Emcor (EME)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-07-07
$768.86-2.34%
Close 2026-07-07 · 1-day change
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Track EME free→Emcor benefits from strong demand in data center infrastructure, boosting revenue. The company raised 2026 revenue guidance to about $18.5 billion and EPS guidance to $28.25-$29.75. Profit margins are stable near 9%, supporting earnings growth. Recent beats show execution strength despite sector headwinds.
Sector headwinds and a soft guidance posture signal risks. Profit margins could compress below 9%, hurting earnings. The recent 18.5% drawdown shows investor concern about growth sustainability.
The price is about 5% below our fair value near $820, reflecting roughly 10% revenue growth. Our fair value is 11% below the Street median, indicating cautious optimism versus more bullish analysts.
Breaks if: EPS falls below $28.25 in FY26
Emcor has raised its 2026 EPS guidance to a range of $28.25 to $29.75.
Stated in 2 of last 2 quarters. EPS guidance increased from $27.25 - $29.25 to $28.25 - $29.75. This upward revision reflects a positive outlook on earnings, aligning with the company's growth strategy.
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“Increases 2026 Diluted EPS Guidance Range to $28.25 - $29.75.”
“Diluted EPS $27.25 - $29.25.”
Breaks if: operating margin falls below 9.0% in FY26
Emcor aims to maintain its operating margin guidance between 9.0% and 9.4% for 2026.
Stated in 2 of last 2 quarters. Operating margin guidance maintained at 9.0% - 9.4%. The consistent guidance suggests stability in cost management, with no significant changes in margin expectations.
“Operating Margin 9.0% - 9.4% for full year 2026.”
“Operating Margin 9.0% - 9.4%.”
Breaks if: annual revenue falls below $18.5 billion in FY26
Emcor aims to increase its 2026 revenue guidance to a range of $18.50 billion to $19.25 billion.
Stated in 2 of last 2 quarters. Revenue guidance increased from $17.75 billion - $18.50 billion to $18.50 billion - $19.25 billion. The trajectory shows a positive adjustment in revenue expectations, indicating progress towards growth targets.
“Increases 2026 Revenue Guidance Range to $18.50 billion - $19.25 billion.”
“Revenues $17.75 billion - $18.50 billion.”