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NRG Energy Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $1.77 |
| EPS actual | $1.48 |
| EPS Surprise | -16.38% |
| Revenue estimate | 8.426B |
| Revenue actual | 10.292B |
| Revenue Surprise | 22.15% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.97 |
| EPS actual | $1.03 |
| EPS Surprise | 5.97% |
| Revenue estimate | 6.676B |
| Revenue actual | 7.761B |
| Revenue Surprise | 16.26% |
| Release date | Nov 06, 2025 |
| EPS estimate | $2.14 |
| EPS actual | $2.75 |
| EPS Surprise | 28.50% |
| Revenue estimate | 7.462B |
| Revenue actual | 7.635B |
| Revenue Surprise | 2.31% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.74 |
| EPS actual | $1.68 |
| EPS Surprise | -3.45% |
| Revenue estimate | 6.452B |
| Revenue actual | 6.74B |
| Revenue Surprise | 4.46% |
Last 4 Quarters for NRG Energy
Below you can see how NRG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $148.56 |
| EPS estimate | $1.74 |
| EPS actual | $1.68 |
| EPS surprise | -3.45% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $167.20 |
| Aug 01, 2025 | $167.63 |
| Aug 04, 2025 | $173.91 |
| Aug 05, 2025 | $171.96 |
| Aug 06, 2025 | $148.56 |
| Aug 07, 2025 | $153.22 |
| Aug 08, 2025 | $152.54 |
| Aug 11, 2025 | $152.03 |
| Aug 12, 2025 | $156.69 |
| 4 days before | -11.15% |
| 4 days after | 5.47% |
| On release day | 3.14% |
| Change in period | -6.29% |
| Release date | Nov 06, 2025 |
| Price on release | $170.10 |
| EPS estimate | $2.14 |
| EPS actual | $2.75 |
| EPS surprise | 28.50% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $171.86 |
| Nov 03, 2025 | $174.48 |
| Nov 04, 2025 | $167.99 |
| Nov 05, 2025 | $173.19 |
| Nov 06, 2025 | $170.10 |
| Nov 07, 2025 | $172.50 |
| Nov 10, 2025 | $166.71 |
| Nov 11, 2025 | $162.84 |
| Nov 12, 2025 | $168.84 |
| 4 days before | -1.02% |
| 4 days after | -0.741% |
| On release day | 1.41% |
| Change in period | -1.76% |
| Release date | Feb 24, 2026 |
| Price on release | $184.03 |
| EPS estimate | $0.97 |
| EPS actual | $1.03 |
| EPS surprise | 5.97% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $171.06 |
| Feb 19, 2026 | $175.01 |
| Feb 20, 2026 | $179.18 |
| Feb 23, 2026 | $176.52 |
| Feb 24, 2026 | $184.03 |
| Feb 25, 2026 | $183.59 |
| Feb 26, 2026 | $181.34 |
| Feb 27, 2026 | $178.96 |
| Mar 02, 2026 | $175.58 |
| 4 days before | 7.58% |
| 4 days after | -4.59% |
| On release day | -0.239% |
| Change in period | 2.64% |
| Release date | May 06, 2026 |
| Price on release | $150.64 |
| EPS estimate | $1.77 |
| EPS actual | $1.48 |
| EPS surprise | -16.38% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $155.58 |
| May 01, 2026 | $153.37 |
| May 04, 2026 | $154.82 |
| May 05, 2026 | $157.43 |
| May 06, 2026 | $150.64 |
| May 07, 2026 | $141.73 |
| May 08, 2026 | $138.11 |
| May 11, 2026 | $137.30 |
| May 12, 2026 | $137.34 |
| 4 days before | -3.18% |
| 4 days after | -8.83% |
| On release day | -5.92% |
| Change in period | -11.72% |
NRG Energy Earnings Call Transcript Summary of Q1 2026
NRG reported solid Q1 2026 operational performance despite a soft market and unusually mild weather in Texas. Management reaffirmed full-year 2026 guidance and remains confident in hitting targets, driven by disciplined capital allocation, integration of the LS Power portfolio, and continued investment in generation reliability. Key near-term developments: the LS Power acquisition (closed Jan 30) is being integrated and contributing to results; the first Texas Energy Fund project (TH Wharton) is expected online in May on time and budget; management sees growing long‑term power demand (notably from AI/data center load) and regulatory changes in ERCOT and PJM that could enable contracted new generation and upgrades (up to ~2 GW of uprate/conversion opportunities). Financial actions include $3.5 billion of new financing (closed Apr 28) to retire higher‑cost debt and reduce revolver borrowings, a plan to repay roughly $1 billion of debt in 2026, and a commitment to return at least $1.4 billion to shareholders via buybacks and dividends (with ~$817 million of buybacks completed through Apr 30). The company emphasizes focus on safety, reliability, disciplined capital allocation, and pursuing long‑duration contracted cash flows (front‑of‑meter generation and data center deals) as primary growth levers.
