
Industrials · Construction & Engineering
$902.10
+1.17%
Vol: 249K
Friday, May 1, 2026
EMCOR Group delivered record Q1 2026 revenue of $4.63 billion, up 19.7% year-over-year, beating estimates of $4.24 billion. Diluted EPS of $6.84 surged 30%, far exceeding consensus of $5.95. Company raised full-year revenue guidance to $18.50-$19.25 billion and diluted EPS forecast to $28.25-$29.75. Record backlog of $15.62 billion supports strong outlook. Electrical Construction revenues grew 33.1% and Mechanical Construction rose 28.9%. Stock closed at $916.99, up 10%.
EMCOR Group reported strong Q1 2026 results with diluted EPS of $6.84 versus projected $5.90 and revenue of $4.63 billion versus expected $4.20 billion, representing 30% EPS growth year-over-year. The company raised full-year 2026 guidance to $18.5B-$19.25B revenue and $28.25-$29.75 EPS with a record $15.62B remaining performance obligation. Network and Communications work, driven by data center demand for AI and liquid-cooling infrastructure, saw electrical revenue surge nearly 50% and mechanical revenue jump 86%. Stock hit $888.40 all-time high after analyst upgrade.
EMCOR Group reported Q1 2026 EPS of $6.84, exceeding forecast by 15.93%, with revenue of $4.63 billion, a 19.7% YoY increase. Operating income reached $404M with 8.7% operating margin. Revenue growth driven by unprecedented demand in Network & Communications sector, particularly AI infrastructure and cloud digital transformation. Electrical construction revenues surged 33% with network/communications up nearly 50% from data center demand. Company raised full-year 2026 guidance: EPS $28.25-$29.75 (from $27.25-$29.25) and revenue $18.50B-$19.25B (from $17.75B-$18.50B). Stifel raised price target to $901 from $814 on April 16, maintaining Buy. Analyst consensus "Buy" with strong momentum.
EMCOR Group set Q1 2026 earnings release for April 29 prior to market open with conference call at 10:30 a.m. EDT. Full-year 2026 guidance: revenues $17.75B-$18.50B, operating margin 9.0%-9.4%, diluted EPS $27.25-$29.25. The company benefits from broad-based demand across healthcare, manufacturing, infrastructure and data center construction. 2025 delivered adjusted operating margin of 9.4% (up 20bps YoY) and record adjusted EPS of $25.87. Company repurchased 251,539 shares (~0.56% of shares) for $154.09M in Q4 2025. Being added to FTSE All-World Index. 7 analysts rate EME as Strong Buy with $831.67 12-month target (+12.45% upside).
EMCOR Group announced on April 14, 2026, a quarterly dividend of $0.40 per share, representing a 60% increase. Q4 2025 EPS of $7.19 beat consensus of $6.68 with revenue of $4.51 billion. FY2026 guidance set at $27.25-$29.25 EPS. Strong demand across healthcare, manufacturing, infrastructure and data center construction.
EMCOR Group board approved $500 million share repurchase authorization and declared $0.40 quarterly cash dividend (sixth consecutive increase). Company raised 2026 guidance to $17.75-$18.50 billion revenue and $27.25-$29.25 EPS, citing data center and infrastructure momentum. Stock surged 5.8-6.1%.
EMCOR announced a 60% dividend increase to $0.40 per share ($1.60 annually). Q4 2025 EPS of $7.19 beat consensus of $6.68 with revenue of $4.51 billion (+19.7% YoY). Completed sale of UK operations to OCS Group for ~£190 million. FY 2025 revenue increased 16.62% to $16.99 billion. FY 2026 guidance at 27.25-29.25 EPS. 6 of 10 analysts recommend Strong Buy.
EMCOR Group delivered a standout performance on April 8, surging 5.17% after beating earnings expectations with Q1 EPS of $7.19 vs. $6.68 consensus, and FY2026 EPS guidance of $27.25-$29.25. The company authorized a $500 million share buyback program and increased quarterly dividend to $0.40 per share (60% hike).
EMCOR Group declared regular quarterly dividend of $0.40 per share, payable April 30, 2026. Q1 2026 EPS expected $5.80, up 7.2% from $5.41 YoY. Company exceeded Wall Street EPS estimates in 3 of last 4 quarters. Strong demand and $13.25B backlog (up 31% YoY) support growth. 2025 revenues $16.99B (+16.6%), adjusted margins 9.4%, record adjusted EPS $25.87. Broad-based demand from healthcare, manufacturing, infrastructure, and AI/cloud data center projects. EME trades at premium with forward P/E 26.21. Analyst consensus: 7 analysts rate Strong Buy, target $831.67 (+12.45%).
EMCOR Group affirmed $0.40/share quarterly dividend (ex-date April 16, payable April 30). UBS raised price target to $945 from $900; Cantor Fitzgerald initiated Overweight. 2025 revenue: $16.99B (up 16.62% YoY) with earnings up 26.38%. U.S. Electrical segment surged 51.8% to $5.07B; Mechanical up 10.1% to $7.05B. Stock surged past $810 mark by late Feb 2026; 12-month analyst target: $831.67 (up 12.45%). Strong exposure to data center expansion, electrification, and infrastructure. 90-day return: 18.42%.
EMCOR declared $0.40 dividend payable April 30. Stock $758.91 April 6 (+2.3% above intraday low). 6 analysts target $831.67. 90-day return 18.42%, 5-year 557.65%. Earnings April 23. 2025 revenue $16.99B (+16.62%), earnings +26.38%.
EMCOR Group reported strong Q1 results with revenue of $4.30 billion growing 16% (8% organic) above estimates of $4.28 billion. EPS of $6.57 beat consensus estimate of $6.54. AI data centers are beginning to show up significantly in backlog, with the upcoming Danforth acquisition expected to expand data center exposure and geographic footprint. The company remains well-positioned for electrification, reshoring, and AI/data center infrastructure spending. Stock increased 2.23% in the past 24 hours. According to 7 analysts, average rating is "Strong Buy" with 12-month price target of $831.67, representing 12.45% upside from current levels. UBS raised target to $945 from $900.
EMCOR Group announced a regular quarterly cash dividend of $0.40 per common share on April 2, payable April 30. The company increased its annual dividend rate above 5% in January 2026. Stock is consolidating near recent highs at $708.80 with average analyst target of $831.67 (Strong Buy consensus). 2025 revenue reached $16.99B (+16.6% YoY) with earnings up 26.4%.
EMCOR Group Inc. announced regular quarterly cash dividend of $0.40 per share, payable April 30, 2026 to shareholders of record April 16. Stock closed at $738.31. Company reached all-time high February 12, 2026 at $835.00 and has consolidated near elevated levels in early April. Next earnings report scheduled for April 23, 2026.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PWRQUANTA | $739.87 | +1.66% | +31.3% | 47.3x | 1.11 | $109.2B |
| FIXCOMFORT | $1,868.94 | +1.56% | +28.3% | 36.1x | 1.60 | $64.8B |
| EMEEMCOR | $902.10 | +1.17% | +17.7% | 27.4x | — | $39.7B |
| JJACOBS | $128.68 | -0.56% | +1.1% | 16.1x | 0.75 | $15.2B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
Price above both MAs — bullish structure.