Vistra Capacity revenue from ISO/RTO — Net capacity purchased increased by 4.2% to $199.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 275.5%, from $53.00M to $199.00M. Over 3 years (FY 2021 to FY 2024), Capacity revenue from ISO/RTO — Net capacity purchased shows a downward trend with a -33.6% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase may signal a need to cover supply shortfalls or a strategic choice to outsource capacity, whereas a decrease suggests improved internal generation self-sufficiency.
This metric represents the net amount of electrical capacity that the company has purchased from external sources to mee...
Similar to purchased power or capacity procurement metrics reported by integrated utilities and retail energy providers.
vst_segment_capacity_revenue_from_iso_rto_net_capacity_purchased| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $120.00M | $117.00M | $122.00M | $138.00M | $104.00M | $23.00M | $20.00M | $61.00M | $28.00M | $20.00M | $26.00M | $21.00M | $37.00M | $44.00M | $37.00M | $53.00M | $104.00M | $191.00M | $199.00M |
| QoQ Change | — | -2.5% | +4.3% | +13.1% | -24.6% | -77.9% | -13.0% | +205.0% | -54.1% | -28.6% | +30.0% | -19.2% | +76.2% | +18.9% | -15.9% | +43.2% | +96.2% | +83.7% | +4.2% |
| YoY Change | — | — | — | — | -13.3% | -80.3% | -83.6% | -55.8% | -73.1% | -13.0% | +30.0% | -65.6% | +32.1% | +120.0% | +42.3% | +152.4% | +181.1% | +334.1% | +275.5% |