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DC Infra·TLN
Talen Energy Corporation
NASDAQ · US
Independent power producer with dispatchable generation and nuclear capacity serving wholesale power markets.
AI relevance
Directly relevant to AI data center power procurement through nuclear and dispatchable generation capacity near large load centers.
Price
$436.29
Change
+26.48 (+6.46%)
Market cap
$19.8B
52w range
$256–$451
Exchange
NASDAQ
Country
US
Jason's Chips
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Price chart
TLN market performance
Daily close for Talen Energy Corporation
- Latest close
- $436.3
- Range move
- +$145.9 (+50.2%)
- Range high
- $445.8
- Range low
- $264.0
- Latest volume
- 2.0M
- Source
- FMP EOD
Downloads
CSVExports
Download statements, ratios, chart data, and transcript indexes.
Income statement
5 annual rowsRevenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.
Balance sheet
5 annual rowsCash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.
Cash flow
5 annual rowsOperating cash flow, capital expenditures, and free cash flow.
Key metrics
5 annual rowsEnterprise value, valuation multiples, returns, yields, and cash conversion.
Ratios
5 annual rowsMargins, liquidity ratios, valuation ratios, leverage, and per-share metrics.
Chart data
764 rowsFive years of daily close and volume data powering the company chart.
Transcript list
15 rowsAvailable earnings-call transcript dates by fiscal year and quarter.
StreetBuy
Analyst expectations
Rating consensus12 ratings
Strong buy
0
Buy
12
Hold
0
Sell
0
Strong sell
0
Annual estimates
| Period | Revenue avg | Revenue range | EPS avg | EPS range | EBITDA avg | EBIT avg | Net income avg | SG&A avg | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 2026-12-31 | $4.42B | $4.27B - $4.66B | $22.41 | $18.63 - $25.07 | $985.3M | -$36.1M | $1.04B | $451.7M | 3 rev / 3 EPS |
| 2027-12-31 | $5.07B | $4.25B - $5.99B | $30.76 | $24.82 - $38.14 | $1.13B | -$41.3M | $1.46B | $518.0M | 4 rev / 4 EPS |
| 2028-12-31 | $5.37B | $5.35B - $5.38B | $37.16 | $30.74 - $43.58 | $1.20B | -$43.8M | $1.60B | $548.3M | 3 rev / 2 EPS |
| 2029-12-31 | $5.76B | $5.07B - $6.52B | $45.52 | $38.42 - $53.29 | $1.28B | -$47.0M | $2.08B | $588.8M | 2 rev / 1 EPS |
| 2030-12-31 | $6.06B | $5.33B - $6.85B | $53.00 | $44.74 - $62.04 | $1.35B | -$49.4M | $2.42B | $618.7M | 1 rev / 1 EPS |
Quarterly estimates
| Period | Revenue avg | Revenue range | EPS avg | EPS range | EBITDA avg | EBIT avg | Net income avg | SG&A avg | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | $831.3M | $676.4M - $948.6M | $3.68 | $0.80 - $8.18 | $185.2M | -$6.8M | $174.4M | $84.9M | 4 rev / 3 EPS |
| 2026-09-30 | $1.24B | $1.05B - $1.42B | $8.63 | $5.70 - $13.27 | $276.9M | -$10.1M | $409.2M | $126.9M | 3 rev / 2 EPS |
| 2026-12-31 | $1.16B | $1.05B - $1.26B | $5.46 | $4.80 - $6.03 | $258.9M | -$9.5M | $258.8M | $118.7M | 2 rev / 1 EPS |
| 2027-03-31 | $1.45B | $1.31B - $1.57B | $5.77 | $5.08 - $6.38 | $322.8M | -$11.8M | $273.7M | $148.0M | 1 rev / 1 EPS |
| 2027-06-30 | $1.03B | $935.2M - $1.11B | $7.02 | $6.17 - $7.76 | $229.6M | -$8.4M | $332.8M | $105.3M | 2 rev / 1 EPS |
| 2027-09-30 | $1.48B | $1.34B - $1.60B | $10.99 | $9.67 - $12.15 | $328.8M | -$12.0M | $521.2M | $150.7M | 2 rev / 1 EPS |
| 2027-12-31 | $1.24B | $1.13B - $1.34B | $6.66 | $5.86 - $7.37 | $276.8M | -$10.1M | $316.1M | $126.9M | 1 rev / 1 EPS |
| 2028-03-31 | $1.53B | $1.39B - $1.65B | $5.03 | $4.42 - $5.56 | $340.1M | -$12.4M | $238.3M | $155.9M | 1 rev / 1 EPS |
Price target history
| Window | Targets | Average target |
|---|---|---|
| Last month | 1 | $499.00 |
| Last quarter | 7 | $464.43 |
| Last year | 26 | $461.00 |
| All time | 35 | $396.51 |
Sources: TheFly, StreetInsider
Latest grade actions
| Date | Firm | Action | Previous | New |
|---|---|---|---|---|
| 2026-05-19 | Barclays | Maintain | Overweight | Overweight |
| 2026-05-06 | Wells Fargo | Maintain | Overweight | Overweight |
| 2026-04-21 | Barclays | Maintain | Overweight | Overweight |
| 2026-03-19 | JP Morgan | Maintain | Overweight | Overweight |
| 2026-02-11 | Barclays | Maintain | Overweight | Overweight |
| 2026-01-20 | Wells Fargo | Maintain | Overweight | Overweight |
| 2026-01-16 | Morgan Stanley | Maintain | Overweight | Overweight |
| 2026-01-09 | Barclays | Maintain | Overweight | Overweight |
Historical rating snapshots
| Date | Strong buy | Buy | Hold | Sell | Strong sell |
|---|---|---|---|---|---|
| 2026-06-01 | 6 | 9 | 1 | 0 | 0 |
| 2026-05-01 | 6 | 9 | 1 | 0 | 0 |
| 2026-04-01 | 6 | 9 | 1 | 0 | 0 |
| 2026-03-01 | 6 | 10 | 1 | 0 | 0 |
| 2026-02-01 | 5 | 10 | 1 | 0 | 0 |
| 2026-01-01 | 5 | 10 | 1 | 0 | 0 |
| 2025-12-01 | 5 | 10 | 1 | 0 | 0 |
| 2025-11-01 | 5 | 10 | 1 | 0 | 0 |
FinancialsFY 2025
Financials
Income statement annual
| Period | Revenue | Gross profit | Gross margin | R&D | Operating income | EBITDA | Net income | EPS |
|---|---|---|---|---|---|---|---|---|
| FY 2025 | $2.52B | $1.25B | 49.7% | $0 | -$71.0M | $415.0M | -$219.0M | $-4.79 |
| FY 2024 | $2.07B | $664.0M | 32.0% | $0 | $226.0M | $1.77B | $998.0M | $18.39 |
| FY 2023 | $2.44B | $1.05B | 43.3% | $0 | $84.0M | $977.0M | $613.0M | $10.38 |
| FY 2022 | $2.41B | $770.0M | 31.9% | $0 | $241.0M | -$326.0M | -$1.29B | $-28.66 |
| FY 2021 | $1.77B | $244.0M | 13.7% | $0 | -$1.10B | -$301.0M | -$977.0M | $-21.72 |
Cash flow annual
| Period | Operating cash flow | Capex | Free cash flow |
|---|---|---|---|
| FY 2025 | $615.0M | $206.0M | $409.0M |
| FY 2024 | $243.0M | $189.0M | $54.0M |
| FY 2023 | $864.0M | $348.0M | $516.0M |
| FY 2022 | $187.0M | $312.0M | -$125.0M |
| FY 2021 | -$294.0M | $142.0M | -$518.0M |
Balance sheet annual
| Period | Cash + ST inv. | Receivables | Inventory | PP&E | Assets | Debt | Net debt | Liabilities | Equity |
|---|---|---|---|---|---|---|---|---|---|
| FY 2025 | $752.0M | $196.0M | $278.0M | $7.55B | $10.90B | $6.82B | $6.07B | $9.81B | $1.09B |
| FY 2024 | $329.0M | $123.0M | $302.0M | $3.15B | $6.11B | $3.00B | $2.67B | $4.72B | $1.39B |
| FY 2023 | $400.0M | $137.0M | $375.0M | $3.84B | $7.12B | $2.82B | $2.42B | $4.59B | $2.46B |
| FY 2022 | $988.0M | $408.0M | $457.0M | $4.63B | $10.72B | $4.35B | $3.36B | $11.20B | -$573.0M |
| FY 2021 | $276.0M | $115.0M | $403.0M | $4.66B | $10.05B | $4.74B | $4.47B | $9.32B | $733.0M |
Annual ratios and key metrics
| Period | Gross margin | Op margin | Net margin | Current | Quick | ROE | ROIC | EV / sales | EV / EBITDA | FCF yield | R&D / rev. | Cash cycle |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2025 | 49.7% | -2.8% | -8.7% | 1.3x | 1.0x | -20.0% | -0.7% | 9.2x | 55.9x | 2.4% | 0.0% | 27d |
| FY 2024 | 32.0% | 10.9% | 48.1% | 2.3x | 1.6x | 72.0% | 3.6% | 6.6x | 7.7x | 0.5% | 0.0% | 31d |
| FY 2023 | 43.3% | 3.4% | 25.1% | 3.2x | 2.4x | 24.9% | 0.9% | 2.5x | 6.3x | 13.7% | 0.0% | 29d |
| FY 2022 | 31.9% | 10.0% | -53.4% | 0.9x | 0.8x | 225.0% | 3.0% | 2.3x | -16.7x | -6.0% | 0.0% | 62d |
| FY 2021 | 13.7% | -62.0% | -55.0% | 0.8x | 0.7x | -133.3% | -11.1% | 3.7x | -21.8x | -24.8% | 0.0% | 53d |
Annual growth
| Period | Revenue | Gross profit | R&D | Op income | Net income | EPS | FCF | Capex | Cash + ST inv. | Inventory | Assets | Debt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2025 | +21.8% | +89.0% | 0.0% | -131.4% | -121.9% | -126.0% | +657.4% | -9.0% | +128.6% | -7.9% | +78.6% | +127.1% |
| FY 2024 | -15.0% | -37.1% | 0.0% | +169.0% | +62.8% | +77.2% | -89.5% | +45.7% | -17.8% | -19.5% | -14.3% | +6.5% |
| FY 2023 | +1.1% | +37.0% | 0.0% | -65.1% | +147.6% | +136.2% | +512.8% | -11.5% | -59.5% | -17.9% | -33.6% | -35.2% |
| FY 2022 | +35.9% | +215.6% | 0.0% | +121.9% | -31.9% | -32.0% | +75.9% | -39.3% | +258.0% | +13.4% | +6.7% | -8.2% |
| FY 2021 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
SegmentsFY 2025
Revenue Mix
Latest product mixFY 2025 · $2.58B
Electricity Sales And Ancillary Services$1.94B · 75.3%
Operating Revenue, Capacity$485.0M · 18.8%
Physical Electricity Sales, Bilateral Contracts, Other$93.0M · 3.6%
Commodity Contracts, Unrealized Gain (Loss)$57.0M · 2.2%
Latest geography mix
Not available.
Product revenue annual
| Period | Total | Electricity Sales And Ancillary Services | Operating Revenue, Capacity | Commodity Contracts, Unrealized Gain (Loss) | Physical Electricity Sales, Bilateral Contracts, Other | Product and Service, Other |
|---|---|---|---|---|---|---|
| FY 2025 | $2.58B | $1.94B | $485.0M | $57.0M | $93.0M | -- |
| FY 2024 | $2.12B | $1.14B | $192.0M | $541.0M | $147.0M | $91.0M |
Geography revenue annual
No segment history on file.
Transcripts15 on file
Transcripts
Events
Events
Next earnings
2026-08-06EPS est $3.68
Latest news
- Own The AI Power Bottleneck With Value Through Talen Energy
Seeking Alpha · 2026-06-18
- This Talen Energy Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Thursday
Benzinga · 2026-06-18