Talen Energy Corporation (TLN) Q3 2026 Earnings Call Transcript
Talen Energy Corporation (TLN) Q3 2026 Earnings Call Transcript
Seeking Alpha11/3/2026Neutral
TLN
Talen Energy CorporationNASDAQUTILITIESUTILITIES - INDEPENDENT POWER PRODUCERS
Key Statistics
Market Cap
$14.73B
P/E Ratio
—
EPS
$-5.59
Beta
1.58
52W High
$449.84
52W Low
$279.77
50-Day MA
$326.53
200-Day MA
$348.66
Dividend Yield
—
Profit Margin
-5.67%
Forward P/E
10.10
PEG Ratio
—
About Talen Energy Corporation
Talen Energy Corporation (Ticker: TLN) is a prominent player in the U.S. power generation and infrastructure sector, committed to delivering reliable energy solutions through a robust portfolio that includes both traditional and renewable resources. The company emphasizes environmental sustainability and grid resilience, adapting to the increasing demand for electricity in a rapidly evolving energy landscape. With a strategic focus on innovation and advanced technology, Talen is well-positioned to capitalize on the transition to cleaner energy alternatives, making it an attractive investment opportunity for institutional investors.
Fundamentals
| Revenue (TTM) | $4.48B |
| Gross Profit (TTM) | $1.91B |
| EBITDA | $674.00M |
| Operating Margin | 17.30% |
| Return on Equity | -16.50% |
| Return on Assets | 0.88% |
| Revenue/Share (TTM) | $96.97 |
| Book Value | $33.39 |
| Price-to-Book | 8.71 |
| Price-to-Sales (TTM) | 3.29 |
| EV/Revenue | 5.13 |
| EV/EBITDA | 28.67 |
| Quarterly Earnings Growth (YoY) | -32.20% |
| Quarterly Revenue Growth (YoY) | 96.10% |
| Shares Outstanding | $43.51M |
| Float | $34.61M |
| % Insiders | 1.50% |
| % Institutions | 112.05% |
Historical Volatility
HV 10-Day
77.08%
HV 20-Day
65.87%
HV 30-Day
69.75%
HV 60-Day
60.94%
HV Rank
93.7%
Volatility is currently expanding
Analyst Ratings
Consensus ($454.67 target)
6
Strong Buy12
Buy2
HoldLatest News
Talen Energy Q3 Earnings Call Highlights
Talen Energy NASDAQ: TLN reported third-quarter adjusted EBITDA of $669 million and adjusted free cash flow of $433 million, with management citing higher power prices, increased generation volumes, capacity revenues and contributions from acquired generation assets.
MarketBeat11/3/2026Neutral
Talen Energy Corporation (TLN) Lags Q3 Earnings Estimates
Talen Energy Corporation (TLN) came out with quarterly earnings of $5.65 per share, missing the Zacks Consensus Estimate of $8.26 per share. This compares to earnings of $2.38 per share a year ago.
Zacks Investment Research11/3/2026Negative
Talen Energy Corporation (TLN) Earnings Expected to Grow: Should You Buy?
Talen Energy Corporation (TLN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Zacks Investment Research10/27/2026Neutral
Alluvial Capital Management's Q3 2026 Top 10 Holdings
In September Zegona announced a capital return program of €400 million, divided equally between dividends and share repurchases. McBride expects the agreement to increase annual revenues by £170 million at margins consistent with McBride's existing revenue base. Talen will borrow against its 2027 and 2028 guaranteed capacity payments, accelerating these payments and repurchasing $1.5 billion in shares by the end of March 2027.
Seeking Alpha10/26/2026Positive
Google's Power Deal Fuels Fresh Interest in Nuclear Stocks
Google's 20-year nuclear power deal sparked fresh interest in TLN, OKLO and SMR as investors weighed data-center demand and future nuclear growth.
Zacks Investment Research10/7/2026Neutral
Talen Energy Corporation (TLN) Moves 12.4% Higher: Will This Strength Last?
Talen Energy Corporation (TLN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Zacks Investment Research10/7/2026Positive
Constellation Energy Soars 12% on Google Nuclear Deal for 890 MW; Vistra Jumps 8%, Talen Energy Climbs 7%
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG | CEG Price Prediction).
24/7 Wall Street10/6/2026Positive
Talen Energy Expands Buyback Plan With $1.5B Accelerated Repurchase
TLN launches a $1.5B accelerated buyback and raises repurchase capacity to $3B, backed by contracted capacity revenues and cash flow.
Zacks Investment Research10/2/2026Positive
Vistra vs. Talen: Which Stock Is Better Positioned for Investors?
VST's nuclear scale, diversified generation mix, lower debt-to-capital ratio and stronger ROE give it an edge over TLN.
Zacks Investment Research9/30/2026Positive
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Data last updated: 11/7/2026