Orsted Maintains Earnings Guidance Despite U.S. Challenges

The renewable energy company faces tariffs and regulatory headwinds in the U.S. market.

Published on Feb. 6, 2026

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Orsted, the Danish renewable energy company, has maintained its earnings guidance for the next two years despite facing hefty impairments and tariff costs that impacted its bottom line in 2025. The company has grappled with regulatory challenges in the U.S. market, including fresh tariffs on imported goods and an administration that is opposed to wind energy.

Why it matters

Orsted's ability to maintain its guidance despite the U.S. headwinds underscores the company's resilience and the continued growth of the renewable energy sector, even in the face of political and regulatory obstacles.

The details

Orsted has faced a number of challenges in the U.S. market, including new tariffs on goods imported to the country and a federal administration that is opposed to wind energy. These factors have resulted in hefty impairments and increased costs for the company, putting pressure on its bottom line in 2025.

  • Orsted faced tariff costs and impairments that impacted its bottom line in 2025.

The players

Orsted

A Danish renewable energy company that is a global leader in offshore wind power.

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The takeaway

Orsted's ability to maintain its earnings guidance despite the challenges in the U.S. market demonstrates the company's operational strength and the resilience of the renewable energy sector as a whole, even in the face of political and regulatory headwinds.