Ameresco Q3 2026 slides: backlog hits $7.2B, revenue visibility grows
Ameresco (NYSE:AMRC) reported Q3 2026 revenue of $580M, adjusted EBITDA of $92M, and a record backlog of $7.2B. Revenue visibility reached $11.9B, with shares up 4.63% after-hours. Revenue grew 10% YoY, with all segments contributing. Power infrastructure and data centers are key backlog drivers.
How this was made
The 30-second read
Why it matters
The earnings beat and strong backlog likely fuel short‑term buying and reinforce the company's growth narrative.
Market read
First‑report earnings beat with notable share price reaction; material for traders.
What to watch
High leverage on energy‑asset debt and execution risk in converting awarded projects to revenue.
Background
Ameresco presented supplemental Q3 2026 data, emphasizing record backlog and revenue visibility.
Ticker impact
Q3 2026 results beat estimates with $580M revenue, $92M adjusted EBITDA and shares up 4.63% after-hours.
likely upward pressure as investors price in the earnings beat and expanding backlog.
The company delivered better-than-expected earnings, raised revenue visibility and saw immediate share price appreciation.
Market effects
Highlights strength in the energy efficiency and renewable energy services sector, potentially boosting peers.
U.S. market may see modest gains in clean‑energy related stocks.
Shows growing demand for renewable projects worldwide, supporting broader ESG investment trends.
Counterpoint
If the backlog conversion risk materializes, the stock could face pressure despite the beat.
Key entities
- companyAmeresco, Inc.
Energy efficiency and renewable energy solutions provider.


