Vistra Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
76.8%projected annual EPS growth
Analyst Coverage
18analysts covering
FY Revenue (est.)
$22.1Bnext fiscal year
FY EPS (est.)
$9.60next fiscal year
Monitoring Framework
Key Performance Indicators
Ongoing Operations Adjusted EBITDA Quarterly1.5BTarget: $6.8 billion to $7.6 billion (Full-Year 2026 Guidance)
Ongoing Operations Adjusted Free Cash Flow Before Growth (Adj. FCFbG) QuarterlyTarget: $3.925 billion to $4.725 billion (Full-Year 2026 Guidance)
Hedge Coverage Ratio (2026) Quarterly98.0%Target: Maintain high hedge levels to secure cash flow visibility
Watch Items
- Regulatory and Legislative Interventions in Wholesale Power MarketsTrigger: Implementation of emergency wholesale electricity auctions or measures shifting power costs to large tech customersAction: Assess impact on long-term power purchase agreements (PPAs) and adjust hedging strategies accordingly
- Closing of the Cogentrix Natural Gas Portfolio AcquisitionTrigger: Transaction close expected in the second half of 2026Action: Integrate the 5,500 MW portfolio and update the consolidated financial guidance
- Execution of Nuclear Power Purchase Agreements (PPAs)Trigger: Progress on the 20-year PPAs with Meta and AWS for PJM nuclear sitesAction: Monitor commercial operation dates of uprates and contract execution milestones
Research as of 2 Sep 2026