AI brief of an SEC Form 8-K · ERock, Inc. (EROC)

ERock Q2 revenue falls 41.7% to $39.9 million; net loss widens to $67.7 million

Negative Impact 4 of 5 earnings Written later

ERock reported second-quarter 2026 total revenues of $39.9 million, down 41.7% from $68.5 million a year earlier, and a net loss of $67.7 million versus $8.0 million in the prior-year quarter. The company also initiated full-year 2026 guidance of $435 million to $465 million in revenue and $3 million to $9 million in Adjusted EBITDA, and said contracted backlog rose to about $1.7 billion, which it expects to convert into higher second-half deliveries.

Key points

  • Q2 2026 total revenues were $39.9 million, versus $68.5 million in Q2 2025; Adjusted EBITDA was negative $14.0 million, versus positive $3.6 million a year earlier
  • Net loss was $67.7 million in Q2 2026, including a $48.8 million loss on debt extinguishment
  • Full-year 2026 guidance: revenue of $435 million to $465 million and Adjusted EBITDA of $3 million to $9 million
  • Contracted Power System Sales Backlog was about $1.7 billion at June 30, 2026, up from about $0.2 billion a year earlier; cash was $626.6 million with no outstanding debt

The filing

CompanyERock, Inc. (EROC)
Form8-K, current report
Filed with the SECAug 11, 2026, 4:19 PM ET
Accession number0001193125-26-344714

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:48 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 11, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.