ERock Management
Management criteria checks 1/4
ERock's CEO is John Carrington, appointed in Jan 2026, has a tenure of less than a year. total yearly compensation is $3.25M, comprised of 1.5% salary and 98.5% bonuses, including company stock and options. directly owns 13.65% of the company’s shares, worth $442.82M. The average tenure of the management team and the board of directors is 0.7 years and 0.3 years respectively.
Key information
John Carrington
Chief executive officer
US$3.2m
Total compensation
| CEO salary percentage | 1.48% |
| CEO tenure | less than a year |
| CEO ownership | 13.6% |
| Management average tenure | less than a year |
| Board average tenure | less than a year |
Recent management updates
Recent updates
AI-Driven Power Demand And Backlog Will Support Long-Term Earnings Transformation
Catalysts About ERock ERock provides vertically integrated, natural gas based distributed power systems with long-term service and software support for commercial, industrial, data center and utility customers. What are the underlying business or industry changes driving this perspective?ERock: Green Shoots Emerge, But Questions Remain
Summary ERock offers integrated distributed power systems, targeting data centers and industrial clients, but faces challenges in profitability and valuation. Despite a surging backlog ($1.7B) and ramping capacity (1.2 GW), ERock's margins remain thin, with adjusted EBITDA guidance only $3–$9M for 2024. Shares now trade at a ~$3.2B enterprise value, down from IPO levels, but the business still commands a lofty multiple relative to modest earnings. I remain cautious, as the current valuation reflects a temporary boom, with uncertain long-term earnings power and potential for increased competition. Read the full article on Seeking Alpha
AI Data Center Power Demand Will Drive Long-Term Upside For This Gas Generator Operator
Catalysts About ERock ERock designs, assembles and operates vertically integrated natural gas powered systems that provide reliable, distributed generation for data centers, utilities and commercial and industrial customers. What are the underlying business or industry changes driving this perspective?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$46m |
| Mar 31 2026 | n/a | n/a | -US$50m |
| Dec 31 2025 | US$3m | US$48k | -US$67m |
Compensation vs Market: John's total compensation ($USD3.25M) is below average for companies of similar size in the US market ($USD7.00M).
Compensation vs Earnings: Insufficient data to compare John's compensation with company performance.
CEO
John Carrington (59 yo)
Mr. John E. Carrington is CEO & Director of ERock, Inc. from January 2026 and was its Chairman. Mr. Carrington is Chief Executive Officer of Enchanted Rock Holdings, LLC from December 2025 and served as it...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | less than a year | US$3.25m | 13.65% $ 442.8m | |
| President | less than a year | US$1.53m | 6.58% $ 213.6m | |
| Chief Financial Officer | less than a year | US$797.28k | 5.05% $ 163.8m | |
| Chief Operating Officer | less than a year | US$812.49k | 12.87% $ 417.5m | |
| Chief Technology Officer | no data | no data | no data | |
| Chief Information Officer | 2.7yrs | no data | no data | |
| General Counsel & Secretary | less than a year | no data | no data | |
| Chief Marketing Officer | less than a year | no data | no data | |
| Senior Vice President of Human Resources | no data | no data | no data | |
| Chief Commercial Officer | no data | no data | no data | |
| Senior Vice President of Data Centers | less than a year | no data | no data | |
| Senior Vice President of Microgrid Operations | no data | no data | no data |
Experienced Management: EROC's management team is not considered experienced ( 0.7 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | less than a year | US$3.25m | 13.65% $ 442.8m | |
| Independent Chairman of the Board | less than a year | no data | no data | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | less than a year | US$48.77k | 0.86% $ 28.0m | |
| Independent Director | less than a year | US$48.77k | 0.86% $ 28.0m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | less than a year | no data | no data |
Experienced Board: EROC's board of directors are not considered experienced ( 0.3 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 03:47 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| 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 |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 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 |