Vistra Corp. (VST) FY2024 10-K Annual Report

Filed: Feb 28, 2025
Utilities
Electric ServicesSEC EDGAR

Vistra Corp. (VST) 10-K annual report for fiscal year 2024, filed with SEC EDGAR on Feb 28, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Vistra Corp. FY2024 10-K Analysis

Business Overview

  • Integrated retail electricity and power generation business serving 5 million customers across 18 states plus D.C.
  • Updated reportable segments in Q4 2024, eliminating “Sunset” segment, reallocating its assets into Texas and East segments
  • Nuclear license renewal application filed in 2023 to extend Perry plant operation from 2026 to 2046
  • Total generating capacity 40,657 MW: 59% natural gas, 21% coal, 16% nuclear, 4% renewables (solar/battery)
  • Texas retail customers approximately 2.6 million, largest portion of retail operations

Management Discussion & Analysis

  • Revenue not explicitly stated; 2024 earnings strong from integrated business model and hedging strategy, combining Energy Harbor merger assets (4,048 MW nuclear added)
  • Operating margin or profitability % not specified; recognized $545 million nuclear PTC revenue in 2024 per IRA tax credits
  • Best segment: East segment sold 12,062 MW capacity net for 2024-2025 at $41.38/MW-day; West segment capacity down to 1,816 MW for 2025 CAISO RA program
  • Cash flow/capital allocation: $305 million dividends paid in 2024; $1.2 billion stock repurchases (16.6 million shares); $500 million + $1 billion senior notes issued in 2024; $1.9 billion stock repurchase capacity remains
  • Outlook/risks: plans for adding 2,000 MW gas capacity in Texas contingent on market reforms and loan approval; $400 million asset write-off projected for Moss Landing battery fire in Q1 2025; supply chain/labor cost inflation; nuclear fuel supply secure through 2029 despite Russia-Ukraine impact

Risk Factors

  • No specific or timely regulatory/legal risk detailed in section
  • No geopolitical or macroeconomic threat with concrete exposure disclosed
  • Cybersecurity risk oversight by Board's Sustainability and Risk Committee with quarterly CIO reporting on emerging threats
  • Technology platform vulnerability mitigated by CIO with 30+ years experience from major companies like General Motors
  • No financial or structural risk such as leverage, concentration, or key-person dependency explicitly stated

Vistra Corp. FY2024 Key Financial Metrics
XBRL

Revenue

$14.8B

+6.9% YoY

Net Income

$2.7B

+78.1% YoY

Operating Margin

27.6%

+837bp YoY

Net Margin

18.0%

+720bp YoY

ROE

47.7%

+1961bp YoY

Total Assets

$37.8B

+14.6% YoY

EPS (Diluted)

$7.00

+95.5% YoY

Operating Cash Flow

$4.6B

-16.3% YoY

Source: XBRL data from Vistra Corp. FY2024 10-K filing on SEC EDGAR. All figures in USD.

Other Vistra Corp. Annual Reports

Get deeper insights on Vistra Corp.

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.