Boost Run Q2 2026 slides: ARR triples, $1.9B backlog fuels growth

Boost Run Inc. (NASDAQ:BRUN) reported impressive Q2 2026 results on August 14, marking significant growth across essential metrics. The AI infrastructure company's revenue soared by 270% year-over-year, reaching $31.1 million, while annual recurring revenue (ARR) nearly quintupled to $145 million, up from $30 million at the end of 2025.

These strong financials buoyed the stock, with shares climbing 18.68% in premarket trading to $26.76, driven by investor confidence in the company's growth prospects and substantial contract backlog. Boost Run recently completed its business combination with Willow Lane Acquisition Corp., a milestone that prompted its first earnings report as a publicly traded entity.

Throughout its presentation, Boost Run highlighted six critical metrics underscoring its momentum. Management reaffirmed its target of reaching $400 million in ARR by the end of 2026, a near-tripling from current levels. The company maintained $120 million in unrestricted cash and forecasted a sustainable free cash flow margin of 15% to 20% for fiscal 2026. The company's capital deployment amounted to approximately $250 million, characterized as disciplined due to its demand-driven investment strategy.

Boost Run operates under a four-pillar framework, avoiding capital-intensive data center ownership in favor of strategic partnerships with colocation providers. This asset-light approach enables rapid growth while reducing lead times and focusing capital on revenue-generating hardware. The company disclosed a $1.44 billion purchase agreement with Dell, coupled with an additional $4 billion to $5 billion in strategic procurement from multiple original equipment manufacturers (OEMs).

The company's focus extends to diverse customer segments, project sizes, and credit profiles. Finance management leverages relationships with multiple capital partners to support scalable growth through debt, customer prepayments, and operating cash flow. The presentation showcased Boost Run's commitment to disciplined growth, emphasizing a six-step framework centered on rigorous execution planning, mandatory prepayments, and positive unit economics at the project level.