Monitor the Q3 2026 full earnings release for actual CAFD and revenue figures to confirm whether the operational performance translates into financial results within the guidance range.
Price Chart
Executive Summary
Clearway Energy released an operational data preview for Q3 2026, reporting that wind and solar resource was in line with updated forecasts underlying the company's revised 2026 financial guidance. The Performance Index was consistent with quarterly CAFD expectations within the range of the Q3 2026 sensitivity disclosure. This is a routine operational update with no new financial results or guidance changes.
Key Facts
- Observed wind and solar resource in Q3 2026 was in line with updated forecasts underlying the revised 2026 financial guidance.
- Wind Compensable Generation in Q3 2026 was in line with expectations, supported by favorable wind resource and liquidated damages from OEMs.
- Solar resource was slightly below P-50 in the Western US.
- Q3 2026 Plant Availability: Solar 97%, Flexible Generation 94%, Wind 91%.
- Midwest Wind and East Wind availability were impacted by small projects using discontinued wind OEM technology, addressed through an active improvement campaign.
Financial Impact
No new financial figures reported; operational data confirms tracking within previously guided CAFD range of $470M-$510M.
Risk Factors
- Wind availability issues at Midwest and East wind projects using discontinued OEM technology could persist.
- Solar resource slightly below P-50 in Western US may pressure generation if trend continues.
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-117127 |
| Document: tm2627880d1_ex99-1.htm | 0001104659-26-117127 |
| Document: 0001104659-26-117127-index-headers.html | 0001104659-26-117127 |
| Document: 0001104659-26-117127-index.html | 0001104659-26-117127 |
| Document: 0001104659-26-117127.txt | 0001104659-26-117127 |
| 8-K Data (Synthetic) | 0001104659-26-117127 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 8-K | $30.24 | awaiting T+20 | — | $31.41 (+3.87%) |
Oct 8, 2026 18d ago | 3 | $30.19 | awaiting T+20 | — | $31.41 (+4.04%) |
Oct 7, 2026 19d ago | 8-K | $29.95 | awaiting T+20 | — | $31.41 (+4.87%) |
Sep 28, 2026 28d ago | 8-K | $29.29 | awaiting T+20 | — | $31.41 (+7.24%) |
Aug 9, 2026 11w ago | Institutional Cluster | $33.05 $33.11 | ▲ +0.18% | ▲ +1.10% | $31.41 (−4.96%) |
Aug 6, 2026 11w ago | 8-K | $32.65 $31.82 | ▼ −2.54% | ▼ −2.15% | $31.41 (−3.80%) |
May 15, 2026 23w ago | 8-K | $35.94 $38.61 | ▲ +7.44% | ▲ +5.32% | $31.41 (−12.60%) |
May 15, 2026 23w ago | Press Release | $35.94 $38.61 | ▲ +7.44% | ▲ +5.32% | $31.41 (−12.60%) |
May 7, 2026 24w ago | Press Release | $38.16 $39.74 | ▲ +4.14% | ▲ +4.12% | $31.41 (−17.69%) |
Apr 29, 2026 25w ago | Press Release | $39.90 $40.69 | ▲ +1.98% | ▼ −3.24% | $31.41 (−21.28%) |
US Market Status
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