Subtext

NRG Energy, Inc. NRG

SectorUtilities
Transcripts61
Date range2010-05-10 – 2025-05-12
Calls charted61

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-21-11+0+11+212010 Q12012 Q12014 Q12016 Q12018 Q12020 Q12022 Q12024 Q12010 Q1 · Overall: +8.22010 Q2 · Overall: +7.12010 Q3 · Overall: +7.42010 Q4 · Overall: +5.42011 Q1 · Overall: +8.92011 Q2 · Overall: +10.82011 Q3 · Overall: +3.02011 Q4 · Overall: +5.02012 Q1 · Overall: +0.22012 Q2 · Overall: +2.62012 Q3 · Overall: -3.42012 Q4 · Overall: +7.22013 Q1 · Overall: +7.62013 Q2 · Overall: +3.12013 Q3 · Overall: +3.32013 Q4 · Overall: +9.72014 Q1 · Overall: +5.92014 Q2 · Overall: +6.72014 Q3 · Overall: +2.82014 Q4 · Overall: +6.72015 Q1 · Overall: +7.82015 Q2 · Overall: +4.72015 Q3 · Overall: +4.92015 Q4 · Overall: +8.52016 Q1 · Overall: +4.42016 Q2 · Overall: +13.02016 Q3 · Overall: +10.52016 Q4 · Overall: +7.62017 Q1 · Overall: +3.02017 Q2 · Overall: +10.12017 Q3 · Overall: +9.02017 Q4 · Overall: +8.52018 Q1 · Overall: +8.72018 Q2 · Overall: +7.52018 Q3 · Overall: +6.22018 Q4 · Overall: +12.02019 Q1 · Overall: +6.52019 Q2 · Overall: +8.02019 Q3 · Overall: +10.52019 Q4 · Overall: +14.22020 Q1 · Overall: +5.02020 Q2 · Overall: +7.62020 Q3 · Overall: +8.92020 Q4 · Overall: +10.12021 Q1 · Overall: +9.52021 Q2 · Overall: +10.72021 Q3 · Overall: +4.92021 Q4 · Overall: +14.32022 Q1 · Overall: +11.12022 Q2 · Overall: +1.42022 Q3 · Overall: +8.92022 Q4 · Overall: +9.22023 Q1 · Overall: +13.92023 Q2 · Overall: +14.42023 Q3 · Overall: +13.92023 Q4 · Overall: +15.72024 Q1 · Overall: +5.02024 Q2 · Overall: +7.72024 Q3 · Overall: +18.42024 Q4 · Overall: +11.72025 Q1 · Overall: +17.2
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-28-14+0+14+282010 Q12012 Q12014 Q12016 Q12018 Q12020 Q12022 Q12024 Q12010 Q1 · CEO: +12.12010 Q2 · CEO: +5.42010 Q3 · CEO: +9.62010 Q4 · CEO: +8.12011 Q1 · CEO: +11.62011 Q2 · CEO: +15.52011 Q3 · CEO: +0.62011 Q4 · CEO: +5.92012 Q1 · CEO: +2.12012 Q2 · CEO: +3.32012 Q3 · CEO: +6.02012 Q4 · CEO: +8.82013 Q1 · CEO: +9.32013 Q2 · CEO: +3.72013 Q3 · CEO: +6.12013 Q4 · CEO: +6.62014 Q1 · CEO: +7.72014 Q2 · CEO: +6.52014 Q3 · CEO: +7.42014 Q4 · CEO: +7.52015 Q4 · CEO: +12.72016 Q3 · CEO: +16.62016 Q4 · CEO: +16.02017 Q1 · CEO: +7.62017 Q2 · CEO: +18.12017 Q3 · CEO: +14.82017 Q4 · CEO: +17.02018 Q1 · CEO: +12.02018 Q2 · CEO: +13.42018 Q3 · CEO: +13.22018 Q4 · CEO: +22.32019 Q1 · CEO: +15.92019 Q2 · CEO: +13.02019 Q3 · CEO: +13.42019 Q4 · CEO: +19.82020 Q1 · CEO: +9.02020 Q2 · CEO: +13.12020 Q3 · CEO: +16.62020 Q4 · CEO: +15.02021 Q1 · CEO: +14.22021 Q2 · CEO: +14.82021 Q3 · CEO: +9.72021 Q4 · CEO: +22.02022 Q1 · CEO: +20.22022 Q2 · CEO: +8.32022 Q3 · CEO: +19.12022 Q4 · CEO: +18.12023 Q1 · CEO: +20.92023 Q2 · CEO: +19.82023 Q3 · CEO: +20.32023 Q4 · CEO: +22.32024 Q2 · CEO: +18.12024 Q3 · CEO: +24.52024 Q4 · CEO: +16.82025 Q1 · CEO: +20.92010 Q1 · CFO: +5.52010 Q2 · CFO: +13.22010 Q3 · CFO: +8.32010 Q4 · CFO: +5.42011 Q1 · CFO: +6.92011 Q2 · CFO: +17.02011 Q3 · CFO: +7.22011 Q4 · CFO: +7.52012 Q1 · CFO: +3.92012 Q2 · CFO: +6.12012 Q3 · CFO: -9.72012 Q4 · CFO: +7.12013 Q1 · CFO: +10.52013 Q2 · CFO: +1.92013 Q3 · CFO: +0.02013 Q4 · CFO: +13.92014 Q1 · CFO: +2.62014 Q2 · CFO: +7.62014 Q3 · CFO: +0.82014 Q4 · CFO: +2.62015 Q4 · CFO: +5.92016 Q3 · CFO: +5.92016 Q4 · CFO: -3.22017 Q1 · CFO: -4.02017 Q2 · CFO: +0.02017 Q3 · CFO: +0.52017 Q4 · CFO: -1.12018 Q1 · CFO: +19.52018 Q2 · CFO: +1.52018 Q3 · CFO: +1.62018 Q4 · CFO: +11.32019 Q1 · CFO: +5.22019 Q2 · CFO: +8.42019 Q3 · CFO: +10.22019 Q4 · CFO: +13.62020 Q1 · CFO: +6.72020 Q2 · CFO: +8.62020 Q3 · CFO: +5.82020 Q4 · CFO: +9.52021 Q1 · CFO: +13.42021 Q2 · CFO: +24.22021 Q3 · CFO: +3.22021 Q4 · CFO: -1.52022 Q1 · CFO: +6.72022 Q2 · CFO: -18.22022 Q3 · CFO: -2.62022 Q4 · CFO: -3.72023 Q1 · CFO: +5.12023 Q2 · CFO: +14.72023 Q3 · CFO: +5.62023 Q4 · CFO: +18.12024 Q1 · CFO: +12.62024 Q2 · CFO: +7.92024 Q3 · CFO: +8.42024 Q4 · CFO: +16.62025 Q1 · CFO: +19.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-28-14+0+14+282010 Q12012 Q12014 Q12016 Q12018 Q12020 Q12022 Q12024 Q12010 Q1 · Prepared remarks: +10.22010 Q2 · Prepared remarks: +15.52010 Q3 · Prepared remarks: +13.52010 Q4 · Prepared remarks: +10.12011 Q1 · Prepared remarks: +12.52011 Q2 · Prepared remarks: +17.92011 Q3 · Prepared remarks: +4.22011 Q4 · Prepared remarks: +8.12012 Q1 · Prepared remarks: +3.72012 Q2 · Prepared remarks: +8.02012 Q3 · Prepared remarks: +0.02012 Q4 · Prepared remarks: +14.22013 Q1 · Prepared remarks: +14.72013 Q2 · Prepared remarks: +5.12013 Q3 · Prepared remarks: +6.52013 Q4 · Prepared remarks: +16.52014 Q1 · Prepared remarks: +9.82014 Q2 · Prepared remarks: +8.42014 Q3 · Prepared remarks: +7.42014 Q4 · Prepared remarks: +14.42015 Q1 · Prepared remarks: +9.52015 Q2 · Prepared remarks: +10.82015 Q3 · Prepared remarks: +9.62015 Q4 · Prepared remarks: +11.22016 Q1 · Prepared remarks: +11.82016 Q2 · Prepared remarks: +20.42016 Q3 · Prepared remarks: +13.52016 Q4 · Prepared remarks: +11.42017 Q1 · Prepared remarks: +0.72017 Q2 · Prepared remarks: +10.42017 Q3 · Prepared remarks: +7.42017 Q4 · Prepared remarks: +11.32018 Q1 · Prepared remarks: +16.02018 Q2 · Prepared remarks: +10.32018 Q3 · Prepared remarks: +5.72018 Q4 · Prepared remarks: +17.82019 Q1 · Prepared remarks: +13.02019 Q2 · Prepared remarks: +13.42019 Q3 · Prepared remarks: +8.32019 Q4 · Prepared remarks: +17.32020 Q1 · Prepared remarks: +6.52020 Q2 · Prepared remarks: +14.02020 Q3 · Prepared remarks: +17.42020 Q4 · Prepared remarks: +12.22021 Q1 · Prepared remarks: +13.12021 Q2 · Prepared remarks: +22.82021 Q3 · Prepared remarks: +6.72021 Q4 · Prepared remarks: +15.82022 Q1 · Prepared remarks: +14.12022 Q2 · Prepared remarks: +0.82022 Q3 · Prepared remarks: +10.02022 Q4 · Prepared remarks: +16.62023 Q1 · Prepared remarks: +13.12023 Q2 · Prepared remarks: +16.72023 Q3 · Prepared remarks: +16.32023 Q4 · Prepared remarks: +24.12024 Q1 · Prepared remarks: +3.92024 Q2 · Prepared remarks: +18.82024 Q3 · Prepared remarks: +22.12024 Q4 · Prepared remarks: +23.52025 Q1 · Prepared remarks: +20.52010 Q1 · Q&A responses: +5.42010 Q2 · Q&A responses: -3.92010 Q3 · Q&A responses: +2.12010 Q4 · Q&A responses: -0.32011 Q1 · Q&A responses: +5.92011 Q2 · Q&A responses: +5.22011 Q3 · Q&A responses: +2.52011 Q4 · Q&A responses: +2.72012 Q1 · Q&A responses: -2.32012 Q2 · Q&A responses: +2.02012 Q3 · Q&A responses: +0.02012 Q4 · Q&A responses: +0.02013 Q1 · Q&A responses: -1.32013 Q2 · Q&A responses: +1.62013 Q3 · Q&A responses: -3.02013 Q4 · Q&A responses: +2.12014 Q1 · Q&A responses: +1.92014 Q2 · Q&A responses: +7.22014 Q3 · Q&A responses: +0.32014 Q4 · Q&A responses: -5.22015 Q1 · Q&A responses: +8.62015 Q2 · Q&A responses: +3.42015 Q3 · Q&A responses: -2.32015 Q4 · Q&A responses: +8.62016 Q1 · Q&A responses: +3.32016 Q2 · Q&A responses: +8.32016 Q3 · Q&A responses: +12.52016 Q4 · Q&A responses: +5.82017 Q1 · Q&A responses: +10.72017 Q2 · Q&A responses: +12.92017 Q3 · Q&A responses: +12.92017 Q4 · Q&A responses: +6.22018 Q1 · Q&A responses: +8.12018 Q2 · Q&A responses: +8.42018 Q3 · Q&A responses: +8.72018 Q4 · Q&A responses: +14.12019 Q1 · Q&A responses: +4.92019 Q2 · Q&A responses: +9.32019 Q3 · Q&A responses: +15.32019 Q4 · Q&A responses: +17.02020 Q1 · Q&A responses: +7.12020 Q2 · Q&A responses: +7.82020 Q3 · Q&A responses: +8.22020 Q4 · Q&A responses: +11.42021 Q1 · Q&A responses: +13.42021 Q2 · Q&A responses: +7.72021 Q3 · Q&A responses: +6.52021 Q4 · Q&A responses: +16.52022 Q1 · Q&A responses: +11.02022 Q2 · Q&A responses: +5.02022 Q3 · Q&A responses: +12.02022 Q4 · Q&A responses: +4.92023 Q1 · Q&A responses: +23.52023 Q2 · Q&A responses: +20.52023 Q3 · Q&A responses: +15.92023 Q4 · Q&A responses: +12.82024 Q1 · Q&A responses: +9.72024 Q2 · Q&A responses: +7.02024 Q3 · Q&A responses: +11.62024 Q4 · Q&A responses: +4.32025 Q1 · Q&A responses: +16.7
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-0.05$3.42$6.892010 Q12012 Q12014 Q12016 Q12018 Q12020 Q12022 Q12024 Q12014 Q1: $1.282014 Q2: $1.992014 Q3: $1.762014 Q4: $1.732015 Q1: $1.032015 Q2: $0.562015 Q3: $0.592015 Q4: $0.562016 Q1: $0.552016 Q2: $0.572016 Q3: $0.532016 Q4: $0.482017 Q1: $0.432017 Q2: $0.912017 Q3: $1.062017 Q4: $1.932018 Q1: $2.662018 Q2: $3.362018 Q3: $3.602018 Q4: $4.562019 Q1: $3.712019 Q2: $3.872019 Q3: $3.882019 Q4: $4.192020 Q1: $4.272020 Q2: $4.112020 Q3: $4.162020 Q4: $4.412021 Q1: $5.422021 Q2: $4.192021 Q3: $4.902021 Q4: $3.612022 Q1: $3.682022 Q2: $4.032022 Q3: $5.292022 Q4: $4.992023 Q1: $4.962023 Q2: $5.082023 Q3: $6.122023 Q4: $6.302024 Q1: $6.422024 Q2: $5.782024 Q3: $6.09

Forward P/E

2.1124.1746.242010 Q12012 Q12014 Q12016 Q12018 Q12020 Q12022 Q12024 Q12014 Q1: 23.232014 Q2: 18.912014 Q3: 17.342014 Q4: 15.462015 Q1: 24.482015 Q2: 43.202015 Q3: 31.882015 Q4: 17.212016 Q1: 25.072016 Q2: 24.262016 Q3: 20.742016 Q4: 26.002017 Q1: 40.842017 Q2: 18.202017 Q3: 22.232017 Q4: 14.592018 Q1: 11.342018 Q2: 10.112018 Q3: 9.872018 Q4: 8.792019 Q1: 11.612019 Q2: 9.002019 Q3: 10.042019 Q4: 9.492020 Q1: 5.152020 Q2: 8.172020 Q3: 7.432020 Q4: 7.572021 Q1: 6.672021 Q2: 8.812021 Q3: 8.992021 Q4: 11.102022 Q1: 10.652022 Q2: 9.722022 Q3: 8.382022 Q4: 6.512023 Q1: 6.222023 Q2: 6.752023 Q3: 6.342023 Q4: 7.742024 Q1: 9.732024 Q2: 13.832024 Q3: 13.45

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q4 tone ↑ +3.9 fwd EPS ↓ -0.03 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↑ +3.6 fwd EPS ↓ -0.03 Tone rose while the forward EPS estimate was cut.
  • 2020 Q1 tone ↓ -9.2 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +2.5 fwd EPS ↓ -0.16 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -5.9 fwd EPS ↑ +0.71 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +9.4 fwd EPS ↓ -1.29 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -3.2 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -9.7 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -10.7 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↑ +2.7 fwd EPS ↓ -0.63 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-12+17.2——View →
2024 Q42025-02-26+11.7——View →
2024 Q32024-11-08+18.4$6.0913.4View →
2024 Q22024-08-08+7.7$5.7813.8View →
2024 Q12024-05-07+5.0$6.429.7View →
2023 Q42024-02-28+15.7$6.307.7View →
2023 Q32023-11-02+13.9$6.126.3View →
2023 Q22023-08-08+14.4$5.086.8View →