Key events, in time order
Q2 earnings and revenue beat, but 2026 CAFD and adjusted EBITDA outlook trimmed; 2027 target reaffirmed
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Clearway Energy is acquiring solar modules and cells, signaling a significant expansion and a vote of confidence in its growth strategy.
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Facts and opinions separated · All items sourced · Not investment advice
Clearway Energy跑美国的风电场和太阳能电站，像‘电力的农场主’——把风、光变成电卖给电网。
赚的是卖电的钱，主要靠长期购电合同，毛利率近年约53%但净利率只有个位数，收入稳定但赚的薄。
合同锁定了未来现金流，但风电和太阳能电站遍地都是，NextEra Energy、Vistra、SunPower都能学它的模式建同样电站，没有独家技术，只能靠规模低价抢项目，护城河不明显。
