NYSE$CWEN

Clearway Energy Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Clearway Energy's financial performance was marked by a net income of $76 million, driven by higher EBITDA and lower non-cash changes, and the successful emergence of PG&E from bankruptcy, which released trapped cash and allowed for a dividend increase.

Clearway Energy reported a strong second quarter with a net income of $76 million. The company benefited from the emergence of PG&E from bankruptcy, which unlocked trapped cash and enabled a dividend increase. Adjusted EBITDA was $316 million, and CAFD reached $86 million.

  • Pacific Gas & Electric (PG&E) emerged from bankruptcy, freeing up trapped cash.
  • The company declared a 49% quarterly dividend increase to $0.3125 per share in Q3 2020.
  • Clearway reaffirmed its long-term target annual dividend growth of 5-8%, with anticipated growth at the high end of this range by the end of 2021.
  • Clearway sold its interest in the residential solar portfolio and acquired the remaining interest in Repowering 1.0.

Headline financials

Total Revenue

$329M

Previous: $284M+15.8%
EPS (adj)

$0.09

Previous: -$0.04+325.0%
Capital Expenditures

-$83M

Previous: -$96M+13.5%
Free Cash Flow

-$36M

Previous: -$132M+72.7%
Net Income

$47M

Previous: -$36M+230.6%
Operating Income

$130M

Previous: $87M+49.4%
Gross Profit

$242M

Previous: $205M+18.0%
Cash & Equivalents

$175M

Previous: $93M+88.2%
Total Assets

$9.74B

Previous: $8.73B+11.5%

Revenue & EPS history

Clearway Energy · Revenue · Quarterly

$329M

Q2 2020+15.8%vs Q2 2019
Beat estimate in 5 of 7 quarters(71%)
ActualEstimate

Revenue by segment

Clearway Energy · $54M total across 1 segment · Q2 2020

  • Renewables & Storage
    $54M

Forward guidance

The Company is reaffirming its 2020 full year CAFD guidance of $310 million. Financial guidance for 2020 continues to be based on median renewable energy production estimates for the full year.

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 Q2 2020

Historical avgQ2 2020

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro