EROC

HOUSTON--(BUSINESS WIRE)---- $EROC--ERock, Inc. (NYSE: EROC), a leading provider of utility-grade onsite power solutions, today announced that it has entered into an agreement with HD Construction Equipment, a subsidiary of Hyundai, for a multi-year supply of high-efficiency natural gas engine long blocks for ERock's RockBlock generator. The agreement spans 2027 through 2028 and supports increased production while enhancing ERock's ability to fulfill large-scale customer orders for data centers, utilitie.

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.

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.

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

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.

ERock, Inc. receives a buy rating for solving data center power delays with modular natural-gas systems and a substantial contracted backlog. EROC's $1.3 billion backlog, supported by customer deposits, offers strong near-term revenue visibility and reduces capital risk during the ramp. Assembly capacity from Titan and Hyperion facilities should support backlog conversion, targeting ~$953 million FY2027 revenue and a 12% EBITDA margin.

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 second quarter ended June 30, 2026, after market close on Tuesday, August 11, 2026. The Company will also host a conference call on Wednesday, August 12, 2026 at 8:30AM Eastern Time / 7:30AM Central Time. Speakers on the call will include John Carrington, Chief Executive Officer, Ian Bl.

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NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, June 10, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.

ERock raised $600 million in its U.S. initial public offering, the natural gas generator maker said late ​on Tuesday, becoming the latest company to ‌debut amid a busy market for new listings.