The EPS miss is a significant negative surprise, but the raised guidance and strong revenue growth provide a counterbalance. Traders should watch the earnings call for commentary on electricity price sustainability and project financing costs; the stock's historical pattern of negative drift post-earnings suggests a cautious stance until the miss is fully digested.
Price Chart
Executive Summary
Enlight Renewable Energy reported Q2 2026 EPS of $0.08, missing the $0.16 consensus by 50%, while total revenues and income surged 55% YoY to $210M. The company raised full-year revenue and Adjusted EBITDA guidance, driven by strong operational performance and higher European electricity prices, but the EPS miss and elevated financing costs temper the otherwise robust top-line growth narrative.
Key Financial Metrics
Key Facts
- Q2 2026 EPS of $0.08 missed consensus of $0.16 by 50%
- Total revenues and income of $210M, up 55% YoY from $135M
- Adjusted EBITDA of $160M, up 67% YoY; excluding Sunlight stake sale, $142M (+50%)
- Net income of $31M vs $6M in Q2 2025
- Raised full-year guidance: revenue to $790-820M (from $755-785M), Adjusted EBITDA to $565-585M (from $545-565M)
- Operating cash flow of $84M, up 37% YoY
- Portfolio grew to 43.1 FGW, with mature component at 12.3 FGW (+6% QoQ)
- Completed $2.6B financing for CO Bar complex, the largest in company history
- Cash and equivalents at topco level of $877M as of June 30, 2026
Financial Impact
EPS miss of 50% vs consensus; revenue beat of approximately 55% YoY; guidance raised by $35M on revenue and $20M on Adjusted EBITDA
Risk Factors
- EPS miss of 50% may weigh on sentiment despite revenue growth
- Financing costs increased $18M QoQ, pressuring net income
- Dependence on U.S. tax credits and European electricity prices for guidance achievement
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3338104 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | Press Release | $70.44 | awaiting T+20 | — | $69.36 (−1.53%) |
Oct 13, 2026 13d ago | 6-K | $70.44 | awaiting T+20 | — | $69.36 (−1.53%) |
Oct 5, 2026 21d ago | Insider Cluster | $65.94 | awaiting T+20 | — | $69.36 (+5.19%) |
Aug 24, 2026 9w ago | 6-K | $77.64 $75.35 | ▼ −2.94% | ▼ −2.96% | $69.36 (−10.66%) |
Aug 4, 2026 11w ago | 6-K | $90.54 $74.93 | ▼ −17.24% | ▼ −16.00% | $69.36 (−23.39%) |
Aug 4, 2026 11w ago | Press Release | $90.54 $74.93 | ▼ −17.24% | ▼ −16.00% | $69.36 (−23.39%) |
Jul 8, 2026 15w ago | Press Release | $83.55 $82.39 | ▼ −1.39% | ▼ −4.66% | $69.36 (−16.98%) |
Jul 8, 2026 15w ago | 6-K | $83.55 $82.39 | ▼ −1.39% | ▼ −4.66% | $69.36 (−16.98%) |
Jun 25, 2026 17w ago | 6-K | $88.41 $90.20 | ▲ +2.02% | ▲ +1.50% | $69.36 (−21.55%) |
Jun 2, 2026 20w ago | Insider Cluster | $104.56 $87.09 | ▼ −16.71% | ▼ −15.14% | $69.36 (−33.66%) |
US Market Status
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