NRG Energy, Inc. (NRG) Q4 2025 Earnings Call Transcript
NRG tops Q4 EPS estimates, delivers a 45.9% revenue beat, boosts shareholder returns, and issues 2026 earnings and cash flow guidance.
NRG Energy ( NYSE:NRG ) reported Q4 2025 earnings before the open this morning, posting a strong full-year performance headlined by a 21% jump in adjusted EPS.
NRG Energy gears up for Q4 results amid falling EPS estimates, strong ROE and data center growth.
NRG Energy is well-positioned to capitalize on surging U.S. power demand, driven by structural grid transformation and AI-related consumption. NRG's acquisition of LS Power nearly doubles its generation capacity to 25 GW, supporting updated 2026 guidance of $5.32–$5.82B adjusted EBITDA and $2.8–$3.3B FCF before growth. At $173/share, NRG trades below fair value based on 11–13x FCF multiples, suggesting further upside if cash conversion remains consistent.
In the closing of the recent trading day, NRG Energy (NRG) stood at $171.06, denoting a -1.38% move from the preceding trading day.
NRG Energy (NRG) concluded the recent trading session at $160.63, signifying a +2.68% move from its prior day's close.
Recently, Zacks.com users have been paying close attention to NRG (NRG). This makes it worthwhile to examine what the stock has in store.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
In the closing of the recent trading day, NRG Energy (NRG) stood at $144, denoting a -5.38% move from the preceding trading day.
NRG Energy has dramatically outperformed NextEra Energy and the S&P 500 over the past five years. Last week, NRG received all approvals needed to close the LS Power acquisition and did exactly that last Friday. Today, I will provide an advanced peak at NRG's Q4 earnings expectations (due out on Feb. 27) and discuss the debt load taken on for the LS Power acquisition.
NRG Energy (NRG) concluded the recent trading session at $149.11, signifying a -2.31% move from its prior day's close.