)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Ormat (ORA) investor relations material
Ormat Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Achieved record Q2 2025 results with revenue up 9.9% and net income up 26.1% year-over-year, led by strong Product and Energy Storage segments, offsetting declines in Electricity.
Completed acquisition of the 20MW Blue Mountain geothermal plant and released 50MW of new projects for construction.
Secured $300M in funding for future development, including tax equity and project finance loans.
Benefited from U.S. legislation extending tax credits for geothermal and storage projects through 2033.
Focused on expanding renewable portfolio and operational efficiency, supported by new executive hires.
Financial highlights
Q2 2025 total revenue: $234.0M (+9.9% YoY); H1 2025: $463.8M (+6.1% YoY).
Q2 2025 net income: $28.0M (+26.1% YoY); diluted EPS: $0.46 (+24.3% YoY); adjusted EBITDA: $134.6M (+6.7% YoY).
Product segment revenue up 57.6% to $59.6M; Energy Storage revenue up 62.7% to $14.5M; Electricity segment revenue down 3.8% to $159.9M.
Gross margin for Q2 2025: 24.3% (down from 28.8% YoY); Product segment margin improved to 27.7% from 13.7% YoY.
Cash flow from operations for H1 2025: $184.9M; cash and equivalents at June 30, 2025: $88.5M; total liquidity: $551M.
Outlook and guidance
Reiterated 2025 revenue guidance of $935M–$975M and adjusted EBITDA of $563M–$593M.
Segment guidance: Electricity $710M–$725M, Product $172M–$187M, Energy Storage $53M–$63M.
2028 targets: revenue $1.2B–$1.25B, adjusted EBITDA $775M–$825M, portfolio capacity 2.6–2.8 GW.
Growth plan targets 15–17% CAGR in capacity, 8–9% in revenue, 9–11% in adjusted EBITDA through 2028.
Management expects to recognize $261.9M in remaining Product segment obligations as revenue over 24 months.
Explain the impact of OBBB on tax credits.
Detail the drivers behind product segment revenue.
How will AI data centers affect Ormat's growth?
How does faster BLM permitting change development?
FEOC impact on storage projects beyond 2028?
EGS impact on existing plants vs. new sites?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Ormat earnings date
Q3 20254 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Ormat Technologies Inc. engages in the development, ownership, and operation of renewable energy projects with a primary focus on geothermal and recovered energy generation. The company designs, manufactures, and sells equipment for geothermal power plants, as well as providing services related to resource exploration, development, and plant construction. Ormat also operates energy storage systems to complement its renewable energy portfolio, serving utilities and industrial customers worldwide. The company is headquartered in Reno, Nevada, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage