EME · EMCOR Group, Inc.
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. EMCOR posted record Q2 2026 results with revenue up 19.8% to $5.15 billion and diluted EPS of $9.06, and raised full-year 2026 revenue guidance to $20.00-$20.50 billion and diluted EPS guidance to $32.00-$33.25. Mechanical construction operating margin contracted 110 bps on a shift toward prime/GMP mix, and acquisition-related intangible amortization is moderating near-term EPS contribution.
- + Record quarterly revenue of $5.15 billion, up 19.8% year-over-year (19.6% organic).
- + Record diluted EPS of $9.06, up 34.8% year-over-year.
- + Record operating income of $547.3 million at a 10.6% margin, up 100 bps from 9.6%.
- + Record RPOs of $17.14 billion, up 43.9% year-over-year, providing significant forward visibility.
- + Raised full-year 2026 revenue guidance to $20.00-$20.50 billion (from $18.50-$19.25 billion) and diluted EPS guidance to $32.00-$33.25 (from $28.25-$29.75).
- + Raised full-year 2026 operating margin guidance to 9.5%-9.8% (from 9.0%-9.4%).
- − Mechanical construction operating margin contracted 110 bps to 12.5% on a shift to prime/GMP and cost-plus contract mix.
- − Acquisition-related intangible amortization is moderating near-term diluted EPS contribution from pending acquisitions.
- − Year-to-date operating cash flow of $289.9 million is roughly flat versus $302.2 million in the prior-year period despite ~19.7% revenue growth.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Engineering & Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EME
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$33.62B | +23.3% | +16.6% | 23.7 | 2.1% |
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$97.59B | +52.2% | +13.4% | 74.4 | 2.1% |
|
FIX
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$58.38B | +77.2% | -73.9% | 40.8 | 2.4% |
|
FER
Ferrovial N.V.
|
$40.22B | -16.3% | — | — | 0.6% |
|
MTZ
Mastec Inc
|
$17.09B | -1.7% | +16.2% | 34.0 | 6.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EME | +0.4% | +2.6% | -5.7% | +2.7% | +23.3% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.0% | +2.5% | -17.9% | +3.3% | +11.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.