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.
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.
Key Financial Metrics
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
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3290502 |
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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