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ERock — Third Quarter 2026 Earnings Summary

ERock, Inc. reported a third quarter 2026 net income of $8.9 million and Adjusted EBITDA of $12.6 million, marking a nearly fourfold increase in revenue quarter-over-quarter to $152.8 million. The company began construction on a 366-megawatt generation facility for Meta in El Paso and expanded its manufacturing capacity with a new Atlas facility in Houston. ERock ended the quarter with $549 million in unrestricted cash, no outstanding debt, and a backlog reaching a new record level. The company reaffirmed its full-year 2026 guidance, projecting revenue between $435 million and $465 million and Adjusted EBITDA between $3 million and $9 million.

Company
EROCK INC
Sector
Industrials
Industry
Specialty Industrial Machinery