Symbols

TLN

Talen Energy·NASDAQ

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TLN fundamentals

TLN Q4 2025 Earnings

Talen Energy (TLN) released its earnings on Feb 26, 2026: revenue was 749.00M (YoY +60.39%), beat estimates; EPS was -7.6 (YoY -467.15%), missed estimates.

Revenue / YoY

749.00M

+60.39%

EPS / YoY

-7.6

-467.15%

Report date

Feb 26, 2026

TLN Earnings Call Summary for Q4,2025

2026 Guidance Reaffirmed: Adjusted EBITDA of $1.75–$2.05 billion and free cash flow of $980–$1.18 billion, excluding Cornerstone.
Amazon PPA Expansion: 1.9 GW front-of-the-meter deal driving long-term contracted cash flows.
Data Center Growth: PJM load growth of 70% (PPL) and 30% (AEP) by 2030, supported by hyperscalers' $650B+ capex.
Balance Sheet Strength: $2B liquidity, net leverage <3.5x, and $2B share buyback program.
RBP Impact: Acted as a 'relief valve' for existing contracts while enabling new builds through 15-year RBP awards.
New Build Potential: Evaluating projects with >15% IRR, requiring offtake agreements or RBP participation.

Earnings

EPS

Revenue

Revenue & Expenses

TLN has released its 2025 Q4 earnings report, with revenue of 749.00M, reflecting a YoY change of 60.39%, and net profit of -363.00M, showing a YoY change of -633.82%. The Sankey diagram below clearly presents TLN's revenue sources and cost distribution.

Key Indicators

Talen Energy (TLN) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Talen Energy (TLN)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Talen Energy (TLN)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Talen Energy (TLN)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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