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Nrg Energy (NRG)
NYSE:NRG
Earnings Data
Report Date
Mar 04, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1.11Last Year’s EPS
1.52Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted several strong performance metrics, including record quarterly results, expansion in data center agreements, and progress on strategic acquisitions. While there were some challenges in specific segments, the overall outlook and growth across various business areas, along with increased financial guidance, reflect a positive sentiment.Company Guidance
Increased Financial Guidance
NRG raised its 2025 financial guidance by $100 million in September, marking the third consecutive year of increased full-year outlook.
Record Quarterly Performance
NRG reported a 32% increase in adjusted EPS and a 14% increase in adjusted EBITDA from the same quarter last year, reaching the highest quarterly EBITDA in company history.
Expansion in Data Center Agreements
The company expanded data center power agreements, increasing contracted capacity to 445 megawatts and a pipeline of potential projects to 5.4 gigawatts.
LS Power Acquisition Progress
The LS Power acquisition is on track with financing executed on favorable terms and all regulatory filings submitted, expecting to close in Q1 2026.
Strong Smart Home Segment Growth
Smart Home segment achieved $272 million in adjusted EBITDA in Q3 and $803 million year-to-date, driven by record customer adds and retention rates.
Texas Segment Performance
Texas segment reported a 38% improvement in Q3 adjusted EBITDA compared to 2024, driven by margin expansion and lower realized supply costs.
NRG 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
NRG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $173.19 | $170.10 | -1.78% |
Aug 06, 2025 | $171.52 | $148.18 | -13.61% |
May 12, 2025 | $118.71 | $149.83 | +26.22% |
Feb 26, 2025 | $101.50 | $112.29 | +10.63% |
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 Nrg Energy (NRG) report earnings?
Nrg Energy (NRG) is schdueled to report earning on Mar 04, 2026, Before Open (Confirmed).
What is Nrg Energy (NRG) earnings time?
Nrg Energy (NRG) earnings time is at Mar 04, 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 NRG EPS forecast?
NRG EPS forecast for the fiscal quarter 2025 (Q4) is 1.11.