Construction - Special Trade Contractors · SIC 1700

Zeo Energy Corp.

ZEO

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Latest revenue

$13.2M

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

-42.5% / yr 56.3 pts / yr vs S&P 500 91.4% total
Compare:

Live market

delayed ≤15 min
$0.85
5.55%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$3.68
52-wk low
$0.52
Beta
Shares out

5-year trend

What this company does

AI

ITEM 1. BUSINESS. Mission Our company and personnel are passionate about delivering cost savings and increased independence and reliability to energy consumers. Our mission is to expedite the U.S.’ transition to renewable energy by offering our customers an affordable and sustainable means of achieving energy independence. Business Overview We are a vertically integrated company offering energy solutions and services that include sale, design, procurement, installation, and maintenance of residential solar energy systems. Many of our solar energy system customers also purchase other energy efficiency-related equipment or services or roofing services from us. The majority of our customers…

AI summary unavailable — showing raw filing excerpt

Generated from ZEO's filing dated 2026-04-01

Key risks

AI

Item 1A. Risk Factors Risks Related to the Solar Industry The solar energy industry is an emerging market which is constantly evolving and additional demand for solar energy systems may not develop to the size or at the rate we expect. The solar energy industry is an emerging and constantly evolving market opportunity. We believe the solar energy industry is still developing and maturing, and we cannot be certain that additional demand for solar energy systems will grow to the size or at the rate we expect. Any future growth of the solar energy market and the success of our solar service offerings depend on many factors beyond our control, including recognition and acceptance of the solar…

AI summary unavailable — showing raw filing excerpt

Generated from ZEO's filing dated 2026-04-01

Profitability

Operating margin

-29.6%

100.2%

Net margin

-20.2%

454.4%

Return on equity

-262.8%

8855.4%

Return on assets

-24.6%

462.2%

Leverage

Debt / equity

9.68×

674.2%

Long-term debt / equity

0.04×

801.5%

Debt / assets

90.6%

63.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$13.2M+50.1%

Q4 2025

2025-12-31

$18.6M-4.2%$-2.0M-157.8%-10.8%

Q3 2025

2025-09-30

$23.9M+21.6%$-3.2M-660.1%-13.5%

Q2 2025

2025-06-30

$18.1M+23.0%$-2.4M-769.7%-13.3%

Q1 2025

2025-03-31

$8.8M-54.9%$-6.4M-435.2%-72.4%

Q4 2024

2024-12-31

$19.4M$-778.3K-4.0%

Q3 2024

2024-09-30

$19.7M-48.1%$-424.3K-167.2%-2.2%

Q2 2024

2024-06-30

$14.7M-51.1%$-277.8K+80.3%-1.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Construction - Special Trade Contractors · SIC 1700

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$430.7K

Net activity

−$430.7K

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-12-11

Brandon Bridgewater

CSO

Sale32,669$1.16$37.8K
2025-12-11

Brandon Bridgewater

CSO

Sale32,669$1.16$37.8K
2025-12-10

Brandon Bridgewater

CSO

Sale4,540$1.15$5.2K
2025-12-10

Brandon Bridgewater

CSO

Sale4,540$1.15$5.2K
2025-12-09

Brandon Bridgewater

CSO

Sale18,191$1.16$21.1K
2025-12-08

Brandon Bridgewater

CSO

Sale24,490$1.20$29.4K
2025-09-03

Kalen Larsen

COO

Sale26,636$1.61$42.9K
2025-09-03

Brandon Bridgewater

CSO

Sale26,636$1.61$42.9K
2025-08-29

Kalen Larsen

COO

Sale440$1.60$704
2025-08-29

Brandon Bridgewater

CSO

Sale440$1.60$704
2025-08-28

Brandon Bridgewater

CSO

Sale28,875$1.62$46.8K
2025-08-28

Kalen Larsen

COO

Sale28,875$1.62$46.8K
2025-08-27

Brandon Bridgewater

CSO

Sale32,412$1.75$56.6K
2025-08-27

Kalen Larsen

COO

Sale32,412$1.75$56.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ZEO

Institutional value

$962.6K

Total shares held

1.7M

Distinct holders

20

-12 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1CITIZENS FINANCIAL GROUP INC/RI541.2K$310.6K+175.0K (+47.8%)Added
2PIPER SANDLER & CO.507.5K$291.3K-170.2K (-25.1%)Trimmed
3VANGUARD CAPITAL MANAGEMENT LLC367.0K$210.6KNew
4PNC Financial Services Group, Inc.75.0K$43.0KNew
5Texas Capital Bank Wealth Management Services Inc70.8K$40.6K+0 (+0.0%)No change
6BlackRock, Inc.43.6K$25.0K+3.5K (+8.6%)Added
7JANE STREET GROUP, LLC24.8K$14.2K+14.3K (+137.4%)Added
8Creative Planning17.3K$9.9K+0 (+0.0%)No change
9CREDIT INDUSTRIEL ET COMMERCIAL10.8K$6.2K+0 (+0.0%)No change
10VANGUARD FIDUCIARY TRUST CO10.5K$6.0KNew
11JPMORGAN CHASE & CO1.6K$938+0 (+0.0%)No change
12UBS Group AG1.6K$936-1.6K (-50.2%)Trimmed
13ABOUND FINANCIAL, LLC1.5K$872+0 (+0.0%)No change
14CAZ INVESTMENTS LP1.4K$786+0 (+0.0%)No change
15GROUP ONE TRADING LLC1.3K$774-893 (-39.8%)Trimmed
16Noble Wealth Management PBC876$503+0 (+0.0%)No change
17SBI Securities Co., Ltd.134$77+0 (+0.0%)No change
18CoreCap Advisors, LLC37$21+0 (+0.0%)No change
19Farther Finance Advisors, LLC4$2+0 (+0.0%)No change
20CKW FINANCIAL GROUP1.5K$1+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ZEO's latest filing finishes processing.