AGL Energy's (ASX:AGL) is set to report fiscal first-half underlying earnings before interest, taxes, depreciation, and amortization of AU$1.04 billion and profit of AU$300 million, slightly above market expectations, RBC Capital Markets said, according to a Monday report by the Australian Financial Review.

In August 2025, the company said in a filing with the Australian bourse that it expects fiscal 2026 underlying earnings before interest, taxes, depreciation, and amortization (EBITDA) to be between AU$1.92 billion and AU$2.22 billion, with underlying net profit after tax expected to range from AU$500 million to AU$700 million.

Planned coal unit outages and weaker electricity prices were offset by the company's strategy which reduces costs and limits exposure to low-price periods, analyst Gordon Ramsay said.

Ramsay has an outperform rating on the company and an AU$11 price target.

However, Ramsay expects Origin Energy's (ASX:ORG) results for the fiscal first half to miss expectations with a profit of AU$557 million due to the impact of weaker electricity prices and generator downtime at its Eraring power station in New South Wales.

Earlier this month, the company extended the operations of all four units of Eraring to April 30, 2029, from Aug. 19, 2027.

RBC Capital Markets has a sector perform rating on the company and AU$13.50 price target.

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