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Investor Relations14 Oct 2025
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Talen Energy Corporation (TLNE) investor relations material
Talen Energy Corporation Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary9 Sep, 2025
Strategic and financial highlights
Market capitalization has more than doubled, driven by value creation, execution on long-term contracts, and major acquisitions, with a focus on being a pure-play independent power producer in PJM and significant data center opportunities.
Share repurchase program increased to $2 billion and extended through 2028, with $2 billion already returned to shareholders, representing 23% of shares outstanding.
Acquisitions of Freedom and Guernsey plants will add approximately 3 GW of capacity, diversify the fleet, expand into Ohio, and are expected to drive about 50% Adjusted Free Cash Flow per share accretion.
Balance sheet strengthened by asset sales, refinancing, and index inclusions, including the S&P 400 and NASDAQ listings.
Value creation is centered on Adjusted Free Cash Flow per share growth, supported by long-term AWS PPA and accretive acquisitions.
Contracting and growth levers
Secured a 17-year, $18 billion notional PPA with Amazon Web Services, providing stable, long-term cash flows and step-function growth post-2028.
AWS PPA ramps from 120 MW in 2025 to 240 MW in mid-2026 and 480 MW by mid-2028, with flexibility for further acceleration.
Additional upside from accelerating AWS contract ramp, new data center PPAs, and accretive M&A, with potential for 40%+ incremental per-share growth by 2028.
Ongoing focus on converting merchant megawatts to contracted megawatts for greater cash flow stability.
Platform positioned to meet hyperscaler needs for speed to market, gigawatt-scale sites, long-term contracts, and low-carbon power.
Financial guidance and projections
2026 adjusted EBITDA midpoint raised to $1.9 billion, up $600 million from prior outlook; adjusted free cash flow midpoint at $1.08 billion.
2026–2028 guidance projects Adjusted EBITDA of $1.75–2.29 billion and Adjusted Free Cash Flow of $980 million–$1.43 billion, with annual FCF/share growth of about 35%.
Free cash flow per share expected to grow 35% through 2028, with 2026 midpoint at $23.60, 2027 at $27.10, and 2028 at $27.40+.
Cash tax rates expected to remain low (2-3% of EBITDA) through the decade due to tax reform and accelerated depreciation.
O&M and capital expenditures projected at $655 million and $290 million in 2026, decreasing slightly in 2027.
Quantify Susquehanna outage margin impact
Freedom/Guernsey: How do they support data center growth?
Talen's capacity price assumptions for 2027-2028?
How is Talen positioning for future power prices?
What signals AWS contract acceleration?
PJM large load proposal: Talen's suggested solution?
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Next Talen Energy Corporation earnings date
Q3 20255 Nov, 2025
Next Talen Energy Corporation earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Talen Energy Corporation is an independent power producer and infrastructure company in the United States. It operates across different wholesale power markets, including PJM, ERCOT, and WECC, and primarily serves regions like the Mid-Atlantic, Texas, and Montana. The company owns and manages a diverse generation fleet, comprising nuclear, fossil, solar, gas, and coal power plants. Talen Energy focuses on producing and selling electricity, capacity, and ancillary services. Additionally, it is engaged in battery storage projects and advancing clean energy through decarbonization efforts, including converting coal plants to lower-carbon fuels and developing zero-carbon solutions like its hyperscale data center campus next to its Susquehanna nuclear plant. The company is headquartered in Houston, Texas, and its shares are listed on the OTC Markets.
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