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Nrg Energy (NRG)
NYSE:NRG
US Market
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NRG Energy (NRG) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 06, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
1.91
Last Year’s EPS
-3.79
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
NRG Energy's earnings call presented a predominantly positive outlook, with strong financial performance and strategic achievements, such as long-term agreements and expansion in key markets. Despite some challenges related to past asset sales and integration complexities, the overall sentiment is optimistic, supported by record earnings and growth initiatives.
Company Guidance
During the NRG Energy second quarter earnings call, the company reaffirmed its full-year financial guidance across all key metrics, with current trends at the high end of the projected ranges. The call highlighted the announcement of long-term retail power agreements with a data center operator for 295 megawatts, potentially increasing to 1 gigawatt, emphasizing a strategic focus on gas-fired power for data centers. The T.H. Wharton project is progressing towards a mid-2026 completion, with construction well underway. The Texas Residential Virtual Power Plant's initial results have outperformed expectations, leading to a revised 2025 target of 150 megawatts, more than sevenfold the previous target. Financially, NRG reported adjusted earnings per share of $1.73 for the second quarter, reflecting an 8% year-over-year growth when normalized for asset sales and retirements. For the first half of 2025, adjusted EPS was $4.42, marking a 48% increase. The company also reported $909 million in adjusted EBITDA for the quarter, with a free cash flow before growth of $914 million.
Strong Second Quarter Results
NRG Energy delivered strong second quarter results with an adjusted EPS of $1.73, reflecting an 8% growth year-over-year when normalized for asset sales and retirements. For the first half of 2025, adjusted EPS was $4.42, representing an increase of 48% on the same basis.
Long-term Retail Power Agreements
NRG announced long-term retail power agreements with a data center operator for 295 megawatts, with potential growth to 1 gigawatt, validating their strategy and providing evidence of growing interest in gas-fired power for data centers.
Texas Residential Virtual Power Plant
The Texas Residential Virtual Power Plant exceeded expectations, leading NRG to increase their 2025 target by more than sevenfold, from 20 megawatts to 150 megawatts of curtailable capacity.
Record Smart Home Retention
The Smart Home business achieved record customer retention at over 90% and continues to see consistent customer growth, expansion to its recurring service margins.
Exceptional Financial Performance
NRG recorded the highest adjusted earnings in the company's history through the first half of 2025 with over $2.35 billion of adjusted EBITDA, a year-over-year increase of 40% and 11%, respectively.
Acquisition and Expansion
NRG announced the acquisition of a 13-gigawatt natural gas generation portfolio and a 6-gigawatt commercial and industrial virtual power plant platform from LS Power, expanding their footprint in PJM and ERCOT.
Free Cash Flow Growth
Free cash flow before growth was $1.207 billion in the first half of 2025, a year-over-year increase driven by adjusted EBITDA growth and the timing of working capital items.

NRG Energy (NRG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

NRG Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 06, 2025
2025 (Q3)
1.91 / -
-3.79
Aug 06, 2025
2025 (Q2)
1.74 / 1.68
3.47-51.59% (-1.79)
May 12, 2025
2025 (Q1)
1.71 / 2.68
2.3116.02% (+0.37)
Feb 26, 2025
2024 (Q4)
2.00 / 1.52
2.239-32.11% (-0.72)
Nov 08, 2024
2024 (Q3)
1.95 / -3.79
1.203-415.05% (-4.99)
Aug 08, 2024
2024 (Q2)
1.55 / 3.47
1.056228.60% (+2.41)
May 07, 2024
2024 (Q1)
0.66 / 2.31
-6.672134.62% (+8.98)
Feb 28, 2024
2023 (Q4)
4.97 / 2.24
0.91146.04% (+1.33)
Nov 02, 2023
2023 (Q3)
2.55 / 1.20
0.46161.52% (+0.74)
Aug 08, 2023
2023 (Q2)
2.47 / 1.06
2.742-61.49% (-1.69)
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
Aug 06, 2025
$171.96$148.56-13.61%
May 12, 2025
$119.02$150.21+26.21%
Feb 26, 2025
$101.76$112.58+10.63%
Nov 08, 2024
$95.35$95.09-0.27%
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 Nov 06, 2025, Before Open (Confirmed).
    What is Nrg Energy (NRG) earnings time?
    Nrg Energy (NRG) earnings time is at Nov 06, 2025, 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 (Q3) is 1.91.
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