The earnings call presented a strong overall performance with strategic expansions in capacity and data center partnerships, notably with Amazon. The company showed operational improvements and shareholder-friendly actions, such as significant share repurchases. However, there were some financial pressures from extended maintenance outages and interest impacts. Despite these lowlights, the sentiment leans towards positive due to the substantial achievements and strategic positioning for future growth.

Company Guidance -

Q3 2025

During Talen Energy Corporation's Q2 2025 earnings call, the company provided guidance reaffirming its 2025 projections and discussed its strategic initiatives. Talen reported an adjusted EBITDA of $90 million and an adjusted free cash flow use of $78 million, impacted by an extended outage at Susquehanna. The company highlighted its recent acquisition of Freedom Energy Center and Guernsey Power Plant, which will enhance its generating capacity by approximately 3 gigawatts and are expected to add over 40% free cash flow per share accretion in 2026. Talen also expanded its agreement with Amazon to deliver 1.9 gigawatts of carbon-free nuclear power, and was added to two Russell equity indices, increasing passive fund demand for its stock. The company maintains a net leverage target of 3.5x and has repurchased 23% of its shares since 2024, with $1 billion in buyback capacity remaining through 2026. Talen plans to provide further updates on its 2026 guidance and 2027-2028 outlook at its investor update on September 9.

Data Center Growth and Amazon Agreement

Expanded agreement with Amazon to provide 1.9 gigawatts of power, doubling the original contract, enhancing collaboration, and eliminating regulatory uncertainty.

Strategic Acquisitions

Acquired Freedom Energy Center and Guernsey Power Plant, adding 3 gigawatts of capacity, enhancing free cash flow per share by over 40% in 2026 and over 50% in the following two years.

Operational Efficiency and Maintenance Improvements

Extended outage at Susquehanna led to increased output of 75 megawatts from Unit 2, with similar expectations for Unit 1, reflecting effective maintenance strategies.

PJM Capacity Market Success

Higher capacity pricing of $270 per megawatt-day for 2025/2026, contributing to improved earnings.

Shareholder Returns

Repurchased approximately 23% of outstanding shares, with $1 billion in buyback capacity remaining through 2026.

Talen Energy Corp (TLN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TLN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q3)	3.20 / -	3.16	―	―	―
Aug 07, 2025	2025 (Q2)	-1.04 / 1.50	7.6	-80.26% (-6.10)
May 08, 2025	2025 (Q1)	1.03 / -2.94	4.84	-160.74% (-7.78)
Feb 27, 2025	2024 (Q4)	0.60 / 2.07	3.08	-32.79% (-1.01)
Nov 14, 2024	2024 (Q3)	0.26 / 3.16	-1.3	343.08% (+4.46)
Aug 13, 2024	2024 (Q2)	-1.14 / 7.60	8.606	-11.69% (-1.01)
May 13, 2024	2024 (Q1)	0.83 / 4.84	0	―
Mar 14, 2024	2023 (Q4)	-0.19 / 3.08	―	―
Nov 14, 2023	2023 (Q3)	- / -1.30	-667.042	99.81% (+665.74)
Aug 14, 2023	2023 (Q2)	- / 8.61	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TLN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$378.67	$375.58	-0.82%
May 08, 2025	$231.31	$228.61	-1.17%
Feb 27, 2025	$201.82	$207.95	+3.04%
Nov 14, 2024	$206.52	$203.24	-1.59%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Talen Energy Corp (TLN) report earnings?

Talen Energy Corp (TLN) is schdueled to report earning on Nov 13, 2025, TBA (Not Confirmed).

What is Talen Energy Corp (TLN) earnings time?

Talen Energy Corp (TLN) earnings time is at Nov 13, 2025, TBA (Not Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TLN EPS forecast?

TLN EPS forecast for the fiscal quarter 2025 (Q3) is 3.2.

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