NRG Energy Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.6%projected annual EPS growth
Analyst Coverage
16analysts covering
FY Revenue (est.)
$36.5Bnext fiscal year
FY EPS (est.)
$8.81next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
| Q4 2026 Earnings Release | 25 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Adjusted EBITDA Quarterly1.1BTarget: 3,800,000,000 to 4,200,000,000 (Full Year 2026 Guidance)
Adjusted EPS Quarterly1.5Target: 7.90 to 9.90 (Full Year 2026 Guidance)
Free Cash Flow before Growth Investments (FCFbG) Quarterly-66MTarget: 100,975,000,000 to 2,225,000,000 (Full Year 2025 Reference)%
Watch Items
- PJM Capacity Auction Pricing and Cleared CapacityTrigger: Capacity cleared below 6,000 MW or clearing prices below $200/MW-dayAction: Re-evaluate long-term merchant generation EBITDA projections and adjust capital allocation models.
- Texas Energy Fund (TEF) Loan Approvals and COD MilestonesTrigger: Delays in Commercial Operation Date (COD) of the 1.5 GW new capacity beyond scheduled targetsAction: Assess impact on ERCOT market share and update projected capital expenditure timelines.
- Vivint Smart Home Cross-Selling and Synergy CaptureTrigger: Vivint segment EBITDA contribution falling below 20% of consolidated EBITDAAction: Review retail integration strategy and adjust customer acquisition cost assumptions.
Research as of 2 Sep 2026