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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Clearway Energy
Clearway Energy (CWEN) investor relations material
Clearway Energy Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Aug, 2026
Executive summary
2026 CAFD guidance was revised to $430–$470 million due to lower renewable resource, primarily from El Niño/ENSO impacts, but 2027 CAFD per share target of $2.70+ and 2030 target of $2.90–$3.10+ remain reaffirmed, supported by committed investments and a robust organic pipeline.
Over 80% of growth investment potential for 2026–2029 identified, with a sponsor development pipeline at 32 GW and digital infrastructure as a potential upside.
Third-party M&A remains a potential lever, but focus is on organic development due to a strong internal pipeline.
Major asset additions, including the Cardinal Portfolio (610 MW solar) and Honeycomb BESS completion, expanded the portfolio to 13.9 GW gross capacity.
Reported strong growth in operating revenues and net income for Q2 2026, driven by new assets and acquisitions.
Financial highlights
Q2 2026 adjusted EBITDA: $409 million; Q2 CAFD: $167 million; YTD adjusted EBITDA: $666 million; YTD CAFD: $237 million.
Q2 2026 operating revenues: $481 million, up $89 million year-over-year; net income attributable to shareholders: $122 million.
Earnings per share for Q2 2026: $1.00; dividends per Class C share increased to $0.4676, with $0.4750 declared for Q3.
2026 CAFD guidance lowered from $470–$510 million to $430–$470 million, reflecting weak renewable resource conditions.
Fleet enhancements and new long-term PPAs on 600+ MW of ERCOT wind projects extend contracted tenors beyond 2040, improving EBITDA and CAFD.
Outlook and guidance
2027 CAFD per share target reaffirmed at $2.70+; 2030 target remains $2.90–$3.10+, with 7–8%+ compound annual CAFD per share growth expected from 2025–2030.
2026 CAFD guidance lowered due to weather-driven resource shortfall; long-term resource assumptions unchanged.
Over $2 billion of identified growth lined up for 2027–2029 vintages; 70% of 2030 growth investment already commercialized.
Updated five-year growth targets to be rolled forward into 2031 in Q3 earnings call.
Post-2030, robust growth expected with 1.5 GW of projects already commercialized for 2030 and digital infrastructure upside.
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Latest events from Clearway Energy
- FY23 CAFD was $342M; 2024 guidance was reaffirmed at $395M.CWEN
Q4 2023 - Q1 2026 saw $257M EBITDA, $354M revenue, and reaffirmed $470–$510M CAFD guidance.CWENQ1 2026
- All proposals passed, including a major charter amendment simplifying the share structure.CWENAGM 2026
- Proposal to unify share classes aims to boost value, liquidity, and voting fairness for stockholders.CWENProxy filing
- Proposal seeks to convert Class A shares to Class C, streamlining structure and voting rights.CWENProxy filing
- Shareholders are asked to approve a single-class share structure to boost value and liquidity.CWENProxy filing
- Proposal seeks to convert Class A shares to Class C, enhancing liquidity and simplifying structure.CWENProxy filing
- Shareholders will vote on a charter amendment to convert Class A to Class C shares, streamlining the capital structure.CWENProxy filing
- 2025 results exceeded guidance, driven by renewables growth and major new PPAs.CWENQ4 2025
Next Clearway Energy earnings date
Q3 20269 Nov, 2026
Clearway Energy
Next Clearway Energy earnings date
Q3 20269 Nov, 2026
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Frequently asked questions
Clearway Energy Inc owns and operates a diversified portfolio of contracted renewable and conventional power generation assets. The company’s holdings include wind, solar, and natural gas facilities across the United States, with long-term power purchase agreements supporting stable cash flows. The company is headquartered in Princeton, New Jersey, and its shares are listed on the NYSE.