NYSE$CWEN

Clearway Energy Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported solid first quarter results, highlighting the benefits of the fleet's geographic and technological diversification and reaffirmed 2024 financial guidance.

Clearway Energy, Inc. reported first quarter 2024 financial results, including a Net Loss of $(46) million, Adjusted EBITDA of $211 million, Cash from Operating Activities of $81 million, and Cash Available for Distribution (CAFD) of $52 million. The company reaffirmed its 2024 full year CAFD guidance of $395 million and increased the quarterly dividend by 1.7% to $0.4102 per share in the second quarter of 2024.

  • Signed agreements with Clearway Group to commit to invest in 55 MW of wind and 257 MW of solar plus storage projects.
  • Entered into new Resource Adequacy Contracts for Marsh Landing and Walnut Creek.
  • Reaffirming 2024 financial guidance.
  • Increasing the quarterly dividend by 1.7% to $0.4102 per share in the second quarter of 2024, or $1.64 per share annualized.

Headline financials

Total Revenue

$263M

Previous: $288M-8.7%
EPS

-$0.02

Previous: -$0.34+94.1%
Flexible Gen Availability

86.3%

No prior period
Solar MWh Generated/Sold

1.4M

Previous: 866.0K+66.6%
Wind MWh Generated/Sold

2.5M

Previous: 2.7M-8.2%
Renewables & Storage MWh

4.0M

No prior period
Adjusted EBITDA

$211M

No prior period
Cash from Operating Activities

$81M

No prior period
Cash Available for Distribution

$52M

No prior period
Capital Expenditures

-$98M

Previous: -$88M-11.4%
Free Cash Flow

-$100M

Previous: -$88M-13.6%
Net Income

-$2M

Previous: $0.00
Operating Income

-$29M

Previous: $42M-169.0%
Gross Profit

$137M

Previous: $180M-23.9%
Cash & Equivalents

$478M

Previous: $576M-17.0%
Total Assets

$14.9B

Previous: $12.7B+16.6%

Revenue & EPS history

Clearway Energy · Revenue · Quarterly

$263M

Q1 2024-8.7%vs Q1 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Clearway Energy · $62M total across 1 segment · Q3 2023

  • Renewables & Storage
    $62M

Forward guidance

The Company is reaffirming its 2024 full year CAFD guidance of $395 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.2%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+2.7%

Avg return

30 days after

59%

30 / 51 earnings

Positive

+10.6%

Q4 2015

Best reaction

-9.7%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-1.5%+3.3%
Q4 2025-2.3%-4.1%-2.5%
Q3 2025+6.7%+8.6%+4.7%
Q1 2025-1.3%-2.3%+4.9%
Q4 2024+2.5%+4.9%+12.6%
Q3 2024+10.4%+9.7%+14.7%
Q2 2024+3.7%+7.0%+8.5%
Q1 2024+8.7%+10.3%+8.2%
Q4 2023-6.3%-5.6%-9.8%
Q3 2023+3.4%+2.5%+14.1%
Q2 2023+1.5%+2.8%-4.1%
Q1 2023+1.7%+2.2%+0.1%
Q4 2022-3.3%-2.0%-5.8%
Q3 2022+0.8%+0.0%-0.5%
Q2 2022+0.9%-0.5%-0.8%
Q1 2022-3.8%-2.8%+6.6%
Q4 2021-0.9%+1.9%+10.6%
Q3 2021+5.6%+3.4%+3.9%
Q2 2021+3.8%+5.2%+10.1%
Q1 2021-3.6%-8.4%-4.2%
Q4 2020+3.6%-1.0%+2.5%
Q3 2020+3.7%+6.6%+5.2%
Q2 2020+4.3%+2.8%-7.3%
Q1 2020+5.9%+5.8%+15.5%
Q4 2019-1.5%-1.2%-11.9%
Q3 2019+2.7%+3.5%+1.6%
Q2 2019-4.4%-1.4%+1.0%
Q1 2019-0.3%+0.2%+3.2%
Q4 2018-2.2%-0.3%+1.9%
Q3 2018+0.0%+0.5%-7.7%
Q2 2018-0.8%+0.8%+7.6%
Q1 2018+3.4%-0.6%-3.1%
Q4 2017+4.8%+4.5%+8.6%
Q3 2017+4.3%+5.9%+3.5%
Q2 2017+3.6%+0.5%+2.5%
Q1 2017-2.3%-0.9%+4.3%
Q4 2016-2.3%-2.6%+0.3%
Q3 2016+6.3%-3.7%-1.0%
Q2 2016-3.8%-1.2%+2.5%
Q1 2016-0.5%
Q4 2015+10.6%
Q3 2015+6.0%
Q2 2015-9.7%
Q1 2015+0.5%
Q4 2014-4.3%
Q3 2014+0.9%
Q2 2014+1.2%
Q1 2014+2.0%
Q4 2013+0.7%
Q3 2013+2.5%
Q2 2013-0.6%
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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