Ameresco, Inc. filings document the operations, financing, governance, and public-company disclosures of an energy infrastructure solutions provider. Form 8-K reports cover quarterly and annual results, supplemental financial information, project backlog commentary, energy asset activity, and material agreements related to financing arrangements and the company’s biogas business.
Ameresco’s SEC records also describe its senior secured loan agreement, revolving credit facility, term loan obligations, subsidiary guarantees, and collateral arrangements. Proxy filings cover board elections, auditor ratification, executive compensation, stock incentive plan matters, and voting by holders of Class A and Class B common stock. The filings frame risks and disclosures around energy infrastructure projects, distributed energy resources, renewable fuels, customer contracts, capital structure, and governance controls.
AMRC affiliate notifies proposed sales of shares under Form 144. The filing lists planned dispositions tied to an Exercise of Stock Options for 1,355 shares to be settled for cash on 05/15/2026, and 10b5‑1 open‑market sales executed earlier in February totaling 15,700 shares (sale proceeds $536,079.64) and 400 shares (sale proceeds $13,600.00).
The notice also shows a listed figure of 34,951,417 shares outstanding as of 05/15/2026. Transactions are reported as standard affiliate dispositions and include prearranged 10b5‑1 sales and an option exercise.
Wellington Management group files an amendment reporting 10.15% beneficial ownership in Ameresco, Inc. The Schedule 13G/A (Amendment No. 4) lists beneficial ownership of 3,541,577 shares and shows shared voting power of 2,835,089. The filing identifies multiple Wellington entities as the reporting persons and provides their addresses and CUSIP 02361E108.
Ameresco has closed its Neogenyx Fuels joint venture with HASI, spinning off its biofuels business into a new entity valued at $1.8 billion post-money. Neogenyx Fuels is owned 70% by Ameresco and 30% by HASI.
HASI has committed $400 million to support the business. Of this, $100 million was paid to Ameresco at closing and approximately $58 million was used to reduce a construction and development loan related to the business, with the remaining commitment to be invested over time. Ameresco reaffirmed its FY26 guidance following the timely closing.
Ameresco, Inc. filed an amendment to a prior current report to add the full Contribution and Equity Purchase Agreement as an exhibit. The agreement covers forming the Neogenyx Fuels LLC joint venture with an affiliate of HA Sustainable Infrastructure Capital, Inc. and related parties.
The amendment states the original current report’s disclosures remain unchanged and that only the exhibit filing is being updated. Certain schedules and portions of the agreement are omitted or redacted under specified Regulation S‑K Item 601 provisions, with unredacted copies available to the SEC upon request.
Ameresco, Inc. reported higher first-quarter 2026 revenue but a significantly larger loss. Revenue rose to $401.5 million from $352.8 million, driven by growth across North America Regions, U.S. Federal, Europe and Renewable Fuels. Gross profit increased to $56.5 million, yet operating income declined to $10.2 million as selling, general and administrative expenses grew to $46.3 million and other expenses increased.
Higher interest expense of $25.2 million and a swing in other expenses led to a net loss attributable to common shareholders of $18.3 million, or $(0.35) per share, compared with a $5.5 million loss, or $(0.10) per share, a year earlier. Despite the loss, cash flows from operating activities improved to an inflow of $35.4 million from an outflow of $28.3 million, helped by working capital movements.
Total assets increased to $4.64 billion, while total debt and financing lease liabilities rose to $2.04 billion. Ameresco highlighted a project backlog of $5.27 billion and O&M backlog of $1.54 billion, supporting future revenue visibility. Subsequent to quarter-end, the company agreed to form the Neogenyx Fuels biogas joint venture, under which an investor will contribute $400 million, including $100 million to Ameresco and funds to reduce project-level debt and support growth.
Ameresco, Inc. entered a definitive contribution and equity purchase agreement with HASI to form Neogenyx Fuels, a biofuels joint venture valued at about $1.8 billion. Ameresco will contribute its biogas business for a 70% stake, while HASI invests $400 million for 30% via Class B units. Of this, $100 million will be paid to Ameresco at closing, roughly $58 million will reduce an existing construction and development loan, and the balance will fund the joint venture.
For Q1 2026, Ameresco generated $401.5 million in revenue, up 14% year over year, but reported a net loss attributable to common shareholders of $18.3 million, or ($0.35) per share. Adjusted EBITDA was $40.5 million. Awarded project backlog reached about $2.8 billion, with total project backlog of $5.3 billion and total revenue visibility of $10.6 billion.
The company updated its full-year 2026 outlook to reflect the expected consolidation of Neogenyx Fuels, guiding to revenue of $2.0–$2.2 billion, adjusted EBITDA of $250–$270 million, and Non-GAAP EPS of $1.06–$1.28. Ameresco expects to place 100–120 MWe of energy assets into service and forecasts that about 60% of 2026 revenue will occur in the second half.
Ameresco director Joseph W. Sutton exercised stock options to acquire 10,000 shares of Class A Common Stock at an exercise price of $4.74 per share on April 23, 2026. After this derivative exercise, he directly holds 60,111 shares of Ameresco Class A Common Stock.
The exercised option covered 10,000 underlying shares and now shows zero remaining following the transaction, indicating it has been fully exercised. According to the disclosed vesting terms, 20% of the option vested on May 26, 2017, with the remainder vesting in four equal annual installments on subsequent anniversaries of that date.
Ameresco, Inc. is holding its 2026 virtual annual meeting on June 4, 2026 to vote on four main items: electing two Class I directors, ratifying RSM US LLP as auditor, approving an amendment to the 2020 Stock Incentive Plan, and a non-binding say-on-pay vote.
The equity plan amendment would add 3,200,000 shares of Class A common stock to the existing pool, which the board estimates equals about 15.08% of fully diluted shares as of March 31, 2026 and would support roughly three years of grants. The company discloses a three-year average gross burn rate of 1.74% and an overhang of 10.17%, rising to 14.80% if the amendment is approved.
Ameresco’s capital structure includes Class A shares with one vote and Class B shares with five votes; founder and CEO George Sakellaris beneficially controls all Class B shares, giving him 74.1% of total voting power. The proxy also details auditor fees, equity plan safeguards such as no repricing and no evergreen feature, and stock ownership of major institutional holders.
Ameresco, Inc. amended its senior secured credit agreement to increase its Term Loan A by $45 million to $140 million, while maintaining a $225 million revolving credit facility, both maturing on December 28, 2028. Most of the new term loan proceeds repaid the outstanding revolver, leaving $140 million outstanding under the term loan. Quarterly principal payments are scheduled at $1.25 million starting March 31, 2025 and $1.81 million starting June 30, 2026, with the remaining balance due at maturity.
The credit facility remains secured by substantially all assets of Ameresco and certain domestic subsidiaries and guaranteed by those subsidiaries. Separately, effective April 1, 2026, Ameresco appointed Nicole Bulgarino and Lou Maltezos as Co‑Presidents and Peter Christakis as Chief Operating Officer, while George Sakellaris continues as Chief Executive Officer and Chairman, reflecting a leadership structure focused on data centers, large energy infrastructure, non‑federal projects, smart building solutions, and international operations.