USACloud & Digital Infrastructure▲
ITG Q2 revenue up 38%, first public-company outlook issued
ITG reported second-quarter revenue growth of 38% year over year and introduced its first full-year outlook as a public company following its July 2 IPO. Adjusted EBITDA rose 21% to $52.2 million, while next-12-month backlog reached $1.5 billion, up 21% from a year earlier, and longer-term backlog grew to approximately $3.3 billion. For 2026, ITG expects revenue of approximately $1.5 billion to $1.6 billion and adjusted EBITDA growth of 36%, with data-center revenue expected to exceed $65 million. The company also acquired certain Full Circle Fiber assets, adding hundreds of employees, fleet assets and contracts, though the acquisition is not included in current full-year guidance.