Emcor (EME)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-05
$595.32-6.87%
Close 2026-11-05 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-05
QuarterlyIQ Insights · EME
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks EME against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 0.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Increases Share Repurchase Program The Company also announced that its Board of Directors has authorized an additional $500 million for the purchase of shares of its outstanding common stock under it…
Stated in 2 of 8 supplied quarters. Management reported: “Increases Share Repurchase Program The Company also announced that its Board of Directors has authorized an additional $500 million for the purchase of shares of its outstanding common stock under its existing share repurchase program.” “Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, remarked, “The increase in our share repurchase authorization reflects our strong financial position, confidence in the long-term prospects of our business, and commitment to balanced and disciplined capital allocation.”
“Increases Share Repurchase Program The Company also announced that its Board of Directors has authorized an additional $500 million for the purchase of shares of its outstanding common stock under it…”
“– MORE – EMCOR Reports Fourth Quarter and Fiscal Year Results Page 4 Increases Share Repurchase Program The Company also announced that its Board of Directors has authorized an additional $500 millio…”
Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, remarked, “The increase in our share repurchase authorization reflects our strong financial position, confidence in the long-ter…
Stated in 8 of 8 supplied quarters. Management reported: “Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, remarked, “The increase in our share repurchase authorization reflects our strong financial position, confidence in the long-term prospects of our business, and commitment to balanced and disciplined capital allocation.” “Our capital allocation strategy supports long-term value creation and has provided the foundation for our compounding record of success."”
We remain focused on maintaining pricing discipline, carefully selecting project opportunities, and executing at a high level across our operations.
Stated in 7 of 8 supplied quarters. Management reported: “We remain focused on maintaining pricing discipline, carefully selecting project opportunities, and executing at a high level across our operations.” “These results reflect our strategic positioning and operational excellence across our construction and services platforms while demonstrating our customers' confidence in EMCOR as a partner of choice for complex and mission-critical projects.”
As we look ahead, the fundamentals of our business remain strong and our recent and pending acquisitions reflect our focus on complementing our existing operations, expanding our capabilities, and en…
Stated in 6 of 8 supplied quarters. Management reported: “As we look ahead, the fundamentals of our business remain strong and our recent and pending acquisitions reflect our focus on complementing our existing operations, expanding our capabilities, and entering new geographies to better serve our customers.” “Recent acquisitions reflect our focus on expanding and complementing our existing capabilities to better serve our customers and the sale of our United Kingdom operations provides further flexibility for strategic investment.”
Build construction capabilities and geographic reach while developing productivity through technology and prefabrication.
Over the trailing year it converted 0.70x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, remarked, “The increase in our share repurchase authorization reflects our strong financial position, confidence in the long-ter…”
“Supported by a liquid balance sheet, exceptional field leadership, and a diverse pipeline with significant visibility, we believe EMCOR is well-positioned to benefit from ongoing market opportunities…”
“Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, commented, “We started the year well, with record quarterly revenues and strong operating performance as we experienced sustaine…”
“Mr. Guzzi continued, “We are executing well across numerous sectors where demand for our services persists, bolstered by long-term underlying secular trends.”
“Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, commented, “We had an outstanding third quarter, with revenue growth of 16.4% and an exceptional 9.4% operating margin.”
“Our Remaining Performance Obligations are again at an all-time high, and our pipeline continues to be strong, supporting our positive outlook for the rest of the year and reinforcing our increase in…”
“Our performance reflects our customers' confidence in our ability to execute complex projects across diverse end markets, as well as our proactive expansion into new geographies, and our productivity…”
“Looking ahead, we anticipate continued momentum in demand, as evidenced by the 14.2% year-over-year increase in our remaining performance obligations."”
“We remain focused on maintaining pricing discipline, carefully selecting project opportunities, and executing at a high level across our operations.”
“These results reflect our strategic positioning and operational excellence across our construction and services platforms while demonstrating our customers' confidence in EMCOR as a partner of choice…”
“Our execution, coupled with such demand, enabled us to achieve new milestones in 2025, including record revenues, operating margin, and diluted earnings per share.”
“Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, commented, “We had an outstanding third quarter, with revenue growth of 16.4% and an exceptional 9.4% operating margin.”
“Through our consistent excellence in labor planning, large project coordination, and the sharing of best practices, we continue to deliver outstanding results for our customers and shareholders."”
“Coupled with sustained excellence in labor planning, large project coordination, and the sharing of best practices, we delivered exceptional results for our customers.””
“We believe that our investments in building information modeling, prefabrication, and digital tools have increased our productivity and led to operational efficiencies across this segment, as evidenc…”
“As we look ahead, the fundamentals of our business remain strong and our recent and pending acquisitions reflect our focus on complementing our existing operations, expanding our capabilities, and en…”
“Recent acquisitions reflect our focus on expanding and complementing our existing capabilities to better serve our customers and the sale of our United Kingdom operations provides further flexibility…”
“Our performance is further supported by our organic investments in virtual design construction technologies and prefabrication capabilities, which have increased our productivity and efficiency.”
“Our performance is further supported by our strategic and proactive expansion into new regions, as well as improvements in productivity driven by virtual design construction technologies and prefabri…”
“Our performance reflects our customers' confidence in our ability to execute complex projects across diverse end markets, as well as our proactive expansion into new geographies, and our productivity…”
“Recent acquisitions, including Miller Electric Company, which closed on February 3, 2025, reflect our focus on expanding and complementing our existing capabilities to better serve our customers.”