CNBC recognized Sunrun CEO for accelerating battery storage growth and advancing distributed power plant innovation to help meet surging energy demand in AmericaSAN FRANCISCO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, today announced that CEO Mary Powell has been named to the 2026 CNBC Changemakers: Women Transforming Business list. The annual list honors 50 exceptional female leaders who are impacting so ...

Financial Performance - The company reported adjusted EBITDA of $56.5 million, reflecting a 3% year-over-year increase, with operating margins maintained despite inflationary pressures due to disciplined cost management [1] - Consolidated energy production for full-year 2025 reached 810,731 MWh, a 6% increase from 764,756 MWh in 2024, attributed to the addition of the Punta Lima Wind Farm and improved hydrology in Peru and Ecuador [4] Regional Performance - The Canoa I solar facility in the Dominican Republic experienced a 2% decrease in output year-to-date, with curtailments totaling 3,500 MWh for the quarter and 5,900 MWh for the year [2] - Hydroelectric assets in Peru and Ecuador showed strong performance, with Peru's hydro output increasing by 12% and Ecuador's by 19% year-to-date compared to 2024, supported by favorable weather conditions [3] Shareholder Returns - The company announced a quarterly dividend of $0.15 per share, continuing a 10-year track record of consistent payments, totaling approximately $105 million returned to shareholders over that period [5] - In 2025, the company repurchased and canceled 169,800 common shares for about $1.5 million, with 80,000 shares repurchased in the fourth quarter for approximately $0.8 million [6] Cash Position and Debt Structure - The company entered 2025 with a consolidated cash position of $93.2 million, including restricted cash, and has a simplified debt structure following debt prepayments and the integration of Punta Lima [7] Production Outlook and Maintenance - Major maintenance at the San Jacinto facility was completed in 2026, with a consolidated production budget range for the year estimated at approximately 775–790 GWh, factoring in maintenance and curtailments [8] Growth Initiatives - The company is focusing on an energy storage system (ESS) project in Puerto Rico, with approvals moving forward after delays, and is also pursuing a small solar project acquisition [9][10] - In Puerto Rico, the company is participating in an RFP process for solar plus battery energy storage systems, with contracts expected to be signed by June [11] - In Mexico, the company signed an exclusivity agreement for access to approximately 1,000 MW of projects, with upcoming contracting pathways planned [12] Market Challenges and Solutions - The company anticipates curtailments in the Dominican Republic to be around 10,000 MWh this year, with a belief that energy storage solutions will be key to managing excess energy [14][15]

These stocks have plenty of fuel to continue growing their dividends.The energy sector can be a great source of durable dividend income. Many companies have long histories of increasing their dividends. Meanwhile, energy demand, especially for clean energy, will continue to grow for decades to come. Clearway Energy (CWENA +1.38%)(CWEN +0.96%), Chevron (CVX +0.49%), and Kinder Morgan (KMI 0.08%) currently offer attractive dividends that should continue growing in the decades ahead. That makes them great ener ...

Clearway Energy (NYSE:CWEN) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Speaker8Thank you for standing by, and welcome to Clearway Energy, Inc.'s fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. To remove yourself from the queue, you may press star one one again. I would now lik ...

Company Overview - HA Sustainable Infrastructure Capital (HASI) focuses on yield-oriented sustainable infrastructure investments, capitalizing on the shift towards renewable energy through long-term contracts that generate repeatable revenues [1]. Investment Focus - The company originates and structures investments in various sectors, including solar, wind, storage, and natural gas, aligning with the growing demand for sustainable energy solutions [1].

Core Viewpoint - Le Xin Outdoor International Limited, a fishing equipment manufacturer, has successfully listed on the Hong Kong Stock Exchange, becoming the first fishing equipment stock in the market, with a significant initial price surge of 102.29% on its debut day [1][3]. Company Overview - Le Xin Outdoor, headquartered in Deqing County, Huzhou City, Zhejiang Province, focuses on the design, research, and manufacturing of fishing equipment, having evolved from a fishing equipment division established in 1993 [5]. - The company operates three modern factories in Deqing, covering a total area of 63,637.7 square meters, with an annual production capacity of 6.2 million pieces and a product line of over 9,000 SKUs [5]. - Le Xin Outdoor holds a 23.1% share of the global fishing equipment market and a 28.4% share in the Chinese market, ranking first in both categories [3]. Financial Performance - The company's revenue from 2022 to 2024 was reported as follows: 818 million yuan in 2022, 463 million yuan in 2023, and 573 million yuan in 2024, with corresponding gross profits of 190 million yuan, 120 million yuan, and 153 million yuan [5]. - For the first eight months of 2025, the company achieved revenue of 460 million yuan and a net profit of 56.24 million yuan, nearing the total profit level of 2024 [6]. Business Model - Le Xin Outdoor employs a dual operational strategy of OEM/ODM and OBM, with OEM/ODM revenues consistently accounting for 90%-94% of total revenue from 2022 to 2025 [6]. - The top five customers contribute approximately 55% of the company's revenue, with the largest customer, Ardisam from the U.S., accounting for 17.7% [6]. Market Expansion - The company sells products to over 40 countries, including mature markets like the UK and the US, as well as rapidly growing markets in China and Southeast Asia [7]. - Le Xin Outdoor is also expanding its own brand business, having acquired the UK brand Solar in 2017, which has seen sales triple since 2018 [7]. Ownership Structure - The company is primarily controlled by the Yang family, with founder Yang Baoqing's family holding 94.77% of the shares post-IPO [10][11]. - Prior to the IPO, Le Xin Outdoor had no external investors, making it a typical family-controlled enterprise [10]. IPO Details - The IPO raised approximately 285 million HKD, with a significant oversubscription rate of 3654.23 times for the public offering [11]. - The funds raised will be allocated to brand development, product design, establishing a global innovation center for fishing gear, upgrading production facilities, and enhancing digital capabilities [11].

Group 1 - The core viewpoint of the news is that Lexin Outdoor International Limited has officially launched its IPO, aiming to raise approximately HKD 345 million by offering 28.205 million shares at a price of HKD 12.25 per share, with a listing date set for February 10 on the Hong Kong Stock Exchange [1] - Lexin Outdoor's revenue is experiencing robust growth, with projected revenue of CNY 573 million in 2024 and CNY 460 million achieved in the first eight months of 2025, alongside an operating profit of CNY 77.695 million during the same period, providing a solid capital foundation for strategic expansion [1] - The company's brand business is growing rapidly, with sales of its proprietary brand Solar expected to increase nearly threefold from 2018 to 2024, indicating significant growth potential despite the current low share of OBM business [1] Group 2 - The fishing gear industry in China has entered a blue ocean development stage, with an average annual compound growth rate of 18.92% from 2020 to 2024, significantly outpacing global growth rates, and market demand is shifting towards professional, scenario-based, and personalized upgrades [2] - The IPO fundraising is seen as a crucial milestone in Lexin Outdoor's development, enhancing its core competitiveness and strategic layout, while the global trend towards recreational fishing is driving sustained demand for high-quality fishing gear, particularly in emerging markets [2] - As the largest fishing gear manufacturer globally, Lexin Outdoor is well-positioned to leverage its production capacity and product advantages to capture the demand in this blue ocean market, laying a solid foundation for brand upgrades and market expansion [2]

Core Insights - Sunrun has achieved significant growth in its distributed power plant programs, with customer participation increasing over fivefold in 2025, making it one of the largest sources of flexible, dispatchable energy in the U.S. [2][3] - The company dispatched nearly 18 gigawatt-hours of energy from batteries, enough to power 15 million homes for one hour, with a peak output capacity of 416 megawatts [2][3] - Sunrun's distributed power plants have been crucial in meeting rising electricity demand, which is projected to increase by 25% by 2030 [4] Company Performance - In 2025, over 106,000 customers participated in Sunrun's 17 distributed power plant programs, a significant increase from approximately 20,000 the previous year [3] - The company recorded more than 1,300 dispatches throughout the year, providing energy during critical hours and helping to avoid power outages [3] - Customers earned over $17 million in 2025 for their participation in the distributed power plant programs [8] Industry Context - The U.S. electricity demand is being driven by factors such as AI, data centers, electrification, and extreme weather, leading to a widening gap between supply and demand [4][5] - Grid operators are facing challenges, including record-high capacity prices and the risk of outages, highlighting the need for innovative solutions like those offered by Sunrun [4][5] - Sunrun's distributed power plants are positioned as a quick solution to build dispatchable capacity without the need for new transmission or lengthy construction timelines [5] Innovations and Partnerships - Sunrun's distributed power plant programs leverage a fleet of 217,000 home battery storage systems, the largest in America, with plans to have 10 gigawatt-hours of dispatchable capacity by the end of 2028 [6] - Notable partnerships include collaborations with Vistra's TXU Energy, NRG Energy, Tesla Electric, and Ford, enhancing the company's ability to provide energy solutions [7] - The company has successfully operated the largest distributed power plant in California, providing significant energy relief during peak demand periods [7]

Core Insights - Revera Energy has successfully completed an expanded US$150 million credit facility to enhance its financing capacity for energy projects in Australia and the UK [1][2] - The facility reflects strong institutional confidence in Revera's development capabilities and positions the company to meet the growing demand for grid-scale energy infrastructure [2][6] Financial Overview - The credit facility amounts to US$150 million, equivalent to A$222 million or £111 million, aimed at accelerating project development [1] - Nomura acts as the Sole Bookrunner and Lead Arranger for the new credit facility, indicating strong financial backing and strategic partnerships [2][8] Project Development - The additional capital will enable Revera to fast-track key projects, including: - Supporting the construction of the 150MW / 300MWh Bungama Stage 1 battery storage project in South Australia, expected to reach commercial operation in Q2 2026 [7] - Accelerating the development of at least 600MW / 2,400MWh of additional battery storage capacity across the National Energy Market (NEM) [7] - Optimizing 158MW of operational solar farms in New South Wales [7] - Developing at least 1,000MW / 2,000MWh of late-stage battery storage projects, with the first 200MW project expected to hit notice to proceed in Q1 2026 [7] Market Positioning - Revera is positioned to capitalize on the increasing demand for grid-scale storage and renewable generation capacity in Australia and the UK, both of which are among the top five global markets for battery storage assets [2][6] - The company's integrated approach across battery storage and renewable generation supports decarbonization objectives while providing essential grid services [9][10] Strategic Partnerships - Revera benefits from strategic partnerships with leading financial institutions, enhancing its ability to secure premium development sites and navigate complex approval processes [10][11] - Nomura's involvement underscores its commitment to delivering effective capital solutions and supporting Revera's growth trajectory [7][8]

Core Viewpoint - NextEra Energy reported strong operational and financial performance for 2025, with a focus on growth in renewable energy, large-load customer demand, and strategic investments to support Florida's energy needs through a new rate agreement with Florida Power & Light (FPL) [1][4][6]. Financial Performance - NextEra delivered adjusted EPS of $3.71 for 2025, representing an increase of over 8% from 2024, and expects adjusted EPS for 2026 to be in the range of $3.92 to $4.02, targeting the high end of that range [3][7]. - The company reiterated its long-term financial framework, projecting adjusted EPS growth at a compound annual growth rate (CAGR) of 8%+ through 2032 and maintaining dividend growth expectations of approximately 10% per year through 2026 and 6% per year from 2026 to 2028 [2][7]. Investment and Growth Strategy - FPL has secured a four-year rate agreement with an allowed midpoint return on equity (ROE) of 10.95% and plans to invest between $90 billion and $100 billion through 2032 to support growth while maintaining affordability for customers [1][6]. - FPL's typical retail bill is over 30% lower than the national average, with expectations for residential bills to rise about 2% annually from 2025 to 2029, which is below the current inflation rate of around 3% [7]. Renewable Energy and Storage - NextEra Energy Resources grew its backlog to approximately 30 GW, adding about 13.5 GW, and placed 7.2 GW into service in 2025, with storage representing nearly one-third of the backlog [5][12]. - The company has secured solar panels and domestic batteries through 2029, ensuring supply chain stability for its projects [13]. Large-Load Demand - FPL has seen significant interest from large-load customers, totaling over 20 GW, with advanced discussions on about 9 GW that could begin being served as soon as 2028 [9][10]. - The large load tariff is designed to provide competitive pricing while protecting existing customers from infrastructure costs associated with new large-load demands [9]. Infrastructure and Development - NextEra Energy Transmission has secured $8 billion in regulated capital and has been selected to develop a $1.7 billion high-voltage transmission line to enhance power flow across the region [14]. - The company is advancing the recommissioning of the Duane Arnold nuclear plant and exploring opportunities at Point Beach and Seabrook Station, with a focus on nuclear capacity [16][17]. Technology Initiatives - NextEra is partnering with Google Cloud for an enterprise AI transformation initiative called "REWIRE," with plans to launch an AI-enabled product focused on field operations and grid reliability [19].