NRG Energy Management

Management criteria checks 1/4

NRG Energy's CEO is Rob Gaudette, appointed in Jan 2026, has a tenure of less than a year. total yearly compensation is $12.86M, comprised of 5.7% salary and 94.3% bonuses, including company stock and options. directly owns 0.03% of the company’s shares, worth MX$136.56M. The average tenure of the management team and the board of directors is 2.8 years and 2.6 years respectively.

Key information

Rob Gaudette

Chief executive officer

US$12.9m

Total compensation

CEO salary percentage	5.66%
CEO tenure	less than a year
CEO ownership	0.03%
Management average tenure	2.8yrs
Board average tenure	2.6yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Rob Gaudette's remuneration changed compared to NRG Energy's earnings?
Date	Total Compensation	Salary	Company Earnings
Mar 31 2026	n/a	n/a	US$172m
Dec 31 2025	US$13m	US$728k	US$797m
Sep 30 2025	n/a	n/a	US$1b
Jun 30 2025	n/a	n/a	US$455m
Mar 31 2025	n/a	n/a	US$1b
Dec 31 2024	US$4m	US$618k	US$1b
Sep 30 2024	n/a	n/a	US$897m
Jun 30 2024	n/a	n/a	US$2b
Mar 31 2024	n/a	n/a	US$2b
Dec 31 2023	US$4m	US$594k	-US$256m
Sep 30 2023	n/a	n/a	-US$2b
Jun 30 2023	n/a	n/a	-US$2b
Mar 31 2023	n/a	n/a	-US$2b
Dec 31 2022	n/a	n/a	US$1b
Sep 30 2022	n/a	n/a	US$2b
Jun 30 2022	n/a	n/a	US$3b
Mar 31 2022	n/a	n/a	US$4b
Dec 31 2021	US$2m	US$534k	US$2b
Sep 30 2021	n/a	n/a	US$2b
Jun 30 2021	n/a	n/a	US$1b
Mar 31 2021	n/a	n/a	US$307m
Dec 31 2020	US$2m	US$543k	US$510m
Sep 30 2020	n/a	n/a	US$4b
Jun 30 2020	n/a	n/a	US$4b
Mar 31 2020	n/a	n/a	US$4b
Dec 31 2019	US$1m	US$508k	US$4b

Compensation vs Market: Rob's total compensation ($USD12.86M) is above average for companies of similar size in the MX market ($USD5.06M).

Compensation vs Earnings: Rob's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Rob Gaudette (53 yo)

less than a year

Tenure

US$12,857,208

Compensation

Mr. Robert J. Gaudette, also known as Rob, has been the President of NRG Energy, Inc. since January 06, 2026 and also serves as its Chief Executive Officer and Director since April 30, 2026. He had been an...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Robert Gaudette	President	less than a year	US$12.86m	0.030% MX$ 136.6m
Bruce Chung	EVP & CFO	3yrs	US$14.55m	0.034% MX$ 151.1m
Brian Curci	Executive VP of Legal & General Counsel	8.3yrs	US$11.08m	0.022% MX$ 98.5m
Lawrence Coben	Advisor	less than a year	US$21.79m	0.055% MX$ 249.0m
Brad Bentley	Executive Vice President & President of NRG Consumer	less than a year	US$12.09m	no data
Gerald Spencer	Senior VP & Chief Accounting Officer	2.5yrs	no data	0.0013% MX$ 5.7m
Dak Liyanearachchi	Executive VP & CTO	4.4yrs	no data	0.030% MX$ 135.8m
Virginia Kinney	Executive VP & Chief Administrative Officer	1.5yrs	no data	0.031% MX$ 138.9m
Brendan Mulhern	Head of Investor Relations	no data	no data	no data
Christopher Moser	Executive VP and Head of Competitive Markets & Policy	4.2yrs	US$2.11m	no data
Donna Benefield	Senior VP of Program Office & Head of NRG Services	4.5yrs	no data	no data
Lynda Clemmons	SVP, Chief Sustainability Officer & Head of Strategy Implementation	no data	no data	no data

2.8yrs

Average Tenure

52yo

Average Age

Experienced Management: NRG *'s management team is considered experienced (2.8 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Robert Gaudette	President	less than a year	US$12.86m	0.030% MX$ 136.6m
Alexander Pourbaix	Independent Director	2.6yrs	US$329.11k	0.0094% MX$ 42.3m
Marwan Fawaz	Independent Director	2.6yrs	US$309.13k	0.0040% MX$ 18.0m
Marcie Zlotnik	Independent Director	2.6yrs	US$309.13k	0.0041% MX$ 18.5m
Alexandra D. Pruner	Independent Director	6.7yrs	US$344.09k	0.000040% MX$ 180.0k
Sanjay Kapoor	Independent Director	less than a year	no data	0.0019% MX$ 8.4m
Elisabeth Donohue	Independent Director	5.7yrs	US$329.11k	0.0018% MX$ 7.9m
Matthew Carter	Independent Director	8.3yrs	US$329.11k	0.021% MX$ 92.9m
Antonio Carrillo	Chairman of the Board & Lead Independent Director	6.7yrs	US$354.08k	0.011% MX$ 48.5m
Glenn Wright	Independent Director	less than a year	no data	0.00070% MX$ 3.2m
Heather M. Cox	Independent Director	8.3yrs	US$309.13k	0.0078% MX$ 35.0m

2.6yrs

Average Tenure

60yo

Average Age

Experienced Board: NRG *'s board of directors are not considered experienced ( 2.6 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/12 07:42
End of Day Share Price	2026/05/29 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

NRG Energy, Inc. is covered by 27 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Daniel Ford	Barclays
Nicholas Campanella	Barclays
James Thalacker	BMO Capital Markets Equity Research

NRG Energy Management

Management criteria checks 1/4

Key information

Recent management updates

NRG Energy, Inc. Announces Appointment of Glenn Wright as Independent Director, Effective May 26, 2026

NRG Energy, Inc. Elects Robert Gaudette as Board Director

High number of new directors

NRG Energy, Inc., Annual General Meeting, Apr 30, 2026

NRG Energy, Inc. Announces Appointment of Caroline Golin as Chief Growth and Policy Officer

Nrg Energy, Inc. Appoints Sanjay Kapoor to Its Board of Directors and Audit Committee, Effective February 3, 2026

Recent updates

GENOVER LLC acquired Dunkirk Generating Station and associated assets from NRG Energy, Inc. (NYSE:NRG).

NRG Energy, Inc. Announces Appointment of Glenn Wright as Independent Director, Effective May 26, 2026

NRG Energy, Inc. Elects Robert Gaudette as Board Director

New minor risk - Earnings quality

First quarter 2026 earnings released: EPS: US$0.52 (vs US$3.70 in 1Q 2025)

High number of new directors

Fourth quarter dividend of US$0.47 announced

NRG Energy, Inc. announces Quarterly dividend, payable on May 15, 2026

NRG Energy, Inc. to Report Q1, 2026 Results on May 06, 2026

NRG Energy, Inc., Annual General Meeting, Apr 30, 2026

NRG Energy, Inc. Announces Appointment of Caroline Golin as Chief Growth and Policy Officer

NRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion.

Full year 2025 earnings released: EPS: US$4.09 (vs US$5.14 in FY 2024)

Nrg Energy, Inc. Appoints Sanjay Kapoor to Its Board of Directors and Audit Committee, Effective February 3, 2026

NRG Energy, Inc. to Report Q4, 2025 Results on Feb 24, 2026

NRG Energy Receives All Regulatory Approvals for LS Power Portfolio Acquisition

Nrg Energy, Inc. Announces Quarterly Dividend, Payable on February 17, 2026

NRG Energy, Inc. Announces CEO Changes

Nrg Energy, Inc. Announces Resignation of Director Kevin T. Howell, Effective January 2, 2026

NRG Energy, Inc. (NYSE:NRG) announces an Equity Buyback for $3,000 million worth of its shares.

Third quarter 2025 earnings released: EPS: US$0.70 (vs US$3.79 loss in 3Q 2024)

Second quarter dividend of US$0.44 announced

NRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on November 17, 2025

NRG Energy, Inc. to Report Q3, 2025 Results on Nov 06, 2025

NRG Energy, Inc. Raises Earnings Guidance for the Year 2025

Second quarter 2025 earnings released: US$0.62 loss per share (vs US$3.47 profit in 2Q 2024)

NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025

NRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on August 15, 2025

Nrg Energy Announces Appointment of Brad Bentley as President, Nrg Consumer

NRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value Index

Independent Director recently sold Mex$150m worth of stock

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.

NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025

NRG Energy, Inc. to Report Q1, 2025 Results on May 12, 2025

NRG Energy, Inc. Announces Quarterly Dividend, Payable on May 15, 2025

NRG Energy Inc. Announces Rasesh Patel Retires as President, NRG Consumer, Effective May 19, 2025

NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Six power generation facilities from Rockland Capital, LP for approximately $560 million.

NRG Energy, Inc., Annual General Meeting, May 01, 2025

NRG Energy, Inc. to Report Q4, 2024 Results on Feb 26, 2025

NRG Energy, Inc. Announces Quarterly Dividend, Payable on February 18, 2025

Investor sentiment improves as stock rises 17%

Third quarter 2024 earnings released: US$3.79 loss per share (vs US$1.42 profit in 3Q 2023)

Second quarter dividend of US$0.41 announced

NRG Energy, Inc. Declares Quarterly Dividend on the Common Stock, Payable on November 15, 2024

NRG Energy, Inc. to Report Q3, 2024 Results on Nov 08, 2024

New major risk - Financial position

Gamut Capital Management, L.P. entered into a definitive agreement to acquire Airtron Heating & Air Conditioning, Inc. from NRG Energy, Inc. (NYSE:NRG) for $500 million.

NRG Energy, Inc. Appoints Lawrence Coben as Chief Executive Officer

NRG Energy, Inc. Announces Quarterly Dividend, Payable on August 15, 2024

NRG Energy, Inc. to Report Q2, 2024 Results on Aug 08, 2024

NRG Energy, Inc. to Report Q1, 2024 Results on May 07, 2024

NRG Energy, Inc. Announces Quarterly Dividend on Common Stock, Payable on May 15, 2024

NRG Energy, Inc. Announces Leadership Changes

Executive Vice President of Smart Home recently sold Mex$51m worth of stock

NRG Energy, Inc., Annual General Meeting, Apr 25, 2024