Ameresco(US:AMRC) ZACKS·2026-02-23 16:01Core Viewpoint - Ameresco (AMRC) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending December 2025, with the consensus outlook indicating a significant impact on its near-term stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $0.31 per share, reflecting a year-over-year decrease of 64.8%, while revenues are projected to be $553.8 million, representing a 4% increase from the previous year [3]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Ameresco is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -18.70%, indicating a bearish sentiment among analysts [12]. - The stock currently holds a Zacks Rank of 4 (Sell), complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Ameresco exceeded the expected earnings of $0.26 per share by delivering $0.35, resulting in a surprise of +34.62% [13]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14]. Industry Context - In the Zacks Alternative Energy - Other industry, Ormat Technologies (ORA) is expected to report earnings of $0.67 per share for the same quarter, indicating a year-over-year decline of 6.9%, with revenues projected at $257.89 million, up 11.8% from the previous year [18][19]. - Ormat Technologies has seen a 6.6% upward revision in its consensus EPS estimate over the last 30 days, resulting in a positive Earnings ESP of +9.36%, although it also holds a Zacks Rank of 4 (Sell) [19][20].