NRG ENERGY, INC. — Form 8-K

NRG Energy reported Q2 2026 GAAP net income of $506M ($2.32 EPS) and reaffirmed full-year 2026 guidance: Adjusted EBITDA $5.3–$5.8B, Adjusted EPS $7.90–$9.90, FCFbG $2.8–$3.3B. The company advanced a customer-backed Bring Your Own Power (BYOP) strategy with an unnamed hyperscaler for a 1.2 GW combined-cycle natural gas generation facility in Texas (subject to final documentation). NRG also achieved commercial operations on its 415 MW T.H. Wharton facility (May 26, 2026) and secured a $54.72M completion bonus grant from the PUCT. The company plans $1.0B in share repurchases and $407M in dividends for 2026; liquidity fell to $5.3B from $9.6B year-start due to ~$7.1B LS Power acquisition funding.