CWEN Clearway Energy, Inc
Price Chart
Executive Summary
Clearway Energy reported Q1 2026 GAAP EPS of -$1.35, a 246% miss vs consensus of -$0.39, but revenue of $354M beat estimates of $340.7M (+3.9%). The company reaffirmed its full-year CAFD guidance of $470-510M and highlighted progress on growth investments and share simplification, offsetting the EPS miss. The stock may trade on the stable guidance and operational momentum rather than the accounting-driven GAAP loss.
Actionable Insight
Monitor CAFD delivery vs guidance midpoint ($490M) and progress on 12.7 GW pipeline; the GAAP EPS miss is largely non-operational (noncontrolling interest allocation). Quarterly dividend growth and reaffirmed guidance support the yield story, but the large EPS miss may create near-term volatility.
Key Facts
- GAAP EPS -$1.35 vs consensus -$0.39 (miss of 246%)
- Revenue $354M vs consensus $340.7M (beat of 3.9%)
- Reaffirmed 2026 CAFD guidance $470-510M
- Adjusted EBITDA $257M, up from $252M YoY
- Dividend declared $0.4676/share, up 8.5% YoY
- Net loss attributable to Clearway Energy $163M vs $3M loss YoY
- Share simplification approved; late-stage pipeline 12.7 GW
Financial Impact
GAAP EPS miss of $0.96 per share vs consensus; revenue beat of $13.3M; CAFD guidance unchanged at $470-510M
Risk Factors
- GAAP EPS miss could spook income-focused investors
- Noncontrolling interest volatility may obscure underlying performance
- Wind resource variability and project execution risk
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3290502 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 15, 2026
25d ago
|
8-K
| $35.94 $38.53 | ▲ +7.21% | ▲ +6.24% | $38.94 (+8.36%) |
|
May 15, 2026
25d ago
|
Press Release
| $35.94 $38.53 | ▲ +7.21% | ▲ +6.24% | $38.94 (+8.36%) |
|
May 7, 2026
4w ago
|
Press Release
| $38.16 $37.38 | ▼ −2.04% | ▼ −3.51% | $38.94 (+2.04%) |
|
Apr 29, 2026
5w ago
|
Press Release
| $39.90 $37.71 | ▼ −5.50% | ▼ −7.23% | $38.94 (−2.41%) |
|
Apr 15, 2026
7w ago
|
Press Release
| $40.02 $39.70 | ▼ −0.80% | ▼ −1.78% | $38.94 (−2.70%) |
|
Mar 9, 2026
13w ago
|
Press Release
| $37.56 $39.98 | ▲ +6.44% | ▲ +7.35% | $38.94 (+3.67%) |
|
Feb 27, 2026
14w ago
|
Court Ruling
| $37.85 $37.49 | ▼ −0.95% | ▲ +1.03% | $38.94 (+2.88%) |
US Market Status
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