EMCOR Group, Inc logo

EMCOR Group, IncNYSE: EME

Industrials · Construction & Engineering

$902.10

+1.17%

Vol: 249K

Research Digest

Friday, May 1, 2026

Positive

EMCOR reported record Q1 2026 revenues of $4.63 billion (+19.7%) and EPS of $6.84 (+30%), raising full-year guidance with record $15.62 billion backlog.

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%.

Price 50d 200d

Previous Market Intelligence

13 days
Apr 30EMCOR hits all-time high after strong Q1, raises 2026 guidance on data center boomPositive

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.

Apr 29EMCOR Q1 EPS $6.84 beats forecast 15.93%, revenue up 19.7% driven by AI data center demandPositive

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.

Apr 16EMCOR Group announced Q1 2026 earnings release scheduled for April 29, 2026; maintains 2026 guidance of $27.25-$29.25 EPS with strong data center demand.Positive

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).

Apr 15EMCOR announced $0.40 quarterly dividend on April 14, reflecting 60% hike; strong Q4 EPS of $7.19 beat by $0.51.Positive

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.

Apr 14EMCOR Group announced $500M share buyback and sixth consecutive dividend increase; raised 2026 guidance to $27.25-$29.25 EPS.Positive

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%.

Apr 13EMCOR increased quarterly dividend 60% to $0.40; Q4 2025 earnings beat with $7.19 EPS vs $6.68 estimate.Positive

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.

Apr 10EMCOR beats Q1 2026 earnings, announces $500M buyback and 60% dividend increase, surging 5.17% on strong infrastructure demand.Positive

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).

Apr 9EMCOR quarterly dividend at $0.40; Q1 2026 EPS expected $5.80 (+7.2% YoY)Positive

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%).

Apr 8EMCOR affirms $0.40 dividend; UBS raises target to $945 on infrastructure tailwindsPositive

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%.

Apr 7EMCOR declares $0.40 quarterly dividend; strong sector momentum continues.Positive

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%.

Apr 6EMCOR Group Sees Strong Data Center Growth MomentumPositive

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.

Apr 3EMCOR Group declared $0.40 quarterly dividend on April 2, with stock consolidating near record highs.Positive

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%.

Apr 2EMCOR Group declares $0.40 quarterly dividend; stock near all-time highs at $738.31; next earnings April 23.Neutral

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.

Sector Peers

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PWRQUANTA$739.87+1.66%+31.3%47.3x1.11$109.2B
FIXCOMFORT$1,868.94+1.56%+28.3%36.1x1.60$64.8B
EMEEMCOR$902.10+1.17%+17.7%27.4x$39.7B
JJACOBS$128.68-0.56%+1.1%16.1x0.75$15.2B
CATCATERPILLAR$890.93+0.09%+23.4%31.8x1.52$414.2B
GEGENERAL$287.56-0.82%+0.4%33.4x1.43$302.9B

Key Fundamentals

Market Cap$39.7B
P/E (TTM)30.0
Forward P/E27.4
Beta
Div Yield16.00%
Prev Close$891.67

RSI (14-Day)

75Overbought
0305070100

52-Week Range

$407.48$902.10$901.15
From High0.1%
From Low+121.4%

Moving Averages

50d SMA
$774.04+16.5%
200d SMA
$680.21+32.6%

Price above both MAs — bullish structure.

Historical Returns

1W
+4.9%
1M
+28.7%
3M
+24.0%
6M
+19.6%
1Y
+120.2%
YTD
+41.3%

Volume

Today249K
20d Avg311K
Ratio0.80x