Ameresco, Inc. (AMRC)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$23.15+1.67%
Close 2026-09-04 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · AMRC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Drive revenue growth to meet full-year 2026 guidance range of $2.0 billion to $2.2 billion, supported by backlog conversion and new project awards.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $401.5 million in 2026-Q1 to $515.5 million in 2026-Q2, a 28% increase. Management reaffirmed full-year 2026 revenue guidance of $2.0 billion to $2.2 billion in both quarters, indicating delivery on growth expectations.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We remain confident in our outlook for 2026 and are reaffirming our full-year guidance across all metrics, revenue of $2.0 billion to $2.2 billion.”
“We are updating our full-year guidance to reflect the expected impact on our reported results, revenue guidance remains unchanged at $2.0 billion to $2.2 billion.”
Accelerate growth of biofuels business through the strategic joint venture with HASI, including a $400 million investment to support expansion.
Stated as a priority in 2 of last 2 quarters. The Neogenyx Fuels joint venture closed in 2026-Q2 with HASI investing $400 million, valuing the biofuels business at $1.8 billion. This strategic partnership is progressing as planned, supporting accelerated growth in biofuels.
“The non-controlling interest impact from the Neogenyx transaction affected EPS and adjusted EBITDA.”
“Announced $400 million strategic investment by HASI in our biofuels business, forming Neogenyx Fuels JV.”
Deliver adjusted EBITDA within the guidance range of $250 million to $270 million for full-year 2026 through operational execution and backlog conversion.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA grew from $40.5 million in 2026-Q1 to $62.8 million in 2026-Q2. Management reaffirmed full-year 2026 Adjusted EBITDA guidance of $250 million to $270 million, showing progress toward the target.
“We remain confident in our outlook for 2026 and are reaffirming our full-year guidance across all metrics, including Adjusted EBITDA of $250 million to $270 million.”
“We are updating our full-year guidance to reflect the expected impact on our reported results, Adjusted EBITDA guidance remains $250 million to $270 million.”
Achieve Non-GAAP EPS within the range of $1.15 to $1.35 for full-year 2026, reflecting improved tax benefits and operational performance.
Stated as a priority in 2 of last 2 quarters. Diluted EPS improved from -$0.35 in 2026-Q1 to $0.18 in 2026-Q2. Management increased full-year 2026 Non-GAAP EPS guidance to $1.15 to $1.35, reflecting improved tax benefits and operational performance.
“We are increasing our Non-GAAP EPS guidance range to be $1.15 to $1.35 based on improved visibility into investment tax credits.”
“Non-GAAP EPS guidance updated to $1.06 to $1.28 reflecting expected impact of Neogenyx transaction.”
Maintain disciplined capital allocation with planned capital expenditures of $300 million to $350 million in 2026, funded primarily by energy asset debt and tax equity.
Stated as a priority in 2 of last 2 quarters. Management maintained capital expenditure guidance of $300 million to $350 million for 2026, with funding expected from energy asset debt, tax equity, and tax credit sales, indicating disciplined capital allocation.
“We remain confident in our outlook for 2026 and are reaffirming our full-year guidance across all metrics, including capex of $300M to $350M.”
“Expected capex is $300 million to $350 million, majority funded with energy asset debt, HASI's investment, tax equity and tax credit sales.”
Over the trailing year it converted -0.24x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.