| VST |
Report |
Ongoing Operations Adjusted EBITDA |
BEAT |
pred ~$1.60B vs. cons $1.54B |
MEDIUM |
| VST |
Report |
East Adjusted EBITDA |
BEAT |
pred ~$0.59B vs. cons $0.55B |
MEDIUM |
| VST |
Report |
Retail Adjusted EBITDA |
MISS |
pred ~$0.68B vs. cons $0.72B |
LOW |
| VST |
Guide |
2026 Ongoing Operations Adjusted EBITDA guidance midpoint |
UNCHANGED |
guide ~$7.20B vs. cons $7.20B (FY2026) |
HIGH |
| VST |
Guide |
2026 Ongoing Operations Adjusted FCF before Growth guidance midpoint |
UNCHANGED |
guide ~$4.33B vs. cons $4.33B (FY2026) |
HIGH |
| VST |
Guide |
2027 Ongoing Operations Adjusted EBITDA midpoint opportunity |
UNCHANGED |
guide ~$7.60B vs. cons $7.60B (FY2027) |
MEDIUM |
| VST |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| VST |
Return |
5-day cumulative residual |
+1.0% (FADE) |
A ~$1.60B EBITDA result versus ~$1.54B consensus supports an initial positive reaction, but unchanged FY2026 EBITDA guidance of ~$7.20B versus ~$7.20B consensus and unchanged FY2027 opportunity of ~$7.60B versus ~$7.60B leave little out-period estimate-upside catalyst. |
MEDIUM |