Ameresco (AMRC) Q2 2025 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AMRC?
Source: NASDAQ.COM
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Analyst Views on AMRC
Wall Street analysts forecast AMRC stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 31.360
Low
37.00
Averages
41.40
High
45.00
Current: 31.360
Low
37.00
Averages
41.40
High
45.00
About AMRC
Ameresco, Inc. is a cleantech integrator and renewable energy asset developer, owner, and operator. The Company's comprehensive portfolio includes energy efficiency, infrastructure upgrades, asset sustainability and renewable energy supply solutions. Its North America Regions, U.S. Federal and Europe segments include the design, engineering and installation of equipment and other measures to improve the efficiency and control the operation of a facility's energy infrastructure, renewable energy solutions and services and the development and construction of small-scale plants. Its Alternative Fuels segment sells electricity and processed renewable natural gas (RNG) derived from biomethane from small-scale plants that it owns and operates and provides operations and maintenance services for customer owned small-scale plants. The Company's All Other segment offers consulting services and the sale of solar photovoltaic energy products and systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ameresco Set to Announce Earnings, Market Expects Growth
- Earnings Announcement: Ameresco is set to announce its earnings after market hours on Monday, with analysts expecting a 4% year-over-year revenue growth, although this is a slowdown from the 18.2% increase recorded in the same quarter last year, indicating the company's ongoing growth potential in the renewable energy sector.
- Revenue Performance: Last quarter, Ameresco reported revenues of $581 million, reflecting a 9.1% year-over-year increase that surpassed analyst expectations, and the full-year EBITDA guidance also exceeded market forecasts, demonstrating the company's solid operational performance and profitability.
- Market Sentiment: Investor sentiment in the construction and engineering sector has been positive, with related stocks averaging a 9.4% increase over the past month, while Ameresco's stock surged 28.3% during the same period, indicating strong market confidence in its future performance.
- Analyst Expectations: The average analyst price target for Ameresco stands at $42.60, compared to its current share price of $30.80, suggesting an optimistic outlook for its future growth, and the company has a history of exceeding Wall Street's expectations.
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Ameresco (AMRC) Q2 2025 Earnings Transcript
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Ameresco Q1 Earnings Announcement Scheduled
- Earnings Release Date: Ameresco (AMRC) is set to announce its Q1 earnings on May 4th after market close, with a consensus EPS estimate of -$0.29, reflecting a significant year-over-year decline of 163.6%, indicating substantial profitability challenges.
- Revenue Expectations: The anticipated revenue for Q1 is $362.92 million, representing a modest year-over-year growth of 2.9%, which, while limited, still indicates some level of market demand and the company's ongoing efforts in the renewable energy sector.
- Historical Performance Review: Over the past two years, Ameresco has beaten EPS estimates 63% of the time and has met revenue estimates 100% of the time, demonstrating stability in revenue management and market expectations, despite current downward pressures.
- Estimate Revision Trends: In the last three months, EPS estimates have seen five downward revisions with no upward adjustments, while revenue estimates experienced one upward revision and four downward revisions, reflecting a cautious market sentiment regarding the company's future performance, which may impact investor confidence.
See More
Ameresco Releases 2025 Impact Report Highlighting 25 Years of Achievements
- Sustainability Achievements: In 2025, Ameresco avoided approximately 18 million metric tons of CO₂e emissions, showcasing its leadership in energy solutions by reducing customer energy consumption and enhancing resilience, thereby advancing sustainability goals.
- Employee Engagement and Culture: The company invested over 3,700 hours in employee volunteerism over the past 25 years, emphasizing its people-centric culture that fosters creativity and collaboration, enhancing employee satisfaction and community ties.
- Governance and Transparency: Ameresco's best practices in governance include board oversight, risk management, and compliance, ensuring the company maintains transparency and responsible public policy engagement in a dynamic regulatory environment, thus supporting sustainable growth.
- Future Outlook: The CEO of Ameresco stated that the company's success is closely tied to sustainability, resilience, and sound financial decision-making, and looking ahead, Ameresco will continue to drive the global energy transition and create long-term value.
See More
Ameresco Appoints New Co-Presidents
- Leadership Changes: Ameresco announced the appointment of Nicole Bulgarino and Lou Maltezos as co-presidents effective April 1, 2026, indicating a significant leadership shift aimed at enhancing management efficiency and business expansion capabilities.
- Defined Business Roles: Bulgarino will lead data center and large energy infrastructure initiatives while continuing oversight of Federal Solutions, whereas Maltezos will focus on non-federal projects and Smart Building Solutions, ensuring specialized management across business lines.
- New COO Appointment: Peter Christakis has been appointed as Chief Operating Officer, expected to drive overall performance improvements through optimized operational processes and enhanced execution, further supporting Ameresco's strategic objectives.
- Financial Targets Set: Ameresco targets $2.1 billion in revenue and $283 million in adjusted EBITDA for 2026, reflecting the company's success in expanding its backlog and demonstrating strong market demand and growth potential.
See More
Ameresco's Price Target Raised to $38 by Stifel Nicolaus
- Price Target Increase: Stifel Nicolaus raised Ameresco's price target from $37 to $38 while maintaining a Buy rating, indicating a nearly 43% upside potential at the current price, reflecting confidence in the company's better-than-expected fourth-quarter performance.
- Strong Performance Metrics: Ameresco reported $581 million in revenue and $70 million in EBITDA for the fourth quarter, showcasing its robust market performance in the energy solutions sector, further solidifying its position among promising small-cap industrial stocks.
- Optimistic Future Guidance: Management projects revenues between $2 billion and $2.2 billion for 2026, with EBITDA expected to range from $270 million to $295 million, demonstrating confidence in future growth that may attract more investor interest.
- Substantial Project Backlog: Ameresco currently holds a project backlog of $5 billion, indicating strong market demand in energy efficiency and renewable energy services, which enhances the company's long-term growth potential.
See More
Ameresco Set to Announce Earnings, Market Expects Growth
- Earnings Announcement: Ameresco is set to announce its earnings after market hours on Monday, with analysts expecting a 4% year-over-year revenue growth, although this is a slowdown from the 18.2% increase recorded in the same quarter last year, indicating the company's ongoing growth potential in the renewable energy sector.
- Revenue Performance: Last quarter, Ameresco reported revenues of $581 million, reflecting a 9.1% year-over-year increase that surpassed analyst expectations, and the full-year EBITDA guidance also exceeded market forecasts, demonstrating the company's solid operational performance and profitability.
- Market Sentiment: Investor sentiment in the construction and engineering sector has been positive, with related stocks averaging a 9.4% increase over the past month, while Ameresco's stock surged 28.3% during the same period, indicating strong market confidence in its future performance.
- Analyst Expectations: The average analyst price target for Ameresco stands at $42.60, compared to its current share price of $30.80, suggesting an optimistic outlook for its future growth, and the company has a history of exceeding Wall Street's expectations.
See More
Ameresco (AMRC) Q2 2025 Earnings Transcript
See More
Ameresco Q1 Earnings Announcement Scheduled
- Earnings Release Date: Ameresco (AMRC) is set to announce its Q1 earnings on May 4th after market close, with a consensus EPS estimate of -$0.29, reflecting a significant year-over-year decline of 163.6%, indicating substantial profitability challenges.
- Revenue Expectations: The anticipated revenue for Q1 is $362.92 million, representing a modest year-over-year growth of 2.9%, which, while limited, still indicates some level of market demand and the company's ongoing efforts in the renewable energy sector.
- Historical Performance Review: Over the past two years, Ameresco has beaten EPS estimates 63% of the time and has met revenue estimates 100% of the time, demonstrating stability in revenue management and market expectations, despite current downward pressures.
- Estimate Revision Trends: In the last three months, EPS estimates have seen five downward revisions with no upward adjustments, while revenue estimates experienced one upward revision and four downward revisions, reflecting a cautious market sentiment regarding the company's future performance, which may impact investor confidence.
See More
Ameresco Releases 2025 Impact Report Highlighting 25 Years of Achievements
- Sustainability Achievements: In 2025, Ameresco avoided approximately 18 million metric tons of CO₂e emissions, showcasing its leadership in energy solutions by reducing customer energy consumption and enhancing resilience, thereby advancing sustainability goals.
- Employee Engagement and Culture: The company invested over 3,700 hours in employee volunteerism over the past 25 years, emphasizing its people-centric culture that fosters creativity and collaboration, enhancing employee satisfaction and community ties.
- Governance and Transparency: Ameresco's best practices in governance include board oversight, risk management, and compliance, ensuring the company maintains transparency and responsible public policy engagement in a dynamic regulatory environment, thus supporting sustainable growth.
- Future Outlook: The CEO of Ameresco stated that the company's success is closely tied to sustainability, resilience, and sound financial decision-making, and looking ahead, Ameresco will continue to drive the global energy transition and create long-term value.
See More
Ameresco Appoints New Co-Presidents
- Leadership Changes: Ameresco announced the appointment of Nicole Bulgarino and Lou Maltezos as co-presidents effective April 1, 2026, indicating a significant leadership shift aimed at enhancing management efficiency and business expansion capabilities.
- Defined Business Roles: Bulgarino will lead data center and large energy infrastructure initiatives while continuing oversight of Federal Solutions, whereas Maltezos will focus on non-federal projects and Smart Building Solutions, ensuring specialized management across business lines.
- New COO Appointment: Peter Christakis has been appointed as Chief Operating Officer, expected to drive overall performance improvements through optimized operational processes and enhanced execution, further supporting Ameresco's strategic objectives.
- Financial Targets Set: Ameresco targets $2.1 billion in revenue and $283 million in adjusted EBITDA for 2026, reflecting the company's success in expanding its backlog and demonstrating strong market demand and growth potential.
See More
Ameresco's Price Target Raised to $38 by Stifel Nicolaus
- Price Target Increase: Stifel Nicolaus raised Ameresco's price target from $37 to $38 while maintaining a Buy rating, indicating a nearly 43% upside potential at the current price, reflecting confidence in the company's better-than-expected fourth-quarter performance.
- Strong Performance Metrics: Ameresco reported $581 million in revenue and $70 million in EBITDA for the fourth quarter, showcasing its robust market performance in the energy solutions sector, further solidifying its position among promising small-cap industrial stocks.
- Optimistic Future Guidance: Management projects revenues between $2 billion and $2.2 billion for 2026, with EBITDA expected to range from $270 million to $295 million, demonstrating confidence in future growth that may attract more investor interest.
- Substantial Project Backlog: Ameresco currently holds a project backlog of $5 billion, indicating strong market demand in energy efficiency and renewable energy services, which enhances the company's long-term growth potential.
See More
