News

Energy and renewable energy projects company Ameresco (NYSE:AMRC) reported Q1 CY2025 results exceeding the market’s revenue expectations , with sales up 18.2% year on year to $352.8 million. The company’s full-year revenue guidance of $1.9 billion at the midpoint came in 0.9% above analysts’ estimates. Its non-GAAP loss of $0.11 per share was 57.7% above analysts’ consensus estimates.

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Ameresco (AMRC) Q1 CY2025 Highlights:

StockStory’s Take

Ameresco’s first quarter results were shaped by notable growth in both its projects and energy asset businesses, with management emphasizing the successful conversion of awards into contracts and strong performance across Europe, Canada, and several U.S. regions. CEO George Sakellaris credited the company’s diversified business model and ability to navigate industry-wide challenges, such as tariff uncertainty and a dynamic federal contract environment, as central to exceeding expectations for the quarter.

Looking forward, management reaffirmed its full-year guidance, attributing confidence to a record project backlog, stable federal opportunities, and the company’s approach to contract structuring that shields against tariff and inflationary risks. CFO Mark Chiplock highlighted Ameresco’s focus on margin stability and backlog execution, while noting that the cadence of revenue will remain weighted toward the second half of the year. Management acknowledged ongoing industry headwinds but remains optimistic about continued demand for resilient energy infrastructure.

Key Insights from Management’s Remarks

Ameresco’s leadership pointed to several business and market developments that influenced the quarter’s outcome and set the tone for the rest of the year.

Drivers of Future Performance

Management’s outlook for the remainder of the year centers on converting a historically high backlog, managing tariff and regulatory uncertainty, and maintaining margin stability through disciplined execution.

Top Analyst Questions

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will closely monitor (1) the pace of project backlog conversion into revenue, especially federal contracts, (2) Ameresco’s ability to manage supply chain and tariff pressures through proactive contract terms and supplier diversification, and (3) the impact of energy asset divestitures and cost controls on margin trends. Execution against these milestones will provide insight into Ameresco’s ability to sustain multi-year growth.

Ameresco currently trades at a forward P/E ratio of 14.3×. Is the company at an inflection point that warrants a buy or sell? See for yourself in our free research report .

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