ERock, Inc. (NYSE: EROC), a leading provider of utility-grade onsite power solutions, today announced that it has entered into an agreement with HD Construction Equipment, a subsidiary of Hyundai, for a multi-year supply of high-efficiency natural gas engine long blocks for ERock’s RockBlock generator. The agreement spans 2027 through 2028 and supports increased production while enhancing ERock’s ability to fulfill large-scale customer orders for data centers, utilities, and other critical infrastructure operators.

The engine long blocks, which form the core of ERock’s proprietary natural gas generators, are engineered for reliability and performance in the hyperscale data center segment. By securing supply chain partnerships with proven manufacturers, ERock strengthens its ability to rapidly convert customer commitments into delivered power systems while maintaining the quality and operational standards that define its solution.

“Long block supply is the foundation of our production and this agreement secures supply through 2028 as we ramp assembly capacity,” said John Carrington, Chief Executive Officer of ERock. “With production commitments extending into early 2028, delivering on schedule for our customers depends on securing the long-lead components, and this agreement directly supports that. We view this agreement as a strong foundation to build on as our needs grow beyond 2028.”

Global data center power demand is accelerating as hyperscale operators expand capacity for AI infrastructure and advanced computing workloads. According to industry estimates, worldwide data center capital expenditures are expected to exceed $3 trillion by 2030, driving sustained demand for reliable power generation solutions.

This announcement comes amidst a period of sustained strong commercial momentum for ERock, building on a track record that includes major data center contracts with the likes of Meta and Microsoft, more than 400 operational sites and approximately 1.1 GW of installed base. ERock’s $1.7 billion contracted backlog as of June 30, 2026 extends production requirements into 2028, and the company’s strong balance sheet provides the financial flexibility to secure long-lead components and fund its manufacturing ramp.

Today’s agreement marks an expansion of HD Construction Equipment supplying critical components to North America, the world’s largest and fastest-growing data center market. The contract also demonstrates the competitiveness of HD Construction Equipment’s engine long block technology in the hyperscale data center segment, where reliability is a critical requirement.

An HD Construction Equipment representative stated, “This order is a meaningful achievement that validates our engine long block technology in the rapidly emerging data center power market. Moving forward, we will continue to strengthen our position in the global data center and distributed energy markets.”

This supply agreement, secured with an established manufacturer, reinforces ERock’s position as a leading and trusted partner capable of delivering large-scale, mission-critical power solutions on compressed timelines.

About ERock

ERock (NYSE: EROC) is enabling energy for a new era. ERock delivers onsite utility-grade power that gets customers up and running quickly, while supporting long-term grid development. ERock’s proprietary natural gas generators help critical facilities address grid constraints, interconnection delays, and outage risks while accelerating speed-to-power for new and expanding operations. Trusted by data centers, utilities, manufacturers, healthcare systems, and government organizations, ERock engineers for rapid deployment, long-duration reliability, low local emissions, and scalable performance to meet the evolving energy demands of today and tomorrow. For more information, visit www.erock.com.

Forward-Looking Statements

This news release (and oral statements made regarding the subjects of this release) contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, (each a “forward-looking statement”). Forward-looking statements include those that express a belief, expectation or intention about us and our industry, as well as those that are not statements of historical fact. These forward-looking statements may be accompanied by words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “outlook,” “plan,” “potential,” “predict,” “project,” “will,” “should,” “could,” “would,” “likely,” “future,” “budget,” “pursue,” “target,” “seek,” “objective” or similar expressions that are predictions of or indicate future events or trends that do not relate to historical matters, although not all forward-looking statements contain such identifying words. Forward-looking statements include information regarding our future plans and goals, as well as our expectations with respect to: our business strategy and future growth prospects; our industry; our future profitability, cash flows and liquidity; our financial strategy, budget, projections and operating results; the amount, nature and timing of our capital expenditures and the impact of such expenditures on our performance; the availability and terms of capital; the market for distributed power generation; competition and government regulations; and general economic conditions.

These forward-looking statements speak only as of the date of this news release, or such other date as specified herein. Forward-looking statements are not assurances of future performance and involve risks and uncertainties. We have based these forward-looking statements on our current expectations and assumptions about future events. While our management considers these expectations and assumptions to be reasonable, they are inherently subject to significant business, economic, competitive, regulatory and other risks, contingencies and uncertainties, most of which are difficult to predict and many of which are beyond our control. These risks, contingencies and uncertainties include, but are not limited to, the following: expectations regarding demand for distributed energy generation and acceptance of our power system solutions across end markets; estimates and assumptions regarding market opportunity, growth forecasts and revenue expectations; our history of losses and ability to achieve and sustain profitability; the realization of revenue from contracted backlog and services arrangements, including customer payment risk; risks associated with project development, construction, installation, utility interconnection, fuel supply, cost overruns and delays; reliance on a limited number of customers and the loss of, or adverse developments affecting, major customers; competition from larger competitors and alternative technologies; operational and safety risks, including the adequacy of insurance and indemnification arrangements; geographic concentration of operations, including regulatory, market and weather-related risks in Texas and California; customer financing constraints and the significant upfront cost of our power systems; our ability to scale manufacturing and assembly capacity in a timely and cost-effective manner; disruptions at assembly facilities and dependence on third-party suppliers and supply chains; the impact of tariffs, trade restrictions and other cost pressures; compliance with applicable laws, regulations and permitting requirements; protection of intellectual property, including risks of infringement claims; internal control, financial reporting and public company compliance risks; cybersecurity, IT and data security risks; conflicts of interest and risks related to Energy Impact Partners LP; risks related to our corporate structure; and other risks and uncertainties inherent in our business.

These and other important factors that could affect our operating results and performance are described under the caption “Risk Factors” in our prospectus (the “Prospectus”) (File No. 333-295965), dated June 9, 2026, filed on June 10, 2026 with the Securities and Exchange Commission (the “SEC”) pursuant to Rule 424(b)(4) under the Securities Act of 1933, as amended (the “Securities Act”), under the caption “Management’s Discussion and Analysis of Financial Condition and Results of Operations” of our Quarterly Report on Form 10-Q for the quarterly period ended June 30, 2026 (the “Quarterly Report”) and elsewhere within the Quarterly Report. Should one or more of the risks or uncertainties described above or in the Quarterly Report occur, or should underlying assumptions prove incorrect, our actual results, performance, achievements or plans could differ materially from those expressed or implied in any forward-looking statements. All such forward-looking statements in this news release are expressly qualified in their entirety by this cautionary statement. We disclaim any obligation to update these statements unless required by law, and we caution you not to place undue reliance on them.

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