The record starts accreting with the next priced report.
2-quarter memory
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
CWEN kept 6.24% of Q2 FY2026 revenue as profit. Revenue +35.88% on Q1 FY2026, +22.70% on Q2 FY2025.
Revenue
$481M▲ +35.88% q/q
Gross profit
$481M▲ +35.88% q/q
100.00% margin
Operating income
$116M▲ +480.00% q/q
24.12% margin
Operating expenses
$365M▲ +9.28% q/q
Depreciation $196M
SG&A $164M
Other operating $5M
Pre-tax income
$27M▲ +138.57% q/q
Net income
$30M▲ +144.12% q/q
6.24% margin
Other expense
$89M
Tax benefit
$3M
Revenue$481M
Gross profit$481M100.00%
Operating income$116M24.12%
Pre-tax income$27M
Net income$30M6.24%
Cost of revenue
$0 · 0.00%
Operating expenses
$365M · 75.88%
Tax benefit joins
$3M · 0.62%
Other expense leaves
$89M · 18.50%
Standardized lines from CWEN’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Positioning
5 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
490
▲ 1%
Sep 18
2d
▼ 0%
1,912
25
▲ 39%
Oct 16
30d
▲ 45%
232
1,254
0%
Nov 20
65d
0%
3,974
140
▲ 1%
Dec 18
93d
▲ 5%
521
234
0%
Feb 19
156d
▲ 0%
1,895
putscalls
Event sensitivity
release-day history · not a forecast
CPIconsumer prices1.1×up 5 of 9±1.6% vs ±1.4% · 9
FOMCrate decision1.0×up 8 of 24±1.4% vs ±1.4% · 24
GDPgross domestic product0.9×up 11 of 17±1.3% vs ±1.4% · 17
PCEpersonal income & outlays0.9×up 13 of 17±1.2% vs ±1.4% · 17
NFPjobs report0.8×up 3 of 8±1.1% vs ±1.4% · 8
CPROFcorporate profits0.5×up 6 of 10±0.7% vs ±1.4% · 10
PPIproducer prices0.4×up 5 of 9±0.5% vs ±1.4% · 9
How CWEN has moved on past release days against its ordinary ±1.4% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.