CEG · 8-K · 20260806PR000097
Revenue Performance and Mix
Constellation Energy Corp · 2026-08-06 · Importance 59 · Surprise 48 · No source text
Second-quarter operating revenue increased 23.0% year over year to $7,504 million from $6,101 million, primarily reflecting the addition of Calpine. Natural gas, oil and renewables generation rose to 30,649 GWh from 5,560 GWh, including 24,914 GWh from Calpine. Total supply and sales increased to 89,815 GWh from 65,641 GWh, while nuclear generation declined to 44,160 GWh from 45,170 GWh. Six-month operating revenue rose 44.5% to $18,626 million from $12,889 million.
Key facts
- Operating revenues for the three months ended June 30, 2026: $7,504 million; for the six months ended June 30, 2026: $18,626 million. source
- Total Supply/Sales by Region in Q2 2026: Mid-Atlantic 16,350 GWh; Midwest 23,779 GWh; New York 6,336 GWh; ERCOT 6,418 GWh; Other Power Regions 9,290 GWh; Calpine 27,642 GWh; Total 89,815 GWh. source
- PJM - Eastern Mid-Atlantic Area Council capacity reference price for Q2 2026: $289.67 (compared with $125.71 in Q2 2025). source
- Electricity reference price PJM - PJM West for Q2 2026: $51.40 (compared with $42.43 in Q2 2025). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | unclear | realized | — | Operating revenues for the three months ended June 30, 2026: $7,504 million; for the six months ended June 30, 2026: $18,626 million. |
| revenue | unclear | realized | — | Operating revenues for the three months ended June 30, 2026: $7,504 million; for the six months ended June 30, 2026: $18,626 million. |