Ameresco (AMRC) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Ameresco reported revenue of $472.28 million for the quarter ended June 2025, reflecting a year-over-year increase of 7.8% and a surprise of +14.83% over the Zacks Consensus Estimate of $411.3 million [1] - The company's EPS for the quarter was $0.27, significantly higher than the $0.10 reported in the same quarter last year, resulting in an EPS surprise of +350% compared to the consensus estimate of $0.06 [1] Revenue Breakdown - Revenue from Projects was $358.1 million, exceeding the three-analyst average estimate of $294.85 million [4] - Revenue from Other Services was $23.3 million, slightly below the average estimate of $25.96 million [4] - Revenue from O&M was $28 million, surpassing the average estimate of $26.87 million [4] - Revenue from Energy Assets was $62.9 million, in line with the average estimate of $62.56 million [4] Adjusted EBITDA Performance - Adjusted EBITDA from Projects was $16.3 million, significantly higher than the average estimate of $11.18 million [4] - Adjusted EBITDA from Other Services was $2.62 million, above the average estimate of $2.02 million [4] - Adjusted EBITDA from O&M was $3.45 million, below the average estimate of $4.28 million [4] - Adjusted EBITDA from Energy Assets was $33.79 million, lower than the average estimate of $35.96 million [4] Stock Performance - Ameresco's shares have returned -5.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]