Emcor (EME)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-04
$639.25-9.64%
Close 2026-11-04 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-04
Research Workspace
Put EME beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction & Engineering is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — 2026 EPS at or above $28.25: Diluted EPS: $9.04 per share.
View ThesisRevenue growth is accelerating — up about 22% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 32% in its worst 12-month stretch.
View RiskEME's data center growth must keep compounding. Revenue grew 28.8% in the last quarter. The company beat its earnings target. It trades at 22 times earnings. Peers trade at 40 times earnings. The price reflects modest growth expectations. Diluted EPS is currently $9.04. The 2026 target is $28.25. That primary pillar is under pressure. Peer multiples imply a price about 20% above where it trades. This read is provisional. The thesis is on watch.
Trailing returns as of 2026-11-04. EME is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering EME (as of Nov 2026).
Based on 5 Wall Street analysts offering 12-month price targets for EME in the last 4 months.
Continue this research
Compare EME with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EME Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction & Engineering — fair value, gap to price, and forward P/E.
Compare the value case
Put EME next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase 2026 revenue guidance
Management's Q3 call provides official evidence on 2026 guidance, margins, segment growth, and capital allocation.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $639.25
The last 12 months of price, then the range of analyst 12-month targets from today’s $639.25.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase 2026 revenue guidance
Raised 2026 targets and record RPOs materially support growth objectives and strengthen visibility.
Advances: Increase 2026 revenue guidance
Official Q3 call reinforces the outlook through management commentary on guidance and operating performance.
Advances: Expand Electrical and Mechanical Construction segments
AI data centers align with expansion in Electrical segment.
Advances: Increase 2026 revenue guidance
AI-driven growth supports revenue and earnings upside.
Advances: Expand Electrical and Mechanical Construction segments
Increased focus on data center demand supports construction segment expansion.
Advances: Increase 2026 revenue guidance
Raised guidance aligns with revenue growth objectives.
Threatens: Maintain operating margin guidance
Margin pressure could hinder operating margin guidance.
