Ameresco, Inc. (AMRC) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call summary presents a mixed picture. While there are positive financial metrics such as revenue growth, increased net income, and improved operating cash flow, there are concerns with a decline in gross margin and lack of strategic updates. The absence of new strategic initiatives or shareholder return plans, combined with the acknowledgment of risks in forward-looking statements, balances the positives. Given the small market cap, the stock may not react strongly, resulting in a neutral prediction.
Key Financial Performance
Revenue Ameresco reported a revenue of $350 million for Q1 2026, which represents a 5% increase year-over-year. This growth was attributed to higher demand for renewable energy solutions and successful project completions.
Gross Margin The gross margin for Q1 2026 was 22%, a slight decrease from 23% in Q1 2025. The decline was due to increased costs in raw materials and supply chain challenges.
Net Income Net income for the quarter was $25 million, up 8% year-over-year. This improvement was driven by operational efficiencies and cost management strategies.
Earnings Per Share (EPS) The EPS for Q1 2026 was $0.45, compared to $0.42 in Q1 2025, reflecting a 7% increase. The rise was supported by higher net income and share repurchase activities.
Operating Cash Flow Operating cash flow stood at $40 million, a 10% increase from the previous year. This was primarily due to improved collections and better working capital management.
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Operating Highlights
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Risk or Challenges
Forward-looking statements: The company acknowledges that forward-looking statements are subject to risks and uncertainties, which could impact expectations and outcomes.
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Ailani Jefferies
Bakas President
CEO Chairman
Capital
Chairman Bakas
Chief Marketing
Chief Officer
Christakis Chief
Co
Craig Irwin
Division Dushyant
Division Eric
Division Noah
Division PM
Dushyant Ailani
EDT name
Eric Stine
Founder CEO
Fuels Chiplock
Inc Research
Irwin ROTH
Jordan conference
LLC Research
Leila Dillon
Marketing Officer
Officer Craig
Officer Peter
Officer statement
PM EDT
Partners LLC
Research Division
Senior VP
VP Chief
AMRC Transcript
Ameresco, Inc. (AMRC) Q1 2026 Earnings Call Transcript
Unknown5-4
The earnings call summary presents a mixed picture. While there are positive financial metrics such as revenue growth, increased net income, and improved operating cash flow, there are concerns with a decline in gross margin and lack of strategic updates. The absence of new strategic initiatives or shareholder return plans, combined with the acknowledgment of risks in forward-looking statements, balances the positives. Given the small market cap, the stock may not react strongly, resulting in a neutral prediction.
Ameresco, Inc. (AMRC) Q4 2025 Earnings Call Transcript
Positive3-3
Ameresco reported strong financial results with a 12% revenue increase and 15% net income growth, despite a slight gross margin decline. The reaffirmation of 2025 guidance and strategic initiatives, such as the data center project with CyrusOne, further bolster confidence. The market cap suggests moderate sensitivity, and the absence of concerning Q&A responses supports a positive outlook. The risks mentioned are standard forward-looking disclaimers. Overall, the financial performance and strategic outlook indicate a positive stock price movement in the coming weeks.
Ameresco, Inc. (AMRC) Q3 2025 Earnings Call Transcript
Positive11-3
The earnings call highlights strong financial performance with increased revenues and margins, and a positive outlook with reaffirmed 2025 guidance. The Q&A section reveals promising data center opportunities and strategic positioning in Europe, while addressing potential risks effectively. Although some details were unclear, the overall sentiment is positive, supported by the company's growth strategy and market demand trends. The market cap suggests a moderate reaction, leading to a prediction of a 2% to 8% stock price increase.
Ameresco, Inc. (AMRC) Q2 2025 Earnings Call Transcript
Positive8-4
The earnings call summary and Q&A reveal strong financial performance, with significant backlog growth and optimistic guidance for 2025. The company's strategic focus on energy infrastructure and federal contracts, along with improved margins in Europe, indicates robust business development. Despite some supply chain challenges, management's proactive strategies and diversified portfolio suggest resilience. The market cap of $1.6 billion suggests moderate sensitivity to these positive developments, leading to an expected positive stock price movement of 2% to 8% over the next two weeks.
AMRC Slides
AMRC Report
Frequently Asked Questions
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They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
