At the archive date, NRG ENERGY, INC. was expected to release its Q3 2026 10-Q filing on November 4, 2026. Last quarter: NRG Energy swung to a net profit of $506 million in Q2 FY2026 on 11% revenue growth following its transformative LSP portfolio acquisition, though operating cash flow declined and leverage increased.
EPS Estimate
$3.70
Revenue Estimate
$9.3B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the NRG page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
On January 30, 2026, NRG completed the acquisition of the LSP Portfolio, adding 18 natural gas-fired and dual fuel facilities totaling approximately 13 GW, along with the CPower demand response platform. The transaction was funded with $6.4 billion in cash and 24.25 million shares of common stock, and it enabled the company to expand its integrated generation-retail model into the East.
The 415 MW T.H. Wharton facility reached commercial operations on May 26, 2026, and the company entered into a completion bonus grant agreement with the PUCT for up to $54.72 million, payable in ten annual installments. Two additional TEF-supported projects, Cedar Bayou 5 and Greens Bayou 6, remain under construction.
In early 2026, NRG adopted an integrated generation and retail strategy in the East, similar to its Texas operations, to reduce reliance on third-party electricity procurement and improve earnings stability, lower transaction costs, and reduce credit exposure.
Revenue
$7.48B
+10.99% YoY
EPS (Diluted)
$2.31
+472.58% YoY
Operating Income
$976M
No YoY data
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