Vistra(US:VST) ZACKS·2025-10-30 15:07Core Viewpoint - Vistra Corp. (VST) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for November 6, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus estimate for quarterly earnings is $1.20 per share, reflecting a year-over-year decrease of 77.1%, while revenues are projected at $7.06 billion, representing a 12.3% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 32.27% higher, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Vistra matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [12]. Earnings Surprise History - In the last reported quarter, Vistra was expected to post earnings of $0.98 per share but delivered $1.01, resulting in a surprise of +3.06% [13]. - Over the past four quarters, the company has surpassed consensus EPS estimates twice [14]. Industry Context - Another player in the Zacks Utility - Electric Power industry, Ameren (AEE), is expected to report earnings of $2.06 per share for the same quarter, indicating a year-over-year increase of 10.2% [18]. - Ameren's revenues are projected at $2.41 billion, up 10.9% from the previous year, but the consensus EPS estimate has been revised 2% lower recently [19].