Upcoming Earnings: Q3 '26
Estimated EPS
-$0.01
Estimated Rev
$167.05M
• Reported GAAP EPS of $0.04 • Reported revenue of $152.77M up 311.22% YoY • ERock reaffirmed FY2026 revenue guidance of $435M to $465M and Adjusted EBITDA guidance of $3M to $9M; midpoint revenue outlook represents approximately 2.5x year-over-year growth.
Bullish Takeaway
ERock's revenue increased nearly 4x quarter-over-quarter with positive net income and Adjusted EBITDA; post-quarter bookings exceeded $300M, while Atlas expands capacity toward 2.1 GW/year in 2028.
Bearish Takeaway
ERock cites reliance on a limited number of customers and major-customer developments, competition from larger competitors and alternative technologies, and risks to scaling manufacturing capacity timely and cost-effectively.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | -$0.01 | -- | -- | N/A |
Q2 '26 | -$0.24 | -$0.06 | 74.94% | BEAT |