Ameresco sees 2025 EPS 70c-90c, consensus 80c

Sees 2025 revenue $1.85B-$1.95B, consensus $1.88B. Ameresco (AMRC) said, “Like every company in our industry we have also been dealing with rapidly changing tariff dynamics. While there will be some impact on costs, timing of deliveries and potentially lengthening implementation schedules, we believe that we have limited near-term exposure. We note that much of the equipment for ongoing Projects and Energy Assets has already been purchased and is in the country or already on our sites, shielding us from tariff and price increases. Beyond 2025, we will try to mitigate the effect of price increases during contract negotiations and repricing where possible. The Ameresco team has significant experience operating in such dynamic environments having successfully navigated Covid era inflation along with tariff impacts during previous administrations.”