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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Clearway Energy
Clearway Energy (CWEN) investor relations material
Clearway Energy Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary23 Feb, 2026
Executive summary
Delivered 2025 CAFD at the top end of guidance, with 1.3 GW of new projects and strong operational execution, meeting or exceeding all financial and operational goals.
Advanced growth initiatives, including major PPAs with hyperscalers and utilities, over 1.3 GW of fleet additions, and expanded late-stage pipeline to 11.2 GW, with 2 GW contracted for data centers.
Reaffirmed 2026 CAFD guidance and 2027 CAFD per share target of $2.70 or better, with a 2030 target of $2.90–$3.10 per share (7–8% CAGR from 2025), and visible growth opportunities through 2028 and beyond.
All committed projects are on track, with late-stage pipeline exceeding requirements for 2028–2029, ensuring high confidence in meeting 2030 goals.
Accelerated capital deployment and robust demand from data centers and industrial customers underpin growth beyond 2030.
Financial highlights
Full-year 2025 CAFD: $430 million, at the top end of $400–$440 million guidance; Adjusted EBITDA: $1,217 million; Q4 Adjusted EBITDA: $237 million; Q4 CAFD: $35 million.
2025 net income was a loss of $231 million, with significant non-cash charges and adjustments reflected in non-GAAP metrics.
Operating revenues for 2025 were $1,429 million, up from $1,371 million in 2024.
Total liquidity at year-end 2025 was $1,061 million, down $269 million year-over-year due to growth investments.
Achieved high plant availability across all technologies in 2025: solar 98.6%, wind 99.0%, natural gas 94.5%, BESS 97.8%.
Outlook and guidance
2026 CAFD guidance range of $470–$510 million, assuming median renewable production and completion of committed investments.
2030 CAFD per share target of $2.90–$3.10, with 5–8%+ annual growth expected beyond 2030.
Identified $1.3 billion in corporate capital investment opportunities for 2027–2028 at 10.5% CAFD yield or better.
Additional $650 million+ capital deployment optionality over 2028–2030, scalable based on accretive opportunities.
Targeting payout ratio below 70% after 2030 to increase retained cash flows for growth funding.
What is the return profile for data center complexes?
How does recent equity issuance impact funding strategy?
Is PPA pricing still escalating, or has it plateaued?
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Next Clearway Energy earnings date
Q1 202629 Apr, 2026
Clearway Energy
Next Clearway Energy earnings date
Q1 202629 Apr, 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.
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