secwatch.observer — SEC 8-K summary
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Issuer:     ERock, Inc. (EROC)
CIK:        0002110029
Form:       8-K
Filed at:   2026-08-11T20:19:04+00:00
Accession:  0001193125-26-344714
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2110029/000119312526344714/0001193125-26-344714-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2110029/000119312526344714/eroc-20260811.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-344714

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer