Ormat Technologies Q2 Earnings Call Highlights

ORMAT TECHNOLOGIES, INC. (ORA) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex_999557.htm EXHIBIT 99.1 ex_999557.htm Exhibit 99.1 Ormat Technologies Contact: Smadar Lavi VP Head of IR and ESG Planning & Reporting 775-356-9029 (ext. 65726) slavi@ormat.com Investor Relations Agency Contact: Joseph Caminiti or Josh Carroll Alpha IR Group 312-445-2

Hertz (HTZ) shares rose 29.5% to $2.02 after the company reported Q results that beat estimates. Hertz posted a loss of 11 cents per share versus a 24-cent loss forecast, revenue of $2.4 billion versus $2.3 billion, and adjusted EBITDA of $81 million at the top of guidance. About 30% of the float is short.

Onto Innovation (NYSE:ONTO) reported Q2 operating cash flow of $62 million and cash and short-term investments of about $1.9 billion as of June 30. In May it completed a $1.5 billion 0% convertible debt offering due 2031, netting about $1.2 billion, and used part for repurchases. Q3 revenue guidance is $380-$400 million; non-GAAP EPS about $2.28 at midpoint. Advanced-node revenue expected to grow over 35% in 2026; advanced-packaging growth outlook raised to about 80% for 2026.

ONE Gas (NYSE:OGS) said House Bill 4384 is expected to add about $0.42 to full-year adjusted EPS, with quarterly timing varying by GRIP capital placed in service. The company reported $900,000 capacity-release revenue in Q2 and $2.8 million YTD, plus $1.2 million more expected. It completed $188 million of capital projects and discussed regulatory rate increases in Oklahoma, Texas, and Kansas.

OR Royalties (NYSE:OR) reported Q2 call highlights. Management said $0.968 of each revenue dollar became cash margin. Canadian Malartic faced a north-wall rock mass movement, making about 370,000 oz of gold inaccessible over three years, but 2026 guidance stayed intact. The firm closed $335M acquisitions, ended June with $75.6M cash and $139M net debt, raised its dividend, and expanded its credit facility to $850M.

Optimum Communications (NYSE: OPTU) reported Q2 mobile growth, adding about 50,000 net mobile lines to 724,000 total, up ~33% YoY, and said mobile and broadband convergence penetration reached ~9%. Broadband net losses were ~40,000 and video net losses ~46,000. Total revenue fell 5.8% YoY, while gross margin rose to 71% and adjusted EBITDA margin to 38.8%.