Ameresco二季度新增18亿美元项目奖励，其中约12亿美元来自数据中心项目

Ameresco (AMRC.N) said on Monday it added $1.8 billion in new awards to its project backlog in the second quarter, more than tripling ​from a year ago amid strong demand for energy efficiency ‌and renewable energy programs.

The growth comes as rising demand from AI-focused data centers and rapid electrification of homes, businesses and transportation are expected to push U.S. power ​consumption to record highs in 2026 and 2027 after setting a ​second straight annual record last year, according to the ⁠Energy Information Administration.

CEO George Sakellaris told Reuters that about $1.2 billion of the ​new awards booked during the quarter was tied to data center projects, ​while the remaining $600 million came from the company's other business lines, including industrial and commercial customers.

"We successfully advanced three new behind-the-meter data center projects, bringing the total ​number of data center projects in our awarded project backlog to ​five," Sakellaris said in a statement.

Massachusetts-based Ameresco is an energy infrastructure company that helps ‌businesses, ⁠government agencies and others reduce energy costs, upgrade aging facilities and develop renewable and distributed energy resources.

Co-President Nicole Bulgarino said data center projects usually take 12 to 24 months to progress from development to award due ​to the time ​needed for design ⁠and permitting. She added that the company anticipates more projects reaching this stage soon.

Ameresco is currently working ​on projects in multiple U.S. states, with second-quarter activity ​primarily focused ⁠on Texas and Arizona, Bulgarino said.

The company's total project backlog rose about 32% to $6.73 billion in the quarter from a year earlier.

The company posted ⁠an adjusted ​profit of 20 cents per share for ​the quarter ended June 30, beating analysts' average estimate of 16 cents, according to data ​compiled by LSEG.