earnings
confidence high
sentiment positive
materiality 0.80
Clearway Energy Q3 Net Income $60M, CAFD $166M; narrows 2025 CAFD guidance to $420-440M; acquires 613 MW solar portfolio
Clearway Energy, Inc.
- Net Income $60M, Adjusted EBITDA $385M, CAFD $166M, Cash from Ops $225M.
- Narrowed 2025 CAFD guidance to $420-440M; established 2026 CAFD guidance of $470-510M.
- Signed binding agreement to acquire 613 MW Deriva solar portfolio for net capital commitment $210-230M, expected close H1 2026.
- Raised ~$50M via Class C stock at $31.62/sh; quarterly dividend $0.4528/sh payable Dec 15, 2025.
- Identified 2+ GW of 2026/2027 investment opportunities via repowering and sponsor drop-downs.