Ameresco, Inc. — Form 8-K
Filed August 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Ameresco reported Q2 2026 revenue of $515.5M (+9% YoY), net income $9.7M, and Adjusted EBITDA $62.8M (+12% YoY). Record $1.8B in new project awards (led by $1.2B data center power infrastructure) drove total project backlog to $6.73B, up 32% YoY; awarded backlog hit $4.4B (+65%). Company raised EPS guidance to $1.15–$1.35 (from prior range) based on improved tax credit visibility. Total revenue visibility stands at $11.4B; corporate leverage at 3.2x; secured $471M in financing commitments including $400M for Neogenyx JV.
Why this rating
Data center power infrastructure ($1.2B awards) is transformational niche for $919M-cap firm. 32% backlog growth and 3+ year visibility materially strengthen trajectory; elevated leverage and timing risk on contract conversion warrant caution.
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