Enlight Renewable Energy Ltd. (NASDAQ: ENLT) reported fourth‑quarter 2025 results on February 17 2026, with revenue of $152.36 million, a 153% year‑over‑year increase in net income to $21 million, and adjusted EBITDA of $99 million, up 51% from the same period in 2024. The company also posted earnings per share of $0.10, surpassing the consensus estimate of a loss of $0.07.
The earnings lift was driven by a 33% rise in electricity sales, which reached $124 million, and a $28 million gain from U.S. tax benefits. New projects coming online in the United States contributed to the electricity sales growth, while the company’s expanding storage portfolio added 1,535 MWh of capacity during the year.
Management highlighted the company’s execution momentum, noting that Enlight’s portfolio continues to grow through development, construction, grid connection, and operations. The CFO emphasized that the fourth quarter’s strength was largely a result of new U.S. projects coming online, reinforcing the company’s growth plan.
Looking ahead, Enlight guided 2026 revenue to $755 million–$785 million and adjusted EBITDA to $545 million–$565 million, signaling confidence in continued demand and operational leverage. The guidance reflects the company’s expectation of an accelerated construction and commissioning pace, as well as the development of new growth engines.
The market responded positively to the results, with analysts noting the strong earnings performance and optimistic guidance. The company’s trajectory toward a $2 billion revenue run‑rate by 2028 was reaffirmed by the new projects and storage additions.
Strategically, Enlight is expanding its mature portfolio and deepening its presence in the European storage market through the acquisition of Project Jupiter in Germany. In the United States, the company has connected its largest project to date, the CO Bar Complex in Arizona, and has brought two major projects—Quail Ranch and Roadrunner—online ahead of schedule in Q4 2025.
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