Talen Energy (TLN) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $2.37
- Estimate
- $3.39
- Surprise
- -30.0%
- Revenue (period 2026-06-30)
- $894.0M
- Score today
- 5.7/10
Revenue source: xbrl.
How the report landed
Talen Energy (TLN) missed the $3.39 estimate with diluted EPS of $2.37 — a large 30.0% shortfall.
Where TrendMatrix's rating stands now
TrendMatrix currently rates TLN Sell at 5.7/10; no pre/post engine snapshot brackets this report.
2 of the last 4 quarters beat the estimate; this quarter's -30.0% surprise compares with a -9.0% four-quarter average. Next scheduled report: 2026-11-04.
What argues against it
- Concentration risk — Geographic: PJM
- Concentration risk — Hedge Coverage: 60-80% expected generation hedge target
- Quality below floor (2.9 < 4.0)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $312.74
- Price target
- $413.95
- Stop
- $290.85
- Upside to target
- +32.4%
- Reward-to-risk
- 4.2:1
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
TLN at TrendMatrix's latest read
Utility earnings are regulatory outcomes on a lag — allowed-return and rate-case posture frame any quarter's print.
- Industry
- Utilities - Independent Power Producers
- Market cap
- $14.98B
- P/E (fwd)
- 10.2
- 52-week range
- $288.58–$451.28
- Off 52-week high
- 30.7%
- RSI (14)
- 49
- Volume vs avg
- 0.43×
- Score today
- 5.7/10