Energy Services of America Reports Q3 Revenue Up 25.5% to $130M, Net Income Jumps 58%

summarizeSummary

Energy Services of America reported Q3 fiscal 2026 revenue of $130 million, a 25.5% increase year-over-year, and net income of $3.3 million, up 57.9%. The company also raised its quarterly dividend by 33% to $0.04 per share.

check_boxKey Events · Earnings and Guidance · ESOA

• Revenue Beats Consensus

  Q3 revenue of $130.0M, up 25.5% YoY, exceeding the $112.65M consensus estimate.

• Net Income Surges 57.9%

  Net income of $3.3M, or $0.18 per diluted share, compared to $2.1M, or $0.12 per diluted share, in the prior-year quarter.

• Dividend Increased 33%

  Quarterly dividend raised to $0.04 per share, reflecting confidence in cash flow and commitment to shareholder returns.

• Backlog Remains Strong at $286.6M

  Backlog as of June 30, 2026 was $286.6M, down from $325.1M on March 31, 2026, but up from $280.7M a year ago.

auto_awesomeAnalysis · ESOA · Real Estate & Construction

Energy Services of America delivered a strong fiscal third quarter, with revenue rising 25.5% to $130 million and net income surging 57.9% to $3.3 million. The results beat consensus revenue estimates and were driven by broad-based demand across water, electrical, and gas transmission segments. A lower margin on one large gas project slightly compressed gross margin to 11.0%, but the diversity of the business absorbed the impact. The company also raised its quarterly dividend by 33%, signaling confidence in sustained cash generation. Backlog remains healthy at $286.6 million, though down sequentially from $325.1 million, which bears watching. Against a backdrop of recent insider selling, these strong results and the dividend increase provide a counterweight, suggesting operational momentum remains intact.