NET Power (NPWR)
NYSE:NPWR
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Earnings Data
Report Date
Aug 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.36Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys an overall constructive and progress-oriented tone: NET Power has validated technology partners, early equipment commitments, a strong cash position and clearly defined project economics and schedule. The largest near-term risk centers on securing commercial offtake and market acceptance of the EOR-linked value proposition; financing structure and a measured step to release long-lead orders remain contingent on offtake momentum. Given the demonstrated technology validation (Entropy/Glacier), contracted equipment, and targeted economics, the positive execution progress and visibility into next milestones outweigh the development and market-acceptance risks described.Company Guidance
Strong cash position and no debt
Ended Q1 with approximately $319 million in cash and cash equivalents and no debt, providing runway to advance Project Permian and early development activities.
Clear project scope and timeline for Project Permian Phase 1
Project Permian Phase 1 defined as an 80 MW net, grid-connected deployment with targeted FID in H2 2026 and commercial operation (COD) in early 2029; site has potential to scale to 800 MW (10x).
Competitive target levelized power cost
Targeting a delivered price of $100 per MWh or better for Project Permian (bankability goal); management asserts this is markedly below other clean firm options primarily due to EOR application and access to low-cost West Texas gas.
Proven emissions performance and capture rate
Third-party validated life-cycle emissions (LCA) ~210 gCO2e/kWh — roughly 52% lower than an unabated combined cycle (~440 gCO2e/kWh) and ~77% lower than typical coal (>900 gCO2e/kWh). CO2 capture targeted at >90% for the facility.
Technology and partner validation
Joint development agreement with Entropy near finalization (Q2); Glacier Phase 1 has run >3 years and Glacier Phase 2 (capturing ~160,000 tpa) expected online Q2 2026 — validating PCC tech ahead of Permian scale-up (projected ~380,000 tpa CO2 capture).
Initial equipment commitments and procurement schedule
Siemens RPS gas turbine packages (~$77 million) contracted as the first executed equipment commitment; switchyard/gen-tie targeted for June, HRSG/steam turbine/ACC targeted for July, and PCC equipment (absorber, amine regen) targeted Aug–Sep.
Defined capital and financing targets
Total installed cost (TIC) target $475–$575 million; NET Power equity contribution targeted $125–$175 million with remainder from debt and Entropy participation (Entropy eligible to commit up to 49% equity).
Low current operating burn and disciplined capital approach
Reported G&A burn roughly $8–$9 million per quarter today, and management is being measured about releasing long-lead orders until commercial offtake alignment is secured.
NPWR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NPWR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $2.04 | $2.48 | +21.57% |
Mar 09, 2026 | $1.94 | $1.91 | -1.55% |
Nov 13, 2025 | $2.95 | $2.82 | -4.41% |
Aug 11, 2025 | $2.88 | $2.86 | -0.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does NET Power (NPWR) report earnings?
NET Power (NPWR) is schdueled to report earning on Aug 17, 2026, Before Open (Confirmed).
What is NET Power (NPWR) earnings time?
NET Power (NPWR) earnings time is at Aug 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NPWR EPS forecast?
NPWR EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.