Clearway Energy Q2 profit and EBITDA rise; 2026 CAFD guidance lowered
Clearway Energy reported second-quarter 2026 net income of $30 million, up from $12 million a year earlier, and Adjusted EBITDA of $409 million, up from $343 million. The company lowered its full-year 2026 Cash Available for Distribution (CAFD) guidance to a range of $430 million to $470 million, citing factors outlined in its mid-July operational preview. Shareholders get a mix of higher reported earnings and a weaker outlook for 2026 cash available for distribution.
Key points
- Q2 2026 net income $30 million vs. $12 million in Q2 2025; Adjusted EBITDA $409 million vs. $343 million; CAFD $167 million vs. $152 million
- 2026 full-year CAFD guidance revised to $430 million to $470 million
- Quarterly dividend of $0.4750 per Class C share declared August 4, 2026, payable September 15, 2026, to holders of record as of September 1, 2026
- Total liquidity of $985 million at June 30, 2026, down $76 million from December 31, 2025, primarily due to growth investments
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:07 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 05, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.