ERock Reports Second Quarter 2026 Results
ERock reported Q2 revenue of $39.9 million, down from the prior year, but emphasized a contracted backlog of approximately $1.7 billion, up 10x year-over-year driven by AI infrastructure demand. The company initiated full-year 2026 guidance with revenue expected between $435 million and $465 million, representing roughly 2.5x growth, supported by a recent $400 million IPO that bolstered the balance sheet.
Key figures
- Revenue
- 39878000
- Guidance
- FY26 revenue $435M-$465M (2.5x YoY growth)
- Revenue Yoy
- -41.7%
- Backlog
- 1700000000
- Ipo proceeds
- 400000000
- Unrestricted cash
- 626600000
AI analysis
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