Ameresco (AMRC) Q2 2026: $1.2B Data Center Awards Drive Revenue Beat
As seen on the 24/7 Wall St. homepage on August 3, 2026.
Ameresco just booked $1.2 billion of data center power awards in a single quarter, and behind-the-meter generation for sites that cannot get grid power is now its growth engine. Management raised full-year non-GAAP EPS guidance to $1.15 to $1.35.
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Ameresco reported Q2 2026 revenue of $515.5 million, clearing the consensus estimate of $460.7 million by nearly 12%. The earnings picture was similarly clean: non-GAAP EPS of $0.20 came in just ahead of the $0.1998 estimate, extending a recent streak of beats that includes Q2 2025, Q3 2025, Q4 2025, and now this quarter.
The headline number behind the quarter is $1.2 billion in data center power awards booked in a single three-month stretch. Management has identified behind-the-meter generation — supplying power directly to sites that cannot access the grid — as its primary growth engine, a positioning that puts Ameresco squarely in the path of surging demand from hyperscale and colocation operators struggling to secure reliable electricity.
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On the back of those results, management raised its full-year non-GAAP EPS guidance to a range of $1.15 to $1.35. Investors will be watching whether the data center award pipeline continues to convert at this pace and whether behind-the-meter project margins hold as the company scales that segment.
Mentioned: AMRC