The company said GAAP net income for Q2 2026 was $506 million, up $610 million from a net loss of $(104) million a year earlier. It cited the addition of the portfolio of assets acquired from LS Power and higher realized capacity prices in the East as factors behind the improvement.

1. 01

   The company said GAAP net income for Q2 2026 was $506 million, up $610 million from a net loss of $(104) million a year earlier. It cited the addition of the portfolio of assets acquired from LS Power and higher realized capacity prices in the East as factors behind the improvement.

2. 02

   NRG said Adjusted EBITDA for Q2 2026 was $1,217 million, up $308 million from $909 million a year earlier. By segment, Texas was $381 million, down $131 million, while East was $469 million, up $370 million.

3. 03

   The company said it reaffirmed its 2026 guidance. Adjusted EBITDA guidance for 2026 is $5,325 million to $5,825 million, and FCFbG guidance is $2,800 million to $3,300 million.

4. 04

   NRG said it plans to return $1.0 billion to shareholders through share repurchases and about $407 million through common stock dividends in 2026. It said it had completed $932 million in share repurchases and paid $202 million in common stock dividends through July 31, 2026.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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