| NRG |
Report |
Adjusted/operating EPS |
BEAT |
pred ~$1.70 vs. cons $1.662 |
MEDIUM |
| NRG |
Report |
EBITDA |
BEAT |
pred ~$1.17B vs. cons $1.140B |
MEDIUM |
| NRG |
Report |
Texas gross profit |
MISS |
pred ~$1.01B vs. cons $1.046B |
MEDIUM |
| NRG |
Guide |
Adjusted EBITDA (FY26) |
BETTER |
guide ~$5.575B midpoint vs. cons $5.303B |
MEDIUM |
| NRG |
Guide |
Adjusted EPS (FY26) |
LOWER |
guide ~$8.90 midpoint vs. cons $9.014 |
MEDIUM |
| NRG |
Guide |
FCF before growth investments (FY26) |
UNCHANGED |
guide ~$3.05B midpoint vs. cons UNVERIFIED |
LOW |
| NRG |
Guide |
Large-load/data-center commentary (FY26) |
UNCHANGED |
active process; no incremental signed 1+ GW deal assumed vs. cons UNVERIFIED |
LOW |
| NRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
LOW |
| NRG |
Return |
5-day cumulative residual |
+2.0% (FADE) |
FADE — lower-quality forward EPS read limits follow-through |
LOW |