Here's What Key Metrics Tell Us About Vistra (VST) Q4 Earnings

Core Insights - Vistra Corp. reported revenue of $4.58 billion for the quarter ended December 2025, reflecting a year-over-year increase of 13.6% but falling short of the Zacks Consensus Estimate by 14.12% [1] - The company's EPS was $2.18, up from $1.14 in the same quarter last year, but also missed the consensus estimate of $2.51 by 13.08% [1] Financial Performance - Total retail electricity sales volumes were 32,487 GWh, slightly below the average estimate of 33,067.96 GWh from two analysts [4] - Adjusted EBITDA for Retail was reported at $645 million, exceeding the average estimate of $605.73 million [4] - Adjusted EBITDA for the West region was $70 million, significantly higher than the average estimate of $33.79 million [4] - Adjusted EBITDA for the East region was $631 million, slightly below the estimated $634.85 million [4] - Adjusted EBITDA for Texas was $418 million, also below the average estimate of $445.32 million [4] Stock Performance - Vistra's shares have returned +8.8% over the past month, contrasting with a -0.5% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]