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Ormat Technologies, Inc.. (ORA) Fundamental Analysis & AI Grade 2026

ORA NYSE Electric Services DE CIK: 0001296445
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
71% Confidence
STRONG AGREEMENT
B
72% Conf
B
70% Conf

📊 ORA Key Takeaways

Revenue: $403.9M
Net Margin: 10.9%
Free Cash Flow: $-35.2M
Current Ratio: 1.07x
Debt/Equity: 1.03x
EPS: $0.71
AI Grade: B with 72% confidence
Ormat Technologies, Inc.. (ORA) receives a B fundamental grade with 71% confidence from our AI analysis based on SEC 10-K filings. With revenue of $403.9M, net profit margin of 10.9%, and return on equity (ROE) of 1.7%, Ormat Technologies, Inc.. demonstrates mixed fundamentals in the Utilities sector. Below is our complete ORA stock analysis for 2026.

Is Ormat Technologies, Inc.. (ORA) a Good Investment?

Claude

Ormat shows solid revenue growth of 12.5% and healthy 19.9% operating margins, but fundamentals are undermined by negative free cash flow of -$35.2M and declining net income despite revenue expansion, signaling quality-of-earnings concerns. Tight liquidity ratios (1.07x current, 1.02x quick) combined with high capital intensity and elevated leverage (1.03x debt-to-equity) create financial stress that requires improvement before an upgrade is warranted.

ChatGPT

Solid double-digit revenue growth and healthy operating margin indicate a resilient core business built on long-lived, contracted assets, but earnings aren’t scaling with sales. Heavy growth capex drives materially negative free cash flow and tight liquidity, while higher interest/depreciation pressure net income. Balance sheet and cash conversion need to improve for a more constructive stance.

Ormat Technologies, Inc.. Key Strengths (ORA)

Claude
  • + Double-digit revenue growth (12.5% YoY) in regulated energy sector
  • + Strong operating efficiency with 19.9% operating margin
  • + Adequate debt levels relative to equity base (1.03x debt/equity ratio)
ChatGPT
  • + Double-digit revenue growth with stable operating margin
  • + Strong operating cash flow generation from contracted assets
  • + Interest coverage of 5.5x provides some buffer

ORA Stock Risks: Ormat Technologies, Inc.. Investment Risks

Claude
  • ! Negative free cash flow of -$35.2M indicating capital burn and unsustainable cash position despite $654.6M in cash
  • ! Net income declining 3.2% YoY despite revenue growth, suggesting margin compression or cost structure deterioration
  • ! Dangerously tight liquidity with current ratio of 1.07x and quick ratio of 1.02x, leaving minimal buffer for operational disruptions
  • ! Very weak returns on equity (1.7%) and assets (0.7%), indicating poor capital efficiency
ChatGPT
  • ! Sustained negative free cash flow and heavy capex needs
  • ! Tight liquidity (current ratio 0.81x) and refinancing risk
  • ! Net income down YoY amid higher interest/depreciation

Key Metrics to Watch

Claude
  • * Free cash flow trend - must return positive to sustain operations and debt service
  • * Net margin stability - critical to confirm revenue growth translates to earnings growth
  • * Liquidity ratios - current and quick ratios must improve to reduce financial vulnerability
ChatGPT
  • * Free cash flow vs. capex and current ratio
  • * Interest coverage and operating margin trend

Ormat Technologies, Inc.. (ORA) Financial Metrics & Key Ratios

Revenue
$403.9M
Net Income
$44.1M
EPS (Diluted)
$0.71
Free Cash Flow
$-35.2M
Total Assets
$6.8B
Cash Position
$654.6M

💡 AI Analyst Insight

Ormat Technologies, Inc.. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

ORA Profit Margin, ROE & Profitability Analysis

Gross Margin 29.8%
Operating Margin 19.9%
Net Margin 10.9%
ROE 1.7%
ROA 0.7%
FCF Margin -8.7%

ORA vs Utilities Sector: How Ormat Technologies, Inc.. Compares

How Ormat Technologies, Inc.. compares to Utilities sector averages

Net Margin
ORA 10.9%
vs
Sector Avg 12.0%
ORA Sector
ROE
ORA 1.7%
vs
Sector Avg 10.0%
ORA Sector
Current Ratio
ORA 1.1x
vs
Sector Avg 0.8x
ORA Sector
Debt/Equity
ORA 1.0x
vs
Sector Avg 1.4x
ORA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ormat Technologies, Inc.. Stock Overvalued? ORA Valuation Analysis 2026

Based on fundamental analysis, Ormat Technologies, Inc.. has mixed fundamental signals relative to the Utilities sector in 2026.

Return on Equity
1.7%
Sector avg: 10%
Net Profit Margin
10.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.03x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ormat Technologies, Inc.. Balance Sheet: ORA Debt, Cash & Liquidity

Current Ratio
1.07x
Quick Ratio
1.02x
Debt/Equity
1.03x
Debt/Assets
59.9%
Interest Coverage
2.59x
Long-term Debt
$2.7B

ORA Revenue & Earnings Growth: 5-Year Financial Trend

ORA 5-year financial data: Year 2021: Revenue $746.0M, Net Income $88.1M, EPS $1.72. Year 2022: Revenue $734.2M, Net Income $85.5M, EPS $1.65. Year 2023: Revenue $829.4M, Net Income $62.1M, EPS $1.10. Year 2024: Revenue $879.7M, Net Income $65.8M, EPS $1.17. Year 2025: Revenue $989.5M, Net Income $124.4M, EPS $2.08.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ormat Technologies, Inc..'s revenue has grown significantly by 33% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.08 reflects profitable operations.

ORA Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-8.7%
Free cash flow / Revenue

ORA Quarterly Earnings & Performance

Quarterly financial performance data for Ormat Technologies, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $229.8M $40.4M $0.66
Q3 2025 $211.8M $22.1M $0.36
Q2 2025 $213.0M $22.2M $0.37
Q1 2025 $224.2M $38.6M $0.64
Q3 2024 $208.1M $22.1M $0.36
Q2 2024 $194.8M $22.2M $0.37
Q1 2024 $185.2M $29.0M $0.51
Q3 2023 $175.9M $18.1M $0.32

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ormat Technologies, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$78.6M
Cash generated from operations
Stock Buybacks
$24.4M
Shares repurchased (TTM)
Capital Expenditures
$113.8M
Investment in assets
Dividends Paid
$7.5M
Returned to shareholders

ORA SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ormat Technologies, Inc.. (CIK: 0001296445)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/rdgdoc.xml View →
May 21, 2026 4 xslF345X06/rdgdoc.xml View →
May 15, 2026 4 xslF345X06/rdgdoc.xml View →
May 15, 2026 4 xslF345X06/rdgdoc.xml View →
May 15, 2026 4 xslF345X06/rdgdoc.xml View →

Frequently Asked Questions about ORA

What is the AI rating for ORA?

Ormat Technologies, Inc.. (ORA) has a Combined AI Grade of B from Claude (B) and ChatGPT (B) with 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ORA's key strengths?

Claude: Double-digit revenue growth (12.5% YoY) in regulated energy sector. Strong operating efficiency with 19.9% operating margin. ChatGPT: Double-digit revenue growth with stable operating margin. Strong operating cash flow generation from contracted assets.

What are the risks of investing in ORA?

Claude: Negative free cash flow of -$35.2M indicating capital burn and unsustainable cash position despite $654.6M in cash. Net income declining 3.2% YoY despite revenue growth, suggesting margin compression or cost structure deterioration. ChatGPT: Sustained negative free cash flow and heavy capex needs. Tight liquidity (current ratio 0.81x) and refinancing risk.

What is ORA's revenue and growth?

Ormat Technologies, Inc.. reported revenue of $403.9M.

Does ORA pay dividends?

Ormat Technologies, Inc.. pays dividends, with $7.5M distributed to shareholders in the trailing twelve months.

Where can I find ORA SEC filings?

Official SEC filings for Ormat Technologies, Inc.. (CIK: 0001296445) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ORA's EPS?

Ormat Technologies, Inc.. has a diluted EPS of $0.71.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is ORA's fundamental grade?

Based on our AI fundamental analysis in May 2026, Ormat Technologies, Inc.. has a B grade with 71% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ORA stock overvalued or undervalued?

Valuation metrics for ORA: ROE of 1.7% (sector avg: 10%), net margin of 10.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is ORA's AI grade for 2026?

Our dual AI analysis gives Ormat Technologies, Inc.. a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ORA's free cash flow?

Ormat Technologies, Inc..'s operating cash flow is $78.6M, with capital expenditures of $113.8M. FCF margin is -8.7%.

How does ORA compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 10.9% (avg: 12%), ROE 1.7% (avg: 10%), current ratio 1.07 (avg: 0.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI