VST heads into Q4 earnings with revenues seen up 32% and EPS up 120%, but a negative ESP clouds chances of a surprise beat.
Get a deeper insight into the potential performance of Vistra (VST) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Vistra (VST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
| Independent Power and Renewable Electricity Producers Industry | Utilities Sector | James A. Burke CEO | LSE Exchange | US92840M1027 ISIN |
| US Country | 6,850 Employees | 31 Mar 2026 Last Dividend | - Last Split | 4 Oct 2016 IPO Date |
Vistra Corp., together with its subsidiaries, merges the operations of both retail electricity and power generation into a coherent, integrated offering. With a robust operational structure divided into six distinct segments—Retail, Texas, East, West, Sunset, and Asset Closure—Vistra stands out as a pivotal player in the energy sector. This integration allows Vistra to provide comprehensive energy solutions to a broad spectrum of customers, including residential, commercial, and industrial entities across various states in the United States and the District of Columbia. Beyond retailing electricity and natural gas, Vistra is deeply engaged in electricity generation, wholesale energy sales and purchases, and sophisticated commodity risk management practices. The company extends its capabilities to fuel production and logistics management, underpinning its versatility in the energy domain. With an impressive reach of approximately 4 million customers, Vistra's operational prowess is backed by a generation capacity of roughly 37,000 megawatts. This capacity is diversified across a range of energy sources, including natural gas, nuclear, coal, solar, and battery energy storage facilities. The transition from Vistra Energy Corp. to Vistra Corp. in July 2020 marked a significant milestone in the company's history, reflecting its evolution and growth since its founding in 1882. Headquartered in Irving, Texas, Vistra's legacy and forward-looking approach position it as a key industry leader committed to delivering reliable and sustainable energy solutions.
Vistra offers competitive pricing and flexible plans for electricity and natural gas to residents, businesses, and industrial customers, emphasizing reliability and customer service. These offerings cater to the evolving needs of customers across a broad geographic footprint, ensuring access to energy solutions that fit various consumption patterns and preferences.
By engaging in wholesale energy sales and purchases, Vistra provides diverse products and services that stabilize the energy market. These activities support the company's ability to manage commodity risks effectively, enabling the delivery of affordable energy to its retail and industrial customers.
Vistra employs sophisticated risk management strategies to hedge against fluctuations in energy prices and supply levels. This approach not only secures Vistra's operational efficiency but also guarantees more stable and predictable costs for consumers, contributing to the overall reliability of energy provision.
The company’s involvement in fuel production and its comprehensive fuel logistics management capabilities underscore its commitment to supply chain excellence. These operations ensure a consistent, reliable source of fuel for Vistra's power generation facilities, bolstering energy security and operational reliability.
With a significant generation capacity from a mix of natural gas, nuclear, coal, solar, and battery energy storage facilities, Vistra not only supports the energy needs of its direct customers but also contributes to the broader energy grid's stability and sustainability. This diverse portfolio of energy sources enables Vistra to offer solutions that are both environmentally responsible and aligned with market demands.