Earning Analysis
Welcome to our in-depth analysis of Talen Energy Corp(TLN) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Talen Energy Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Surprise Analysis
| - | 2025-11-05 | After Hours | 3.84 | 4.25 | +10.68 | 742.17M | 812.00M | +9.41 | -4.35 | -7.17 |
| - | 2025-08-07 | Pre-Market | -1.13 | 1.50 | +232.74 | 462.75M | 630.00M | +36.14 | -0.82 | +0.51 |
| - | 2025-05-08 | Pre-Market | 1.17 | -2.94 | -351.28 | 480.19M | 390.00M | -18.78 | -1.17 | +4.22 |
| - | 2025-02-27 | After Hours | -0.07 | 2.07 | +3057.14 | 433.90M | 467.00M | +7.63 | +3.04 | -10.55 |
| - | 2024-08-13 | Pre-Market | -1.13 | 0.19 | +116.67 | 437.50M | 489.00M | +11.77 | +5.95 | +14.94 |
TLN Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Talen Energy Corp reported performance for , announced on 2025-11-05. The company achieved an EPS of 4.25, compared to analyst estimates of 3.84 by 10.68% . Revenue for the quarter reached 812.00M compared to expectations of 742.17M by 9.41% .
The stock price reacted with a -4.35% one-day change and a -7.17% five-day change following the earnings release. These movements reflect market reaction in Talen Energy Corp growth trajectory and strategic initiatives.
TLN Earnings Forecast
Looking ahead, Talen Energy Corp(TLN) remains a focal point for investors seeking growth opportunities. Analyst forecasts for project quarter revenue of and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.33%, while EPS estimates have been Revise Downward by -15.93%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -0.4% . These revisions correlate with a -5.46% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Talen Energy Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between TLN's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-0.33%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-15.93%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-0.4%
In Past 3 Month
Stock Price
Go Down
-5.46%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:2.36B
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EPS Estimate-Annual FY 2025:5.49
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Stock Price367.93
TLN Revenue and EPS Performance: A Historical Perspective
Talen Energy Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
(2025-11-05,After Hours):
EPS: 4.25 (Actual) vs.3.84 (Estimate) (10.68%)
Revenue: 812.00M (Actual) vs. 742.17M (Estimate) (9.41%)
Price Reaction: -4.35%(1-Day), -7.17%(5-Day)
(2025-08-07,Pre-Market):
EPS: 1.50 (Actual) vs.-1.13 (Estimate) (232.74%)
Revenue: 630.00M (Actual) vs. 462.75M (Estimate) (36.14%)
Price Reaction: -0.82%(1-Day), 0.51%(5-Day)
(2025-05-08,Pre-Market):
EPS: -2.94 (Actual) vs.1.17 (Estimate) (-351.28%)
Revenue: 390.00M (Actual) vs. 480.19M (Estimate) (-18.78%)
Price Reaction: -1.17%(1-Day), 4.22%(5-Day)
Earnings Reaction
The chart below shows how TLN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TLN sees a -3.70% change in stock price 10 days leading up to the earnings, and a +2.57% change 10 days following the report. On the earnings day itself, the stock moves by -0.25%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -4.35% on the day following the earnings release and then changed by -3.22% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Talen Energy Corp (TLN) Q3 2025 Earnings Call Summary
Positive
2025-11-05
The earnings call reveals strong strategic planning with reaffirmed guidance and significant acquisitions, indicating growth potential. The Q&A highlights management's proactive approach to market trends and strategic partnerships, such as with AWS, despite some uncertainties in timelines and specific project economics. The company's commitment to debt reduction and shareholder returns further supports a positive outlook. While there are some concerns about execution and external challenges, the overall sentiment is positive, driven by strategic growth initiatives and financial management.
Talen Energy Corp (TLN) Q2 2025 Earnings Call Summary
Neutral
2025-08-07
The earnings call shows a mixed sentiment. While there is optimism in data center development and share repurchase commitments, execution is falling short, particularly in share repurchases. The Q&A reveals concerns about PJM auction impacts and unclear management responses on critical issues like nuclear fuel procurement and collar implementation. Although there are positive elements like SMR collaboration with AWS and a constructive market outlook, these are offset by missed targets and ongoing uncertainties. Therefore, the overall sentiment is neutral, suggesting a limited stock price movement in the short term.
Talen Energy Corp (TLN) Q1 2025 Earnings Call Summary
Neutral
2025-05-08
The earnings call presents a mixed picture: strong financial metrics and share repurchases are positive, but escalating costs and operational risks pose challenges. The Q&A section reveals management's confidence in future outlooks, yet also highlights uncertainties in regulatory processes and potential competitive pressures. Despite these challenges, the company's financial health and ongoing share buyback program provide a counterbalance, resulting in a neutral sentiment.
Talen Energy Corp (TLN) Q4 2024 Earnings Call Summary
Positive
2025-02-27
The earnings call highlights strong financial performance with increased EBITDA and free cash flow. The significant share repurchase program returning capital to shareholders is a positive indicator. Although management avoided specifics on new deals and gas plant arrangements, the overall sentiment remains optimistic due to strong financial metrics and ongoing strategic initiatives. The absence of updated guidance is a minor concern, but the company's solid financial position and commitment to shareholder returns suggest a positive stock price movement in the near term.
Talen Energy Corporation (TLN) Q3 2024 Earnings Call Summary
Positive
2024-11-14
The earnings call shows strong financial health with a low net debt to EBITDA ratio and significant liquidity. The upsized share repurchase program is a positive signal for shareholder returns. Despite supply chain challenges and competitive pressures, the company demonstrates strategic planning, with discussions on gas and nuclear opportunities. The Q&A reveals management's cautious optimism and strategic positioning in the market. Overall, the positive financial performance and shareholder returns outweigh the uncertainties, suggesting a positive stock price movement.
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