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Jun 30, 2025
NRG Energy Q2 2025 Earnings Report
NRG Energy reported a net loss and a decline in adjusted EBITDA in Q2 2025, while reaffirming its 2025 guidance.
Key Takeaways
Despite a GAAP net loss of $104 million, NRG Energy posted strong adjusted results including $339 million in adjusted net income and reaffirmed its full-year financial guidance. The company also made strategic progress with new data center agreements and energy infrastructure developments.
Reported GAAP net loss of $104M due to non-cash hedge losses and legal reserves
Adjusted Net Income reached $339M with Adjusted EPS of $1.73
Signed 295 MW long-term data center agreements with potential to expand to 1 GW
Reaffirmed full-year 2025 financial guidance across all key metrics
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
NRG reaffirmed its 2025 financial guidance, projecting strength across adjusted EPS, EBITDA, and free cash flow metrics.
Positive Outlook
- Maintained guidance for Adjusted Net Income between $1.33B and $1.53B
- Maintained Adjusted EPS guidance of $6.75 to $7.75
- Maintained Adjusted EBITDA guidance of $3.725B to $3.975B
- FCFbG guidance reaffirmed at $1.975B to $2.225B
- Progressed strategic capital allocation with $768M in share repurchases completed
Challenges Ahead
- GAAP net loss of $104M due to non-cash mark-to-market losses and legal reserves
- Adjusted EBITDA declined $53M YoY
- Cash from operations fell significantly YoY
- East and West/Services/Other segments saw EBITDA declines
Historical Earnings Impact
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Avg. Return Before/After Earnings
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