Financial Trends -- 8/10

Independent Power Producer (nuclear + PJM gas/coal). Read the operating metrics — generation TWh, capacity revenue, Adj EBITDA, Adj FCF — as the true trajectory; GAAP revenue, operating income and net income are heavily distorted by unrealized commodity-derivative mark-to-market and the post-bankruptcy reset. On every operating metric the trajectory is strongly positive and accelerating: generation climbing on the Susquehanna/AWS ramp, PJM capacity revenue stepping up ($51M Q4'24 to $207M Q1'26), flowing straight to Adj EBITDA (YoY +58% / +133% / +137%) and Adj FCF (TTM ~$787M vs ~$176M a year prior), with shares down ~23% over two years. Blemishes: GAAP earnings noise and the Q4'25 leverage step-up to ~7x for Cornerstone. Above-rubric trends discounted to 8/10. Weight: 25%
Q1'26 Operating Rev
$1,129M
src | +189% YoY | Accelerating
Q1'26 Adj EBITDA
$473M
src | +137% YoY | Accelerating
Q1'26 Adj FCF
$350M
src | TTM ~$787M | Growing
Share Count
Declining
-23% over 2yr | Buyback-driven
Quarterly Operating Revenue ($M)
Quarter Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
Operating Revenue $467M $390M $630M $812M $749M $1,129M
YoY -11% -23% +29% +25% +60% +189%
Capacity Revenue $51M $49M $88M $166M $182M $207M
Generation (TWh) 9.2 9.7 7.3 11.1 11.7 15.6
Clear revenue acceleration: +25% (Q3'25) to +60% (Q4'25) to +189% (Q1'26). Driven by generation volume climbing on the Susquehanna nuclear + AWS behind-the-meter ramp and PJM capacity revenue stepping up materially ($51M Q4'24 to $207M Q1'26) as the capacity market tightened. The negative early-2024 prints reflect a high-comp base and the post-Chapter-11 reset, not operational decline.

Adjusted EBITDA & Adjusted FCF -- Quarterly ($M)
Metric Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
Adj EBITDA $200M $90M $363M $382M $473M
Adj EBITDA YoY -31% +3% +58% +133% +137%
Adj FCF $87M ($78M) $223M $292M $350M
Adj FCF turned from a TTM of ~$176M (Q2'24-Q1'25) to ~$787M (Q2'25-Q1'26) — a +$263M YoY step in the latest quarter alone. Adj EBITDA YoY of +58% / +133% / +137% over the last three quarters confirms the acceleration flows straight through the operating stack. The quarterly margin series is genuinely volatile on commodity mix; the honest read of expansion is the annual +400bps.

Annual Financial Summary (FY ends December)
Metric FY2021 FY2022 FY2023 FY2024 FY2025
Operating Revenue ($M) $928M $3,089M $2,554M $2,115M $2,581M
Rev YoY +233% -17% -17% +22%
Generation (TWh) 32.5 36.3 39.9
Adj EBITDA ($M) $387M $1,012M $1,121M $770M $1,035M
Adj EBITDA Margin 42% 33% 44% 36% 40%
Adj FCF ($M) ($111M) $572M $587M $283M $524M
WA Basic Shares (000) 59,029 54,254 45,692
Net Income ($M) ($977M) ($1,293M) $608M $1,013M ($219M)
Key trends

Leverage & Debt
Metric FY2021 FY2022 FY2023 FY2024 FY2025
Long-Term Debt ($M) $3,735M $2,494M $2,811M $2,987M $6,782M
Long-term debt step-jumped from $2.97B to $6.78B in Q4'25 (+127%) to finance the Cornerstone acquisition, lifting net-debt/EBITDA to ~7x. Because this is a single discrete acquisition-financing event rather than 3+ consecutive quarters of organic leverage creep, the formal debt-growing-faster-than-revenue penalty is not triggered — but it tempers the score. Management targets net leverage below 3.5x by YE2026.

Blemishes -- Not Operational Deterioration
Blemish Detail Penalty
Quality of Earnings GAAP operating income and net income negative and erratic (FY25 op income -$90M, net -$219M) on unrealized derivative MTM; reported revenue/EPS overstate the smoothness of the trend None
Leverage Step-Up Q4'25 long-term debt +127% to ~7x net-debt/EBITDA to fund Cornerstone; a deliberate growth bet, single discrete event, not distress None
Both blemishes are structural/financing, not operational. GAAP earnings volatility is mechanical (hedge mark-to-market), not a demand signal — Adj EBITDA and Adj FCF, the metrics that matter for an IPP, are rising strongly. The leverage jump is a single discrete acquisition-financing event expected to delever toward below 3.5x by YE2026.

Score Rationale

Headline rubric maps to a 10 — revenue YoY accelerating, Adj EBITDA margin +400bps and Adj FCF margin +700bps vs FY24, share count down ~23% over two years, Adj FCF YoY accelerating. Discounted to 8/10 for the two legitimate blemishes.

Supports 8/10:

Acknowledged blemishes (no penalty):


Data sourced from Daloopa. Fiscal year ends December 31. All financials in USD.