Emcor (EME)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$754.16+1.73%
Close 2026-09-04 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
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 2026-09-04.
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 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
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.
Management aims to grow 2026 revenues, raising guidance multiple times reflecting strong demand and record performance obligations.
Stated as a priority in 5 of last 5 quarters. Management raised 2026 revenue guidance from $18.50B-$19.25B in 2026-Q1 to $20.00B-$20.50B in 2026-Q2, reflecting record quarterly revenues of $5.15B in 2026-Q2, up 19.8% YoY. This trajectory matches management's stated focus on revenue growth and is delivering.
“Increases 2026 Revenue Guidance Range to $20.00 billion - $20.50 billion from $18.50 billion - $19.25 billion”
“Increases 2026 Revenue Guidance Range to $18.50 billion - $19.25 billion from $17.75 billion - $18.50 billion”
“2026 Revenues Guidance of $17.75 billion - $18.50 billion”
“Narrows 2025 Revenue Guidance Range to $16.7 billion - $16.8 billion”
“Narrows 2025 Revenue Guidance Range to $16.4 billion - $16.9 billion”
Management has increased 2026 diluted EPS guidance multiple times, reflecting improved earnings performance and operational execution.
Stated as a priority in 5 of last 5 quarters. Management raised 2026 diluted EPS guidance from $28.25-$29.75 in 2026-Q1 to $32.00-$33.25 in 2026-Q2, supported by record quarterly diluted EPS of $9.06 in 2026-Q2, up 34.8% YoY. The trajectory aligns with management's repeated guidance increases and earnings growth.
Management targets operating margin in the range of approximately 9.0% to 9.8% for 2026, reflecting operational discipline and efficiency.
Stated as a priority in 5 of last 5 quarters. Operating margin guidance increased from 9.0%-9.4% in 2026-Q1 to 9.5%-9.8% in 2026-Q2. Actual operating margin improved from 9.0% in first six months of 2025 to 9.7% in first six months of 2026, indicating management is delivering on margin discipline.
“Operating Margin 9.5% – 9.8% 9.0% – 9.4%”
Management focuses on growth and operational excellence in Electrical and Mechanical Construction segments, driving revenue and margin gains.
Stated as a priority in 4 of last 5 quarters. Management highlights Electrical and Mechanical Construction segments driving combined revenue growth of 24.4% and operating income growth of 21.7% in 2025. This focus aligns with strong segment-level financial performance and is delivering consistent growth.
“Electrical and Mechanical Construction segments driving strong performance”
Management commits to balanced capital allocation including share repurchases, supported by strong cash flow and financial position.
Stated as a priority in 2 of last 5 quarters. Management increased share repurchase authorization by $500 million in 2024-Q4, citing strong free cash flow and financial position. This reflects a consistent commitment to balanced capital allocation, supported by operating cash flow of $558M in 2026-Q1 and $524M in 2025-Q4.
Over the trailing year it converted 0.70x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
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 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“Increases 2026 Diluted EPS Guidance Range to $32.00 - $33.25 from $28.25 - $29.75”
“Increases 2026 Diluted EPS Guidance Range to $28.25 - $29.75 from $27.25 - $29.25”
“2026 Diluted EPS Guidance of $27.25 - $29.25”
“Narrows Non-GAAP 2025 Diluted EPS Guidance Range to $25.00 - $25.75”
“Increases Non-GAAP 2025 Diluted EPS Guidance Range to $24.50 - $25.75”
“Operating Margin 9.0% – 9.4%”
“Operating Margin 9.0% - 9.4%”
“Non-GAAP Operating Margin 9.2% - 9.4%”
“Operating Margin 9.0% - 9.4%”
“Electrical and Mechanical Construction segments combined revenue growth of 24.4% and operating income growth of 21.7%”
“Electrical and Mechanical Construction segments combined year-to-date revenue growth of 23.3% and operating margin of 12.4%”
“Electrical Construction segment generated record revenues with quarterly growth of 67.5%”
“Board authorized additional $500 million for share repurchase program”
“Increases Share Repurchase Program $500 Million”