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Dec 31, 2024

Genie Energy Q4 2024 Earnings Report

Genie Energy reported a slight revenue decline in Q4 2024 while improving operational efficiency and expanding its customer base.

Key Takeaways

Genie Energy's Q4 2024 revenue decreased by 1.9% year-over-year to $102.9 million due to lower retail energy prices. Net loss improved to $15.3 million from $24.5 million in Q4 2023. Adjusted EBITDA declined slightly to $11.1 million, while gross margin improved to 32.5%. The company expanded its retail energy customer base, adding over 23,000 net meters during the quarter.

Revenue decreased by 1.9% year-over-year to $102.9 million.

Net loss improved to $15.3 million from $24.5 million in Q4 2023.

Adjusted EBITDA declined slightly to $11.1 million from $11.4 million.

Genie Retail Energy added 23,000 net meters, expanding its customer base.

Total Revenue
$103M
Previous year: $105M
-1.9%
EPS
$0.24
Previous year: $0.37
-35.1%
Average Monthly Churn
5.3%
Previous year: 5.4%
-1.9%
Total Meters
422K
Previous year: 361K
+16.9%
Total RCEs
399K
Previous year: 350K
+14.0%
Gross Profit
$33.5M
Previous year: $33.6M
-0.3%
Cash and Equivalents
$104M
Previous year: $108M
-2.9%
Free Cash Flow
$11.7M
Previous year: $9.97M
+17.0%
Total Assets
$371M
Previous year: $331M
+12.3%

Genie Energy

Genie Energy

Genie Energy Revenue by Segment

Forward Guidance

Genie Energy expects continued expansion in 2025, with a focus on increasing retail energy customers and expanding its renewable energy pipeline.

Positive Outlook

  • Maintains 2025 Adjusted EBITDA guidance at $40-$50 million.
  • Continued investment in customer acquisitions to drive retail energy growth.
  • Expansion of solar energy projects and financing deals.
  • Strong balance sheet with growing cash reserves.
  • Opportunistic share buybacks and dividend payments.

Challenges Ahead

  • Declining electricity margins may impact profitability.
  • Higher customer acquisition costs expected in 2025.
  • Renewable segment revenue decreased significantly in Q4 2024.
  • Macroeconomic conditions could affect energy pricing and demand.
  • Potential regulatory challenges in retail energy markets.

Revenue & Expenses

Visualization of income flow from segment revenue to net income