Emcor Group, Inc.
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+ FollowMarket Cap$28.57B
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Earnings Call Q2 2026
July 30, 2026 - AI Summary
Strong Q2 2026 results (broad-based growth)
- Revenue $5.15B, up 19.8% YoY (19.6% organic).
- Operating income $547M with record 10.6% operating margin (operating income up ~32% YoY; margin +100 bps).
- Diluted EPS $9.06, up ~35% YoY.
- Segment highlights: Electrical Construction +24% revenue with 13.9% margin; Mechanical Construction +31% with 12.5% margin; Building Services +5.6% revenue with +26.6% operating income; Industrial Services +26% revenue.
Record backlog/RPO drives visibility (and momentum into 2H)
- Total RPOs: $17.14B, up 44% YoY and +29% vs. Dec.
- 95% of the sequential growth was organic; sequential growth noted as ~10% from March.
- Management attributed strength mainly to network & communications / data centers (also expanding with AI infrastructure and digital transformation) plus broad-based strength in water & wastewater, healthcare, and institutional.
Full-year 2026 guidance raised (revenue and EPS up; still tempered by acquisitions’ accounting effects)
- New outlook: Revenue $20.0B–$20.5B and Diluted EPS $32.00–$33.25.
- Tone: higher guidance backed by first-half performance + RPO visibility; management emphasized near-term EPS can be “moderated” due to acquisition-related backlog amortization and intangible amortization / interest impacts.
- Key drivers expected to persist: continued demand, disciplined execution, pricing discipline, and overhead/SGL&A leverage from revenue acceleration.
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$540.67
18.8% downside
Current Fair Value
18.8% downsideOvervalued by 18.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $28.57 Billion |
|---|---|
| Enterprise Value | $28.60 Billion |
| Annual dividend | $1.45 |
| Dividend yield | 0.25% |
| Earnings per Share | $28.19 |
| Beta | 1.12 |
| Outstanding Shares | 44,421,322 |
Return
| Return on Equity | 35.21% |
|---|---|
| Return on Assets | 14.14% |
| Return on Invested Capital | 41.21% |
Valuation & Multiples
| P/E Ratio | 20.16 |
|---|---|
| PEG | 60.01 |
| Price to Sales | 1.59 |
| Price to Book Ratio | 7.32 |
| Enterprise Value to Revenue | 1.54 |
| Enterprise Value to EBIT | 14.07 |
| Enterprise Value to Net Income | 19 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 0.23 |
Revenue Sources
No data
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
$7.23
Consensus analyst estimateRevenue Estimate
$4.71 B
Consensus analyst estimateNext Earnings Call
Expected Date
October 29, 2026
EPS Estimate
$8.37
Consensus analyst estimateRevenue Estimate
$5.19 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 67.21% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.79%▼ 89.93% |
|---|---|
| Total Invested | $950.23M▼ 97.25% |
| Investors Holding | 284▼ 992.00% |
About Emcor Group, Inc.
CEO: Anthony Guzzi
