"Constellation missed Q3 revenue estimates at $6.57B versus $6.63B expected, but fundamentals tell a steadier story. Nuclear production climbed to 46,477 gigawatt-hours from 45,510 in the prior year quarter, and renewable capture rate improved to 96.8%. The company operates nearly 90% carbon-free generation, positioning itself as infrastructure backbone for data centers and AI workloads demanding reliable, emissions-free power. CEO Joe Dominguez emphasized that "momentum continues to build around reliable, clean nuclear energy as a cornerstone of America's energy strategy.""
"Vistra missed revenue more dramatically at $4.97B against a $6.16B estimate. Net income dropped 66.7% year-over-year to $652M, hurt by lower unrealized mark-to-market gains on derivatives and the Martin Lake Unit 1 outage. But Vistra is playing a different game. The company completed acquisition of seven natural gas plants during the quarter, started building two new gas units in West Texas, and secured a 20-year power purchase agreement for its Comanche Peak nuclear facility."
Constellation posted $6.57B in Q3 revenue and saw nuclear production rise to 46,477 gigawatt-hours with a renewable capture rate of 96.8%, operating roughly 90% carbon-free. Constellation narrowed full-year 2025 adjusted operating earnings guidance to $9.05–$9.45 per share and trades at about 41.17 times trailing earnings with a 0.41% dividend yield. Vistra reported $4.97B in Q3 revenue, a 66.7% drop in net income to $652M, and cited lower mark-to-market gains and an outage. Vistra acquired seven natural gas plants, is building new gas units, secured a long-term PPA, and authorized $1B additional buybacks.
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