Emcor Group, Inc.
EME
Market Cap$23.75B
Close$
Earnings Call Q1 2025
April 30, 2025 - AI Summary
Strong Quarterly Performance: EMCOR reported Q1 2025 revenues of $3.87 billion, a year-over-year increase of 12.7%. Operating income reached $318.8 million with an operating margin of 8.2%, representing a 26% rise in diluted earnings per share to $5.26 compared to Q1 2024.
Robust Remaining Performance Obligations (RPOs): The company ended Q1 with RPOs of $11.8 billion, a 17.1% organic growth year-over-year. The RPO growth was driven by sectors such as networking and communications (data centers), healthcare, and manufacturing, indicating strong demand for EMCOR's services.
Acquisition Integration and Challenges: EMCOR successfully integrated Miller Electric post-acquisition, contributing $183 million in revenues during the quarter. However, the company faces operational uncertainties from tariffs and supply chain disruptions, which could impact performance despite strong current momentum.
Exclusive for Stockcircle Pro members
Sign up
$493.08
9.9% downside
Current Fair Value
9.9% downsideOvervalued by 9.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $23.75 Billion |
|---|---|
| Enterprise Value | $23.42 Billion |
| Dividend Yield | $1 (0.188458784063925%) |
| Earnings per Share | $21.61 |
| Beta | 1.23 |
| Outstanding Shares | 45,989,277 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 23.23 |
|---|---|
| PEG | 105.2 |
| Price to Sales | 1.68 |
| Price to Book Ratio | 8.55 |
| Enterprise Value to Revenue | 1.56 |
| Enterprise Value to EBIT | 17.96 |
| Enterprise Value to Net Income | 22 |
| Total Debt to Enterprise | 0.01 |
| Debt to Equity | 0.08 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Emcor Group, Inc.
CEO: Anthony Guzzi