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.

Original reporting
Published Nov 9, 2026, 10:59 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 9, 2026, 11:08 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$AMRC
Bullish
high confidence
Mentioned
$AMRC
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$AMRCBullishHigh
01

Why it matters

The earnings beat and strong backlog likely fuel short‑term buying and reinforce the company's growth narrative.

02

Market read

First‑report earnings beat with notable share price reaction; material for traders.

03

What to watch

High leverage on energy‑asset debt and execution risk in converting awarded projects to revenue.

Relevance 8/10Novelty 8/10Timing: after-hours today

Background

Ameresco presented supplemental Q3 2026 data, emphasizing record backlog and revenue visibility.

Company-level read

Ticker impact

$AMRCBullishHigh confidence
Context

Q3 2026 results beat estimates with $580M revenue, $92M adjusted EBITDA and shares up 4.63% after-hours.

Expected impact

likely upward pressure as investors price in the earnings beat and expanding backlog.

Evidence & confidence

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

  • Ameresco, Inc.

    Energy efficiency and renewable energy solutions provider.

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Ameresco (AMRC) Jumped, So What Is Behind The Latest Attention?

Ameresco (AMRC) reported Q3 2026 results with higher sales, record US$7.2b backlog, and raised guidance. Shares rose 3.89% in 1 day and 7.11% in 7 days, but fell 13.29% over 90 days and 37.48% over 1 year. Analysts suggest the stock is 47% undervalued at $22.45, with a fair value of $42.70, but note risks like leverage and cash burn.