Leverage & Liquidity

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Debt-to-Equity Ratio $ million (September 30, 2025)
Total Carrying Value of Debt Outstanding $5,189
Stockholders Equity $2,686
Debt-to-Equity Ratio 1.9x

Target debt-to-equity ratio: 1.5 – 2.0x

Liquidity and Capital Resources $1.4b1

As of September 30, 2025

1. As of 9/30. Includes $250m Delayed Draw Term Loan executed in November 2025. This facility will be available to draw between March 16 of 2026 to June 15 of 2026.
2. Reflects $577m of revolving credit facility capacity reserved for stand-alone CP outstanding.

Maturity Schedule

Year Senior Unsecured Notes Convertible Notes Credit facilities, TLA and CP Program
2025 -- -- 577M
2026 600M -- 119M
2027 450M -- 234M
2028 -- 403M 295M
2029 -- -- --
2030 375M -- --
2031 600M -- --
2032 -- -- --
2033 -- -- --
2034 1B -- --
2035 400M -- --

As of September 30, 2025

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Debt Category $ million (September 30, 2025)
Unsecured:
Senior Unsecured Notes $3,425
Exchangeable Notes $403
Credit Facilities $161
CarbonCount®-Based Term Loan Facilities $238
Green CarbonCount® Commercial Paper $577
Credit Enhanced Commercial Paper Note $95
Secured:
Secured Term Loan $159
Non-Recourse Debt $126
Total Debt Principal Outstanding $5,184
Debt Issuance Costs, Premiums/Discounts and Accrued Interest $6
Total Carrying Value of Debt Outstanding $5,189*

Footnote:

*Figures might not add up due to rounding.