| VST |
Report |
Q2 2026 Ongoing Operations Adjusted EBITDA |
BEAT |
pred ~$1.62B vs. cons $1.55B |
MEDIUM |
| VST |
Report |
Q2 2026 Adjusted EPS |
BEAT |
pred ~$2.30 vs. cons $2.21 |
LOW |
| VST |
Report |
Q2 2026 Revenue |
MISS |
pred ~$5.80B vs. cons $5.88B |
LOW |
| VST |
Guide |
Ongoing Operations Adjusted EBITDA |
UNCHANGED |
guide ~$7.20B vs. cons $7.25B (FY2026 midpoint) |
HIGH |
| VST |
Guide |
Ongoing Operations Adjusted FCF before Growth |
UNCHANGED |
guide ~$4.33B vs. cons $4.35B (FY2026 midpoint) |
HIGH |
| VST |
Guide |
Pro Forma Ongoing Operations Adjusted EBITDA Including Cogentrix and Meta |
LOWER |
guide ~$8.20B vs. cons $8.35B (FY2027 framework) |
LOW |
| VST |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| VST |
Return |
5-day cumulative residual |
-0.4% (FADE) |
A Q2 EBITDA beat and the stock's pre-report pullback support an initial rebound, but an FY2027 framework of ~$8.20B vs. cons $8.35B implies modest out-period estimate cuts; absent a new large-load contract or imminent Cogentrix close, revisions should pull the five-day residual below the day-one gain. |
LOW |