Vistra VST Capacity revenue from ISO/RTO — Net capacity sold

Similar metrics at other companies

CWENCapacity Revenue — Total operating revenues

$97M+14.1%

UGIOff-system sales and capacity releases — Total revenues from contracts with customers

-$64M-39.1%

NRGCapacity revenue — Revenue from contracts with customers

$239M+409%

CWENCapacity Revenue — Total

$52M+26.8%

HNRGAccredited Energy Capacity — Revenue

$15.53M+12.5%

HNRGAccredited Energy Capacity — Revenue Remaining Performance Obligation

$221.8M—

Questions, answered.

What is Vistra's capacity revenue from ISO/RTO — net capacity sold?

Vistra (VST) reported capacity revenue from ISO/RTO — net capacity sold of $321M 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 $73M to $321M.

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 -$636M to $126M.

What does capacity revenue from ISO/RTO — net capacity sold mean?

This metric quantifies the net amount of electrical generation capacity that the company has committed to sell into ISO/RTO capacity markets. It reflects the scale of the company's operational footprint that is actively participating in grid reliability programs. Tracking this helps investors understand the volume of assets dedicated to long-term capacity contracts versus those exposed to merchant energy pricing.