ERock Future Growth

Future criteria checks 6/6

ERock is forecast to grow earnings and revenue by 56.3% and 42.7% per annum respectively. EPS is expected to grow by 98.1% per annum. Return on equity is forecast to be 52.2% in 3 years.

Key information

56.3%

Earnings growth rate

98.06%

EPS growth rate

Electrical earnings growth	18.0%
Revenue growth rate	42.7%
Future return on equity	52.15%
Analyst coverage	Good
Last updated	17 Jul 2026

Recent future growth updates

No updates

Recent updates

Seeking Alpha • Jul 16

ERock: Contracted Demand Can Turn Capacity Into Earnings

Summary ERock, Inc. receives a buy rating for solving data center power delays with modular natural-gas systems and a substantial contracted backlog. EROC's $1.3 billion backlog, supported by customer deposits, offers strong near-term revenue visibility and reduces capital risk during the ramp. Assembly capacity from Titan and Hyperion facilities should support backlog conversion, targeting ~$953 million FY2027 revenue and a 12% EBITDA margin. Top customer concentration and manufacturing scale-up are key risks, but even conservative backlog conversion implies ~14% equity upside from current levels. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:EROC - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2028	2,205	297	-76	-32	6
12/31/2027	1,429	108	268	318	7
12/31/2026	448	-92	110	158	7
3/31/2026	191	-68	314	322	N/A
12/31/2025	183	-67	112	117	N/A
12/31/2024	128	-60	-33	-24	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: EROC is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.5%).

Earnings vs Market: EROC is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: EROC is expected to become profitable in the next 3 years.

Revenue vs Market: EROC's revenue (42.7% per year) is forecast to grow faster than the US market (12.6% per year).

High Growth Revenue: EROC's revenue (42.7% per year) is forecast to grow faster than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: EROC's Return on Equity is forecast to be very high in 3 years time (52.2%).

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Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/26 06:07
End of Day Share Price	2026/07/24 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ERock, Inc. is covered by 8 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christine Cho	Barclays
Moses Sutton	BNP Paribas
Ross Fowler	BofA Global Research