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Talen Energy Corp (TLN) Stock Fundamental Analysis & AI Rating 2026

TLN Nasdaq Electric Services DE CIK: 0001622536
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 TLN Key Takeaways

Revenue: $2.6B
Net Margin: -8.5%
Free Cash Flow: $606.0M
Current Ratio: 1.28x
Debt/Equity: 6.23x
EPS: $-4.79
AI Rating: SELL with 78% confidence
Talen Energy Corp (TLN) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.6B, net profit margin of -8.5%, and return on equity (ROE) of -20.0%, Talen Energy Corp demonstrates mixed fundamentals in the Utilities sector. Below is our complete TLN stock analysis for 2026.

Is Talen Energy Corp (TLN) a Good Investment?

Claude

Talen Energy is in financial distress with severe profitability issues and dangerous leverage of 6.23x debt-to-equity, compounded by inability to cover interest expense from operating income. While the company generates strong positive free cash flow of $606M, this masks underlying operational losses of $219M net income and negative operating margins, indicating structural profitability challenges that pose material solvency risk.

Why Buy Talen Energy Corp Stock? TLN Key Strengths

Claude
  • + Strong free cash flow of $606M with 23.5% FCF margin despite GAAP losses
  • + Positive operating cash flow of $704M demonstrates cash generation capability
  • + Adequate liquidity position with $689M cash and 1.28x current ratio

TLN Stock Risks: Talen Energy Corp Investment Risks

Claude
  • ! Critically high leverage at 6.23x debt-to-equity with $6.8B long-term debt on $1.1B equity base
  • ! Negative interest coverage of -0.5x indicates inability to service debt from operating income
  • ! Persistent unprofitability with -$219M net income, negative ROE (-20%), and -8.5% net margins indicate structural operational challenges

Key Metrics to Watch

Claude
  • * Operating income trend and path to positive operating margins
  • * Interest coverage ratio and progress toward coverage above 1.5x
  • * Debt reduction and debt-to-equity ratio improvement below 4.0x

Talen Energy Corp (TLN) Financial Metrics & Key Ratios

Revenue
$2.6B
Net Income
$-219.0M
EPS (Diluted)
$-4.79
Free Cash Flow
$606.0M
Total Assets
$10.9B
Cash Position
$689.0M

💡 AI Analyst Insight

The 23.5% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

TLN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -3.5%
Net Margin -8.5%
ROE -20.0%
ROA -2.0%
FCF Margin 23.5%

TLN vs Utilities Sector: How Talen Energy Corp Compares

How Talen Energy Corp compares to Utilities sector averages

Net Margin
TLN -8.5%
vs
Sector Avg 12.0%
TLN Sector
ROE
TLN -20.0%
vs
Sector Avg 10.0%
TLN Sector
Current Ratio
TLN 1.3x
vs
Sector Avg 0.8x
TLN Sector
Debt/Equity
TLN 6.2x
vs
Sector Avg 1.4x
TLN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Talen Energy Corp Stock Overvalued? TLN Valuation Analysis 2026

Based on fundamental analysis, Talen Energy Corp shows some fundamental concerns relative to the Utilities sector in 2026.

Return on Equity
-20.0%
Sector avg: 10%
Net Profit Margin
-8.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
6.23x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Talen Energy Corp Balance Sheet: TLN Debt, Cash & Liquidity

Current Ratio
1.28x
Quick Ratio
1.02x
Debt/Equity
6.23x
Debt/Assets
90.0%
Interest Coverage
-0.50x
Long-term Debt
$6.8B

TLN Revenue & Earnings Growth: 5-Year Financial Trend

TLN 5-year financial data: Year 2024: Revenue $3.2B, Net Income N/A, EPS $2.26. Year 2025: Revenue $2.5B, Net Income $479.0M, EPS $2.26.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Talen Energy Corp's revenue has declined by 22% over the 5-year period, indicating business contraction. The most recent EPS of $2.26 reflects profitable operations.

TLN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
23.5%
Free cash flow / Revenue

TLN Quarterly Earnings & Performance

Quarterly financial performance data for Talen Energy Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $459.0M $144.0M $2.96
Q2 2025 $346.0M -$63.0M $-1.38
Q1 2025 $416.0M -$135.0M $-2.94
Q3 2024 $459.0M N/A $-0.81
Q2 2024 $158.0M N/A $0.49

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Talen Energy Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$704.0M
Cash generated from operations
Stock Buybacks
$103.0M
Shares repurchased (TTM)
Capital Expenditures
$98.0M
Investment in assets
Dividends
None
No dividend program

TLN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Talen Energy Corp (CIK: 0001622536)

📋 Recent SEC Filings

Date Form Document Action
Mar 19, 2026 DEF 14A tln-20260319.htm View →
Mar 2, 2026 4 xslF345X05/wk-form4_1772491715.xml View →
Mar 2, 2026 4 xslF345X05/wk-form4_1772491709.xml View →
Mar 2, 2026 4 xslF345X05/wk-form4_1772491704.xml View →
Mar 2, 2026 4 xslF345X05/wk-form4_1772491698.xml View →

Frequently Asked Questions about TLN

What is the AI rating for TLN?

Talen Energy Corp (TLN) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TLN's key strengths?

Claude: Strong free cash flow of $606M with 23.5% FCF margin despite GAAP losses. Positive operating cash flow of $704M demonstrates cash generation capability.

What are the risks of investing in TLN?

Claude: Critically high leverage at 6.23x debt-to-equity with $6.8B long-term debt on $1.1B equity base. Negative interest coverage of -0.5x indicates inability to service debt from operating income.

What is TLN's revenue and growth?

Talen Energy Corp reported revenue of $2.6B.

Does TLN pay dividends?

Talen Energy Corp does not currently pay dividends.

Where can I find TLN SEC filings?

Official SEC filings for Talen Energy Corp (CIK: 0001622536) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TLN's EPS?

Talen Energy Corp has a diluted EPS of $-4.79.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TLN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Talen Energy Corp has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TLN stock overvalued or undervalued?

Valuation metrics for TLN: ROE of -20.0% (sector avg: 10%), net margin of -8.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy TLN stock in 2026?

Our dual AI analysis gives Talen Energy Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TLN's free cash flow?

Talen Energy Corp's operating cash flow is $704.0M, with capital expenditures of $98.0M. FCF margin is 23.5%.

How does TLN compare to other Utilities stocks?

Vs Utilities sector averages: Net margin -8.5% (avg: 12%), ROE -20.0% (avg: 10%), current ratio 1.28 (avg: 0.8).

Is Talen Energy Corp carrying too much debt?

TLN has a debt-to-equity ratio of 6.23x, which is above the Utilities sector average of 1.4x. However, the current ratio of 1.28 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI