Ormat (NYSE:ORA) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Speaker0Good morning, and welcome to the Ormat Technologies Third Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note that this event is being recorded. I would now like to turn the conference over to Josh Carroll with Alpha IR.Please go ahead.Speaker1You, operator. Hosting the call today are Rondo Fowler, ...

Ormat (NYSE:ORA) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Speaker3Good morning and welcome to the Ormat Technologies' third quarter 2025 earnings conference call. All participants will be in a listen-only mode. After today's presentation, there will be an opportunity to ask questions. If you would like to ask a question during that time, press star followed by the number one on your telephone keypad. If you would like to withdraw your question, press star followed by the number one. Please note t ...

WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)---- $NRGV--Energy Vault Holdings, Inc. (NYSE: NRGV) ("Energy Vault†or the "Company†), a global leader in grid-scale energy storage solutions, today announced the signing of a Framework Supply Agreement (FSA) with EU Green Energy LLC ("EU Green Energy†), a leading renewable energy developer in the Balkan region. The agreement covers the deployment of up to 1.8 GWh of Battery Energy Storage Systems (BESS) over the next four years, paving the way for broader suppor ...

Eric’s risk/reward market framework… why it means he won’t buy today’s AI darlings… nosebleed market valuations… a check-in on our exit plan… Luke’s energy investment playbookVIEW IN BROWSERI don’t sit here today and go, “Nvidia’s a terrible stock.” It’s not a terrible stock. It’s been a great stock. It’s a great company run by great people…But other companies, in my opinion, offer vastly superior potential reward versus the risk than Nvidia does today.That comes from our macro investing expert, Eric Fry, o ...

VISTA, Calif., Nov. 03, 2025 (GLOBE NEWSWIRE) -- Flux Power Holdings, Inc. (NASDAQ: FLUX), a leading developer of advanced lithium-ion energy storage solutions and software-driven electrification for commercial and industrial equipment, will report its fiscal first quarter 2026 results on Thursday, November 13, 2025, after market close. Krishna Vanka, Chief Executive Officer, and Kevin Royal, Chief Financial Officer, will host a conference call at 4:30 p.m. ET to discuss the Company’s financial results, fol ...

MARLBOROUGH, Mass., Nov. 03, 2025 (GLOBE NEWSWIRE) -- ConnectM Technology Solutions, Inc. (OTC: CNTM) (“ConnectM” or the “Company”), a high-growth technology company powering the modern energy economy, today announced the acquisition of Amperics, a developer of next-generation hybrid battery-supercapacitor technology. The acquisition marks a major milestone in ConnectM’s evolution from an electrification services provider to an energy-asset owner and operator of Virtual Power Plants (VPPs) that integrate se ...

核心观点 - 特斯拉第三季度业绩表现分化 营收恢复增长但盈利大幅下滑 同时未来愿景与当前业务基本面存在显著脱节 [1][10][11] 财务表现 - 第三季度营收同比增长11.6% 为今年首次实现同比正增长 也是自2023年第二季度以来年增长率首次超过10% [2][3] - 公司净利润下降近10亿美元 稀释后每股收益同比暴跌37% [5] - 毛利率为17.01% 盈利下滑主要由于降价竞争、行政成本上升以及4亿美元关税影响 [4][5] 业务板块分析 - 汽车销售增长可能部分得益于美国消费者在电动汽车税收抵免到期前的集中购买 [3] - 能源存储业务收入激增近50% 已连续多个季度实现两位数增长 主要受其先进电池技术需求推动 [6] - 公司正推广结合了四个Megapack 3的新型“Megablock”储能产品 以面向大型公用事业客户 [6] 战略与未来愿景 - 公司市场估值近1.5万亿美元 更多基于其对未来的愿景 包括全自动驾驶技术、机器人出租车和个人机器人 而非当前汽车销售 [7] - 马斯克表示年底前将在德克萨斯州奥斯汀部署无安全监控员的机器人出租车 并承认部署需非常谨慎 [8] - 公司为人形机器人Optimus安装第一代装配线 为“批量生产”做准备 马斯克将其定位为未来收入增长的主要驱动力 [8] 公司治理与估值 - 马斯克价值1万亿美元的薪酬方案将于11月6日由股东投票 董事会警告若方案被拒其可能离开 [9] - 马斯克主张该薪酬方案可确保其维持对公司控制权 并称若影响力不足则对打造机器人军团感到不安 [9][10] - 公司当前股价与近期财务表现严重脱节 估值显著过高 已定价的增长预期极为极端 [11]

Order strengthens growing partnership to deploy long-duration energy storage across multiple marketsPITTSBURGH, Oct. 31, 2025 (GLOBE NEWSWIRE) -- Eos Energy Enterprises, Inc. (NASDAQ: EOSE) ("Eos" or the “Company”), an American energy company and the leading innovator in designing, sourcing, manufacturing, and providing zinc-based battery energy storage systems (BESS) and Frontier Power Ltd. (“Frontier”), a leading UK-based energy developer, today announced a strategic 228 megawatt-hour (MWh) order to deplo ...

公司核心业务进展 - 公司已向其全球电池系统制造商合作伙伴下达了价值超过100万美元的COR便携式电池系统初始采购订单[1] - 该初始订单包括900套COR单元（每套含一个逆变器和一块电池）以及600块额外电池[2] - 该电池供应商是一家成熟的全球制造商，为财富50强公司提供一级供应商服务，并在美国、欧洲、中国等地拥有超过3000名员工[2] 产品发布与商业化 - SOLIS太阳能集成 tonneau 盖板和COR便携式纳米电网能源系统计划于2025年11月28日正式联合发布[2][4] - 初始推广阶段预计将产生245万美元的收入[4] - 这两款产品共同构成一个模块化移动能源电网，此前已被一家美国领先建筑公司选中用于试点项目[4] 生产与供应链战略 - 公司与该原始设备制造商合作伙伴已紧密协作超过18个月，旨在使其美国设计适应全球高质量制造[3] - 公司将继续与该供应商探讨在美国本土进行生产的机会[3] - 该供应商具备随着公司分销规模扩大而快速提升产量的能力[2] 财务表现与增长前景 - 公司近期连续多个财季创下财务纪录，其中包括7月份实现的31%毛利率以及创纪录的生产水平[6] - 管理层预计，凭借不断扩大的知识产权组合、增长的原始设备制造商合作伙伴关系以及B2C和B2B渠道的需求，收入将在2026年之前实现强劲加速增长[7] - 随着HD3重型 tonneau 盖板进入生产洽谈阶段，以及SOLIS和COR产品即将推出，公司正在构建一个横跨汽车、清洁技术和储能市场的多元化增长轨迹[6]

We recently published 10 Stocks Defying Wall Street Slump; 8 Hit Fresh Highs. Fluence Energy, Inc. (NASDAQ:FLNC) is one of the best-performing stocks on Thursday. Fluence Energy rebounded by 12 percent on Wednesday to close at $20.28 apiece as investors repositioned portfolios ahead of the results of its full fiscal year earnings performance. Fluence Energy, Inc. (NASDAQ:FLNC) said it is scheduled to release its financial and operational highlights after market close on November 24, 2025. A conference ca ...