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Talen Energy Corp (TLN)
NASDAQ:TLN
Earnings Data
Report Date
Aug 13, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.19Last Year’s EPS
7.6Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 5.83%
|Next Earnings Date:Aug 13, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong financial performance with significant share buybacks and operational achievements such as AWS campus electrification. However, challenges like the extended outage at Susquehanna and market skepticism about data center demand and tariff impacts present concerns.Company Guidance
During Talen Energy Corporation's First Quarter 2025 Earnings Call, the company provided guidance for the year. The results for Q1 showed strong performance, with $200 million in EBITDA and $87 million in free cash flow, which exceeded their internal estimates. This led to a narrowing and reaffirmation of their 2025 guidance, with adjusted EBITDA now expected to be between $975 million and $1.125 billion and adjusted free cash flow projected to be between $450 million and $540 million. The company continued its share repurchase program, buying back $83 million worth of shares during the quarter. Additionally, Talen Energy emphasized its strategic focus on operational excellence, commercialization of megawatts, and expanding contracts, particularly with AWS at the Susquehanna site. The ongoing maintenance at Susquehanna Unit 2 is expected to restore over 27 megawatts, with an estimated payback period of one and a half years based on current market prices. The 2026 outlook remains unchanged, reflecting Talen's confidence in the tightening power market and increased demand, particularly from data centers.Strong Financial Performance
Talen Energy Corporation reported $200 million of EBITDA and $87 million of free cash flow, surpassing internal estimates and underpinning their 2025 guidance.
Share Repurchase Program
The company executed $83 million in share buybacks during Q1 2025, and since 2024, has repurchased 14 million shares, representing 23% of outstanding shares.
AWS Campus Electrification
The AWS campus has been electrified, and Talen Energy is delivering power and receiving revenues under the existing contract, with plans to ramp up to 120 megawatts over the year.
Increased Generation and Safety
Fossil fleet generation increased by approximately 20% compared to the previous year, and the company maintained a low recordable incident rate of 0.4.
Adjusted Guidance
Talen Energy narrowed and reaffirmed its 2025 guidance ranges for adjusted EBITDA ($975 million to $1.125 billion) and adjusted free cash flow ($450 million to $540 million).
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TLN Earnings History
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
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TLN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 13, 2024 | $119.76 | $126.89 | +5.95% |
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.
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FAQ
When does Talen Energy Corp (TLN) report earnings?
Talen Energy Corp (TLN) is schdueled to report earning on Aug 13, 2025, TBA Not Confirmed.
What is Talen Energy Corp (TLN) earnings time?
Talen Energy Corp (TLN) earnings time is at Aug 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 (Q2) is -0.19.
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