Q2 FY2026 EarningsNRG Energy (NRG) Q2 FY26 results were mixed, missing Adjusted EPS consensus ($1.49 vs. $1.74 expected) while significantly beating GAAP Net Income ($506M vs. $298M expected) due to non-cash derivative gains. Revenue of $7.45B fell slightly short of the $7.79B consensus as Texas segment performance was weighed down by milder weather and higher supply costs. Management reaffirmed FY26 Adjusted EBITDA guidance of $5.325B-$5.825B and advanced its 'Bring Your Own Power' (BYOP) strategy with a 1.2 GW data center project in Texas.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: NRG Energy(NRG) the Revenue is 7.481 B (+10.98%), Miss estimate;the EBIT is 976 M (--%), Beat estimate;the EPS is 2.31 (+472.6%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
7.48B10.98%
7.79B15.49%
-0.30B4.51%
EBITExceed expectations
0.98B--
0.71B--
+0.26B--%
EPSExceed expectations
2.31472.58%
1.6154360.55%
+0.6946112.03%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf