The options market is pricing a ±8.2% (±$27.2) move for TLN's 2026-08-05 · after close report. Over its last 8 reports, TLN has actually moved ±3.5% on average (biggest: ±6.5%). That's a 0.43× realized-vs-implied ratio, so the options look overpriced — TLN has historically moved less than what's priced, which favors selling premium (iron condor / credit spreads) if you have an edge. It has exceeded the implied move in 25% of those prints, beaten EPS estimates 75% of the time (8 quarters), and the 1-day reaction has been positive 38% of the time (avg +0.3%).
This is a data-driven edge, not a prediction of direction — earnings are binary events and any single print can gap either way. Position and size accordingly.
| Report | Est EPS | Actual | Result | Implied | 1d move | 1w move |
|---|---|---|---|---|---|---|
| 2026-05-05 | 5.28 | 5.55 | beat | ±5.3% | +6.5% | -2.7% |
| 2026-02-26 | 2.80 | 3.94 | beat | ±4.3% | -4.9% | -14.1% |
| 2025-11-05 | 3.84 | 2.38 | miss | ±4.8% | -4.4% | -8.9% |
| 2025-08-07 | -1.13 | 1.50 | beat | ±4.5% | -0.8% | +0.4% |
| 2025-05-08 | 1.17 | 0.82 | miss | ±7.7% | -1.2% | +5.9% |
| 2025-02-27 | -0.07 | 1.81 | beat | ±14.2% | +3% | -10.5% |
| 2024-11-14 | 1.15 | 1.64 | beat | ±7.2% | -1.6% | -0.2% |
| 2024-08-13 | -1.14 | 0.19 | beat | ±11% | +6% | +14.9% |
Historical implied vs actual moves & EPS beats/misses via Unusual Whales.
TLN is scheduled to report on 2026-08-05, after the close. Dates can shift until the company confirms.
The options market is pricing an expected move of about ±8.2% (±$27.2) for TLN's upcoming report — the size of the move the ATM straddle is pricing in.
Over its last 8 reports, TLN has beaten EPS estimates 75% of the time. A beat doesn't guarantee an up move — the reaction depends on guidance and how much was already priced in.
Over the last 8 reports, TLN moved ±3.5% on average versus a ±8.2% implied move — a 0.43× ratio, so the options have been rich (it moves less than priced). It exceeded the implied move 25% of the time.
Expected moves, gamma levels and the day's setups before the open — free.
See TLN's positioning too: TLN gamma exposure → · TLN options flow →
The premium earnings board ranks every upcoming report by the biggest realized-vs-implied edge — where the options are mispriced vs how the stock actually moves — with the play on each.
Data via Unusual Whales · refreshes each session · educational, not financial advice · earnings are binary events with substantial risk.
