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Talen Energy Corporation(TLN)Earnings, Financials & Key Ratios
TLN•NASDAQ•Utilities
$377.79
Price updated Jul 6, 2026
AboutTalen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States. The company operates nuclear, fossil, solar, and coal power plants. It is also developing battery storage projects. The company owns and operates approximately 10.7 GW of power infrastructure. Talen Energy Corporation is headquartered in Houston, Texas.Show more
- Revenue$2.52B+21.8%
- EBITDA$208M-67.9%
- Net Income-$219M-121.9%
- Free Cash Flow-$3.39B-362.8%
- EBITDA Margin8.24%-73.6%
- Net Margin-8.67%-118.0%
- ROE-17.66%-134.7%
- Interest Coverage0.45-92.1%
- Debt/Equity6.23+187.7%
TLN Price & Volume
Talen Energy Corporation (TLN) stock price & volume — 10-year historical chart
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Infrastructure Pivot Drives Revenue Amidst Leverage
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Strained
Financial:Vulnerable
Cash Flow:Mixed
Primary Risk:Regulatory and leverage exposure
Key Thesis Takeaways
- Talen Energy is aggressively transitioning from a merchant power producer to a specialized infrastructure hub provider, evidenced by a 78.9% revenue surge in 2026Q1.
- While this pivot offers a path to decouple from PJM market volatility, the company faces significant execution risks tied to its 6.34 debt-to-equity ratio and potential regulatory challenges regarding its co-location model.
- Investors should weigh the potential for high-value contract growth against the persistent liquidity constraints and the structural volatility inherent in its post-bankruptcy capital base.
Verdict Logic
while the 78.9% revenue growth in 2026Q1 signals successful infrastructure deployment, the high 117.90 EV/EBITDA multiple and significant leverage risks warrant a cautious wait-and-see approach.
TLN Growth Metrics
Talen Energy Corporation (TLN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-6.92%
3 Years1.54%
TTM44.85%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-103.69%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-106.35%
Return on Capital
10 Years-1.25%
5 Years-1.76%
3 Years1.37%
Last Year-0.92%
TLN Recent Earnings
Talen Energy Corporation (TLN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (50%)●Beat Revenue 5/12 qtrs (50%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$1.38-72.5%
$5.01
Rev
$1.1B+7.8%
$1.0B
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$7.60-390.1%
$2.62
Rev
$749M+12.8%
$664M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$2.38-25.2%
$3.18
Rev
$770M+3.3%
$745M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$1.19-14.4%
$1.04
Rev
$454M+15.8%
$392M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $1.38vs $5.01-72.5% | $1.1Bvs $1.0B+7.8% |
| Q1 2026 | Feb 26, 2026 | $7.60vs $2.62-390.1% | $749Mvs $664M+12.8% |
| Q4 2025 | Nov 5, 2025 | $2.38vs $3.18-25.2% | $770Mvs $745M+3.3% |
| Q3 2025 | Aug 7, 2025 | $1.19vs $1.04-14.4% | $454Mvs $392M+15.8% |
Based on last 12 quarters of dataView full earnings history →
Latest TLN News
Recent stock market news and headlines for Talen Energy Corporation (TLN)
Investors Business Daily·Jun 29, 2026
Talen Energy, Stock Of The Day, Delivers For Amazon, AI Data CentersTalen Energy has a deal to supply Amazon Web Services with nuclear-powered electricity. The Stock Of The Day is near highs and a buy point.
Zacks Investment Research·Jun 23, 2026
Best Nuclear and AI Energy Stocks to Buy Now and Hold : GEV, TLNThe next 10 years alone are projected to require more new electricity generation than any period in U.S. history. This backdrop is why investors should buy nuclear and AI energy stocks.
Seeking Alpha·Jun 18, 2026
Own The AI Power Bottleneck With Value Through Talen EnergyTalen Energy Corporation is a concentrated 7% NAV position, rated Strong Buy, targeting AI-driven power demand and long-term infrastructure cash flows. TLN's 15.6 GW fleet, anchored by a 90% stake in Susquehanna nuclear, underpins a pivotal AWS contract through 2042, supporting durable cash generation. Talen's balance sheet is heavier but manageable: debt is ~$9.7B, refinancing improved flexibility, and the main risk is weaker 2028 power prices before more contracts are locked in.
Benzinga·Jun 18, 2026
This Talen Energy Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For ThursdayTop Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Peers Comparison
Key metrics vs top competitors for Talen Energy Corporation (TLN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $377.79 | $17.26B | -78.87 | 21.8% | -8.67% | -17.66% | — | |
| $157.22 | $53.01B | 71.14 | -12.41% | 13.82% | 43.14% | — | |
| $141.01 | $29.75B | 35.16 | 9.17% | 0.74% | 8.84% | — | |
| $245.87 | $88.81B | 33.23 | 8.34% | 12.74% | 19.72% | — | |
| $26.60 | $16.11B | 16.94 | 27.06% | 19.46% | 39.86% | — | |
| $22.84 | $3.77B | -6.58 | — | — | -58.28% | — |
Compare TLN vs Peers
Talen Energy Corporation (TLN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
TLN SEC Filings & Documents
Talen Energy Corporation (TLN) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
May 5, 2026·SEC
Material company update
Apr 17, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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TLN Frequently Asked Questions
Talen Energy Corporation (TLN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Talen Energy Corporation's revenue?
Talen Energy Corporation (TLN) reported $3.02B in revenue for fiscal year 2025. This represents a 16% decrease from $3.61B in 2015.
How fast is Talen Energy Corporation growing?
Talen Energy Corporation (TLN) grew revenue by 21.8% over the past year. This is strong growth.
Is TLN profitable?
Talen Energy Corporation (TLN) reported a net loss of $21.0M for fiscal year 2025.
Dividend & Returns
What is TLN's return on equity?
Talen Energy Corporation (TLN) has a return on equity (ROE) of -17.7%. Negative ROE indicates the company is unprofitable.
What is Talen Energy Corporation's free cash flow?
Talen Energy Corporation (TLN) had negative free cash flow of $2.82B in fiscal year 2025, likely due to heavy capital investments.