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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for NRG Energy (NRG) is 7/10.
NRG Energy reported Q1 adjusted EPS of $1.49 with the LS Power acquisition integration underway, as mild Texas weather and Winter Storm Fern supply costs weighed on quarterly results. Management reaffirmed FY2026 financial guidance and capital allocation, while TEF generation projects tracked on schedule, data center and AI power demand surged, and the smart home business momentum accelerated with the customer base growing 9% year-over-year to 2.37 million.
Scored from NRG Energy’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.82B | +0.2% | $3.00 | +42.9% | 14.0% | 9.4% | $766M |
| FY2025 Q1 | $8.59B | +15.6% | $3.61 | +56.3% | 13.2% | 8.7% | $638M |
| FY2025 Q2 | $6.74B | +1.2% | $-0.62 | -118.4% | 0.6% |
| -1.5% |
| $73M |
| FY2025 Q3 | $7.63B | +5.7% | $0.69 | +118.2% | 5.5% | 2.0% | $230M |
| FY2025 Q4 | $7.75B | +13.7% | $0.26 | -91.3% | 3.2% | 0.9% | $-175M |
| FY2026 Q1 | $10.30B | +20.0% | $0.52 | -85.6% | 2.5% | 1.2% | $-486M |
| FY2026 Q2 | $11.06B | +64.1% | $2.34 | +477.4% | 9.5% | 4.6% | $779M |