$NRG · NRG ENERGY, INC.
NRG Energy filed its 10-Q for the quarter ended September 30, 2026. Revenue grew 24.0% YoY to $9.466B, operating income more than doubled to $1,084M from $414M, and net income reached $561M versus $152M. Diluted EPS was $2.59, up from $0.69. Nine-month revenue was $27.203B versus $22.960B, with net income of $1,192M versus $798M.
- Q3 revenue $9.466B, up 24.0% YoY from $7.635B.
- Q3 net income $561M vs $152M; diluted EPS $2.59 vs $0.69.
- Q3 operating income $1,084M vs $414M; operating margin 11.5%.
- Nine-month net income $1,192M vs $798M; revenue $27.203B vs $22.960B.
- Interest expense rose to $302M from $187M in Q3.
Shares closed at $97.40, up 10.32% on the day; extended-hours last trade $97.50, +0.10% vs regular close.
NRG's earnings more than tripled YoY on a 24% revenue jump, signaling strong execution and acquisition-driven growth.
Strong power demand and the LSP Portfolio acquisition drove outsized revenue and earnings growth versus the prior-year quarter.
Interest expense nearly doubled YoY to $302M, reflecting higher debt from the LSP Portfolio acquisition; integration and weather/commodity volatility remain key risks.