NRG ENERGY, INC. 8-K/A

What Happened
NRG Energy announced on Feb. 2, 2026 that it has filed an 8‑K to provide unaudited pro forma financial information related to its April 10, 2025 acquisition of all ownership interests in six natural gas‑fired power plants from Rockland Capital, LLC. The Rockland Acquisition added 738 MW of gas-fired capacity in Texas. The filing includes unaudited pro forma combined balance sheet and statements of operations giving effect to the transaction.

Key Details

• Acquisition date: April 10, 2025; assets: six natural gas-fired facilities in Texas, totaling 738 MW.
• Pro forma financials: unaudited combined balance sheet as of Sept. 30, 2025 and pro forma statements of operations for the year ended Dec. 31, 2024 and nine months ended Sept. 30, 2025 (filed as Exhibit 99.9).
• Supporting financials: the filing incorporates audited and unaudited historical financial statements for the acquired entities (included as exhibits).
• Forward-looking disclosure: the 8‑K contains customary forward‑looking statements and a broad list of risks that could cause actual results to differ; the company disclaims an obligation to update such statements except as required by law.

Why It Matters
The pro forma financials let investors see how the Rockland assets would have affected NRG’s balance sheet and operating results for the periods presented, helping assess the acquisition’s near‑term impact on capacity and financials. The filing also provides the historic financials of the acquired entities, which investors can use to evaluate integration and potential effects on revenue, earnings and credit metrics. Finally, the company’s risk disclosures remind investors of integration and market risks that could affect the expected benefits of the acquisition.