Industry top-down
Utilities - Independent Power Producers
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
Based on available data, the independent power producer (IPP) sector delivered double-digit year-over-year revenue growth, posting a median increase of 16.08%. Vistra (34.54%), Constellation Energy (16.08%), and NRG Energy (15.03%) all demonstrated solid top-line expansion; however, earnings per share (EPS) trajectories diverged significantly across companies. Given data gaps for certain names and wide variations in profitability metrics, caution is warranted when assessing overall sector conditions.
- Double-digit YoY revenue growth confirmed across reporting companies
- Industry median revenue growth rate stood at around 16.08%
- General absence of EPS surprise and detailed guidance data
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| CEGConstellation Energy Corp | FY2026 Q2 | $5.84B | +13.2% | $1.42 | -46.8% | — |
| VSTVistra Corp. | FY2026 Q3 | $5.99B | +25.4% | $3.23 | +84.6% | — |
| NRGNRG ENERGY, INC. | FY2026 Q3 | $9.34B | +24.5% | $2.59 | +275.4% | — |
| TLNTalen Energy Corp | FY2026 Q3 | $1.66B | +138.6% | $2.88 | -32.2% | — |
| OKLOOklo Inc. | FY2026 Q3 | $1.86M | — | $-0.22 | — | — |
| HNRGHALLADOR ENERGY CO | FY2026 Q3 | $130.25M | -11.3% | $-0.10 | — | — |
| DGXXDigi Power X Inc. | FY2026 Q2 | $6.63M | — | $-0.17 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).