Talen Energy (TLN) Q2 Revenue Jumps 61%
Talen Energy (NASDAQ:TLN), a power producer active in the PJM electricity market, released its second quarter results on August 7, 2025. The standout news was a notable revenue beat: GAAP revenue was $630 million in Q2 2025, sharply ahead of the $392 million analyst estimate. Despite the revenue surprise, GAAP net income attributable to stockholders was $72 million in Q2 2025, down from $454 million in Q2 2024, which benefited from a large one-time asset sale. Adjusted EBITDA, a non-GAAP measure of operational profitability, increased to $90 million in Q2 2025, up from $87 million in Q2 2024, a 3.4% improvement. However, the period was marked by heavy cash outflows from a protracted nuclear refueling outage. Adjusted Free Cash Flow (non-GAAP) dropped into negative territory in Q2 2025 due to increased capital spending and tax payments. While management maintained full-year 2025 guidance, the quarter highlighted both growth opportunities and short-term operational challenges.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Talen Energy is a major independent power producer with a core focus on the PJM market in the U.S. Northeast and Mid-Atlantic regions. The company owns a diverse fleet of energy assets, primarily nuclear and natural gas generation. Its Susquehanna plant in Pennsylvania forms the backbone of its zero-carbon generation, while combined-cycle gas plants supply flexible energy to meet market needs.
Source Fool.com
