NYSE$CWEN

Clearway Energy Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Clearway Energy reported a net loss of $48 million and adjusted EBITDA of $228 million for the fourth quarter of 2024.

Clearway Energy, Inc. exceeded its full year 2024 guidance with strong performance across all operating technologies. The company reported a net loss of $63 million and adjusted EBITDA of $1,146 million for the full year, and increased its quarterly dividend.

  • Committed to approximately $450 million in new long-term corporate capital investments for 2024.
  • Signed agreements to invest in 320 MW storage hybridization and 335 MW wind repowering projects.
  • Acquired a 137 MW wind project through a binding 3rd party M&A agreement.
  • Increased the quarterly dividend by 1.7% to $0.4312 per share for Q1 2025.

Headline financials

Total Revenue

$1.37K

Previous: $249M-100.0%
EPS (adj)

$0.75

Previous: $0.31+141.9%
Flexible Gen Availability

91.5%

Previous: 98.0%-6.6%
Solar MWh Generated/Sold

1.7M

Previous: 1.2M+39.1%
Wind MWh Generated/Sold

2.5M

Previous: 2.2M+14.9%
Renewables & Storage MWh

4.1M

Previous: 3.3M+23.5%
Adjusted EBITDA

$228M

Previous: $201.00+113432735.8%
Cash from Operating Activities

$192M

Previous: $206.00+93203783.5%
Cash Available for Distribution

$40M

Previous: $53.00+75471598.1%
Capital Expenditures

-$50M

Previous: -$69M+27.5%
Net Income

-$48.00

Previous: -$73M+100.0%
Operating Income

$196.00

Previous: $263M-100.0%
Gross Profit

$20M

Previous: $136M-85.3%

Revenue & EPS history

Clearway Energy · Revenue · Quarterly

$1.37K

Q4 2024-100%vs Q4 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

Clearway Energy, Inc. reaffirmed its 2025 full year CAFD guidance range of $400 million to $440 million, based on median renewable energy production estimates and committed growth investments.

Tailwinds

  • Reaffirming 2025 full year CAFD guidance range of $400 million to $440 million.
  • Guidance based on median renewable energy production estimates for the full year.
  • Guidance factors in completing committed growth investments on currently forecasted schedules.
  • Expects Mt. Storm Repowering to contribute incremental asset CAFD of approximately $26-28 million annually beginning January 1, 2028.
  • Expects Tuolumne Wind to contribute asset CAFD of approximately $9 million annually beginning January 1, 2026.

Headwinds

  • The guidance range reflects a potential distribution of outcomes on resource and performance in the fiscal year.
  • Seasonal factors and weather variability can impact renewable energy resources throughout the year.
  • Fluctuations in Net Income, Adjusted EBITDA, Cash from Operating Activities, and CAFD are driven by various factors.
  • Debt service payments are made either quarterly or semi-annually, impacting cash flow.
  • Timing of maintenance capital expenditures and the impact of unforced and forced outages can affect results.

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 Q4 2024

Historical avgQ4 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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