TLN · Talen Energy Corp
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Talen reported Q2 Adjusted EBITDA of $374M and Adjusted Free Cash Flow of $212M, closed the Cornerstone Acquisition adding ~2.6 GW, and raised its 2026 Adjusted EBITDA guidance to $2,025M–$2,225M and Adjusted Free Cash Flow to $1,200M–$1,350M, while also increasing its 2027 and 2028 free cash flow per share outlooks.
- + Q2 Adjusted EBITDA of $374M and Adjusted Free Cash Flow of $212M, materially higher year-over-year
- + Closed the Cornerstone Acquisition in June 2026, adding approximately 2.6 GW of efficient natural gas-fired generation
- + Raised 2026 Adjusted EBITDA guidance to $2,025M–$2,225M and Adjusted Free Cash Flow to $1,200M–$1,350M
- + Increased 2027 and 2028 free cash flow per share outlooks, with 2028 base-case FCF/share rising to $40
- + Repurchased 550,000 shares for ~$200M in Q2 with $1.7B remaining under the SRP through December 2028
- − Q2 GAAP Net Loss Attributable to Stockholders of $(92)M, driven by unrealized derivative losses and higher interest expense
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Utilities - Independent Power Producers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TLN
this stock
Talen Energy Corp
|
$14.59B | -16.6% | +22.0% | — | 5.7% |
|
CEG
Constellation Energy Corp
|
$88.46B | -28.1% | +8.3% | 24.3 | 3.3% |
|
VST
Vistra Corp.
|
$46.47B | -14.2% | +3.0% | 23.4 | 2.9% |
|
NRG
Nrg Energy, Inc.
|
$21.10B | -39.9% | +9.2% | 27.0 | 2.8% |
|
OKLO
Oklo Inc.
|
$7.08B | -48.4% | — | — | 18.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TLN | +4.1% | +6.5% | 0.0% | +5.7% | -16.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +4.8% | +6.3% | -12.2% | +6.3% | -28.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.