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Enlight Renewable Energy (IL:ENLT)
:ENLT
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
287.3Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum and financial progress: robust YoY revenue and adjusted EBITDA growth, meaningful portfolio and storage expansion, major U.S. project mobilizations, and substantial liquidity and tax-equity progress. Challenges noted were moderate cost increases, non-cash and financing-related pressures compressing net income, reliance on tax incentives and regulatory clarification, and timing concentration of upcoming capacity additions that introduce execution risk. On balance, the positives — sizable growth, upgraded guidance, and secured funding — materially outweigh the lowlights.Company Guidance
Strong Revenue and EBITDA Growth
Q4 revenue and income grew 46% year-over-year to $152 million; full-year 2025 revenue and income rose 46% to $582 million. Adjusted EBITDA grew 51% in 2025 to $438 million (or +36% excluding the Sunlight sell-down); Q4 adjusted EBITDA was $99 million, +51% YoY. Company exceeded full-year revenue and EBITDA guidance by 4% and 7%, respectively.
Material Portfolio Expansion
Total portfolio expanded 26% in 2025, adding 7.8 factored GW to reach 38 factored GW. Mature portfolio grew 33% to 11.4 factored GW, and the operating portfolio increased 30% year-over-year.
U.S. Execution and Early CODs
U.S. operating portfolio doubled to 1.6 factored GW after Quail Ranch and Roadrunner achieved COD ahead of schedule (combined >800 factored MW) delivering ~13% unlevered returns. U.S. operational capacity reported as 888 MW generation and 2,540 MWh storage.
Large-Scale Projects Under Construction
Started construction on projects totaling 2.6 factored GW during 2025. CO Bar flagship (2.4 factored GW, ~$3.0 billion investment) and Snowflake A (1.1 factored GW) are major additions; CO Bar phases fully subscribed for storage and have secured interconnection approvals.
Significant Energy Storage Growth
Mature storage portfolio reached 17.5 GWh (over 50% increase from prior quarter and ~6x size vs. three years ago). Mature storage now represents ~ $1 billion of annual run-rate revenues and broad exposure to optimization and ancillary services.
Robust Funding and Liquidity Raised
Since start of 2025, raised ~$4.3 billion including $2.9 billion project finance, $470 million tax equity, $350 million mezzanine, $300 million equity and $245 million debenture. Corporate credit facilities of $525 million ( $360 million available) and LC/surety facilities ~$1.5 billion ( ~$790 million available) enhance financial flexibility.
Tax Equity / Safe Harbor Progress
Safe-harbored >4 factored GW in the past quarter, resulting in >13 factored GW eligible for tax equity before 2026; plan to safe-harbor an additional 0.5–3.5 factored GW in H1 2026. 90% of 2026 generation expected sold at fixed prices.
Ambitious and Upgraded Guidance
2026 guidance: revenues $755–$785 million and adjusted EBITDA $545–$565 million (midpoint YoY growth ~32% and ~27%). 2028 operating capacity target raised to 12–13 factored GW with expected run-rate revenue $2.1–$2.3 billion; expected unlevered returns for under-construction/preconstruction projects now 12–13% and target ROE >18%.
IL:ENLT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IL:ENLT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | 20190.00 | 22620.00 | +12.04% |
Nov 12, 2025 | 11690.00 | 12500.00 | +6.93% |
Aug 06, 2025 | 8000.00 | 8135.00 | +1.69% |
May 06, 2025 | 5857.00 | 6098.00 | +4.11% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Enlight Renewable Energy (IL:ENLT) report earnings?
Enlight Renewable Energy (IL:ENLT) is schdueled to report earning on May 13, 2026, TBA (Confirmed).
What is Enlight Renewable Energy (IL:ENLT) earnings time?
Enlight Renewable Energy (IL:ENLT) earnings time is at May 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
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What is the P/E ratio of Enlight Renewable Energy stock?
The P/E ratio of Enlight Renewable Energy is N/A.
What is IL:ENLT EPS forecast?
Currently, no data Available