NYSE$KEN

Kenon Holdings Ltd · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Kenon Q2 2025: OPC revenue rises 8% to $196M as adjusted EBITDA jumps 36% to $90M

Kenon Holdings reported Q2 2025 results through subsidiary OPC Energy, with revenue rising to $196 million from $181 million a year ago on stronger Israeli infrastructure services and U.S. retail electricity sales. OPC posted profit of $1 million versus a $7 million loss in Q2 2024, while adjusted EBITDA including associated companies climbed to $90 million from $66 million. Israel revenue reached $153 million and U.S. revenue $43 million. Kenon also highlighted OPC equity raises totaling roughly $506 million in June and August 2025, Israeli government approval of the 850 MW Hadera 2 project, and Kenon stand-alone cash of about $560 million.

  • OPC Q2 revenue rose to $196M from $181M YoY, with Israel at $153M and the U.S. at $43M
  • OPC profit was $1M vs a $7M loss in Q2 2024; adjusted EBITDA including associates reached $90M vs $66M
  • OPC raised NIS 1.75B (~$506M) via share offerings in June and August; Kenon now holds ~49.8% of OPC
  • Israeli government approved the 850 MW Hadera 2 natural gas plant; estimated build cost $1.3B–$1.5B
  • Kenon stand-alone cash was ~$560M with no material debt at the holding company level

Headline financials

Total Revenue

$196M

Previous: $181M+8.3%
Adjusted EBITDA including proportionate share in associated companies

$90M

No prior period
Kenon stand-alone cash

$560M

No prior period
Net Income

$1M

Previous: $112M-99.1%

Revenue & EPS history

Kenon · Revenue · Quarterly

$196M

Q2 2025+8.3%vs Q2 2024

Revenue by segment

Kenon · $196M total across 2 segments · Q2 2025

  • Israel
    $153M
  • United States
    $43M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 9 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.4%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+2.7%

Avg return

30 days after

82%

9 / 11 earnings

Positive

+6.0%

Q1 2024

Best reaction

-2.1%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.3%-11.4%
Q4 2026+2.4%+7.9%+2.6%
Q3 2025+0.3%-1.9%+8.1%
Q2 2025+0.1%+3.9%+3.7%
Q4 2024+3.0%+6.0%+17.5%
Q3 2024+0.8%+0.2%+3.6%
Q2 2024+1.0%+6.3%+8.8%
Q1 2024+6.0%+6.7%-0.5%
Q4 2023+4.2%+7.4%+1.5%
Q3 2023-2.1%-2.4%-20.8%
Q2 2015+1.6%
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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