ERock (EROC) Stock Overview
Designs, deploys, sells, operates, and maintains distributed power generation systems designed to provide power for commercial and industrial customers in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 6/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
EROC Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
ERock, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$16.72 |
| 52 Week High | US$20.70 |
| 52 Week Low | US$8.88 |
| Beta | 0 |
| 1 Month Change | 54.67% |
| 3 Month Change | n/a |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -10.83% |
Recent News & Updates
ERock: Green Shoots Emerge, But Questions Remain
Summary ERock offers integrated distributed power systems, targeting data centers and industrial clients, but faces challenges in profitability and valuation. Despite a surging backlog ($1.7B) and ramping capacity (1.2 GW), ERock's margins remain thin, with adjusted EBITDA guidance only $3–$9M for 2024. Shares now trade at a ~$3.2B enterprise value, down from IPO levels, but the business still commands a lofty multiple relative to modest earnings. I remain cautious, as the current valuation reflects a temporary boom, with uncertain long-term earnings power and potential for increased competition. Read the full article on Seeking Alpha
AI Data Center Power Demand Will Drive Long-Term Upside For This Gas Generator Operator
Catalysts About ERock ERock designs, assembles and operates vertically integrated natural gas powered systems that provide reliable, distributed generation for data centers, utilities and commercial and industrial customers. What are the underlying business or industry changes driving this perspective?Recent updates
ERock: Green Shoots Emerge, But Questions Remain
Summary ERock offers integrated distributed power systems, targeting data centers and industrial clients, but faces challenges in profitability and valuation. Despite a surging backlog ($1.7B) and ramping capacity (1.2 GW), ERock's margins remain thin, with adjusted EBITDA guidance only $3–$9M for 2024. Shares now trade at a ~$3.2B enterprise value, down from IPO levels, but the business still commands a lofty multiple relative to modest earnings. I remain cautious, as the current valuation reflects a temporary boom, with uncertain long-term earnings power and potential for increased competition. Read the full article on Seeking AlphaAI Data Center Power Demand Will Drive Long-Term Upside For This Gas Generator Operator
Catalysts About ERock ERock designs, assembles and operates vertically integrated natural gas powered systems that provide reliable, distributed generation for data centers, utilities and commercial and industrial customers. What are the underlying business or industry changes driving this perspective?Shareholder Returns
| EROC | US Electrical | US Market | |
|---|---|---|---|
| 7D | 57.9% | 3.8% | 0.6% |
| 1Y | n/a | 54.5% | 20.1% |
Return vs Industry: Insufficient data to determine how EROC performed against the US Electrical industry.
Return vs Market: Insufficient data to determine how EROC performed against the US Market.
Price Volatility
| EROC volatility | |
|---|---|
| EROC Average Weekly Movement | 16.9% |
| Electrical Industry Average Movement | 13.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: EROC's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: Insufficient data to determine EROC's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2006 | 440 | John Carrington | erock.com |
ERock, Inc. designs, deploys, sells, operates, and maintains distributed power generation systems designed to provide power for commercial and industrial customers in the United States. Its offerings include the design, installation, and operation of modular power systems, as well as ongoing operations and maintenance and asset management services. Its systems support a range of customer applications, including bridge power, backup power, and dispatchable power solutions.
ERock, Inc. Fundamentals Summary
| EROC fundamental statistics | |
|---|---|
| Market cap | US$4.57b |
| Earnings (TTM) | -US$45.90m |
| Revenue (TTM) | US$162.19m |
Is EROC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EROC income statement (TTM) | |
|---|---|
| Revenue | US$162.19m |
| Cost of Revenue | US$128.69m |
| Gross Profit | US$33.50m |
| Other Expenses | US$79.40m |
| Earnings | -US$45.90m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.95 |
| Gross Margin | 20.65% |
| Net Profit Margin | -28.30% |
| Debt/Equity Ratio | 0.2% |
How did EROC perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/16 02:30 |
| End of Day Share Price | 2026/08/14 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ERock, Inc. is covered by 8 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | BNP Paribas |
| Ross Fowler | BofA Global Research |