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Clearway Energy-C

CWEN

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Q2 FY2026 EarningsFY26 Q2 results presented a mixed performance against consensus, with revenue of $481M beating the $474.5M estimate (+1.38%), but GAAP Net Income of $30M falling significantly short of the $42.4M expected (-29.30%). While operational execution remained strong, particularly in the Renewables & Storage segment which saw a 16% YoY generation increase, management lowered full-year 2026 CAFD guidance to $430M–$470M (previously $470M–$510M). This adjustment reflects updated production estimates and operational factors disclosed in mid-July, offsetting the positive momentum from recent contract wins and a growing 13.5 GW development pipeline.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Clearway Energy-C(CWEN) the Revenue is 481 M (+22.7%), Beat estimate;the EBIT is 116 M (+36.47%), Miss estimate;the EPS is 1 (+257.1%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.48B22.70%
0.47B21.04%
+0.01B1.66%
EBITMiss expectations
0.12B36.47%
0.12B46.67%
-0.01B10.20%
EPSExceed expectations
1257.14%
0.426152.18%
+0.5739204.96%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf