CSIMarket
 
Constellation Energy Corporation  (NASDAQ: CEG)
    Sector  Utilities    Industry Electric Utilities
   Industry Electric Utilities
   Sector  Utilities
 

Constellation Energy's Customers Performance

CEG



 
CEG's Source of Revenues Constellation Energy's Corporate Customers have recorded an increase in their cost of revenue by 12.92 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 7.61 %. During the corresponding time, Constellation Energy Corporation recorded a revenue increase by 63.85 % year on year, sequentially revenue grew by 83.11 %. While revenue at the Constellation Energy Corporation's corporate clients recorded rose by 10.11 % year on year, sequentially revenue grew by 9.05 %.

List of CEG Customers




Constellation Energy's Customers have recorded an increase in their cost of revenue by 12.92 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 7.61 %, for the same period Constellation Energy Corporation recorded revenue increase by 63.85 % year on year, sequentially revenue grew by 83.11 %.

List of CEG Customers

Constellation Energy's Business Units
Power and Power-related    54.28 % of total Revenue
Capacity    3.74 % of total Revenue
Other    41.98 % of total Revenue
Total Power revenues    58.02 % of total Revenue
Total Power revenues Power and Power-related    54.28 % of total Revenue
Total Power revenues Capacity    3.74 % of total Revenue
Total Power revenues PJM    31.11 % of total Revenue
Total Power revenues PJM Power and Power-related    29.94 % of total Revenue
Total Power revenues PJM Capacity    1.17 % of total Revenue
Total Power revenues MISO    2.32 % of total Revenue
Total Power revenues MISO Power and Power-related    2.27 % of total Revenue
Total Power revenues MISO Capacity    0.05 % of total Revenue
Total Power revenues ERCOT    4.13 % of total Revenue
Total Power revenues ERCOT Power and Power-related    3.24 % of total Revenue
Total Power revenues ERCOT Capacity    0.89 % of total Revenue
Total Power revenues NYISO    6.82 % of total Revenue
Total Power revenues NYISO Power and Power-related    6.7 % of total Revenue
Total Power revenues NYISO Capacity    0.12 % of total Revenue
Total Power revenues ISO-NE    9.15 % of total Revenue
Total Power revenues ISO-NE Power and Power-related    9.12 % of total Revenue
Total Power revenues ISO-NE Capacity    0.04 % of total Revenue
Total Power revenues West    2.95 % of total Revenue
Total Power revenues West Power and Power-related    1.51 % of total Revenue
Total Power revenues West Capacity    1.44 % of total Revenue
Total Power revenues SERC SPP    0.57 % of total Revenue
Total Power revenues SERC SPP Power and Power-related    0.53 % of total Revenue
Total Power revenues SERC SPP Capacity    0.04 % of total Revenue
Total Power revenues International Power    0.98 % of total Revenue
Total Power revenues International Power Power and Power-related    0.98 % of total Revenue
Gas revenues    8.48 % of total Revenue
Gas revenues Other    8.48 % of total Revenue
Other revenues    1.3 % of total Revenue
Other revenues Other    1.3 % of total Revenue
Mid-Atlantic    16.61 % of total Revenue
Midwest    15.57 % of total Revenue
New York    5.12 % of total Revenue
ERCOT    3.33 % of total Revenue
Other Power Regions    13.37 % of total Revenue
Calpine    21.53 % of total Revenue
Reconciling Items    24.47 % of total Revenue




   
Customers Net Income grew in Q1 by Customers Net margin grew to
45.57 % 12.76 %
Customers Net Income grew in Q1 by 45.57 %


Customers Net margin grew to 12.76 %



Constellation Energy's Customers, Q1 2026 Revenue Growth By Industry
Customers in Chemical Manufacturing Industry      4.75 %
Customers in Aluminum Industry      2.41 %
Customers in Iron & Steel Industry      2.93 %
Customers in Miscellaneous Fabricated Products Industry      9.92 %
Customers in Paper & Paper Products Industry -3.49 %   
Customers in Construction Raw Materials Industry -5.58 %   
Customers in Construction & Mining Machinery Industry -20.42 %   
Customers in Construction Services Industry      56.47 %
Customers in Miscellaneous Manufacturing Industry      9.31 %
Customers in Industrial Machinery and Components Industry      10.06 %
Customers in Auto & Truck Parts Industry      11.35 %
Customers in Agricultural Production Industry      16.35 %
Customers in Oil And Gas Production Industry      96.82 %
Customers in Oil & Gas Integrated Operations Industry      20.29 %
Customers in Renewable Energy Services & Equipment Industry      8.68 %
Customers in Property & Casualty Insurance Industry      4.4 %
Customers in Professional Services Industry      25.21 %
Customers in Electric Utilities Industry      10.48 %
Customers in Natural Gas Utilities Industry      14.04 %
     
• Customers Valuation • Customers Mgmt. Effect.


Constellation Energy's Comment on Sales, Marketing and Customers



Constellation, following its merger with Calpine in January 2026, is the largest private-sector power producer globally and the largest producer of clean energy in the United States. The company operates 55 gigawatts of capacity across nuclear, natural gas, geothermal, hydro, wind, and solar facilities, supplying energy equivalent to 27 million homes and accounting for approximately 10% of the nation's clean energy. Constellation serves around 2.5 million customer accounts nationwide, including three-fourths of the Fortune 100 companies. Calpine, acquired by Constellation, is the largest generator of electricity from natural gas and geothermal resources in the U.S., with significant operations in Texas, California, and the Northeast. Calpine's portfolio also includes solar and battery storage assets to support grid reliability. The combined company emphasizes innovation and new technologies to advance a reliable, sustainable, and secure energy future. Customers and markets referenced include Calpine and Exelon.





Constellation Energy’s Comment on Sales, Marketing and Customers


Constellation, following its merger with Calpine in January 2026, is the largest private-sector power producer globally and the largest producer of clean energy in the United States. The company operates 55 gigawatts of capacity across nuclear, natural gas, geothermal, hydro, wind, and solar facilities, supplying energy equivalent to 27 million homes and accounting for approximately 10% of the nation's clean energy. Constellation serves around 2.5 million customer accounts nationwide, including three-fourths of the Fortune 100 companies. Calpine, acquired by Constellation, is the largest generator of electricity from natural gas and geothermal resources in the U.S., with significant operations in Texas, California, and the Northeast. Calpine's portfolio also includes solar and battery storage assets to support grid reliability. The combined company emphasizes innovation and new technologies to advance a reliable, sustainable, and secure energy future. Customers and markets referenced include Calpine and Exelon.








CEG's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Constellation Energy Corporation 105,831.84 29,867.00 3,797.00 15,339
Ppl Corporation 26,583.82 9,312.00 1,219.00 10,052
The Southern Company 99,388.08 28,912.00 4,296.00 29,800
Berkshire Hathaway Inc 0.00 375,394.00 72,767.00 387,800
Entergy Corporation 49,613.52 13,287.44 1,801.71 292
Dte Energy Co 28,304.64 16,515.00 1,264.00 9,650
SUBTOTAL 2,893,774.80 1,985,642.41 295,179.19 2,224,390
54 more clients available

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Sources: Constellation Energy Corporation’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Constellation Energy Corporation’s corporate clients.
For your research, we’ve provided 9 tables on Constellation Energy Corporation corporate clients.
You can find them in the navigation menu under Customers & Markets.
To download the tables, please subscribe.



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