Form 8-K

8-K — Clearway Energy, Inc.

Accession: 0001104659-26-084265

Filed: 2026-07-16

Period: 2026-07-16

CIK: 0001567683

SIC: 4911 (ELECTRIC SERVICES)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — tm2620337d1_8k.htm (Primary)

EX-99.1 — EXHIBIT 99.1 (tm2620337d1_ex99-1.htm)

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 16, 2026

Clearway Energy, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-36002

46-1777204

(State or other jurisdiction of

incorporation)

(Commission File Number)

(IRS Employer Identification No.)

300 Carnegie Center, Suite 300, Princeton,

New Jersey 08540

(Address of principal executive offices, including zip code)

(609) 608-1525

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Class C Common Stock, par value $0.01

CWEN

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 2.02 Results of Operations and Financial Condition.

On July 16, 2026, Clearway Energy, Inc. (the “Company”)

released a presentation containing certain operational data for the three and six months ended June 30, 2026 with respect to its renewable

energy and flexible generation fleet (the “Operational Update Presentation”). The Operational Update Presentation is available

on the Company’s website, www.clearwayenergy.com, on the “Presentations and Webcasts” page under the “Investor

Relations” tab. A copy of the Operational Update Presentation is furnished as Exhibit 99.1 to this Current Report on Form 8-K and

is incorporated herein by reference. Information on the Company’s website is not incorporated by reference into, and does not constitute

a part of, this Current Report on Form 8-K.

In accordance with General Instruction B.2 of Form

8-K, the information set forth in this Item 2.02 and in the attached exhibit are deemed to be furnished and shall not be deemed to be

“filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or

otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference into any filing under

the Securities Act of 1933, as amended, or the Exchange Act, unless specifically identified therein as being incorporated therein by reference.

Item 9.01 Financial Statements and Exhibits.

(d)           Exhibits

Exhibit

No.

Document

99.1

Clearway Energy, Inc. Operational Update Presentation, dated July 16, 2026.

104

Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101).

SIGNATURES

Pursuant to the requirements

of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto

duly authorized.

Clearway Energy, Inc.

By:

/s/ Michael A. Brown

Michael A. Brown

Senior Vice President, General Counsel and Corporate Secretary

Dated: July 16, 2026

EX-99.1 — EXHIBIT 99.1

EX-99.1

Filename: tm2620337d1_ex99-1.htm · Sequence: 2

Exhibit

99.1

Key Highlights

• 2Q 2026 Compensable Generation was lower than the volumes required to achieve the mid-point of FY2026 financial

guidance, with the Wind and Solar segments producing approximately 5% fewer GWh than expected for the period.

• Lower-than-expected YTD 2026 Compensable Generation was driven particularly by lower than typical wind resource in

CAISO and ERCOT, where the measured resource was 87% and 98%, respectively, of P-50 expectations due to this year’s

strong El Niño / Southern Oscillation (“ENSO”) pattern that negatively affects wind resource in the USA.

• 2Q 2026 Plant Availability in the Solar and Flexible Generation segments remained high at 99% and 97%, respectively.

• 2Q 2026 Plant Availability in the Wind segment remained at 92% with evolutions in regions reflecting improvement

campaigns focused on highest-value assets and lower levels offset by liquidated damages paid by third party OEMs.

• Compensable Generation and measured Performance Index for YTD 2026 reflect the low end of the range of quarterly

CAFD Expectations for 1H26, as recently noted in the Q1 2026 earnings presentation referencing 2026 Quarterly

Estimated Seasonality (and previously published in 3Q and 4Q 2025).

Operating Data Preview: 2Q 2026

July 16, 2026

1Q 2026 2Q 2026 3Q 2026 4Q 2026 YTD 2026

West - CAISO 947 947 - - 947

West - Other 708 708 - - 708

Texas 1,288 1,288 - - 1,288

Midwest 447 447 - - 447

East 179 179 - - 179

Total Wind 3,569 3,569 - - 3,569

Total Solar 3,249 3,249 - - 3,249

West - CAISO 92% 93% - - 93%

West - Other 96% 95% - - 95%

Texas 91% 89% - - 90%

Midwest 97% 94% - - 95%

East 94% 92% - - 93%

Total Wind 93% 92% - - 93%

Total Solar 98% 99% - - 98%

Flexible Gen 89% 97% - - 93%

West - CAISO 310 776 - - 1,086

West - Other 586 545 - - 1,131

Texas 1,413 1,399 - - 2,812

Midwest 413 383 - - 797

East 252 178 - - 430

Total Wind 2,974 3,282 - - 6,256

Total Solar 2,297 3,585 - - 5,882

West - CAISO 73% 96% - - 88%

West - Other 100% 100% - - 100%

Texas 104% 93% - - 98%

Midwest 100% 94% - - 97%

East 104% 101% - - 102%

Total Wind 94% 96% - - 95%

Total Solar 99% 95% - - 96%

Net Capacity (MW)

Plant Availability (%)

Compensable Generation

(GWh)

Performance

Index (%)

Operating Data Preview: Notes & Disclosure

July 16, 2026

Notes to Operating Data Preview

1) All metrics exclude equity method investment projects (San Juan Mesa, Elkhorn Ridge, Avenal, Desert Sunlight, and Cardinal

Fengate JV)

2) “Flexible Generation” represents Equivalent Availability Factor (“EAF”) in the Plant Availability section

3) “Plant Availability” is weighted by the Net Capacity MW in the given region or technology

4) Performance Index is weighted based on volume-related revenue assumed in the guidance mid-point

5) “Compensable Generation” is the quantity of GWh for which a plant is compensated and is the sum of physically generated

electricity plus electricity that could have been generated and is subject to compensation under customer or supplier

agreements.

6) “Performance Index” is Compensable Generation as defined above, divided by generation assumed in the guidance mid-point

Safe Harbor Disclosure

• This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and

Section 21E of the Securities Exchange Act of 1934. Such forward-looking statements are subject to certain risks, uncertainties and

assumptions, and typically can be identified by the use of words such as “expect,” “estimate,” "target," “anticipate,” “forecast,”

“plan,” “outlook,” “believe,” “budget” and similar terms. Such forward-looking statements include, but are not limited to,

statements regarding the Performance Index, Resource Index, budgeted generation levels and financial guidance of Clearway

Energy, Inc. (the “Company”).

• Although the Company believes that the expectations reflected in these forward-looking statements are reasonable, it can give no

assurance that these expectations will prove to be correct, and actual results may vary materially. Factors that could cause the

Company’s actual results to differ materially from those contemplated in the forward-looking statements included in this

presentation include the financial, operational and other risks and uncertainties that may affect the Company’s future results

included in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 and its other filings with the

Securities and Exchange Commission (the “SEC”), which are available at www.sec.gov. In addition, the Company makes available

free of charge at www.clearwayenergy.com, copies of materials it files with, or furnishes to, the SEC. The Company undertakes no

obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise,

and expressly disclaims any current intention to update such statements.

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