Acquisition ImpactAcquisition of the two CCGTs is adding around $520 million EBITDA in 2026 and higher after that.
Capacity PricesHigher PJM capacity prices should lead to approximately $200 million incremental annual EBITDA.
Share Repurchase ProgramTalen highlighted ~40% of upside potential to its free cash flow per share growth through its share repurchase program, accelerated AWS PPA, accretive M&A, and a new 1GW data center PPA.