NASDAQ$TLN

Talen Energy Corp · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Talen Energy reported Q1 2026 operating revenues of $1.13B with net income of $63M and diluted EPS of $1.33.

Operating revenues were $1.13 billion versus $390 million a year ago on higher power prices and portfolio repositioning. Net income was $63 million, or $1.33 per diluted share, compared with a $135 million loss and $(2.94) per share in Q1 2025.

  • Operating revenues $1.13B.
  • Net income $63M; diluted EPS $1.33.
  • Nuclear and gas generation assets in PJM.
  • Energy margin benefited from price environment.

Headline financials

Total Revenue

$1.13B

Previous: $390M+189.5%
EPS (adj)

$1.33

Previous: -$2.94+145.2%
Capital Expenditures

-$42M

Previous: -$18M-133.3%
Net Income

$63M

Previous: -$135M+146.7%
Operating Income

$210M

Previous: -$106M+298.1%

Revenue & EPS history

Talen Energy Corp · Revenue · Quarterly

$1.13B

Q1 2026+189.5%vs Q1 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

MD&A discusses capacity auctions, hedge positions, and data-center power demand.

Tailwinds

  • Sharp swing to profitability year over year.
  • Higher realized power prices.

Headwinds

  • Commodity and capacity price volatility.
  • Regulatory and environmental compliance costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.0%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+2.1%

Avg return

30 days after

29%

2 / 7 earnings

Positive

+6.0%

Q2 2024

Best reaction

-4.9%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%+0.5%-1.7%
Q4 2026-4.9%-13.7%-16.8%
Q3 2025-4.4%-7.2%-12.2%
Q2 2025-0.8%+0.5%+2.8%
Q1 2025-1.2%+4.2%+11.8%
Q3 2024-1.6%+4.0%+0.5%
Q2 2024+6.0%+11.0%+30.3%

Discussion

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