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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Vistra Corp. (VST) is 8/10.
Vistra delivered record Q1 adjusted EBITDA of approximately $1.5B as the fleet excelled during Winter Storm Fern, reaffirming 2026 guidance ranges while maintaining the 2027 EBITDA midpoint opportunity range pending Cogentrix and other deal integrations. A strong capital returns program and investment-grade upgrade reinforced the balance sheet, and ERCOT load growth of 5-6% CAGR through 2030 supported the long-term thesis. Retail showed moderation from mild ERCOT weather, and PJM colocation and regulatory complexity remained ongoing dynamics.
Scored from Vistra Corp.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.36B | +117.0% | $1.13 | +278.9% | 51.8% | 6.0% | $923M |
| FY2025 Q1 | $5.17B | +85.1% | $-0.93 | -287.5% | 22.6% | -5.2% | $-169M |
| FY2025 Q2 | $4.25B | +15.2% | $0.83 | -7.8% | 12.1% | 7.7% | $-118M |
| FY2025 Q3 | $4.97B | -10.2% | $1.75 | -66.7% | 21.0% | 13.1% | $1.01B |
| FY2025 Q4 | $2.34B | -68.2% | $0.55 | -51.3% | -74.8% | 10.0% | $-82M |
| FY2026 Q1 | $4.65B | -10.0% | $2.88 | +409.7% | 11.3% | 22.1% | $316M |
| FY2026 Q2 | $4.02B | -5.5% | $0.76 | -8.4% | 13.8% | 7.6% | $-316M |