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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$29B
Fwd P/E
~17×
Div yield
~1.4%
Adj. EPS
$8.24
Revenue
~$30.7B
Rev. growth
+9%
Adj. EBITDA
~$4.1B
Free cash flow
~$2.2B
In plain English
NRG is the largest US competitive power company: it both runs a big fleet of gas (and some coal) power plants and sells electricity, gas and home services straight to ~8M households and businesses through brands like Reliant, Green Mountain Energy and Vivint. After a transformative ~$12B purchase of LS Power's gas fleet (announced 2025, closed January 2026), it is doubling down on supplying the surging power demand from AI data centres in Texas and the PJM East.
In simple terms
What NRG Energy really sells
NRG is the largest US competitive power company: it both runs a big fleet of gas (and some coal) power plants and sells electricity, gas and home services straight to ~8M households and businesses through brands like Reliant, Green Mountain Energy and Vivint. After a transformative ~$12B purchase of LS Power's gas fleet (announced 2025, closed January 2026), it is doubling down on supplying the surging power demand from AI data centres in Texas and the PJM East.
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