Vistra Capacity revenue from ISO/RTO — Net capacity sold increased by 18.9% to $321.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 339.7%, from $73.00M to $321.00M. Over 3 years (FY 2021 to FY 2024), Capacity revenue from ISO/RTO — Net capacity sold shows an upward trend with a -41.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests expansion of the company's reliable generation footprint or successful bidding in capacity auctions, while a decrease may indicate asset retirement or reduced participation in reliability markets.
This metric quantifies the net amount of electrical generation capacity that the company has committed to sell into ISO/...
Comparable to net capacity commitment figures disclosed by peer energy companies participating in PJM, ERCOT, or MISO markets.
vst_segment_capacity_revenue_from_iso_rto_net_capacity_sold| 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 | -$161.00M | -$104.00M | -$222.00M | -$181.00M | -$133.00M | -$37.00M | -$37.00M | -$88.00M | -$59.00M | -$40.00M | $420.00M | $40.00M | $24.00M | $30.00M | $32.00M | $73.00M | $134.00M | $270.00M | $321.00M |
| QoQ Change | — | +35.4% | -113.5% | +18.5% | +26.5% | +72.2% | +0.0% | -137.8% | +33.0% | +32.2% | >999% | -90.5% | -40.0% | +25.0% | +6.7% | +128.1% | +83.6% | +101.5% | +18.9% |
| YoY Change | — | — | — | — | +17.4% | +64.4% | +83.3% | +51.4% | +55.6% | -8.1% | >999% | +145.5% | +140.7% | +175.0% | -92.4% | +82.5% | +458.3% | +800.0% | +339.7% |