NRG Energy, Inc.（纽约证券交易所代码：NRG）的股票在公司公布2024年第四季度业绩后上涨，尽管结果好坏参半。 NRG报告其收入同比增长1.3%，达到68.58亿美元，低于市场预期的75.9亿美元。调整后每股收益为1.52美元，高于市场预期的1.29美元。 “NRG度过了辉煌的一年，执行了所有战略优先事项。我们的调整后每股收益超出了上调后的指导范围，我们通过与Renew Home和Google Cloud的合作，宣布了首个规模化的住宅虚拟发电厂，并兑现了资本分配承诺，”NRG董事长、总裁兼首席执行官Larry Coben说道。 本季度运营现金流为9.52亿美元，而去年同期为2.41亿美元。扣除增长投资前的自由现金流为6.24亿美元，全年合计为20.65亿美元。 调整后的息税折旧摊销前利润同比增长4.7%，达到9.02亿美元，利润率同比扩展43个基点，达到13.2%。 截至12月31日，NRG的无限制现金为10亿美元，信贷设施下可用金额为45亿美元，总流动资金为54亿美元。 2024年，公司向股东返还了126.3亿美元，其中包括9.25亿美元的股票回购，高于目标的1亿美元，和3.38亿美元的股息。 NRG执行了3.42亿美元的负债管理，并提前一年实现了其2.50倍-2.75倍净负债与调整后息税折旧摊销前利润的目标。 此外，NRG能源、GE Vernova和TIC - 工业公司启动了一项基于美国的合资企业，加速电力生成以满足不断增长的计算和生成AI需求。该合作利用电力生成、制造和建设的专业知识来简化开发并扩展容量。 该合资企业计划开发4个以上项目，总计5GW的天然气电力用于ERCOT和PJM，其中1.2GW将于2029年使用GE Vernova 7HA涡轮机启动。其他项目将在2032年之前上线，未来有可能扩展到全国10-15GW。 NRG还与Menlo Equities和PowLan签署了意向书，以提供400兆瓦的零售电力，最早于2026年扩展到6.5GW。定价将反映场地价值和NRG的供应优化专长。 2025年指导：公司重申了其2025年指导，强化其增长战略和资本分配框架。 NRG预测调整后每股收益为6.75至7.75美元，高于市场预期的7.37美元，调整后的息税折旧摊销前利润为37.25亿至39.75亿美元。 股价走势：在周三的最后一次检查中，NRG的股价上涨了7.13%，达到109.74美元。

以上内容来自Benzinga Earnings专栏，原文如下：

NRG Energy, Inc. (NYSE:NRG) stock is trading higher after the company reported mixed fourth-quarter 2024 results.

NRG reported a revenue increase of 1.3% year-over-year to $6.858 billion, missing the consensus of $7.59 billion. Adjusted EPS stood at $1.52, beating the consensus of $1.29.

“NRG had a stellar year, executing across all our strategic priorities. Our Adjusted EPS exceeded the top end of raised guidance, we announced the first-of-its-kind residential VPP of scale through our Renew Home and Google Cloud partnerships, and we delivered on our capital allocation commitments,” said Larry Coben, NRG Chair, President and Chief Executive Officer.

Operating cash flow for the quarter was $952 million, compared to $241 million a year ago. Free Cash Flow Before Growth Investments was $624 million, and the fiscal year totaled $2.065 billion.

Adjusted EBITDA rose 4.7% YoY to $902 million, and the margin expanded 43 bps YoY to 13.2%.

As of Dec. 31,, NRG’s unrestricted cash was $1.0 billion, and $4.5 billion was available under the credit facilities. Total liquidity was $5.4 billion.

In 2024, the company returned $1.263 billion to shareholders, including $925 million in share repurchases—$100 million above target—and $338 million in dividends.

NGR executed $342 million in liability management and achieved its 2.50x – 2.75x Net Debt to Adjusted EBITDA target a full year ahead of schedule.

Additionally, NRG Energy, GE Vernova, and TIC – The Industrial Company launched a U.S.-based venture to accelerate electricity generation for the growing computing and GenAI demand. This collaboration leverages expertise in power generation, manufacturing, and construction to streamline development and expand capacity.

The venture plans to develop 4+ projects totaling 5GW of natural gas power for ERCOT & PJM, with 1.2GW set to launch in 2029 using GE Vernova 7HA turbines. Additional projects will come online through 2032, with potential expansion to 10-15GW nationwide.

NRG also signed LOIs with Menlo Equities and PowLan to provide 400MW of retail power, scalable to 6.5GW, starting in 2026. Pricing will reflect site value and NRG’s supply optimization expertise.

2025 Guidance: The company reaffirmed its 2025 guidance, reinforcing its growth strategy and capital allocation framework.

NRG sees Adjusted EPS of $6.75-$7.75 versus the $7.37 consensus and Adjusted EBITDA of $3.725 billion—$3.975 billion.

Price Action: NRG shares are trading higher by 7.13% at $109.74 at Wednesday’s last check.

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