Enlight Q2 Revenue Jumps 55%, Raises 2026 Guidance on Record Portfolio Growth
ENLT has more than doubled off its 52-week low of $22.95.
Summary
Enlight Renewable Energy reported Q2 2026 revenue of $210M (+55% YoY) and raised full-year guidance, backed by record portfolio growth and the $2.6B CO Bar financing close.
Key Events · Earnings and Guidance · ENLT
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Q2 Revenue & Income Surge 55%
Total revenues and income reached $210 million, up from $135 million a year ago, driven by new U.S. projects and higher electricity sales. Adjusted EBITDA rose 67% to $160 million.
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2026 Guidance Raised
Full-year revenue and income midpoint increased to $805 million (from $770 million) and Adjusted EBITDA midpoint to $575 million (from $555 million), reflecting strong operational momentum.
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CO Bar Complex Financial Close
Secured $2.6 billion in construction financing for the 1.2 GW solar + 4 GWh storage CO Bar complex in Arizona — the largest financing in company history.
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Portfolio Expands to 43.1 FGW
Total portfolio grew 4.6% sequentially; mature component (operating, under construction, pre-construction) reached 12.3 FGW, with 0.5 FGW starting construction in Q2.
Analysis · ENLT · Energy & Transportation
Enlight delivered a standout quarter, with revenue and income surging 55% to $210 million and Adjusted EBITDA up 67% to $160 million, driven by new U.S. projects and higher electricity sales. Net income swung from $6 million to $31 million. Reflecting confidence in the construction pipeline, management raised full-year 2026 guidance — revenue midpoint to $805 million and Adjusted EBITDA to $575 million. The portfolio expanded to 43.1 FGW, while the mature component reached 12.3 FGW after adding 0.7 FGW in the quarter. Key milestones include the $2.6 billion financial close for the CO Bar complex, a new 200 MWac solar PPA with Google, and exceeding Safe Harbor targets at 17.9 FGW. The company also entered new European storage markets in Finland and Romania. With $1.2 billion in available liquidity and 69% of project finance secured, Enlight is well-positioned to execute its growth plan, though the heavy capex cycle and reliance on tax equity remain execution risks.
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At the time of this filing, ENLT was trading at $88.63 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $11.6B. The 52-week trading range was $22.95 to $108.65. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.