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Dec 31, 2023

Ormat Q4 2023 Earnings Report

Ormat reported a solid fourth quarter and a successful year in 2023, with revenue growth driven by the Electricity and Product segments.

Key Takeaways

Ormat Technologies reported a 17.4% increase in total revenues for Q4 2023, driven by growth in both the Electricity and Product segments. The company's operating income increased by 70.8% for the quarter. Ormat is on track to meet its 2026 generating capacity goals of 2.1 to 2.3 GW.

Total revenues for the fourth quarter increased by 17.4% year-over-year.

Operating income increased by 70.8% for the fourth quarter.

Net income attributable to the Company’s stockholders for the fourth quarter increased by 98.0%.

Product segment revenues increased 56.7% for the fourth quarter.

Total Revenue
$241M
Previous year: $205M
+17.4%
EPS
$0.67
Previous year: $0.73
-8.2%
Gross Profit
$78.5M
Previous year: $125M
-37.1%
Cash and Equivalents
$288M
Previous year: $95.9M
+200.2%
Free Cash Flow
-$30.4M
Previous year: -$80.4M
-62.1%
Total Assets
$5.21B
Previous year: $4.61B
+12.9%

Ormat

Ormat

Ormat Revenue by Segment

Forward Guidance

Ormat anticipates an increase of 7% and 10% in total revenues and Adjusted EBITDA, respectively, for 2024. The company announces full year 2024 Adjusted EBITDA outlook of $515 to $545 million, with additional $40 million expected through reduced tax expense as a result of ITC benefits.

Positive Outlook

  • Total revenues of between $860 million and $910 million.
  • Electricity segment revenues between $710 million and $730 million.
  • Product segment revenues of between $115 million and $135 million.
  • Energy Storage revenues of between $35 million and $45 million.
  • Adjusted EBITDA to be between $515 million and $545 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income