| NRG |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.30B vs. cons $1.27B |
MEDIUM |
| NRG |
Report |
Adjusted EPS |
BEAT |
pred ~$1.86 vs. cons $1.83 |
MEDIUM |
| NRG |
Report |
Free cash flow before growth investments |
BEAT |
pred ~$0.72B vs. cons $0.68B |
LOW |
| NRG |
Guide |
Adjusted EBITDA guidance |
UNCHANGED |
guide ~$5.575B vs. cons $5.549B (FY2026) |
HIGH |
| NRG |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$8.90 vs. cons $8.85 (FY2026) |
HIGH |
| NRG |
Guide |
Free cash flow before growth investments guidance |
UNCHANGED |
guide ~$3.05B vs. cons $3.05B (FY2026) |
HIGH |
| NRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| NRG |
Return |
5-day cumulative residual |
+1.8% (FADE) |
A modest operating and cash-flow beat should initially reward the reset valuation, but unchanged FY2026 guidance implies limited upward revision to $5.55B EBITDA and $8.85 EPS consensus; stronger Q2 results mainly reduce the implied second-half requirement rather than raise out-period estimates. |
MEDIUM |