Ameresco reported a solid Q2 with revenue and earnings ahead of estimates, backed by a 32% backlog rise to $6.73B and 65% growth in Power Infrastructure. The company secured $1.8B in new awards, including $1.2B for data centers, and raised its 2026 adjusted EPS guidance to $1.15–$1.35 on revenue of $2.0–$2.2B. The momentum suggests durable demand and potential upside into 2026-27, with shares benefiting from the earnings beat and improved visibility.
Ameresco announced $1.8 billion in new awards added to its backlog in the second quarter, more than tripling year-ago levels amid strong demand for energy efficiency and renewables. The larger backlog improves near-term revenue visibility, though margin details were not disclosed. If execution keeps pace, this momentum could support earnings trajectory and investor confidence in AMRC over the coming quarters.
Ameresco's stock rose 39% in the last month, closing at $31.27. The company will announce Q3 2025 results on November 3. AMRC's RSI value is 79.5, indicating potential overbought conditions. The stock has a 52-week high of $39.68.
