TLNTalen Energy Corp
Electric Services
- Revenue
- $2.5B
- 60% YoY
- Operating margin
- -3.6%
- 125% YoY
- EBITDA
- $189M
- 64% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 49.4×
- $9.3B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired21% of revenueOver 10% of revenue
- Payouts exceed cash flowClear15% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|
| Revenue | $3.2B | $1.6B | $2.5B | 60% |
| Operating income | $241M | $226M | −$90M | 140% |
| Net income | — | $998M | −$219M | 122% |
| Operating cash flow | $187M | $256M | $704M | 175% |
| Capex | $232M | $85M | $98M | 15% |
| Stock-based comp | $0 | $33M | $526M | 1494% |
| Buybacks | $0 | $2.0B | $103M | 95% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.