Net Power, Inc. (NPWR)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
QuarterlyIQ Insights · NPWR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The transaction closes out the deposit and exclusivity agreement Net Power announced on August 24, 2026, and brings Net Power’s total potential power generation capacity to nearly 200 MW for the firs…
Stated in 1 of 2 supplied quarters. Management reported: “Net Power has already contracted two modular gas turbine generator sets with nominal gross power of approximately 68 megawatts for use at Project Permian and is actively evaluating the acquisition of additional gas power units for the project.” “The transaction closes out the deposit and exclusivity agreement Net Power announced on August 24, 2026, and brings Net Power’s total potential power generation capacity to nearly 200 MW for the first phase of Project Permian, its inaugural powered land project in West Texas.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Net Power has already contracted two modular gas turbine generator sets with nominal gross power of approximately 68 megawatts for use at Project Permian and is actively evaluating the acquisition of…”
Net Power continues to advance commercial discussions with prospective power offtakers directly and with the support of its financial advisor for Project Permian and other sites.
Stated in 2 of 2 supplied quarters. Management reported: “Net Power continues to advance commercial discussions with prospective power offtakers directly and with the support of its financial advisor for Project Permian and other sites.” ““As a critical next step to securing a long-term power purchase agreement (PPA) for Project Permian Phase I and subsequent larger scale Net Power deployments, Net Power has engaged a strategic advisor to facilitate our power offtake discussions.”
“Net Power continues to advance commercial discussions with prospective power offtakers directly and with the support of its financial advisor for Project Permian and other sites.”
““As a critical next step to securing a long-term power purchase agreement (PPA) for Project Permian Phase I and subsequent larger scale Net Power deployments, Net Power has engaged a strategic adviso…”
Second Quarter 2026 Financial Results As of June 30, 2026, the Company had $310 million in cash, cash equivalents, and investments.
Stated in 2 of 2 supplied quarters. Management reported: “Second Quarter 2026 Financial Results As of June 30, 2026, the Company had $310 million in cash, cash equivalents, and investments.” “• Maintained strong financial position: Ended the quarter with approximately $319 million in cash, cash equivalents, and investments.”
“Second Quarter 2026 Financial Results As of June 30, 2026, the Company had $310 million in cash, cash equivalents, and investments.”
“• Maintained strong financial position: Ended the quarter with approximately $319 million in cash, cash equivalents, and investments.”
Focus near-term capital and execution on developing unabated natural gas power generation capacity at Project Permian with future carbon capture phases as economics and financing allow.
Focus on securing a formalized long-term power purchase agreement to catalyze project financing and support final investment decision for Project Permian Phase I.
Over the trailing year it converted 0.50x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
8 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-04.