View ValuationNRG Energy 将来の成長Future 基準チェック /46NRG Energy利益と収益がそれぞれ年間30.7%と4.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に63.4% 31.8%なると予測されています。主要情報30.7%収益成長率31.84%EPS成長率Electric Utilities 収益成長7.7%収益成長率4.8%将来の株主資本利益率63.40%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • Sep 18NRG Energy, Inc. Raises Earnings Guidance for the Year 2025NRG Energy, Inc. raised earnings guidance for the year 2025. For the year, the company expects net income to be between $1,080 million to $1,200 million against $1,025 million to $1,225 million previously guided.お知らせ • Aug 06NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be between $1,025 million to $1,225 million.お知らせ • May 12NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be in the range of $1,025 million to $1,225 million.すべての更新を表示Recent updatesお知らせ • May 23NRG Energy, Inc. Announces Appointment of Glenn Wright as Independent Director, Effective May 26, 2026NRG Energy, Inc. announced that Glenn Wright has been appointed to its Board of Directors, effective May 26, 2026. Glenn Wright brings extensive leadership from Shell plc where he most recently served as Senior Vice President, Shell Energy Americas, and President and Chief Executive Officer of Shell New Energies, US (2020-2025). In this role, he led efforts to expand renewable generation and scale integrated energy solutions for customers across North and South America. Earlier, Dr. Wright served as Vice President of Shell Energy Trading Americas, and President and Chief Executive Officer of Shell Energy North America (2016–2020), accountable for the power and gas wholesale trading business in North and South America as well as retail and commercial power operations and advanced customer-focused offerings. Prior to these roles, he held several leadership positions within Shell’s downstream businesses, including General Manager of Power Trading, Shell Energy North America (2008–2016), General Manager of Business Development, Shell Lubricants (2007-2008), and General Manager of Portfolio Projects, Shell Oil Products, United States (2005-2007). His experience spans wholesale markets, portfolio management, and commercial optimization. Dr. Wright also held leadership positions at Enterprise Business Development Inc. as Vice President of Business Development (2002-2005) and Enron Corporation as Vice President of Enron Industrial Markets (1999-2002). In his early career, Dr. Wright dedicated several years to Shell plc (1992-1999). He served in a series of engineering, process development, and manufacturing roles, supporting operations and driving performance improvements across the company’s chemical and energy businesses. He holds a Ph.D. and MS in chemical engineering and an MBA from the University of Texas at Austin, and a BS in chemical engineering from the Georgia Institute of Technology.お知らせ • May 08+ 1 more updateNRG Energy, Inc. Elects Robert Gaudette as Board DirectorNRG Energy, Inc. announced Robert Gaudette was also elected to serve on the Board of Directors at the 2026 Annual Meeting of Shareholders.New Risk • May 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Board Change • May 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Rob Gaudette was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Rob Gaudette was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Apr 26Fourth quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 30th April 2026 Payment date: 15th May 2026 Dividend yield will be 1.2%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 22NRG Energy, Inc. announces Quarterly dividend, payable on May 15, 2026NRG Energy, Inc. announced Quarterly dividend of USD 0.4750 per share payable on May 15, 2026, ex-date on May 01, 2026 and record date on May 01, 2026.お知らせ • Apr 09NRG Energy, Inc. to Report Q1, 2026 Results on May 06, 2026NRG Energy, Inc. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Mar 19NRG Energy, Inc., Annual General Meeting, Apr 30, 2026NRG Energy, Inc., Annual General Meeting, Apr 30, 2026.お知らせ • Mar 05NRG Energy, Inc. Announces Appointment of Caroline Golin as Chief Growth and Policy OfficerNRG Energy Inc. announced the appointment of Caroline Golin, Ph.D., as Chief Growth and Policy Officer. Dr. Golin brings more than two decades of experience in energy strategy, market development, and product innovation to NRG. In her new role, she will focus on driving the strategic execution of key business initiatives that support reliability and affordability as energy demand grows, including the expansion of data center opportunities and residential virtual power plant (VPP) programs. In this capacity, she will also lead NRG’s Government and Regulatory Affairs functions. Most recently, Dr. Golin was the Founder and CEO of Envision Energy Advisors, where she worked with stakeholders across the energy value chain to address complex challenges related to grid planning, capital structuring, procurement strategy, and cross-sector partnerships. Prior to founding Envision Energy Advisors, she was Global Head of Energy Market Development and Innovation at Google, where she led energy strategy, new product innovation, and partnership development to support the company’s energy and digital infrastructure needs. She was also a co-creator of Google’s ambitious moonshot program to operate fully on carbon-free energy by 2030. Dr. Golin holds both a Master’s degree and a Ph.D. from the Georgia Institute of Technology.New Risk • Mar 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Share price has been highly volatile over the past 3 months (7.2% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (2.6% net profit margin).お知らせ • Mar 03+ 1 more updateNRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion.NRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 14,300,000 Price\Range: $164 Discount Per Security: $3.3185Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$4.09 (vs US$5.14 in FY 2024)Full year 2025 results: EPS: US$4.09 (down from US$5.14 in FY 2024). Revenue: US$30.7b (up 9.2% from FY 2024). Net income: US$797.0m (down 25% from FY 2024). Profit margin: 2.6% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Electric Utilities industry in Europe.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €153, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Electric Utilities industry in Europe.お知らせ • Feb 04Nrg Energy, Inc. Appoints Sanjay Kapoor to Its Board of Directors and Audit Committee, Effective February 3, 2026NRG Energy, Inc. announced that Sanjay Kapoor has been appointed to its Board of Directors, effective February 3, 2026. Mr. Kapoor also will serve on the Board’s Audit Committee. His appointment brings NRG’s Board to 11 members and further strengthens its collective expertise across industrial, financial, and operational leadership. With more than 30 years of experience in senior financial and operational roles, Mr. Kapoor has built a career shaped by rigorous oversight and leadership across highly regulated and technically complex industries. Mr. Kapoor, age 65, is the recently retired (2019) Executive Vice President and CFO of Spirit AeroSystems. Prior to Spirit AeroSystems, Mr. Kapoor held leadership positions at industry-leading defense and aviation sector companies Raytheon (2004 – 2013) and United Technologies (1990 – 2004). At Raytheon, he led the Integrated Air and Missile Defense Systems, including the Patriot and Hawk programs. During his final three years at Raytheon, he oversaw all business execution activities, doubling revenue over the period. Earlier, he served as the Division’s Chief Financial Officer, providing leadership to more than 650 finance professionals across the United States, Germany, Australia, and the Middle East. Mr. Kapoor also has significant board experience, including Crane Company (NYSE:CR; 2023 – present), SAAB, Inc. (2021 – present), and Black & Veatch (2018 – 2025), where he has contributed to governance and oversight in industrial and technology-driven markets. He holds an MBA from the University of Pennsylvania and a BA from the Indian Institute of Technology.お知らせ • Feb 02NRG Energy, Inc. to Report Q4, 2025 Results on Feb 24, 2026NRG Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 24, 2026Declared Dividend • Jan 29Third quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 30th January 2026 Payment date: 17th February 2026 Dividend yield will be 1.3%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 27NRG Energy Receives All Regulatory Approvals for LS Power Portfolio AcquisitionNRG Energy, Inc. announced it has received antitrust clearance from the U.S. Department of Justice (DOJ) for its previously announced acquisition of 18 natural gas generation facilities and a commercial and industrial virtual power plant platform (C&I VPP) from LS Power. NRG received antitrust clearance from the DOJ on January 23, 2026, and previously received approvals from the Federal Energy Regulatory Commission (FERC) and the New York State Public Service Commission (NYSPSC). The Company now has all regulatory approvals, and the transaction is expected to close shortly, subject to customary closing conditions. Upon closing, the acquisition will add 13 GW of quick-start, natural gas-fired generation across the Northeast and Texas and 6 GW of VPP capability, enhancing the scale, resilience, and reliability of NRG’s portfolio and expanding the ways the Company can serve customers as power demand continues to increase.お知らせ • Jan 24Nrg Energy, Inc. Announces Quarterly Dividend, Payable on February 17, 2026NRG Energy, Inc. announced that its Board of Directors has declared a quarterly dividend on the Company’s common stock of $0.475 per share, or $1.90 per share on an annualized basis. This dividend represents an 8% increase from the prior year, in line with the Company’s previously announced annual dividend growth rate target of 7–9% per share. The dividend is payable on February 17, 2026, to stockholders of record as of February 2, 2026.お知らせ • Jan 07+ 1 more updateNRG Energy, Inc. Announces CEO ChangesNRG Energy, Inc. announced that its Board of Directors has appointed Robert J. Gaudette, Executive Vice President, President of NRG Business and Wholesale Operations, as Chief Executive Officer, effective April 30, 2026, the date of the Company's 2026 Annual Meeting of Stockholders. In connection with his appointment as CEO, the Board has named Mr. Gaudette President of NRG, effective January 7, 2026. As part of a planned succession, Lawrence Coben, Ph.D., will step down as President on January 7, 2026 and will remain as Chair and CEO until April 30, 2026. He will serve as an advisor to the company for the remainder of 2026. Robert J. Gaudette has served as Executive Vice President of NRG Business and Market Operations since 2022 and President of NRG Business and Market Operations since 2024. He served as Senior Vice President, Business Solutions from 2013 to 2022, leading the largest business-to-business retail gas and power platform in North America. Prior to 2013, Mr. Gaudette held several executive positions at NRG. He joined NRG in 2001 from a predecessor company and has progressed over his 25 years with the company through numerous positions spanning trading, asset management, government and regulatory affairs, finance, strategy, sales, origination, customer care, and product development. Mr. Gaudette earned a Bachelor of Science degree in chemistry from The College of William and Mary and a Master of Business Administration from Rice University, where he was a Jones Scholar. Mr. Gaudette served four years as an Army officer, including a one-year deployment to Bosnia with the Second Armored Cavalry Regiment. Lawrence Coben, Ph.D., will step down as President on January 7, 2026 and will remain as Chair and CEO until April 30, 2026. He will serve as an advisor to the company for the remainder of 2026.お知らせ • Jan 03Nrg Energy, Inc. Announces Resignation of Director Kevin T. Howell, Effective January 2, 2026NRG Energy, Inc. announced that on January 2, 2026, Kevin T. Howell informed the Board of Directors of his intention to resign from the Board, effective immediately, to pursue another opportunity. His decision to resign was not the result of any disagreement with the Company, management, or the Board on any matter relating to the Company's operations, policies or practices.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.70 (vs US$3.79 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.70 (up from US$3.79 loss in 3Q 2024). Revenue: US$7.64b (up 5.7% from 3Q 2024). Net income: US$135.0m (up US$919.0m from 3Q 2024). Profit margin: 1.8% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Electric Utilities industry in Europe.お知らせ • Nov 07NRG Energy, Inc. (NYSE:NRG) announces an Equity Buyback for $3,000 million worth of its shares.NRG Energy, Inc. (NYSE:NRG) announces a share repurchase program. Under the program, the company will repurchase up to $3,000 million worth of its shares. The program is valid till 2028.お知らせ • Oct 21NRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on November 17, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on November 17, 2025, to stockholders of record as of November 3, 2025.お知らせ • Sep 22NRG Energy, Inc. to Report Q3, 2025 Results on Nov 06, 2025NRG Energy, Inc. announced that they will report Q3, 2025 results at 9:00 AM, US Eastern Standard Time on Nov 06, 2025お知らせ • Sep 18NRG Energy, Inc. Raises Earnings Guidance for the Year 2025NRG Energy, Inc. raised earnings guidance for the year 2025. For the year, the company expects net income to be between $1,080 million to $1,200 million against $1,025 million to $1,225 million previously guided.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €143, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Electric Utilities industry in Europe.Reported Earnings • Aug 06Second quarter 2025 earnings released: US$0.62 loss per share (vs US$3.47 profit in 2Q 2024)Second quarter 2025 results: US$0.62 loss per share (down from US$3.47 profit in 2Q 2024). Revenue: US$6.74b (up 1.2% from 2Q 2024). Net loss: US$121.0m (down 117% from profit in 2Q 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Electric Utilities industry in Europe.お知らせ • Aug 06NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be between $1,025 million to $1,225 million.お知らせ • Jul 22+ 1 more updateNRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on August 15, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on August 15, 2025, to stockholders of record as of August 1, 2025.お知らせ • Jul 10Nrg Energy Announces Appointment of Brad Bentley as President, Nrg ConsumerNRG Energy, Inc. announced appointment of Brad Bentley as President, NRG Consumer, effective July 28, 2025. Mr. Bentley will report directly to Larry Coben, Chair, President, and Chief Executive Officer of NRG Energy. Mr. Bentley brings to NRG decades of experience in consumer innovation, product development, and marketing. He will lead NRG’s Home Energy and Smart Home businesses, which serve more than 8 million customers across North America. As a leading competitive retail energy provider and smart home provider, NRG is redefining how customers experience and manage energy in their homes. Mr. Bentley will be responsible for advancing that vision by strengthening consumer loyalty, accelerating innovation, and delivering technology-enabled solutions that align with the next generation of customer needs. Most recently, Mr. Bentley was Chief Operating Officer, Traveler Operation of Expedia Group, Inc., where he was responsible for the growth and execution of the $10 billion global Expedia Traveler business. Before Expedia, he served as CEO and President of Inspire Clean Energy, a clean energy technology company that was sold to Shell in 2021. Prior to this, he held numerous senior leadership roles at WarnerMedia, AT&T, and DIRECTV. Mr. Bentley holds a bachelor’s degree in marketing from Vanguard University and a master’s degree in marketing from Northwestern University.お知らせ • Jun 30+ 6 more updatesNRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value IndexNRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value Indexお知らせ • May 14NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Portfolio of Natural Gas Generation Facilities And CPower, Inc. from LS Power Development, LLC for $9.3 billion.NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Portfolio of Natural Gas Generation Facilities And CPower, Inc. from LS Power Development, LLC for $9.3 billion on May 12, 2025. The transaction Enterprise Value of approximately $12.0 billion is comprised of $6.4 billion of cash consideration, $2.8 billion in stock consideration to LS Power (24.25 million shares of NRG stock using the 10-day trailing VWAP of $114.98), $3.2 billion of net debt assumed at closing, less approximately $0.4 billion of the NPV of tax benefits generated directly as a result of the transaction. The transaction is not expected to trigger any change of control provisions under such assumed debt. LS Power is expected to own approximately 11% of the pro forma NRG shares outstanding and has committed to a 6-month lock-up period with respect to its equity ownership of NRG common stock. A portion of LS Power’s shares will be held in a voting trust such that it will control less than 10% of the overall voting rights of NRG stock at all times. The acquisition is expected to close in the first quarter of 2026, subject to customary closing conditions and regulatory approvals including Hart-Scott-Rodino (HSR), Federal Energy Regulatory Commission (FERC), and the New York State Public Service Commission (NYSPSC). The acquisition is expected to be immediately accretive to NRG’s Adjusted Earnings Per Share. Citi and Goldman Sachs & Co. LLC are serving as NRG’s lead M&A advisors. Scotiabank is also serving as M&A advisor to NRG. Citi and Goldman Sachs Bank USA are providing committed financing for the acquisition. White & Case LLP is serving as legal counsel to NRG. Evercore is serving as lead financial advisor to LS Power. J.P. Morgan, Morgan Stanley & Co. LLC and Solomon Partners Securities, LLC, are serving as financial advisors to LS Power. With respect to CPower, Lazard is serving as lead financial advisor and Harris Williams is serving as financial advisor to LS Power. Milbank LLP and Adam Turteltaub, Giovanni Smedley, Archie Fallon and Antonio Yanez of Willkie Farr & Gallagher LLP are serving as legal counsel to LS Power.お知らせ • May 12NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be in the range of $1,025 million to $1,225 million.お知らせ • May 02NRG Energy, Inc. to Report Q1, 2025 Results on May 12, 2025NRG Energy, Inc. announced that they will report Q1, 2025 results on May 12, 2025業績と収益の成長予測BIT:1NRG - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202836,6872,3803,9564,713912/31/202735,3132,0583,6304,191912/31/202633,7281,6553,0803,58583/31/202632,384172-336889N/A12/31/202530,7137977651,913N/A9/30/202529,7791,3741,6992,742N/A6/30/202529,3674551,3802,289N/A3/31/202529,2861,2972,2622,894N/A12/31/202428,1301,0581,8162,306N/A9/30/202428,1188971,1891,595N/A6/30/202428,8412,0071,6742,130N/A3/31/202428,5301,5771,0841,644N/A12/31/202328,823-256-843-221N/A9/30/202329,871-1,817-2,497-1,860N/A6/30/202330,435-2,076-4,410-3,857N/A3/31/202331,369-1,854-3,369-2,914N/A12/31/202231,5431,221-13360N/A9/30/202230,7341,88986396N/A6/30/202228,8333,4403,0093,305N/A3/31/202226,7944,0052,8073,086N/A12/31/202126,9892,187224493N/A9/30/202121,9702,4412,0352,306N/A6/30/202118,1701,0721,2601,522N/A3/31/202115,165307478712N/A12/31/20209,0935101,5971,837N/A9/30/20209,2614,1441,6721,902N/A6/30/20209,4484,2691,4511,680N/A3/31/20209,6754,1441,4701,712N/A12/31/20199,8214,117N/A1,413N/A9/30/20199,618564N/A1,207N/A6/30/20199,582455N/A1,289N/A3/31/20199,578270N/A936N/A12/31/20189,478460N/A1,377N/A9/30/20189,314-788N/A1,941N/A6/30/20189,094-860N/A2,049N/A3/31/20188,757-748N/A2,027N/A12/31/20179,074-1,161N/A1,610N/A9/30/20179,430-644N/A1,083N/A6/30/201710,111-700N/A1,351N/A3/31/201710,235-895N/A1,467N/A12/31/20168,915-766N/A1,908N/A9/30/201611,339-6,289N/A1,658N/A6/30/201612,352-6,365N/A1,662N/A3/31/201613,504-6,304N/A1,603N/A12/31/201512,328-6,297N/A1,349N/A9/30/201515,855-13N/A1,788N/A6/30/201515,99092N/A1,598N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1NRGの予測収益成長率 (年間30.7% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1NRGの収益 ( 30.7% ) はItalian市場 ( 11.1% ) よりも速いペースで成長すると予測されています。高成長収益: 1NRGの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1NRGの収益 ( 4.8% ) Italian市場 ( 5.8% ) よりも低い成長が予測されています。高い収益成長: 1NRGの収益 ( 4.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1NRGの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 63.4 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 02:37終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NRG Energy, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Daniel FordBarclaysNicholas CampanellaBarclaysJames ThalackerBMO Capital Markets Equity Research24 その他のアナリストを表示
お知らせ • Sep 18NRG Energy, Inc. Raises Earnings Guidance for the Year 2025NRG Energy, Inc. raised earnings guidance for the year 2025. For the year, the company expects net income to be between $1,080 million to $1,200 million against $1,025 million to $1,225 million previously guided.
お知らせ • Aug 06NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be between $1,025 million to $1,225 million.
お知らせ • May 12NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be in the range of $1,025 million to $1,225 million.
お知らせ • May 23NRG Energy, Inc. Announces Appointment of Glenn Wright as Independent Director, Effective May 26, 2026NRG Energy, Inc. announced that Glenn Wright has been appointed to its Board of Directors, effective May 26, 2026. Glenn Wright brings extensive leadership from Shell plc where he most recently served as Senior Vice President, Shell Energy Americas, and President and Chief Executive Officer of Shell New Energies, US (2020-2025). In this role, he led efforts to expand renewable generation and scale integrated energy solutions for customers across North and South America. Earlier, Dr. Wright served as Vice President of Shell Energy Trading Americas, and President and Chief Executive Officer of Shell Energy North America (2016–2020), accountable for the power and gas wholesale trading business in North and South America as well as retail and commercial power operations and advanced customer-focused offerings. Prior to these roles, he held several leadership positions within Shell’s downstream businesses, including General Manager of Power Trading, Shell Energy North America (2008–2016), General Manager of Business Development, Shell Lubricants (2007-2008), and General Manager of Portfolio Projects, Shell Oil Products, United States (2005-2007). His experience spans wholesale markets, portfolio management, and commercial optimization. Dr. Wright also held leadership positions at Enterprise Business Development Inc. as Vice President of Business Development (2002-2005) and Enron Corporation as Vice President of Enron Industrial Markets (1999-2002). In his early career, Dr. Wright dedicated several years to Shell plc (1992-1999). He served in a series of engineering, process development, and manufacturing roles, supporting operations and driving performance improvements across the company’s chemical and energy businesses. He holds a Ph.D. and MS in chemical engineering and an MBA from the University of Texas at Austin, and a BS in chemical engineering from the Georgia Institute of Technology.
お知らせ • May 08+ 1 more updateNRG Energy, Inc. Elects Robert Gaudette as Board DirectorNRG Energy, Inc. announced Robert Gaudette was also elected to serve on the Board of Directors at the 2026 Annual Meeting of Shareholders.
New Risk • May 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Board Change • May 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Rob Gaudette was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Rob Gaudette was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Apr 26Fourth quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 30th April 2026 Payment date: 15th May 2026 Dividend yield will be 1.2%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 22NRG Energy, Inc. announces Quarterly dividend, payable on May 15, 2026NRG Energy, Inc. announced Quarterly dividend of USD 0.4750 per share payable on May 15, 2026, ex-date on May 01, 2026 and record date on May 01, 2026.
お知らせ • Apr 09NRG Energy, Inc. to Report Q1, 2026 Results on May 06, 2026NRG Energy, Inc. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Mar 19NRG Energy, Inc., Annual General Meeting, Apr 30, 2026NRG Energy, Inc., Annual General Meeting, Apr 30, 2026.
お知らせ • Mar 05NRG Energy, Inc. Announces Appointment of Caroline Golin as Chief Growth and Policy OfficerNRG Energy Inc. announced the appointment of Caroline Golin, Ph.D., as Chief Growth and Policy Officer. Dr. Golin brings more than two decades of experience in energy strategy, market development, and product innovation to NRG. In her new role, she will focus on driving the strategic execution of key business initiatives that support reliability and affordability as energy demand grows, including the expansion of data center opportunities and residential virtual power plant (VPP) programs. In this capacity, she will also lead NRG’s Government and Regulatory Affairs functions. Most recently, Dr. Golin was the Founder and CEO of Envision Energy Advisors, where she worked with stakeholders across the energy value chain to address complex challenges related to grid planning, capital structuring, procurement strategy, and cross-sector partnerships. Prior to founding Envision Energy Advisors, she was Global Head of Energy Market Development and Innovation at Google, where she led energy strategy, new product innovation, and partnership development to support the company’s energy and digital infrastructure needs. She was also a co-creator of Google’s ambitious moonshot program to operate fully on carbon-free energy by 2030. Dr. Golin holds both a Master’s degree and a Ph.D. from the Georgia Institute of Technology.
New Risk • Mar 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Share price has been highly volatile over the past 3 months (7.2% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (2.6% net profit margin).
お知らせ • Mar 03+ 1 more updateNRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion.NRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 14,300,000 Price\Range: $164 Discount Per Security: $3.3185
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$4.09 (vs US$5.14 in FY 2024)Full year 2025 results: EPS: US$4.09 (down from US$5.14 in FY 2024). Revenue: US$30.7b (up 9.2% from FY 2024). Net income: US$797.0m (down 25% from FY 2024). Profit margin: 2.6% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Electric Utilities industry in Europe.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €153, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Electric Utilities industry in Europe.
お知らせ • Feb 04Nrg Energy, Inc. Appoints Sanjay Kapoor to Its Board of Directors and Audit Committee, Effective February 3, 2026NRG Energy, Inc. announced that Sanjay Kapoor has been appointed to its Board of Directors, effective February 3, 2026. Mr. Kapoor also will serve on the Board’s Audit Committee. His appointment brings NRG’s Board to 11 members and further strengthens its collective expertise across industrial, financial, and operational leadership. With more than 30 years of experience in senior financial and operational roles, Mr. Kapoor has built a career shaped by rigorous oversight and leadership across highly regulated and technically complex industries. Mr. Kapoor, age 65, is the recently retired (2019) Executive Vice President and CFO of Spirit AeroSystems. Prior to Spirit AeroSystems, Mr. Kapoor held leadership positions at industry-leading defense and aviation sector companies Raytheon (2004 – 2013) and United Technologies (1990 – 2004). At Raytheon, he led the Integrated Air and Missile Defense Systems, including the Patriot and Hawk programs. During his final three years at Raytheon, he oversaw all business execution activities, doubling revenue over the period. Earlier, he served as the Division’s Chief Financial Officer, providing leadership to more than 650 finance professionals across the United States, Germany, Australia, and the Middle East. Mr. Kapoor also has significant board experience, including Crane Company (NYSE:CR; 2023 – present), SAAB, Inc. (2021 – present), and Black & Veatch (2018 – 2025), where he has contributed to governance and oversight in industrial and technology-driven markets. He holds an MBA from the University of Pennsylvania and a BA from the Indian Institute of Technology.
お知らせ • Feb 02NRG Energy, Inc. to Report Q4, 2025 Results on Feb 24, 2026NRG Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 24, 2026
Declared Dividend • Jan 29Third quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 30th January 2026 Payment date: 17th February 2026 Dividend yield will be 1.3%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 27NRG Energy Receives All Regulatory Approvals for LS Power Portfolio AcquisitionNRG Energy, Inc. announced it has received antitrust clearance from the U.S. Department of Justice (DOJ) for its previously announced acquisition of 18 natural gas generation facilities and a commercial and industrial virtual power plant platform (C&I VPP) from LS Power. NRG received antitrust clearance from the DOJ on January 23, 2026, and previously received approvals from the Federal Energy Regulatory Commission (FERC) and the New York State Public Service Commission (NYSPSC). The Company now has all regulatory approvals, and the transaction is expected to close shortly, subject to customary closing conditions. Upon closing, the acquisition will add 13 GW of quick-start, natural gas-fired generation across the Northeast and Texas and 6 GW of VPP capability, enhancing the scale, resilience, and reliability of NRG’s portfolio and expanding the ways the Company can serve customers as power demand continues to increase.
お知らせ • Jan 24Nrg Energy, Inc. Announces Quarterly Dividend, Payable on February 17, 2026NRG Energy, Inc. announced that its Board of Directors has declared a quarterly dividend on the Company’s common stock of $0.475 per share, or $1.90 per share on an annualized basis. This dividend represents an 8% increase from the prior year, in line with the Company’s previously announced annual dividend growth rate target of 7–9% per share. The dividend is payable on February 17, 2026, to stockholders of record as of February 2, 2026.
お知らせ • Jan 07+ 1 more updateNRG Energy, Inc. Announces CEO ChangesNRG Energy, Inc. announced that its Board of Directors has appointed Robert J. Gaudette, Executive Vice President, President of NRG Business and Wholesale Operations, as Chief Executive Officer, effective April 30, 2026, the date of the Company's 2026 Annual Meeting of Stockholders. In connection with his appointment as CEO, the Board has named Mr. Gaudette President of NRG, effective January 7, 2026. As part of a planned succession, Lawrence Coben, Ph.D., will step down as President on January 7, 2026 and will remain as Chair and CEO until April 30, 2026. He will serve as an advisor to the company for the remainder of 2026. Robert J. Gaudette has served as Executive Vice President of NRG Business and Market Operations since 2022 and President of NRG Business and Market Operations since 2024. He served as Senior Vice President, Business Solutions from 2013 to 2022, leading the largest business-to-business retail gas and power platform in North America. Prior to 2013, Mr. Gaudette held several executive positions at NRG. He joined NRG in 2001 from a predecessor company and has progressed over his 25 years with the company through numerous positions spanning trading, asset management, government and regulatory affairs, finance, strategy, sales, origination, customer care, and product development. Mr. Gaudette earned a Bachelor of Science degree in chemistry from The College of William and Mary and a Master of Business Administration from Rice University, where he was a Jones Scholar. Mr. Gaudette served four years as an Army officer, including a one-year deployment to Bosnia with the Second Armored Cavalry Regiment. Lawrence Coben, Ph.D., will step down as President on January 7, 2026 and will remain as Chair and CEO until April 30, 2026. He will serve as an advisor to the company for the remainder of 2026.
お知らせ • Jan 03Nrg Energy, Inc. Announces Resignation of Director Kevin T. Howell, Effective January 2, 2026NRG Energy, Inc. announced that on January 2, 2026, Kevin T. Howell informed the Board of Directors of his intention to resign from the Board, effective immediately, to pursue another opportunity. His decision to resign was not the result of any disagreement with the Company, management, or the Board on any matter relating to the Company's operations, policies or practices.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.70 (vs US$3.79 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.70 (up from US$3.79 loss in 3Q 2024). Revenue: US$7.64b (up 5.7% from 3Q 2024). Net income: US$135.0m (up US$919.0m from 3Q 2024). Profit margin: 1.8% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Electric Utilities industry in Europe.
お知らせ • Nov 07NRG Energy, Inc. (NYSE:NRG) announces an Equity Buyback for $3,000 million worth of its shares.NRG Energy, Inc. (NYSE:NRG) announces a share repurchase program. Under the program, the company will repurchase up to $3,000 million worth of its shares. The program is valid till 2028.
お知らせ • Oct 21NRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on November 17, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on November 17, 2025, to stockholders of record as of November 3, 2025.
お知らせ • Sep 22NRG Energy, Inc. to Report Q3, 2025 Results on Nov 06, 2025NRG Energy, Inc. announced that they will report Q3, 2025 results at 9:00 AM, US Eastern Standard Time on Nov 06, 2025
お知らせ • Sep 18NRG Energy, Inc. Raises Earnings Guidance for the Year 2025NRG Energy, Inc. raised earnings guidance for the year 2025. For the year, the company expects net income to be between $1,080 million to $1,200 million against $1,025 million to $1,225 million previously guided.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €143, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Electric Utilities industry in Europe.
Reported Earnings • Aug 06Second quarter 2025 earnings released: US$0.62 loss per share (vs US$3.47 profit in 2Q 2024)Second quarter 2025 results: US$0.62 loss per share (down from US$3.47 profit in 2Q 2024). Revenue: US$6.74b (up 1.2% from 2Q 2024). Net loss: US$121.0m (down 117% from profit in 2Q 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Electric Utilities industry in Europe.
お知らせ • Aug 06NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be between $1,025 million to $1,225 million.
お知らせ • Jul 22+ 1 more updateNRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on August 15, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on August 15, 2025, to stockholders of record as of August 1, 2025.
お知らせ • Jul 10Nrg Energy Announces Appointment of Brad Bentley as President, Nrg ConsumerNRG Energy, Inc. announced appointment of Brad Bentley as President, NRG Consumer, effective July 28, 2025. Mr. Bentley will report directly to Larry Coben, Chair, President, and Chief Executive Officer of NRG Energy. Mr. Bentley brings to NRG decades of experience in consumer innovation, product development, and marketing. He will lead NRG’s Home Energy and Smart Home businesses, which serve more than 8 million customers across North America. As a leading competitive retail energy provider and smart home provider, NRG is redefining how customers experience and manage energy in their homes. Mr. Bentley will be responsible for advancing that vision by strengthening consumer loyalty, accelerating innovation, and delivering technology-enabled solutions that align with the next generation of customer needs. Most recently, Mr. Bentley was Chief Operating Officer, Traveler Operation of Expedia Group, Inc., where he was responsible for the growth and execution of the $10 billion global Expedia Traveler business. Before Expedia, he served as CEO and President of Inspire Clean Energy, a clean energy technology company that was sold to Shell in 2021. Prior to this, he held numerous senior leadership roles at WarnerMedia, AT&T, and DIRECTV. Mr. Bentley holds a bachelor’s degree in marketing from Vanguard University and a master’s degree in marketing from Northwestern University.
お知らせ • Jun 30+ 6 more updatesNRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value IndexNRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value Index
お知らせ • May 14NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Portfolio of Natural Gas Generation Facilities And CPower, Inc. from LS Power Development, LLC for $9.3 billion.NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Portfolio of Natural Gas Generation Facilities And CPower, Inc. from LS Power Development, LLC for $9.3 billion on May 12, 2025. The transaction Enterprise Value of approximately $12.0 billion is comprised of $6.4 billion of cash consideration, $2.8 billion in stock consideration to LS Power (24.25 million shares of NRG stock using the 10-day trailing VWAP of $114.98), $3.2 billion of net debt assumed at closing, less approximately $0.4 billion of the NPV of tax benefits generated directly as a result of the transaction. The transaction is not expected to trigger any change of control provisions under such assumed debt. LS Power is expected to own approximately 11% of the pro forma NRG shares outstanding and has committed to a 6-month lock-up period with respect to its equity ownership of NRG common stock. A portion of LS Power’s shares will be held in a voting trust such that it will control less than 10% of the overall voting rights of NRG stock at all times. The acquisition is expected to close in the first quarter of 2026, subject to customary closing conditions and regulatory approvals including Hart-Scott-Rodino (HSR), Federal Energy Regulatory Commission (FERC), and the New York State Public Service Commission (NYSPSC). The acquisition is expected to be immediately accretive to NRG’s Adjusted Earnings Per Share. Citi and Goldman Sachs & Co. LLC are serving as NRG’s lead M&A advisors. Scotiabank is also serving as M&A advisor to NRG. Citi and Goldman Sachs Bank USA are providing committed financing for the acquisition. White & Case LLP is serving as legal counsel to NRG. Evercore is serving as lead financial advisor to LS Power. J.P. Morgan, Morgan Stanley & Co. LLC and Solomon Partners Securities, LLC, are serving as financial advisors to LS Power. With respect to CPower, Lazard is serving as lead financial advisor and Harris Williams is serving as financial advisor to LS Power. Milbank LLP and Adam Turteltaub, Giovanni Smedley, Archie Fallon and Antonio Yanez of Willkie Farr & Gallagher LLP are serving as legal counsel to LS Power.
お知らせ • May 12NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be in the range of $1,025 million to $1,225 million.
お知らせ • May 02NRG Energy, Inc. to Report Q1, 2025 Results on May 12, 2025NRG Energy, Inc. announced that they will report Q1, 2025 results on May 12, 2025