Zeo Energy Corp.(ZEO)Stock Analysis
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Rank #2,737 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ZEO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Zeo Energy Corp. (ZEO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ZEO at 16.3/100 on a 32-signal composite quality model, placing it at rank #2,737 of 2,879 stocks — the bottom half of the AI-ranked universe. ZEO scores in the top quartile across institutional flow (95.6). Areas of concern include revenue growth (3.6) and balance sheet strength (8.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Zeo Energy Corp. reports quarterly revenue of $13.2M, net income of $-3.5M, an operating margin of -36.1%. Top institutional holders of ZEO by reported 13-F value include CITIZENS FINANCIAL GROUP /RI, PIPER SANDLER & CO., VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ZEO trades on the Nasdaq exchange and files with the SEC under CIK 1865506. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ZEO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Zeo Energy Corp. directly from SEC EDGAR. Zeo Energy Corp.'s 13F Pro composite quality score has ranged between 13 and 33 since 2025, currently 16.3 — a stable long-term trajectory across 9 quarterly and live scoring snapshots.
Revenue
Q1 2026
$13.2M
Net Income
Q1 2026
$-3.5M
Free Cash Flow
Q1 2026
$-1.1M
Operating Margin
Q1 2026
-36.1%
ROIC
Q1 2026
-34.7%
D/E Ratio
Q1 2026
0.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-5.3% YoYNet Income
-424.9% YoYOperating Income
-90.0% YoYEPS (Diluted)
Total Assets
-6.6% YoYTotal Debt
+122.0% YoYOp. Cash Flow
+0.3% YoY| Metric | FY 2025 | FY 2024 | FY 2021 |
|---|---|---|---|
| Revenue | $69.3M -5.3% | $73.2M | — |
| Net Income | $-14.0M -424.9% | $-2.7M | — |
| Operating Income | $-20.5M -90.0% | $-10.8M | — |
| EPS (Diluted) | — | $-0.48 | — |
| Total Assets | $56.9M -6.6% | $61.0M -78.5% | $283.4M |
| Total Debt | $10.1M +122.0% | $4.5M | — |
| Operating Cash Flow | $-8.7M +0.3% | $-8.7M | — |
AI Insight: ZEO Financial Trends
Zeo Energy remains unprofitable with deteriorating operational performance and negative equity erased only by recent debt accumulation.
• Revenue volatile: peaked at $24M in Q3 2025, collapsed to $13M in Q1 2026—37% quarter-over-quarter decline.
• Operating cash flow swung from -$7M in Q3 2025 to +$2M in Q4 2025, but returned to -$1M in Q1 2026.
• Equity swung from -$89M (Q4 2024) to +$14M (Q1 2026), driven entirely by debt rising from $0M to $10M.
⚠ Net losses persistent across all 8 quarters; cumulative net loss ~$19M. Company has not achieved single profitable quarter.
⚠ Operating margin remained negative every quarter; worst in Q1 2025 at -156% (operating loss $14M on $9M revenue).
⚠ Debt increased to $10M in Q4 2025 after being near-zero; equity now dependent on leverage rather than operational earnings.
AI Insight: ZEO Ratio Trends
Zeo Energy remains unprofitable across all metrics; Q1 2026 operating margin deteriorated sharply to -36.1% despite narrower D/E ratio.
• Operating margin worsened from -11.8% in Q4 2025 to -36.1% in Q1 2026, the worst single-quarter result in 18 months.
• Net profit margin fell to -26.6% in Q1 2026 from -10.8% in Q4 2025, indicating significant operational deterioration.
• D/E ratio improved to 0.00 in Q1 2026 from 1.89 in Q4 2025, suggesting deleveraging or debt reduction.
⚠ ROA fell to -24.9% in Q1 2026 from -14.1% in Q4 2025 — accelerating asset deterioration despite lower leverage.
⚠ Q1 2025 spike to -153.8% operating margin and -72.4% net margin suggests unresolved operational or one-time issues.
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Available Research
13F Pro tracks comprehensive data for Zeo Energy Corp. including:
Top Institutional Holders of ZEO
CITIZENS FINANCIAL GROUP INC/RI
$310.6K541,175 shPIPER SANDLER & CO.
$291.3K507,502 shVANGUARD CAPITAL MANAGEMENT LLC
$210.6K366,972 shGEODE CAPITAL MANAGEMENT, LLC
$74.5K129,692 shPNC FINANCIAL SERVICES GROUP, INC.
$43.0K75,000 shTexas Capital Bank Wealth Management Services Inc
$40.6K70,795 shXTX Topco Ltd
$26.3K45,772 shGroupe la Francaise
$25.1K43,761 shBlackRock, Inc.
$25.0K43,636 shSTATE STREET CORP
$22.3K38,900 sh
| Fund | Value | Shares |
|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | $310.6K | 541,175 |
| PIPER SANDLER & CO. | $291.3K | 507,502 |
| VANGUARD CAPITAL MANAGEMENT LLC | $210.6K | 366,972 |
| GEODE CAPITAL MANAGEMENT, LLC | $74.5K | 129,692 |
| PNC FINANCIAL SERVICES GROUP, INC. | $43.0K | 75,000 |
| Texas Capital Bank Wealth Management Services Inc | $40.6K | 70,795 |
| XTX Topco Ltd | $26.3K | 45,772 |
| Groupe la Francaise | $25.1K | 43,761 |
| BlackRock, Inc. | $25.0K | 43,636 |
| STATE STREET CORP | $22.3K | 38,900 |
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Popular Research
Is ZEO a good stock to buy?
13F Pro's AI-powered analysis of Zeo Energy Corp. (ZEO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ZEO are available on the ZEO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ZEO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ZEO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Zeo Energy Corp.'s investment landscape.