Clearway Energy C 2025 Q2 Earnings Strong Performance as Net Income Surges 200%

Clearway Energy C (CWEN) reported its fiscal 2025 Q2 earnings on Aug 07th, 2025. The company beat expectations with a significant jump in net income and raised full-year guidance. Clearway Energy C's Q2 2025 revenue grew 7.1% year-over-year to $392 million, with the Renewables & Storage segment contributing the majority of the revenue.

Revenue
Clearway Energy C's Q2 2025 total revenue climbed by 7.1% to $392 million from $366 million in Q2 2024. The Renewables & Storage segment led with $342 million in revenue, followed by the Flexible Generation segment at $50 million. The corporate segment reported no revenue for the quarter.

Earnings/Net Income
Despite a 34.9% decline in EPS to $0.28 from $0.43 in the prior year, Clearway Energy C's net income surged 200% to $12 million in Q2 2025 compared to $4 million in Q2 2024, driven by lower tax expenses and cost management.

Price Action
Following the earnings report, CWEN's stock price fell 3.54% in the latest trading day and declined 5.80% for the week, with a 7.16% drop month-to-date.

Post Earnings Price Action Review
The stock price strategy of buying CWEN after an earnings beat and selling after 30 days showed no return, with the strategy returning 0.00% versus the 50.39% benchmark. This approach had a maximum drawdown of 0.00% and a Sharpe ratio of 0.00%, indicating it avoided losses but failed to capture gains.

CEO Commentary
Craig Cornelius, Clearway Energy’s President and CEO, highlighted the company’s progress toward its growth goals, emphasizing synergy between its growth pathways. He expressed confidence in 2027 growth, citing a drop-down offer for a storage portfolio and an updated 2027 CAFD target range of $2.50 to $2.70 per share.

Guidance
The company raised its 2025 full-year CAFD guidance to $405 million to $440 million, reflecting contributions from third-party acquisitions and on-time completion of growth investments. The updated guidance considers renewable production estimates and potential variability in resource and performance outcomes.

Additional News
Clearway Energy, Inc. announced progress on its repowering program, including the Goat Mountain project in Texas and the Mt. Storm project. It also signed a 15-year PPA for Goat Mountain and finalized agreements with a major OEM for turbine capacity. The company raised its quarterly dividend by 1.6% to $0.4456 per share in Q3 2025. Additionally, Clearway acquired the Catalina Solar project, a 109 MW solar facility in California. These developments, along with strategic growth investments, reflect the company’s focus on expanding its renewable energy portfolio and enhancing shareholder returns.