ERock, Inc. (EROC)
NYSE: EROC · Real-Time Price · USD
8.41
+0.07 (0.84%)
At close: Nov 13, 2026, 4:00 PM EST
8.25
-0.16 (-1.90%)
After-hours: Nov 13, 2026, 7:59 PM EST
ERock Earnings Call Transcripts
Fiscal Year 2026
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Q3 revenue reached $153 million and Adjusted EBITDA turned positive at $12.6 million; FY 2026 guidance was reaffirmed. Demand remains strong, with production sold out through early 2028 and Atlas adding capacity from 2027.
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Record $1.7B backlog, up 10x year-over-year, driven by large AI and utility contracts. Q2 revenue rose 26% sequentially to $39.9M, with positive adjusted EBITDA expected in 2H 2026. Production capacity is sold out through 2027, and full-year guidance targets $435–$465M revenue.