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power producer

Constellation Energy

Filing regime: GAAP · SEC CIK 0001868275

Appears in: Power Signal

CEG

Revenue$7.5BQ2-2026 | SEC structured dataSource detail

SEC structured tag Revenues | SEC structured data | SEC structured tag Revenues | 10-Q | Accessed 2026-08-11

Capital expenditures$1.2BQ2-2026 | SEC structured dataSource detail

SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | SEC structured data | SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q | Accessed 2026-08-11

Net income$513MQ2-2026 | SEC structured dataSource detail

SEC structured tag NetIncomeLoss | SEC structured data | SEC structured tag NetIncomeLoss | 10-Q | Accessed 2026-08-11

Source-reviewed points7Latest: Data-center supply deals (MW)Source detail

Data-center supply deals (MW) | 2026-02-24: 400 MW

Constellation Reports Fourth Quarter and Full Year 2025 Results | Independently verified | Accessed 2026-08-06

Data-center supply deals (MW) | 2026-02-24: 380 MW

Constellation Reports Fourth Quarter and Full Year 2025 Results | Independently verified | Accessed 2026-08-06

Data-center supply deals (MW) | 2026-02-24: 380 MW

Constellation Reports Fourth Quarter and Full Year 2025 Results | Independently verified | Accessed 2026-08-06

Generation capacity (GW) | Post-Calpine-2026: 55 GW

Constellation Completes Calpine Transaction, Powering America's Clean Energy Future | Independently verified | Accessed 2026-08-06

Data-center supply deals (MW) | 2025-06-03: 1,121 MW

Constellation, Meta Sign 20-Year Deal for Clean, Reliable Nuclear Energy in Illinois | Independently verified | Accessed 2026-08-06

Data-center supply deals (MW) | 2024-09-20: 835 MW

Constellation to Launch Crane Clean Energy Center, Restoring Jobs and Carbon-free Power to the Grid | Independently verified | Accessed 2026-08-06

Generation capacity (GW) | 2023-STP-acquisition-announcement: 21 GW

Constellation to Acquire Ownership Stake in Texas Nuclear Plant From NRG Energy | Independently verified | Accessed 2026-08-06

SEC structured data

SEC Structured Data Trend Charts

Points render directly from data.sec.gov company-facts provenance and carry the filing tag used for extraction.

Revenue

Source trail for rendered points

Revenue · Q1-2023: $7.6B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q2-2023: $5.4B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q3-2023: $6.1B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q1-2024: $6.2B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q2-2024: $5.5B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q3-2024: $6.6B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q1-2025: $6.8B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q2-2025: $6.1B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q3-2025: $6.6B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q4-2025: $7.3B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-K · Accessed 2026-08-11 · SEC structured data

Revenue · Q1-2026: $11.1B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Revenue · Q2-2026: $7.5B

revenue: SEC structured tag Revenues · SEC structured tag Revenues | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures

Source trail for rendered points

Capital expenditures · Q1-2021: $382M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q1-2022: $410M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q3-2022: $290M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q4-2022: -$46M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-K · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q1-2023: $660M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q2-2023: $676M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q3-2023: $399M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q1-2024: $738M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q1-2025: $806M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q3-2025: $390M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q1-2026: $1.3B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Capital expenditures · Q2-2026: $1.2B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income

Source trail for rendered points

Net income · Q1-2023: $96M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q2-2023: $833M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q3-2023: $731M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q1-2024: $883M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q2-2024: $814M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q3-2024: $1.2B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q1-2025: $118M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q2-2025: $839M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q3-2025: $930M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q4-2025: -$308M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-K · Accessed 2026-08-11 · SEC structured data

Net income · Q1-2026: $1.6B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Net income · Q2-2026: $513M

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-11 · SEC structured data

Source-reviewed history

Source-Reviewed Operating Series

Data-center supply deals (MW)

The power-side confirmation of AI demand; who is winning DC supply.

Source-reviewed deal total

3,116 MWacross 5 deals

Date	Counterparty	MW	Provenance	Notes
2024-09-20	Microsoft	835 MW	Constellation to Launch Crane Clean Energy Center, Restoring Jobs and Carbon-free Power to the Grid	Recorded in MW exactly as disclosed. This is a restart-backed PPA; output is subject to regulatory approvals and the plant was not operating capacity as of the announcement.
2025-06-03	Meta	1,121 MW	Constellation, Meta Sign 20-Year Deal for Clean, Reliable Nuclear Energy in Illinois	Recorded in MW exactly as disclosed. Source says the agreement supports operations beginning in June 2027 and includes 30 MW of uprates.
2026-02-24	CyrusOne	380 MW	Constellation Reports Fourth Quarter and Full Year 2025 Results	Recorded in MW exactly as disclosed. This is a data-center co-location/connectivity agreement adjacent to Freestone Energy Center, not built data-center load.
2026-02-24	CyrusOne	380 MW	Constellation Reports Fourth Quarter and Full Year 2025 Results	Recorded in MW exactly as disclosed. Phase 2 is an exclusive agreement for an additional 380 MW; it should not be treated as energized load.
2026-02-24	CyrusOne	400 MW	Constellation Reports Fourth Quarter and Full Year 2025 Results	Recorded in MW exactly as disclosed. These were Calpine agreements announced before Constellation completed the Calpine acquisition and reported by Constellation as part of the combined portfolio; they should not be treated as Constellation-originated pre-closing deals.

Generation capacity (GW)

Whether generation exists to power AI buildout; producer fleet scale.

Generation Capacity Gw

Period	Measure	Value
2023-STP-acquisition-announcement	Generation Capacity Gw	21 GW
Post-Calpine-2026	Generation Capacity Gw	55 GW

Source trail for rendered points

Generation Capacity Gw · 2023-STP-acquisition-announcement: 21 GW

generation capacity gw: Constellation to Acquire Ownership Stake in Texas Nuclear Plant From NRG Energy · Accessed 2026-08-06 · Independently verified

Quote

“The company has ownership interests in 13 generating stations with 23 nuclear units capable of producing approximately 21,000 megawatts of electricity, enough clean energy to power approximately 15 million homes”

Generation Capacity Gw · Post-Calpine-2026: 55 GW

generation capacity gw: Constellation Completes Calpine Transaction, Powering America's Clean Energy Future · Accessed 2026-08-06 · Independently verified

Quote

“With 55 gigawatts of capacity, Constellation and Calpine together will be the platform where new clean technologies can scale - including advanced nuclear, geothermal, carbon capture and sequestration, and long-duration storage”

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