| NRG |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.43B vs. cons $1.38B |
MEDIUM |
| NRG |
Report |
Adjusted EPS |
BEAT |
pred ~$2.42 vs. cons $2.31 |
MEDIUM |
| NRG |
Report |
FCF before Growth Investments |
MISS |
pred ~$810M vs. cons $850M |
LOW |
| NRG |
Guide |
2026 Adjusted EBITDA guidance |
UNCHANGED |
guide ~$5.58B vs. cons $5.60B (FY2026) |
HIGH |
| NRG |
Guide |
2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$8.90 vs. cons $9.00 (FY2026) |
HIGH |
| NRG |
Guide |
2026 FCF before Growth Investments guidance |
UNCHANGED |
guide ~$3.05B vs. cons $3.05B (FY2026) |
MEDIUM |
| NRG |
Guide |
Texas Energy Fund / T.H. Wharton operating-status commentary |
BETTER |
guide ~415 MW in commercial operation vs. cons 415 MW (2Q26) |
MEDIUM |
| NRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.8% |
— |
MEDIUM |
| NRG |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
A ~$1.43B EBITDA beat versus ~$1.38B consensus, combined with intact ~$5.58B FY2026 EBITDA guidance versus ~$5.60B consensus, should support upward confidence in the post-acquisition run-rate. The softer ~$810M FCFbG result versus ~$850M consensus is likely viewed as working-capital timing rather than an out-period earnings reset, allowing estimate revisions and valuation support to extend beyond day one. |
MEDIUM |