Emcor Group, Inc.
EME
Market Cap$24.81B
Close$
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.
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$480.47
14.1% downside
Current Fair Value
14.1% downsideOvervalued by 14.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $24.81 Billion |
|---|---|
| Enterprise Value | $24.48 Billion |
| Dividend Yield | $1 (0.180433762765689%) |
| 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 | 24.26 |
|---|---|
| PEG | 109.87 |
| Price to Sales | 1.72 |
| Price to Book Ratio | 8.74 |
| Enterprise Value to Revenue | 1.63 |
| Enterprise Value to EBIT | 18.77 |
| Enterprise Value to Net Income | 23 |
| 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