Capacity revenue — Revenue from contracts with customers
NRG Energy Capacity revenue — Revenue from contracts with customers increased by 181.2% to $239.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 408.5%, from $47.00M to $239.00M. Over 4 years (FY 2021 to FY 2025), Capacity revenue — Revenue from contracts with customers shows a downward trend with a -22.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase suggests higher demand for the company's generation assets or improved pricing power in capacity markets, while a decrease may indicate contract expirations or reduced market demand for reliability services.
Detailed definition
This metric represents the revenue generated from the sale of power generation capacity through direct contractual agree...
Peer comparison
Comparable to capacity payments or reliability service revenues reported by other independent power producers and utility-scale generation companies.
nrg_segment_capacity_revenue_revenue_from_contracts_with_customersHistorical Data
| 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 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $271.00M | $189.00M | $160.00M | $116.00M | $90.00M | $38.00M | $0.00 | $42.00M | $49.00M | $59.00M | $47.00M | $42.00M | $44.00M | $47.00M | $44.00M | $47.00M | $61.00M | $87.00M | $85.00M | $239.00M |
| QoQ Change | — | -30.3% | -15.3% | -27.5% | -22.4% | -57.8% | -100.0% | — | +16.7% | +20.4% | -20.3% | -10.6% | +4.8% | +6.8% | -6.4% | +6.8% | +29.8% | +42.6% | -2.3% | +181.2% |
| YoY Change | — | — | — | — | -66.8% | -79.9% | -100.0% | -63.8% | -45.6% | +55.3% | — | +0.0% | -10.2% | -20.3% | -6.4% | +11.9% | +38.6% | +85.1% | +93.2% | +408.5% |
Similar Metrics at Other Companies
Frequently Asked Questions
- What is NRG Energy's capacity revenue — revenue from contracts with customers?
- NRG Energy (NRG) reported capacity revenue — revenue from contracts with customers of $239.00M in Q1 2026.
- How has NRG Energy's capacity revenue — revenue from contracts with customers changed year-over-year?
- NRG Energy's capacity revenue — revenue from contracts with customers increased by 408.5% year-over-year, from $47.00M to $239.00M.
- What is the long-term trend for NRG Energy's capacity revenue — revenue from contracts with customers?
- Over 4 years (2021 to 2025), NRG Energy's capacity revenue — revenue from contracts with customers has grown at a -22.5% compound annual growth rate (CAGR), from $775.00M to $280.00M.
- What does capacity revenue — revenue from contracts with customers mean?
- Revenue earned from providing power generation capacity to customers under formal contracts.