---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-344714"
form_type: "8-K"
ticker: "EROC"
cik: "0002110029"
company_name: "ERock, Inc."
filed_at: "2026-08-11T20:19:04+00:00"
generated_at: "2026-08-11T20:20:11.345184+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "medium"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-344714
- form_type: 8-K
- ticker: EROC
- cik: 0002110029
- company_name: ERock, Inc.
- filed_at: 2026-08-11T20:19:04+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: medium
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2110029/000119312526344714/0001193125-26-344714-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2110029/000119312526344714/eroc-20260811.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-344714
- JSON: https://secwatch.observer/filing/0001193125-26-344714.json
- Plain text: https://secwatch.observer/filing/0001193125-26-344714.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.