View Future GrowthTalen Energy 과거 순이익 실적과거 기준 점검 0/6Talen Energy은 연평균 59.3%의 비율로 수입이 증가해 온 반면, Renewable Energy 산업은 연평균 7.8%의 비율로 증가했습니다. 매출은 연평균 1.4%의 비율로 감소했습니다.핵심 정보59.32%순이익 성장률134.36%주당순이익(EPS) 성장률Renewable Energy 산업 성장률24.20%매출 성장률-1.37%자기자본이익률-1.96%순이익률-0.65%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.38 (vs US$2.94 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$2.94 loss in 1Q 2025). Revenue: US$1.13b (up 79% from 1Q 2025). Net income: US$63.0m (up US$198.0m from 1Q 2025). Profit margin: 5.6% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Europe.공시 • Apr 14Talen Energy Corporation to Report Q1, 2026 Results on May 05, 2026Talen Energy Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026Reported Earnings • Feb 27Full year 2025 earnings released: US$4.79 loss per share (vs US$18.40 profit in FY 2024)Full year 2025 results: US$4.79 loss per share (down from US$18.40 profit in FY 2024). Revenue: US$2.58b (up 25% from FY 2024). Net loss: US$219.0m (down 122% from profit in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Renewable Energy industry in Europe.공시 • Feb 05Talen Energy Corporation to Report Q4, 2025 Results on Feb 26, 2026Talen Energy Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026모든 업데이트 보기Recent updatesRecent Insider Transactions • Jun 18Independent Director recently sold €852k worth of stockOn the 15th of June, Gizman Abbas sold around 3k shares on-market at roughly €328 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.공시 • Jun 17Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC.Talen Energy Corporation (NasdaqGS:TLN) entered into definitive agreement to acquire High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC for $3.5 billion on January 15, 2026. A cash consideration of $2.55 billion will be paid by Talen Energy Corporation, subject to customary adjustments for net working capital, cash, indebtedness, certain casualty losses and transaction expenses, and the stock component of consideration consists of 2.399998 million shares of Talen Energy Corporation having a value of $900 million to be issued for assets of High-Quality PJM Natural Gas Assets. As part of consideration, $3.45 billion is paid towards assets of High-Quality PJM Natural Gas Assets. Talen expects to issue new debt to fund the cash portion of the purchase price. The transaction is subject to the satisfaction of customary closing conditions, including the expiration or termination of the waiting period pursuant to the Hart-Scott-Rodino Act of 1976, and regulatory approvals from the Federal Energy Regulatory Commission, Indiana Utility Regulatory Commission and other regulatory agencies, and is expected to close early in the second half of 2026. As of April 16, 2026, Talen Energy Supply, LLC, a wholly owned subsidiary of Talen Energy Corporation has priced issuances of $1.5 billion in aggregate principal amount of 6.125% senior notes due 2031 and $2.5 billion in aggregate principal amount of 6.375% senior notes due 2033 in private placement transactions. As of June 1, 2026, Talen received clearance from the Federal Energy Regulatory Commission today and from the Indiana Utility Regulatory Commission on May 27, 2026. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026.The Company intends to use the net proceeds from the issuance and sale of the Notes to fund the acquisition. The transaction is expected to be immediately accretive to adjusted free cash flow per share by over 15 % annually through 2030E. RBC Capital Markets, LLC acted as financial advisor for Talen Energy Corporation. Kirkland & Ellis LLP acted as legal advisor for Talen Energy Corporation. White & Case LLP acted as legal advisor for Talen Energy Corporation. Jefferies LLC acted as financial advisor for Energy Capital Partners, LLC. PEI Global Partners LLC acted as financial advisor for Energy Capital Partners, LLC. John Franchini, Aaron Stine, and Evelyn Liristis of Milbank LLP acted as legal advisor for Energy Capital Partners, LLC. Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC on June 15, 2026. The Acquisition follows the completion of customary closing conditions and receipt of all required regulatory approvals and clearances from the FERC, the Indiana Utility Regulatory Commission, the Federal Trade Commission and the U.S. Department of Justice, and other regulatory agencies.공시 • Jun 03Talen Energy Corporation Receives Regulatory Clearances for Lawrenceburg, Waterford and Darby AcquisitionTalen Energy Corporation announced that it has received the remaining outstanding regulatory approvals related to its previously announced acquisition of the Lawrenceburg Power Plant in Indiana and the Waterford Energy Center and Darby Generating Station in Ohio from Energy Capital Partners. Talen received clearance from the Federal Energy Regulatory Commission and from the Indiana Utility Regulatory Commission on May 27. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026. The Acquisition remains subject to customary closing conditions, which Talen expects to be promptly satisfied, and is anticipated to close in the coming weeks.공시 • May 22Talen Energy Corporation Announces Executive ChangesTalen Energy Corporation announced that Daniel “Dan” Kelly has been named General Counsel and Corporate Secretary. In this role, Kelly leads the Company’s legal, regulatory, and external affairs functions, oversees corporate governance, and serves as the primary point of contact for the Board of Directors in these areas. He succeeds John Wander, who today retired as General Counsel and Corporate Secretary, following a transition period with Kelly. Kelly brings 25 years of legal and governance experience to Talen. Most recently, he worked for Vistra Corp. as Senior Vice President and Deputy General Counsel, where he oversaw a team of 30 attorneys and compliance specialists, advised senior management and the Board of Directors, and managed all litigation, environmental, nuclear, labor & employment, and commercial regulatory compliance activities. Kelly has also worked as an attorney at the Dallas office of Vinson & Elkins LLP, where his practice focused on a combination of general business litigation, energy/regulatory matters, condemnation, and media litigation. Before entering private practice, he served as a judicial law clerk for A. Joe Fish, chief judge of the U.S. District Court for the Northern District of Texas in Dallas, and for Pasco M. Bowman, circuit judge of the U.S. Eighth Circuit Court of Appeals in Kansas City, Missouri. Prior to law school, he worked in Washington, D.C., as a legislative assistant to U.S. Senator Kent Conrad of North Dakota. Kelly graduated with his law degree cum laude from the University of Michigan and received his undergraduate degree from Lawrence University.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.38 (vs US$2.94 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$2.94 loss in 1Q 2025). Revenue: US$1.13b (up 79% from 1Q 2025). Net income: US$63.0m (up US$198.0m from 1Q 2025). Profit margin: 5.6% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Europe.공시 • Apr 14Talen Energy Corporation to Report Q1, 2026 Results on May 05, 2026Talen Energy Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026Board Change • Apr 13High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Chrissy Schwartzstein is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Mar 20Talen Energy Corporation, Annual General Meeting, May 05, 2026Talen Energy Corporation, Annual General Meeting, May 05, 2026.Reported Earnings • Feb 27Full year 2025 earnings released: US$4.79 loss per share (vs US$18.40 profit in FY 2024)Full year 2025 results: US$4.79 loss per share (down from US$18.40 profit in FY 2024). Revenue: US$2.58b (up 25% from FY 2024). Net loss: US$219.0m (down 122% from profit in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Renewable Energy industry in Europe.공시 • Feb 05Talen Energy Corporation to Report Q4, 2025 Results on Feb 26, 2026Talen Energy Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €364, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Renewable Energy industry in Europe.공시 • Dec 16+ 1 more updateTalen Energy Corporation Announces Management Changes, Effective December 15, 2025Talen Energy Corporation (Company) announced that its Board of Directors (Board) approved several changes to Talen’s executive management team to align with its business strategy and provide continuity of leadership. Terry L. Nutt has been appointed President of the Company (responsible for the daily operations of the company’s business, including plant operations, commercial activities, administrative functions, regulatory and other external stakeholder engagements), effective December 15, 2025; and in addition, the company announced that: Brad Berryman will assume the role of Chief Operating Officer of the company (responsible for operations of Talen’s entire power generation fleet), effective December 15, 2025, Ed Casulli will assume the role of Chief Nuclear Officer of the Company (responsible for operations of Talen’s Susquehanna nuclear power facility), effective December 15, 2025; Dale Lebsack will assume the role of Chief Asset Development Officer of the Company (responsible for assessing, designing and constructing new generation assets for Talen, as well as developing site opportunities for new generation and large load interconnections), effective December 15, 2025; Darren Olagues will continue as the Company’s Chief Development Officer (maintaining responsibility for corporate strategy and M&A activity, and expanding to oversee data center commercial strategies); extended the term of the employment agreements of certain other of the Company’s executive officers, including the Chief Administrative Officer, the Chief Development Officer and the Chief Commercial Officer through February 2027, in each case, with one year evergreen renewals thereafter. Chris Morice will continue as the Company’s Chief Commercial Officer (responsible for the Company’s hedging and trading activities across all commodities and commercial origination efforts); Andy Wright will continue as the Company’s Chief Administrative Officer (responsible for human resources, information technology and corporate security); and John Wander, the Company’s General Counsel and Corporate Secretary, has notified the Company of his intent to retire at the end of June 2026. Mr. Wander will continue to provide oversight of the Company’s legal functions until retirement, and the Company will conduct a search process to identify Mr. Wander’s replacement. Mr. McFarland resigned as President of the Company but will remain in his position as Chief Executive Officer and a member of the Board. Mr. Nutt, age 49, had served as the Company’s Chief Financial Officer from July 2023 through his appointment as President. He has over 25 years of experience in the energy industry, including time spent at independent power producers and energy trading firms. From 2018 until 2023, he served as Chief Financial Officer and Managing Director for EDF Trading North America (“EDF”), the energy commodity trading subsidiary of Électricité de France (EDF) S.A., a multinational energy utility headquartered in France. Prior to his service at EDF, Mr. Nutt served in multiple senior finance positions at Vistra Corporation (and its predecessor entities) (“Vistra”), including as Senior Vice President and Controller and Senior Vice President of Risk Management. Prior to his time at Vistra, Mr. Nutt worked in various finance roles at Dynegy Inc. Mr. Nutt earned his M.S. in Accounting and his B.B.A., summa cum laude, from Texas A&M University. Mr. Berryman, age 57, has served as the Company’s senior vice president and Chief Nuclear Officer since September 2018, where he was responsible for overseeing all aspects of the Susquehanna nuclear power plant that the Company majority owns and operates. Mr. Berryman joined the Company in early 2017 in the role of site vice president for Susquehanna, where he was responsible for all plant operations and personnel. With over two decades of extensive commercial nuclear experience, Mr. Berryman has held positions of increasing importance spanning various technical, operational, training and financial capacities. Prior to joining the Company, he served as general manager at Turkey Point Nuclear Generating Station. He also held leadership roles at Wolf Creek Nuclear Operating Corporation, Palo Verde Nuclear Generating Station and Arkansas Nuclear One. In addition, he proudly served his country in the U.S. Navy as part of the submarine fast attack fleet. Mr. Berryman earned his B.S., summa cum laude, in Organizational Management from Central Baptist College.Board Change • Nov 25High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Chrissy Schwartzstein is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.매출 및 비용 세부 내역Talen Energy가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BIT:1TLN 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 263,236-21613031 Dec 252,626-219624030 Sep 252,343226149030 Jun 252,128187155031 Mar 252,087569151031 Dec 242,073998163030 Sep 242,0161,098155030 Jun 242,105853156031 Mar 242,128428156031 Dec 232,439134144030 Sep 232,671117108030 Jun 232,872-10689031 Mar 232,888-71279031 Dec 222,412-1,28979031 Dec 211,775-97736030 Sep 164,2301740030 Jun 164,312-3150031 Mar 164,563-2860031 Dec 154,481-3410030 Sep 156,287-1300030 Jun 156,56836500양질의 수익: 1TLN 은(는) 현재 수익성이 없습니다.이익 마진 증가: 1TLN는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1TLN는 수익성이 없지만 지난 5년 동안 연평균 59.3%의 속도로 손실을 줄였습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 1TLN의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: 1TLN은 수익성이 없어 지난 해 수익 성장률을 Renewable Energy 업계(-18.9%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 1TLN는 현재 수익성이 없으므로 자본 수익률이 음수(-1.96%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YUtilities 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/18 00:46종가2026/06/18 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Talen Energy Corporation는 27명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nicholas CampanellaBarclaysMoses SuttonBNP ParibasRoss FowlerBofA Global Research24명의 분석가 더 보기
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.38 (vs US$2.94 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$2.94 loss in 1Q 2025). Revenue: US$1.13b (up 79% from 1Q 2025). Net income: US$63.0m (up US$198.0m from 1Q 2025). Profit margin: 5.6% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Europe.
공시 • Apr 14Talen Energy Corporation to Report Q1, 2026 Results on May 05, 2026Talen Energy Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026
Reported Earnings • Feb 27Full year 2025 earnings released: US$4.79 loss per share (vs US$18.40 profit in FY 2024)Full year 2025 results: US$4.79 loss per share (down from US$18.40 profit in FY 2024). Revenue: US$2.58b (up 25% from FY 2024). Net loss: US$219.0m (down 122% from profit in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Renewable Energy industry in Europe.
공시 • Feb 05Talen Energy Corporation to Report Q4, 2025 Results on Feb 26, 2026Talen Energy Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
Recent Insider Transactions • Jun 18Independent Director recently sold €852k worth of stockOn the 15th of June, Gizman Abbas sold around 3k shares on-market at roughly €328 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
공시 • Jun 17Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC.Talen Energy Corporation (NasdaqGS:TLN) entered into definitive agreement to acquire High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC for $3.5 billion on January 15, 2026. A cash consideration of $2.55 billion will be paid by Talen Energy Corporation, subject to customary adjustments for net working capital, cash, indebtedness, certain casualty losses and transaction expenses, and the stock component of consideration consists of 2.399998 million shares of Talen Energy Corporation having a value of $900 million to be issued for assets of High-Quality PJM Natural Gas Assets. As part of consideration, $3.45 billion is paid towards assets of High-Quality PJM Natural Gas Assets. Talen expects to issue new debt to fund the cash portion of the purchase price. The transaction is subject to the satisfaction of customary closing conditions, including the expiration or termination of the waiting period pursuant to the Hart-Scott-Rodino Act of 1976, and regulatory approvals from the Federal Energy Regulatory Commission, Indiana Utility Regulatory Commission and other regulatory agencies, and is expected to close early in the second half of 2026. As of April 16, 2026, Talen Energy Supply, LLC, a wholly owned subsidiary of Talen Energy Corporation has priced issuances of $1.5 billion in aggregate principal amount of 6.125% senior notes due 2031 and $2.5 billion in aggregate principal amount of 6.375% senior notes due 2033 in private placement transactions. As of June 1, 2026, Talen received clearance from the Federal Energy Regulatory Commission today and from the Indiana Utility Regulatory Commission on May 27, 2026. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026.The Company intends to use the net proceeds from the issuance and sale of the Notes to fund the acquisition. The transaction is expected to be immediately accretive to adjusted free cash flow per share by over 15 % annually through 2030E. RBC Capital Markets, LLC acted as financial advisor for Talen Energy Corporation. Kirkland & Ellis LLP acted as legal advisor for Talen Energy Corporation. White & Case LLP acted as legal advisor for Talen Energy Corporation. Jefferies LLC acted as financial advisor for Energy Capital Partners, LLC. PEI Global Partners LLC acted as financial advisor for Energy Capital Partners, LLC. John Franchini, Aaron Stine, and Evelyn Liristis of Milbank LLP acted as legal advisor for Energy Capital Partners, LLC. Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC on June 15, 2026. The Acquisition follows the completion of customary closing conditions and receipt of all required regulatory approvals and clearances from the FERC, the Indiana Utility Regulatory Commission, the Federal Trade Commission and the U.S. Department of Justice, and other regulatory agencies.
공시 • Jun 03Talen Energy Corporation Receives Regulatory Clearances for Lawrenceburg, Waterford and Darby AcquisitionTalen Energy Corporation announced that it has received the remaining outstanding regulatory approvals related to its previously announced acquisition of the Lawrenceburg Power Plant in Indiana and the Waterford Energy Center and Darby Generating Station in Ohio from Energy Capital Partners. Talen received clearance from the Federal Energy Regulatory Commission and from the Indiana Utility Regulatory Commission on May 27. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026. The Acquisition remains subject to customary closing conditions, which Talen expects to be promptly satisfied, and is anticipated to close in the coming weeks.
공시 • May 22Talen Energy Corporation Announces Executive ChangesTalen Energy Corporation announced that Daniel “Dan” Kelly has been named General Counsel and Corporate Secretary. In this role, Kelly leads the Company’s legal, regulatory, and external affairs functions, oversees corporate governance, and serves as the primary point of contact for the Board of Directors in these areas. He succeeds John Wander, who today retired as General Counsel and Corporate Secretary, following a transition period with Kelly. Kelly brings 25 years of legal and governance experience to Talen. Most recently, he worked for Vistra Corp. as Senior Vice President and Deputy General Counsel, where he oversaw a team of 30 attorneys and compliance specialists, advised senior management and the Board of Directors, and managed all litigation, environmental, nuclear, labor & employment, and commercial regulatory compliance activities. Kelly has also worked as an attorney at the Dallas office of Vinson & Elkins LLP, where his practice focused on a combination of general business litigation, energy/regulatory matters, condemnation, and media litigation. Before entering private practice, he served as a judicial law clerk for A. Joe Fish, chief judge of the U.S. District Court for the Northern District of Texas in Dallas, and for Pasco M. Bowman, circuit judge of the U.S. Eighth Circuit Court of Appeals in Kansas City, Missouri. Prior to law school, he worked in Washington, D.C., as a legislative assistant to U.S. Senator Kent Conrad of North Dakota. Kelly graduated with his law degree cum laude from the University of Michigan and received his undergraduate degree from Lawrence University.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.38 (vs US$2.94 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$2.94 loss in 1Q 2025). Revenue: US$1.13b (up 79% from 1Q 2025). Net income: US$63.0m (up US$198.0m from 1Q 2025). Profit margin: 5.6% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Europe.
공시 • Apr 14Talen Energy Corporation to Report Q1, 2026 Results on May 05, 2026Talen Energy Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026
Board Change • Apr 13High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Chrissy Schwartzstein is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Mar 20Talen Energy Corporation, Annual General Meeting, May 05, 2026Talen Energy Corporation, Annual General Meeting, May 05, 2026.
Reported Earnings • Feb 27Full year 2025 earnings released: US$4.79 loss per share (vs US$18.40 profit in FY 2024)Full year 2025 results: US$4.79 loss per share (down from US$18.40 profit in FY 2024). Revenue: US$2.58b (up 25% from FY 2024). Net loss: US$219.0m (down 122% from profit in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Renewable Energy industry in Europe.
공시 • Feb 05Talen Energy Corporation to Report Q4, 2025 Results on Feb 26, 2026Talen Energy Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €364, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Renewable Energy industry in Europe.
공시 • Dec 16+ 1 more updateTalen Energy Corporation Announces Management Changes, Effective December 15, 2025Talen Energy Corporation (Company) announced that its Board of Directors (Board) approved several changes to Talen’s executive management team to align with its business strategy and provide continuity of leadership. Terry L. Nutt has been appointed President of the Company (responsible for the daily operations of the company’s business, including plant operations, commercial activities, administrative functions, regulatory and other external stakeholder engagements), effective December 15, 2025; and in addition, the company announced that: Brad Berryman will assume the role of Chief Operating Officer of the company (responsible for operations of Talen’s entire power generation fleet), effective December 15, 2025, Ed Casulli will assume the role of Chief Nuclear Officer of the Company (responsible for operations of Talen’s Susquehanna nuclear power facility), effective December 15, 2025; Dale Lebsack will assume the role of Chief Asset Development Officer of the Company (responsible for assessing, designing and constructing new generation assets for Talen, as well as developing site opportunities for new generation and large load interconnections), effective December 15, 2025; Darren Olagues will continue as the Company’s Chief Development Officer (maintaining responsibility for corporate strategy and M&A activity, and expanding to oversee data center commercial strategies); extended the term of the employment agreements of certain other of the Company’s executive officers, including the Chief Administrative Officer, the Chief Development Officer and the Chief Commercial Officer through February 2027, in each case, with one year evergreen renewals thereafter. Chris Morice will continue as the Company’s Chief Commercial Officer (responsible for the Company’s hedging and trading activities across all commodities and commercial origination efforts); Andy Wright will continue as the Company’s Chief Administrative Officer (responsible for human resources, information technology and corporate security); and John Wander, the Company’s General Counsel and Corporate Secretary, has notified the Company of his intent to retire at the end of June 2026. Mr. Wander will continue to provide oversight of the Company’s legal functions until retirement, and the Company will conduct a search process to identify Mr. Wander’s replacement. Mr. McFarland resigned as President of the Company but will remain in his position as Chief Executive Officer and a member of the Board. Mr. Nutt, age 49, had served as the Company’s Chief Financial Officer from July 2023 through his appointment as President. He has over 25 years of experience in the energy industry, including time spent at independent power producers and energy trading firms. From 2018 until 2023, he served as Chief Financial Officer and Managing Director for EDF Trading North America (“EDF”), the energy commodity trading subsidiary of Électricité de France (EDF) S.A., a multinational energy utility headquartered in France. Prior to his service at EDF, Mr. Nutt served in multiple senior finance positions at Vistra Corporation (and its predecessor entities) (“Vistra”), including as Senior Vice President and Controller and Senior Vice President of Risk Management. Prior to his time at Vistra, Mr. Nutt worked in various finance roles at Dynegy Inc. Mr. Nutt earned his M.S. in Accounting and his B.B.A., summa cum laude, from Texas A&M University. Mr. Berryman, age 57, has served as the Company’s senior vice president and Chief Nuclear Officer since September 2018, where he was responsible for overseeing all aspects of the Susquehanna nuclear power plant that the Company majority owns and operates. Mr. Berryman joined the Company in early 2017 in the role of site vice president for Susquehanna, where he was responsible for all plant operations and personnel. With over two decades of extensive commercial nuclear experience, Mr. Berryman has held positions of increasing importance spanning various technical, operational, training and financial capacities. Prior to joining the Company, he served as general manager at Turkey Point Nuclear Generating Station. He also held leadership roles at Wolf Creek Nuclear Operating Corporation, Palo Verde Nuclear Generating Station and Arkansas Nuclear One. In addition, he proudly served his country in the U.S. Navy as part of the submarine fast attack fleet. Mr. Berryman earned his B.S., summa cum laude, in Organizational Management from Central Baptist College.
Board Change • Nov 25High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Chrissy Schwartzstein is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.