ERock Q2 2026: record $1.7B backlog, 470 MW Anthropic order; initiates FY26 guidance

ERock, Inc.

Contracted backlog ~$1.7B, up 10x YoY; 470 MW Anthropic order extends production commitments into 2028.
IPO closed June 11, 2026: ~27.9M shares, ~$400M gross proceeds; $626.6M cash, no debt, $250M undrawn facility.
FY2026 guidance initiated: revenue $435-465M (~2.5x YoY growth at midpoint), Adjusted EBITDA $3-9M.
Began Hyperion assembly operations; commenced 366 MW El Paso Electric construction supporting Meta's data center campus.
Q2 revenue/EPS not disclosed in release; management expects significant H2 2026 acceleration.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.