Ameresco (AMRC) Q2 FY26 earnings call

Ameresco reported a transformational quarter, driven by record new awards, particularly in the data center market, and strategic capital initiatives like the Janix joint venture. The company is strategically repositioning into power infrastructure and building/public infrastructure, leveraging its integrated solutions and experience to capitalize on significant growth opportunities, especially in on-site power for hyperscale data centers. Management expressed confidence in its ability to drive long-term profitable growth, reaffirming full-year guidance while raising non-GAAP EPS expectations.