compensation was $11,827,500 (exact | 2026-03-18 |
| Annual report FY2025 NRG ENERGY, INC. - 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Market capitalization: $26.6 billion (as of June 30, 2025, based on $160.58 stock p | 2026-02-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.47 / share ex-date Aug 3, 2026 · pay Aug 17, 2026 | 2026-08-03 |
| Dividend | $0.47 / share ex-date May 1, 2026 · pay May 15, 2026 | 2026-05-01 |
| Dividend | $0.47 / share ex-date Feb 2, 2026 · pay Feb 17, 2026 | 2026-02-02 |
| Dividend | $0.44 / share ex-date Nov 3, 2025 · pay Nov 17, 2025 | 2025-11-03 |
| Announcement | Date |
|---|---|
| Capacity auction results: 6,839 MW cleared at $325 per MW-day NRG Energy announced on July 14, 2026 that it cleared 6,839 MW of power generation capacity in the PJM Interconnection's capacity auction for the 2028-2029 delivery year at an average price | 2026-07-15 |
| Acquisition of Lightning Power, Linebacker Power Funding, and CCS Power Finance completed The company filed an 8-K to provide updated financial statements and pro forma information for multiple acquisitions of power-related businesses: Lightning Power LLC, Fund III Projects, Grid | 2026-03-02 |
| Completed acquisition of 13 GW power generation assets and CPower from LS Power NRG Energy reported strong 2025 results, exceeding its raised financial guidance. Key highlights: Full-year Adjusted EPS was $8.24 (up $1.41 year-over-year), Adjusted Net Income reached $1.6 | 2026-02-24 |
| Updated financial guidance for 2026 reflecting acquired LS Power assets NRG Energy announced on February 2, 2026 that it has updated its 2026 financial guidance to reflect contributions from assets recently acquired from LS Power. This is a significant corporate | 2026-02-02 |
| Company completes acquisition transaction with registration and voting agreements The company completed a transaction (acquisition or merger) where sellers received company stock as consideration. Key agreements were established on the closing date: **Registration & Voti | 2026-01-30 |
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Google PlayApp StoreData updated 2026-09-18.