Vistra Corp. is expected to release its Q3 2026 10-Q filing on November 4, 2026. Last quarter: Vistra delivered strong operational growth with Adjusted EBITDA up 31% in Q2 FY2026, but GAAP net income fell due to non-cash hedging losses.
EPS Estimate
$2.99
Revenue Estimate
$7.15B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the VST page.
Drawn from management commentary in the Q2 2026 10-Q:
The July 2026 PJM capacity auction cleared at $325/MW-day across all zones for the 2028-2029 planning year, with Vistra securing 10,924 MW of cleared capacity, substantially higher than prior cycles, signaling strong future cash flows.
Vistra committed up to $1 billion to the KKR Helix Fund, targeting hyperscale data center and power infrastructure to capitalize on AI-driven electricity demand, with an initial $500 million investment.
The company agreed to sell three gas plants (Casco Bay, Beaver Falls, Syracuse) and expects to close the $3.8 billion Cogentrix acquisition adding 5,500 MW by late 2026, reshaping its generation mix.
Revenue
$4.02B
-5.48% YoY
EPS (Diluted)
$0.76
-6.17% YoY
Operating Income
$553M
+7.38% YoY
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