财务数据和关键指标变化 - 总收入增长10%至2.98亿美元 [16] - 项目业务收入增长11.5% [17] - 能源资产业务收入增长6% [17] - 运维业务收入增长14% [17] - 毛利率约16%,略有下降,主要由于项目成本调整 [19] - 调整后EBITDA增长13%至3080万美元 [21] 各条业务线数据和关键指标变化 - 项目业务收入增长11.5%,反映公司专注于更快的项目实施和合同转化 [17] - 能源资产业务收入增长6%,主要由于运营资产数量增加、产量提高以及RIN价格上涨 [17] - 运维业务收入增长14%,主要由于部分长期合同的时间安排 [17] - 其他业务线收入增长3%,咨询收入强劲抵消了光伏业务的疲软 [17] 各个市场数据和关键指标变化 - 公司在美国联邦政府、街灯、学校系统等领域获得了一些重要的合同转化 [37][38] - 欧洲市场表现出色,公司在希腊等地与当地EPC公司建立了合资企业,正在开发1GW以上的太阳能项目 [97][98] 公司战略和发展方向及行业竞争 - 公司重组以提高业务的一致性和可扩展性 [13] - 公司专注于核心领域和传统客户群的大型合同,以提高中标率和项目毛利率 [13][41] - 公司看好数据中心市场,将利用在联邦政府基地的经验进入该领域 [84][85][86][87] - 公司正在评估在欧洲进行更多的战略性收购 [98] - 行业供应链和劳动力市场仍然紧张,但情况有所好转 [11][12] 管理层对经营环境和未来前景的评论 - 管理层对公司今年的表现感到满意,认为公司正处于良好的执行和增长轨道 [9][33] - 管理层对行业供应链和劳动力市场的挑战持谨慎乐观态度,认为情况正在好转 [11][12][14] - 管理层重申了全年指引,预计收入和调整后EBITDA将分别增长20%和38% [30] 问答环节重要的提问和回答 问题1 **Noah Kaye 提问** 询问合同转化和项目毛利率改善的情况 [36][37][38][39][41] **George Sakellaris 和 Doran Hole 回答** - 合同转化改善是由于公司内部的聚焦和组织优化 [37][38] - 项目毛利率有30-50个基点的提升,主要得益于选择更有利可图的项目 [38][41] 问题2 **Moses Sutton 提问** 询问SoCal Edison项目的进展情况 [49][50] **Doran Hole 回答** - 两个项目已完成性能测试,正在推进最终验收 [50] - 第三个项目由于受到2023年降雨的影响,预计将在今年夏季完成验收 [50] 问题3 **Eric Stine 提问** 询问项目成本调整的原因 [62][63][64] **Mark Chiplock 回答** - 这是正常的项目评估过程,本季度有几个较大的调整,主要是一些遗留项目临近完工时发现的一些额外成本 [63][64]

Q1 2024 Supplemental Information May 7, 2024 ...

Ameresco (AMRC) came out with a quarterly loss of $0.10 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.09%. A quarter ago, it was expected that this energy services company would post earnings of $0.60 per share when it actually produced earnings of $0.69, delivering a surprise of 15%.Over the last four quarters, the company ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________. Commission File Number: 001-34811 Ameresco, Inc. (Exact name of registrant as specified in its charter) Delaware 04-3512838 (State ...

Exhibit 99.1 Ameresco Reports First Quarter 2024 Financial Results Solid Execution with Growth Across All Business Lines 45% Y/Y Growth in Contracted Backlog Over 750 MWe Ameresco Owned Energy Assets in Development Reaffirms 2024 Guidance First Quarter 2024 Financial Highlights: • Revenues of $298.4 million • Net loss attributable to common shareholders of $2.9 million • GAAP EPS of ($0.06) • Non-GAAP EPS of ($0.10) • Adjusted EBITDA of $30.8 million FRAMINGHAM, MA – May 7, 2024 – Ameresco, Inc. (NYSE:AMRC) ...

FRAMINGHAM, Mass. & EDMONTON, Alberta--(BUSINESS WIRE)--Ameresco, Inc., (NYSE: AMRC), a leading cleantech integrator specializing in energy efficiency and renewable energy, announced a contract to design, engineer and implement energy upgrades across 124 buildings covering 4.6 million square feet at Canadian Forces Base in Edmonton, Canada. The energy conservation measures include the installation of LED lighting, boiler plant and heating system upgrades, converting fuel sources from natural gas to elect ...

TARRYTOWN, N.Y.--(BUSINESS WIRE)--Ameresco, Inc., (NYSE: AMRC), a leading cleantech integrator specializing in energy efficiency and renewable energy, today announced its strategic partnership with the Public Schools of Tarrytowns. Following a thorough Request for Proposals (RFP) process, Energia, the engineering firm acting as the Owner’s Representative during project development and implementation, chose Ameresco as the winner to lead the Comprehensive Energy Audit. The key goals of the program include li ...

财务表现 - Ameresco在第四季度的收入超过了分析师的预期[1] - 公司的营收超过4.41亿美元，净收入几乎翻倍，达到3,680万美元[2] - 公司发布了2024年的全年指导，预计营收为16亿至17亿美元，调整后的每股收益为1.30至1.50美元[3]

Ameresco, Inc. (NYSE:AMRC) Q4 2023 Earnings Conference Call February 28, 2024 4:30 PM ET Company Participants Leila Dillon - Senior Vice President, Marketing & Communications George Sakellaris - Chairman, President & Chief Executive Officer Doran Hole - Executive Vice President & Chief Financial Officer Mark Chiplock - Senior Vice President & Chief Accounting Officer Conference Call Participants Noah Kaye - Oppenheimer & Co. George Gianarikas - Canaccord Eric Stine - Craig Hallum William Grippin - UBS Chris ...

Ameresco (AMRC)财报表现 - Ameresco (AMRC)在最新季度每股收益为0.69美元，超过了Zacks Consensus Estimate的0.60美元[1] - Ameresco的营收为4.4137亿美元，超过了Zacks Consensus Estimate的10.50%[3] - Ameresco股价自年初以来下跌了35.8%[4] - Ameresco的盈利前景将取决于管理层在财报电话会议上的评论[4] 投资建议 - 投资者应关注行业前景对股票表现的影响[9]