Sign In
Buy EME
EMCOR Group Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $5.90 |
| EPS actual | $6.84 |
| EPS Surprise | 15.93% |
| Revenue estimate | 4.199B |
| Revenue actual | 4.628B |
| Revenue Surprise | 10.23% |
| Release date | Feb 26, 2026 |
| EPS estimate | $6.68 |
| EPS actual | $7.19 |
| EPS Surprise | 7.63% |
| Revenue estimate | 4.283B |
| Revenue actual | 4.513B |
| Revenue Surprise | 5.37% |
| Release date | Oct 30, 2025 |
| EPS estimate | $6.54 |
| EPS actual | $6.57 |
| EPS Surprise | 0.459% |
| Revenue estimate | 4.28B |
| Revenue actual | 4.302B |
| Revenue Surprise | 0.495% |
| Release date | Jul 31, 2025 |
| EPS estimate | $5.74 |
| EPS actual | $6.72 |
| EPS Surprise | 17.07% |
| Revenue estimate | 4.109B |
| Revenue actual | 4.304B |
| Revenue Surprise | 4.75% |
Last 4 Quarters for EMCOR Group
Below you can see how EME performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $627.49 |
| EPS estimate | $5.74 |
| EPS actual | $6.72 |
| EPS surprise | 17.07% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $635.06 |
| Jul 28, 2025 | $631.66 |
| Jul 29, 2025 | $636.23 |
| Jul 30, 2025 | $639.33 |
| Jul 31, 2025 | $627.49 |
| Aug 01, 2025 | $624.67 |
| Aug 04, 2025 | $629.22 |
| Aug 05, 2025 | $625.00 |
| Aug 06, 2025 | $622.27 |
| 4 days before | -1.19% |
| 4 days after | -0.83% |
| On release day | -0.449% |
| Change in period | -2.01% |
| Release date | Oct 30, 2025 |
| Price on release | $648.00 |
| EPS estimate | $6.54 |
| EPS actual | $6.57 |
| EPS surprise | 0.459% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $748.24 |
| Oct 27, 2025 | $754.85 |
| Oct 28, 2025 | $751.44 |
| Oct 29, 2025 | $777.00 |
| Oct 30, 2025 | $648.00 |
| Oct 31, 2025 | $675.78 |
| Nov 03, 2025 | $673.52 |
| Nov 04, 2025 | $654.50 |
| Nov 05, 2025 | $675.42 |
| 4 days before | -13.40% |
| 4 days after | 4.23% |
| On release day | 4.29% |
| Change in period | -9.73% |
| Release date | Feb 26, 2026 |
| Price on release | $746.18 |
| EPS estimate | $6.68 |
| EPS actual | $7.19 |
| EPS surprise | 7.63% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $812.79 |
| Feb 23, 2026 | $806.66 |
| Feb 24, 2026 | $806.80 |
| Feb 25, 2026 | $801.80 |
| Feb 26, 2026 | $746.18 |
| Feb 27, 2026 | $724.62 |
| Mar 02, 2026 | $735.78 |
| Mar 03, 2026 | $736.30 |
| Mar 04, 2026 | $740.87 |
| 4 days before | -8.20% |
| 4 days after | -0.712% |
| On release day | -2.89% |
| Change in period | -8.85% |
| Release date | Apr 29, 2026 |
| Price on release | $833.37 |
| EPS estimate | $5.90 |
| EPS actual | $6.84 |
| EPS surprise | 15.93% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $873.11 |
| Apr 24, 2026 | $869.90 |
| Apr 27, 2026 | $885.42 |
| Apr 28, 2026 | $863.78 |
| Apr 29, 2026 | $833.37 |
| Apr 30, 2026 | $891.67 |
| May 01, 2026 | $903.50 |
| May 04, 2026 | $910.26 |
| May 05, 2026 | $933.27 |
| 4 days before | -4.55% |
| 4 days after | 11.99% |
| On release day | 7.00% |
| Change in period | 6.89% |
EMCOR Group Earnings Call Transcript Summary of Q1 2026
EMCOR reported a very strong Q1 2026: revenue of $4.63 billion (+19.7% YoY; +16.8% organic), operating income of $403.8 million (8.7% margin) and diluted EPS of $6.84 (+30% YoY). Both Electrical and Mechanical Construction set quarterly revenue records (Electrical +33%, Mechanical +29%)—driven heavily by Network & Communications (data centers) as well as institutional, manufacturing/industrial, health care and water/wastewater. Remaining performance obligations (RPO) rose to $15.62 billion (+32.9% YoY, +17.9% sequential), giving multi-quarter visibility. Management raised FY2026 guidance to revenue of $18.5–$19.25 billion and diluted EPS of $28.25–$29.75. Gross margin and operating leverage were healthy (gross profit margin ~18.7%; SG&A leverage improved), and the company returned $105 million to shareholders in the quarter (buybacks + dividend). Balance sheet liquidity remains strong (≈$916M cash; ~$1.25B working capital) and CapEx is being directed to prefabrication/fabrication capabilities (FY26 CapEx guide ~$115–$125M). Management flagged mix shifts toward GMP/cost-plus on certain new projects (particularly in mechanical/data center work), which can compress margin percentages in quarters, but emphasized growth in absolute margin dollars, disciplined contract management, and continued investments in training, VDC/prefab and field leadership to scale. Cash flow seasonality was reiterated (Q1 weaker; Q4 strongest), and M&A focus remains on expanding electrical, mechanical service, fire protection, controls/automation and selective fabrication capabilities.
