Clearway Energy (CWEN) Q2 FY26 earnings call

Clearway Energy reaffirmed its robust long-term CAFD per share targets and capital deployment plans, driven by strong project commercialization and fleet enhancements. Despite a near-term adjustment to 2026 CAFD guidance due to adverse weather, the company maintains conviction in its underlying earnings power and disciplined capital allocation framework. Significant upside is also anticipated from Clearway Group's maturing digital infrastructure business.