ERock Past Earnings Performance
Past criteria checks 0/6
ERock has been growing earnings at an average annual rate of 27.5%, while the Electrical industry saw earnings growing at 15.6% annually. Revenues have been growing at an average rate of 4.2% per year.
Key information
27.48%
Earnings growth rate
99.67%
EPS growth rate
| Electrical Industry Growth | 9.91% |
| Revenue growth rate | 4.24% |
| Return on equity | -46.79% |
| Net Margin | -28.30% |
| Last Earnings Update | 30 Jun 2026 |
Recent past performance updates
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 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?Revenue & Expenses Breakdown
How ERock makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 26 | 162 | -46 | 81 | 0 |
| 31 Mar 26 | 191 | -50 | 68 | 0 |
| 31 Dec 25 | 183 | -67 | 65 | 0 |
| 31 Dec 24 | 128 | -60 | 56 | 0 |
Quality Earnings: EROC is currently unprofitable.
Growing Profit Margin: EROC is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: Unable to establish if EROC's year-on-year earnings growth rate was positive over the past 5 years as it has been trading publicly for less than 3 years.
Accelerating Growth: Unable to compare EROC's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: EROC is unprofitable, making it difficult to compare its past year earnings growth to the Electrical industry (20.9%).
Return on Equity
High ROE: EROC has a negative Return on Equity (-46.79%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company 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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 |