ERock Q3 2026 net income swings to $8.9 million from year-earlier loss
EROC•ERock reported third-quarter 2026 net income of $8.9 million, compared with a loss a year earlier, as revenue more than tripled from the previous quarter to $152.77 million. It reaffirmed full-year revenue guidance of $435 million to $465 million.
1. Quarterly results and outlook
ERock swung to third-quarter 2026 net income of $8.9 million from a loss a year earlier. Revenue more than tripled from the previous quarter to $152.77 million, driven by increased generator production and installation activity. Power system sales bookings exceeded $300 million after quarter-end, pushing backlog to a record. ERock reaffirmed its full-year 2026 revenue guidance of $435 million to $465 million; its new Atlas facility is expected to add 900 MW of annual manufacturing capacity in 2028.
