ERock Inc.

5 days ago · businesswire.com

HOUSTON--(BUSINESS WIRE)---- $EROC--ERock, Inc. (NYSE: EROC), a recognized leader in reliable, large-scale onsite power solutions, today announced the appointment of Jason Altobelli as Chief Revenue Officer, effective immediately. Altobelli will succeed Allan Schurr, Chief Commercial Officer, who will retire from ERock effective February 1, 2027. Altobelli brings more than 15 years of experience at the intersection of AI, Energy and Industrial technology. He joins ERock from Google Cloud, where he served.

11 days ago · businesswire.com

HOUSTON--(BUSINESS WIRE)--ERock, Inc. (“ERock” or the Company”) (NYSE: EROC), a recognized leader in reliable, large-scale onsite power solutions, today announced that it will issue its financial results for the third quarter ended September 30, 2026, before market open on Thursday, November 12. The Company will also host a conference call that day at 8:30AM Eastern Time / 7:30AM Central Time. Speakers on the call will include John Carrington, Chief Executive Officer, Ian Blakely, Chief Financi.

23 days ago · seekingalpha.com

ERock, Inc. is positioned to benefit from data center-driven power demand, with a growing backlog and recent supply agreements to enhance its serviceable base. EROC's backlog has increased 10x YoY, with major new deals including 470 MW for Anthropic and 366 MW for Meta, supporting long-term revenue visibility. Service revenues, tied to the installed generator base, are rising and expected to drive imagined margin expansion as the mix shifts toward higher-margin recurring business.

3 months ago · seekingalpha.com

ERock (EROC) is rated Buy, leveraging urgent data center power needs with turnkey, modular natural gas solutions that accelerate deployment timelines. EROC's revenue guidance of $435M–$465M and $3M–$9M adjusted EBITDA implies significant near-term delivery and installation ramp, with long-term growth hinging on recurring service revenue. Valuation is not cheap—EV/revenue at 8.8x guidance—so upside depends on doubling revenue, expanding margins, and replenishing backlog to justify current multiples.

3 months ago · benzinga.com

Shares of ERock Inc. (NYSE:EROC) are surging Thursday following the company's second-quarter financial results reported Tuesday after market close.

3 months ago · seekingalpha.com

ERock offers integrated distributed power systems, targeting data centers and industrial clients, but faces challenges in profitability and valuation. Despite a surging backlog ($1.7B) and ramping capacity (1.2 GW), ERock's margins remain thin, with adjusted EBITDA guidance only $3–$9M for 2024. Shares now trade at a ~$3.2B enterprise value, down from IPO levels, but the business still commands a lofty multiple relative to modest earnings.

3 months ago · seekingalpha.com

ERock, Inc. (EROC) Q2 2026 Earnings Call Transcript

3 months ago · businesswire.com

HOUSTON--(BUSINESS WIRE)--ERock, Inc. (NYSE: EROC) ("ERock" or the "Company"), a leading provider of utility-grade onsite power solutions, today reported financial and operating results for the second quarter ended June 30, 2026, highlighted by record contracted backlog, accelerating demand from AI infrastructure customers, expanded manufacturing capacity and the initiation of full-year 2026 guidance. Business Highlights Contracted Power System Sales Backlog increased to approximately $1.7 bill.