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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.

4 companiesMedian revenue YoY: +16.1%EPS beat rate:

AI industry top-down

The Independent Power Producer (IPP) industry demonstrated robust growth, with reported companies' revenue increasing by a median of 16.08% year-over-year during the FY2026 Q1 period. However, company-specific Earnings Per Share (EPS) growth rates varied significantly. While some companies experienced a sharp decline in EPS, others recorded double-digit growth, indicating divergent trends in profitability. Overall, while revenue performance was strong, profitability metrics presented a mixed picture.

  • Most companies recorded double-digit sales growth
Where companies diverge: Significant variation in earnings per share (EPS) growth rates across companies

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
CEGConstellation Energy CorpFY2026 Q1$6.11B+16.1%$0.38-86.3%
VSTVistra Corp.FY2026 Q1$4.25B+34.5%$-0.93
NRGNRG ENERGY, INC.FY2026 Q1$8.49B+15.0%$3.61+56.3%
DGXXDigi Power X Inc.FY2026 Q1$9.28M$-0.05

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).

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