earnings
confidence high
sentiment neutral
materiality 0.70
Vistra Q2 GAAP net income $327M; reaffirms 2025 EBITDA guidance $5.5-6.1B
Vistra Corp.
2025-Q2 EPS reported
-$0.11
revenue$8,183,000,000
- GAAP net income $327M vs $467M YoY; Ongoing Ops net income $370M; Ongoing Ops Adjusted EBITDA $1,349M.
- Reaffirmed 2025 guidance: Ongoing Ops Adjusted EBITDA $5.5-6.1B, FCFbG $3.0-3.6B; increased 2026 midpoint opportunity to >$6.8B.
- Definitive agreement to acquire 7 natural gas facilities (~2,600 MW) from Lotus Infrastructure Partners.
- Perry Nuclear license extended 20 years to 2046; construction advancing on solar/storage projects totaling >600 MW.
- Share repurchases ~$5.4B since Nov 2021; ~$1.4B remaining under authorization expected by year-end 2026.
item 2.02item 9.01