Products & Services · Net capacity sold

Capacity revenue from ISO/RTO — Net capacity sold

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.

Analysis

StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityStable
First reportedQ3 2020
Last reportedQ1 2026

How to read 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.

Detailed definition

This metric quantifies the net amount of electrical generation capacity that the company has committed to sell into ISO/...

Peer comparison

Comparable to net capacity commitment figures disclosed by peer energy companies participating in PJM, ERCOT, or MISO markets.

Metric ID: vst_segment_capacity_revenue_from_iso_rto_net_capacity_sold

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q1 '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%
Range-$222.00M$420.00M
CAGR+16.6%
Avg YoY Growth+236.6%
Median YoY Growth+83.3%
Current Streak6 quarters growth

Frequently Asked Questions

What is Vistra's capacity revenue from iso/rto — net capacity sold?
Vistra (VST) reported capacity revenue from iso/rto — net capacity sold of $321.00M in Q1 2026.
How has Vistra's capacity revenue from iso/rto — net capacity sold changed year-over-year?
Vistra's capacity revenue from iso/rto — net capacity sold increased by 339.7% year-over-year, from $73.00M to $321.00M.
What is the long-term trend for Vistra's capacity revenue from iso/rto — net capacity sold?
Over 3 years (2021 to 2024), Vistra's capacity revenue from iso/rto — net capacity sold has grown at a -41.7% compound annual growth rate (CAGR), from -$637.00M to $126.00M.
What does capacity revenue from iso/rto — net capacity sold mean?
The total amount of power generation capacity the company has contracted to provide to the grid.