Genie Energy Ltd (LTS:0IUS)

Q2 2025 Genie Energy Ltd Earnings Call Transcript

Aug 7, 2025 / 12:30 PM GMT

Release Date Price: $16.63 (-18.40%)

Transcript 10-Q8-K

Key Points

Positve

Genie Energy Ltd (GNE) reported double-digit top-line growth in the second quarter of 2025.
The customer base at GRE expanded by 15% in meters and 20% in RCEs year-over-year.
Churn rate decreased from 5.5% in the first quarter to 4.8% in the second quarter.
Revenue at Diversity, the brokerage and energy advisory business, increased by over 50% year-over-year, with profitability rising by almost 3,000%.
Genie Solar's revenue increased over six times compared to the previous year, reaching $1 billion, and the bottom line loss decreased by 90%.

Negative

Significant margin compression at Jerry impacted Genie Energy Ltd (GNE)'s bottom line results.
Wholesale power price increases in some supply markets, particularly within the PJM and MyO interconnections, negatively affected GRE's bottom line.
Consolidated gross profits decreased by 30% to $23.5 million, with gross margin dropping by 1,400 basis points to 22%.
Consolidated income from operations decreased to $2 million, with adjusted EBITA falling from $9.5 million to $3 million year-over-year.
The accelerated sunset of solar generation tax incentives due to recent federal legislation may impact early-stage solar projects.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GNE.N - Genie Energy Ltd
Q2 2025 Genie Energy Ltd Earnings Call
Aug 07, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Genie Energy Limited's 2nd quarter 2025 earnings call.

In today's presentation, Genie Energy Management will discuss Genie's financial and operational results for the three months ended June 30th, 2025.

During prepared remarks by Jeanie E Energy's Chief Executive Officer Michael Stein and Chief Financial Officer Avi Golden, all participants will be in a lesson only mode.

Should you need assistance, please signal a conference specialist by pressing the star key followed by 0.

After Avi Golden's remarks, Michael and Avi will take questions from investors.

Any forward-looking statements made during this conference call, either in the prepared remarks or in the Q&A

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