Vistra Q2 FY26: Net income -7.9% to $258M; revenue -5.5% to $4.0B on lower volumes

Filed August 10, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~1 min read

Key Changes

• high

  Secured 20-year PPAs with Meta for 2,609 MW of carbon-free nuclear power from Perry, Davis-Besse, Beaver Valley; delivery begins late 2026 for operating capacity, extends through 2034 for 433 MW of uprates.

  MD&A: PJM nuclear PPAs with Meta verify on EDGAR →
• high

  $500M callable immediately, $500M contingent on power supply milestones for existing generation assets.

  MD&A: Helix Fund digital infrastructure investment verify on EDGAR →
• high

  Upgraded to investment grade by S&P and Fitch (BBB-), triggering automatic collateral release on Senior Secured Notes and Credit Facilities; repaid $2.444B of Term Loan B-3 in April 2026.

  MD&A: Collateral release verify on EDGAR →