
Industrials · Construction & Engineering
$843.67
-0.65%
Vol: 31K
Monday, June 15, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
Director William P. Reid sold 2,000 EME shares on May 11 at a weighted average price of $925.78 ($1.85M total). On May 18, EMCOR announced CEO Tony Guzzi and CFO Jason Nalbandian will participate in the KeyBanc Industrials Conference (May 28) and William Blair Growth Stock Conference (June 2). Stock around $854 after recent all-time high of $951.96 on May 6, supported by AI infrastructure tailwinds.
EMCOR Group disclosed that Chairman/CEO Tony Guzzi and CFO Jason Nalbandian will participate in two upcoming investor events: the KeyBanc Capital Markets Industrials & Basic Materials Conference in Boston on May 28, 2026, and the William Blair 46th Annual Growth Stock Conference in Chicago on June 2, 2026. The announcement keeps EMCOR visible to institutional investors as the stock rides momentum from a record Q1 2026 (revenue +19.7% YoY to $4.63B) driven by AI/data center infrastructure demand. Management could use these venues to reiterate or refresh guidance, which would be the key risk if commentary disappoints. The stock has nearly doubled over the past year on AI infrastructure spending, so expectations heading into the events are elevated. Risk is more in tone than substance, given no new financial disclosures are scheduled.
On May 18, 2026, EMCOR Group announced that Chairman/CEO Tony Guzzi and CFO Jason Nalbandian will present at three upcoming investor events: KeyBanc Industrials & Basic Materials Conference (May 28, Boston), William Blair 46th Annual Growth Stock Conference (June 2, Chicago), and Stifel 2026 Boston Cross Sector 1x1 Conference (June 3). The schedule follows strong Q1 results showing record $15.62B RPO (up 32.9% YoY), with EPS of $6.84 vs $5.90 estimate, driving Stifel and Baird PT increases. Bear case: heavy data-center concentration exposes EMCOR to AI-capex cycle risk if hyperscaler spending decelerates.
EMCOR Group director William P. Reid sold 2,000 shares for $1,851,560 in an open-market transaction reported May 11-13, 2026. On May 15, EME traded between $894.09 and $915.07, near its all-time high of $951.96 set May 6. The backdrop is record Q1 2026 results with EPS of $6.84 beating the $5.90 estimate by 16% and revenue of $4.63B versus $4.20B expected, driven by strong data center and AI-related demand. Cantor Fitzgerald raised its price target to $1,123 from $848 maintaining Overweight, while Stifel and Baird also lifted targets after the print. Record $15.6B Remaining Performance Obligations support strong revenue visibility for 2026.
EMCOR Group reported Q1 2026 record revenue of $4.63B (+19.7% YoY) and diluted EPS of $6.84 (vs $5.26 prior year), prompting the company to raise FY2026 EPS guidance to $28.25-$29.75 from $27.25-$29.25. Strong demand from data centers and core sectors drove RPOs to a record $15.62B. Baird raised PT to $900 from $808 and UBS raised PT to $945 from $900, both maintaining Outperform/Buy. Director William P. Reid disclosed an open-market sale of 2,000 shares on May 11 at a weighted average price of $925.78, a modest insider signal investors will watch. Risk: any data center capex slowdown could pressure backlog growth at current 31x P/E.
EMCOR reported Q1 2026 revenue of $4.63B (up 19.7% YoY, beating estimates by 10.24%) and EPS of $6.84 (beating $5.90 forecast by 15.93%). Growth was driven by Electrical Construction (+33.1%) and Mechanical Construction (+28.9%). Management raised full-year 2026 revenue guidance to $18.5-$19.25B from the prior $17.75-$18.50B range, supported by record Remaining Performance Obligations of $15.6B. The stock hit an all-time high of $951.96 on May 6, closing around $923 mid-May. 2026 and 2027 estimates have moved upward in the past 30 days, implying 10.8% and 9.3% YoY growth. Director William P. Reid sold 2,000 shares at $925.78 on May 11. EME carries a Zacks Rank #2 (Buy).
EMCOR Group was featured on May 12, 2026 as a strong contender in the construction sector. The stock traded between $906 and $936.43 on May 12, closing at $924.90 near its 52-week high after a 109% one-year gain. The bullish narrative is anchored by Q1 2026 results showing 19.7% YoY revenue growth to $4.63 billion and EPS of $6.84 beating forecasts by 16%. Electrical construction segment revenue grew 33.1% and mechanical construction rose 28.9%, with network and communications data center operations leading. Cantor Fitzgerald raised its price target to $1,123 from $848 on May 5 with an Overweight rating, citing broad-based demand not solely dependent on data centers. Insiders made high-value stock sales in early May.
EMCOR Q1 2026 EPS of $6.84 beat forecast of $5.90 by 15.9%; revenue of $4.63B up 19.7% YoY and beat estimates by 10.24%. Net income climbed to $305.5M (+30% YoY diluted EPS growth). Updated Q2/Q3 guidance: EPS of $7.23 and $7.42, with continued strength in network communications and data center markets. Stifel raised PT to $918 from $901; Baird raised to $900 from $808. EMCOR subsidiary Hill York Service named official HVAC partner for Inter Miami CF Nu Stadium. Stock trading ~$921-$946 range.
No material news in the last 48 hours.
EMCOR Group posted strong Q1 2026 revenues of $4.63 billion, up 19.7% versus $3.87 billion year-ago, with organic growth of 16.8% adjusting for acquisitions. Net income surged to $305.5 million or $6.84 per diluted share versus $240.7 million or $5.26 last year. The company raised its 2026 diluted EPS guidance range to $28.25-$29.75 from prior $27.25-$29.25 based on strong organic and inorganic momentum. Recent highlight includes HVAC service contract for Inter Miami's new 26,700-seat stadium. Strong fundamentals support analyst confidence.
EMCOR delivered exceptional Q1 2026 results with record revenues of $4.63B (up 19.7% YoY), organic growth of 16.8% adjusting for acquisitions/divestitures, and net income of $305.5M (+26.7% YoY) or $6.84 per diluted share. Generated $1.3B in operating cash flow YTD and returned $2.3B to shareholders in first half of FY26 ($2B buybacks + $300M dividends). Company increased FY26 diluted EPS guidance to $28.25-$29.75 from $27.25-$29.25. Zacks Rank #2 (Buy); forward P/E 27.35 vs. industry 26.92. Board declared $0.40 quarterly dividend.
EMCOR Group Inc posted record Q1 2026 revenue of $4.63B, up 19.7% YoY, with gross profit up 19.5% to $864M. Remaining performance obligations reached $15.62B (+32.9% YoY) at 1.5x book-to-bill, a new high. Network and Communications work, especially AI data centers and liquid-cooling infrastructure, drove exceptional growth with electrical revenue up nearly 50% and mechanical revenue up ~86% in that segment. Baird raised price target to $900 from $808 with Outperform rating. Stock hit all-time high of $888.40, trading at $700.18 with strong forward momentum and 14.7% earnings growth projected.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PWRQUANTA | $722.15 | +0.73% | -0.8% | 43.6x | 1.24 | $107.6B |
| FIXCOMFORT | $1,944.99 | +5.97% | -1.0% | 35.0x | 1.71 | $64.6B |
| EMEEMCOR | $843.67 | -0.65% | -3.2% | 26.2x | 1.17 | $37.8B |
| JJACOBS | $128.06 | +12.29% | +0.4% | 13.8x | 0.71 | $13.5B |
| CATCATERPILLAR | $933.44 | +7.79% | +0.2% | 29.1x | 1.63 | $398.8B |
| GEGENERAL | $346.55 | +14.84% | +5.5% | 34.8x | 1.35 | $315.3B |
Price above both MAs — bullish structure.