Constellation Energy
The largest US nuclear operator, selling carbon-free power under long contracts.
- Revenue
- Revenue of $7.5B in Q2 2026 (quarter to 30 June 2026)
- Growth
- Adjusted operating EPS of $2.55 in Q2 2026, against about $2.41 expected
- Based in
- Baltimore, US
- Founded
- 1999
- Listed
- Public (CEG)
It signed about 920 MW of 15 to 20 year nuclear contracts with investment-grade buyers in Q2 2026, and it is restarting Crane for 2027.
Revenue came in below analyst estimates in the same quarter, and a weaker Texas power market hit the stock.
Money coming in
Who pays Constellation Energy, and for what.
No customers of Constellation Energy mapped yet.
Money going out
Who Constellation Energy pays to do what it does.
No suppliers of Constellation Energy mapped yet.
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Competitors and neighbours
Makes fuel cells that give a data centre its own power without waiting for the grid.
Revenue of $1.065B in Q2 2026 (quarter to 30 June 2026)
Open profileDevelops small modular nuclear reactors aimed at selling power to data centres.
Q2 2026 revenue of $1.2M, mostly from recent acquisitions
Open profileMakes gas turbines and grid equipment that power new data centres and utilities.
$176B order backlog. Data centre orders over $5B in the first half of 2026
Open profileMakes gas turbines, grid equipment and transformers that power data centres and utilities.
Q3 FY2026 revenue of about EUR 11.4B (quarter to 30 June 2026)
Open profileMakes large generator sets and turbines that run data centres when the grid is not enough.
Record sales of $20.5B in Q2 2026 (quarter to 30 June 2026)
Open profileDesigns small modular nuclear reactors, with a partner pursuing a large plan with the US Tennessee Valley Authority.
Q2 2026 revenue of about $0.1M (reported)
Open profileOwns nuclear and gas power plants and sells power to large buyers, including data centres.
Adjusted EBITDA of $374M in Q2 2026 (quarter to 30 June 2026)
Open profileExports US natural gas and is building power plants at its terminals to sell electricity to data centres.
Plan could power up to 10 GW of computing (WSJ, Oct 2026)
Open profileOwns large gas and nuclear power plants and sells the electricity under long contracts.
Ongoing operations adjusted EBITDA of $1.77B in Q2 2026 (quarter to 30 June 2026)
Open profileSources: nasdaq.com, tikr.com
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