Vistra Corp. · VST · Next earnings

Vistra Corp. reports Friday, Nov 6, 2026

VST reports before market open with consensus EPS at $2.98 and revenue at $6.03B. Last quarter: Vistra posts record Q2 EBITDA; data-center strategy expands

Reports Before market open1 day awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $2.98 Calendar consensus
Consensus revenue $6.03B Calendar consensus
Report date Nov 6, 2026 Friday, date estimated
Session Before market open 1 day away

Where VST left off: FY2026 Q2

Full report

Vistra posts record Q2 EBITDA; data-center strategy expands

EPS surprise -52.8% Reported $0.76 vs $1.61
Revenue surprise -26.5% Reported $4.02B vs $5.46B
Stock move -0.6% Event window
Subsequent drift +6.2% Up to 20 sessions

Management reaffirmed 2026 adjusted EBITDA and free cash flow guidance and maintained the 2027 midpoint opportunity range.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Texas data-center audits and regulatory reviews could delay projects.
  • ERCOT forward-curve softness and market-price volatility may affect results.
  • PJM RBP, IRAS and co-location tariff changes remain uncertain.
  • Battery performance, competitive pricing and Helix execution could affect returns.

Questions analysts left open

  • Texas data-center audit delays and the Batch Zero timeline.
  • Pricing and IRR for new-build versus existing-capacity contracts.
  • PJM capacity-market structure versus bilateral deals.
  • Helix capital-deployment milestones and future funding needs.

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Recent VST quarters

All VST earnings
-0.6%FY2026 Q2-2.7%FY2026 Q1+0.8%FY2025 Q4-2.5%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.