EMCOR Group (EME) Aperçu de l'action
EMCOR Group, Inc. fournit des services de construction électrique et mécanique et des services liés aux installations, aux bâtiments et à l'industrie aux États-Unis et au Royaume-Uni. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 2/6 |
| Performances passées | 4/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
EME Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$468.79
FV
73.7% surévalué décote intrinsèque9.00%
Revenue growth p.a.
1.9k
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EMCOR Group, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$814.41 |
| Plus haut sur 52 semaines | US$951.96 |
| Plus bas sur 52 semaines | US$516.91 |
| Bêta | 1.12 |
| Variation sur 1 mois | -1.50% |
| Variation sur 3 mois | 10.31% |
| Variation sur 1 an | 52.26% |
| Variation sur 3 ans | 341.97% |
| Variation sur 5 ans | 566.84% |
| Évolution depuis l'introduction en bourse | 40,620.50% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 26
EME: Data Center And High Tech Projects Will Support Forward Profitability
The analyst price target for EMCOR Group has been adjusted from $900.00 to $1,123.00 as analysts factor in updated assumptions around revenue growth, profit margins, and long term P/E expectations. This revision is supported by recent bullish Street research highlighting the company’s exposure to high tech manufacturing projects and data center development.Seeking Alpha • Jun 25
EMCOR: Exceptional Business But Valuation Stretched; Waiting For A Pullback Makes Sense
Summary EMCOR is the largest electrical and mechanical construction firm, building the power, cooling, and electrical systems inside AI data centers. Q1 2026 was strong on every line: revenue up 19.7% to $4.63 billion, EPS up 30% to $6.84, and a record backlog of $15.62 billion, up 32.9% year-over-year. The balance sheet is pristine, with zero debt and $916 million in cash, giving EMCOR unusual flexibility to fund acquisitions and organic growth without refinancing risk. The business is excellent, but the stock has run roughly 88% off its lows, and the valuation is where the caution lies. A DCF model points to a fair value near $534, below the current price around $817. The market is paying in full for quality and growth, leaving little margin of safety for new capital. I rate EME a Hold. A pullback toward the mid-$600s would offer a far more attractive entry. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 12
EME: High Tech And Data Center Projects Will Test Compounding Narrative
Analysts have raised EMCOR Group's price target by $215 to $1,100, citing the company’s position in high-tech manufacturing and data center projects, as well as its potential for long-term compounding supported by acquisitions. Analyst Commentary Recent research highlights EMCOR Group's role in high tech manufacturing and data center projects, with several firms setting a US$1,100 price target and framing the company as a potential long term compounder supported by acquisition opportunities.Recent updates
Mise à jour du récit • Jun 26
EME: Data Center And High Tech Projects Will Support Forward Profitability
The analyst price target for EMCOR Group has been adjusted from $900.00 to $1,123.00 as analysts factor in updated assumptions around revenue growth, profit margins, and long term P/E expectations. This revision is supported by recent bullish Street research highlighting the company’s exposure to high tech manufacturing projects and data center development.Seeking Alpha • Jun 25
EMCOR: Exceptional Business But Valuation Stretched; Waiting For A Pullback Makes Sense
Summary EMCOR is the largest electrical and mechanical construction firm, building the power, cooling, and electrical systems inside AI data centers. Q1 2026 was strong on every line: revenue up 19.7% to $4.63 billion, EPS up 30% to $6.84, and a record backlog of $15.62 billion, up 32.9% year-over-year. The balance sheet is pristine, with zero debt and $916 million in cash, giving EMCOR unusual flexibility to fund acquisitions and organic growth without refinancing risk. The business is excellent, but the stock has run roughly 88% off its lows, and the valuation is where the caution lies. A DCF model points to a fair value near $534, below the current price around $817. The market is paying in full for quality and growth, leaving little margin of safety for new capital. I rate EME a Hold. A pullback toward the mid-$600s would offer a far more attractive entry. Read the full article on Seeking AlphaMise à jour du récit • Jun 12
EME: High Tech And Data Center Projects Will Test Compounding Narrative
Analysts have raised EMCOR Group's price target by $215 to $1,100, citing the company’s position in high-tech manufacturing and data center projects, as well as its potential for long-term compounding supported by acquisitions. Analyst Commentary Recent research highlights EMCOR Group's role in high tech manufacturing and data center projects, with several firms setting a US$1,100 price target and framing the company as a potential long term compounder supported by acquisition opportunities.Mise à jour du récit • May 29
EME: High Tech Projects And Capital Returns Will Shape Future Earnings Resilience
The fair value estimate for EMCOR Group is updated from $770 to $885. Analysts point to higher Street price targets, supported by views of the company as a high-quality infrastructure services provider with exposure to high tech manufacturing projects, data center development and potential acquisition-driven growth.
Mise à jour du récit • May 14
EME: Data Center Demand And 2026 Margins Will Shape Fair Outlook
Analysts have lifted the implied fair value estimate for EMCOR Group by $96.5 to $983.5. This reflects a higher assumed future P/E multiple and recent price target increases from several firms after positive views on earnings compounding potential and strength in key U.S. segments. Analyst Commentary Recent research across several firms has been broadly supportive of EMCOR Group, with multiple price target hikes and new coverage pointing to confidence in earnings compounding potential and key U.S. business lines.Mise à jour du récit • Apr 28
EME: Data Center Projects And 2026 Margins Will Guide Balanced Outlook
Analysts have lifted the EMCOR Group fair value estimate by $22.83 to $887.00. This reflects updated price targets that reference recent Q4 revenue outperformance in U.S. Electrical and U.S. Mechanical, expectations for future margin improvement, and continued interest from firms highlighting exposure to data centers and complex facilities projects.Mise à jour du récit • Apr 14
EME: 2026 Cash Returns And Data Center Exposure Will Shape Outlook
The analyst price target for EMCOR Group has been adjusted slightly, with the fair value estimate moving by about $5 to $864. Analysts are factoring in a modestly higher discount rate, slightly softer revenue growth and profit margin assumptions, and a higher future P/E multiple informed by recent target raises from firms now clustered in the $814 to $945 range.Mise à jour du récit • Mar 31
EME: 2026 Cash Returns And Data Center Work Will Drive Upside
Analysts have lifted the consolidated price target for EMCOR Group to $869, citing a cluster of recent research updates that include new and higher targets ranging from $814 to $945 following Q4 results and ongoing interest in the company's exposure to U.S. Electrical, U.S. Mechanical, data centers, and complex facilities projects. Analyst Commentary Bullish Takeaways Bullish analysts frame the higher price targets in the US$814 to US$945 range as a reflection of confidence in EMCOR Group's ability to execute on U.S. Electrical, U.S. Mechanical, data center, and complex facilities work.Mise à jour du récit • Mar 17
EME: 2026 Dividend Hike And Buybacks Will Support Margin Upside Potential
Narrative Update on EMCOR Group The analyst price target framework for EMCOR Group has been revised from $772.00 to about $869.29. This reflects updated views from analysts who point to recent target increases across the Street and supportive commentary around Q4 execution, margin potential, and balance sheet flexibility.Mise à jour du récit • Mar 03
EME: Data Center Exposure And Capital Returns Will Test Earnings Resilience
The analyst fair value estimate for EMCOR Group has moved from $713 to $770, as analysts highlight updated assumptions around revenue growth, profit margins, and future P/E, along with recent Street research that points to earnings compounding potential, balance sheet capacity for growth, and exposure to data centers and complex facilities projects. Analyst Commentary Recent Street research highlights a wide spread between published price targets and views on how much earnings growth is already reflected in EMCOR Group's share price.Mise à jour du récit • Feb 17
EME: Higher 2026 Payout And Buybacks Will Support Fairly Valued Outlook
Analysts have raised their price target for EMCOR Group by $13.50 to $772.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E as reflected in recent research such as the Stifel report. Analyst Commentary Bullish Takeaways Bullish analysts view the raised US$772.00 price target as better aligned with updated fair value assumptions that incorporate their latest work on discount rates, revenue expectations, and margin profiles.Mise à jour du récit • Feb 03
EME: Higher Fair Value And Capital Returns Will Test Margin Resilience
Analysts lifted their fair value estimate for EMCOR Group to $713 from $675, citing updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent Street research. Analyst Commentary Street research around EMCOR Group's updated fair value has not been uniformly positive, and several bearish analysts are flagging areas where they see less room for upside relative to the new US$713 estimate.Mise à jour du récit • Jan 20
EME: Normalized U.S. Electrical Margins And 2025 Guidance Will Support Profitability
Narrative Update Overview Analysts have trimmed their EMCOR Group price target by US$5 to US$713, citing slightly better than expected Q3 results and higher 2025 guidance, as well as near term U.S. Electrical margin pressure from Miller amortization and project specific earnings reversals. Analyst Commentary Bullish analysts acknowledge the trimmed price target to US$713 but still frame the call within an overall constructive view on EMCOR Group, pointing to operating execution and updated guidance as key supports for their outlook.Mise à jour du récit • Jan 05
EME: U.S. Electrical Margin Pressures Will Test Fair Balance Of Rewards
Analysts now place EMCOR Group's fair value around $675, up from about $510.73. They cite a higher assumed revenue growth rate and a richer future P/E multiple, even as they factor in slightly higher discount rates and some pressure on profit margins following recent U.S. Electrical segment headwinds highlighted in Street research.Mise à jour du récit • Dec 20
EME: Normalized U.S. Electrical Margins Will Support Higher Long-Term Profitability
Analysts have raised their fair value estimate for EMCOR Group from $750 to $900 per share. This reflects confidence that underlying U.S. Electrical margins, which analysts note would be 14% or higher absent temporary project and acquisition headwinds, can support higher long term profitability despite a slightly higher discount rate and more moderate revenue growth assumptions.Mise à jour du récit • Dec 05
EME: Raised 2025 Guidance Will Outweigh Near Term Margin Volatility
Analysts have modestly reduced their price target on EMCOR Group to $713 from $718, reflecting slightly softer assumptions on near term growth and margins, while still highlighting resilient end market demand, raised 2025 guidance, and the company’s strategic role in the ongoing U.S. reshoring investment cycle. Analyst Commentary Analysts remain broadly constructive on EMCOR’s positioning in the U.S. industrial and infrastructure reshoring cycle, even as they modestly trim near term valuation assumptions to reflect recent margin volatility in the U.S. Electrical segment.Mise à jour du récit • Nov 21
EME: U.S. Reshoring Will Drive Demand Despite Margin Pressures
EMCOR Group's analyst price target was lowered by $5 to $713. Analysts cited near-term margin pressures in U.S. Electrical operations, despite solid Q3 performance and raised 2025 guidance.Mise à jour du récit • Nov 05
EME: Future U.S. Reshoring Trends Will Drive Demand And Margin Recovery
EMCOR Group's analyst price target has increased from $716.00 to $758.50. This change reflects analyst expectations for continued demand amid robust U.S. industrial reshoring trends and stabilized operating margins, despite recent project-specific challenges.Mise à jour du récit • Oct 22
Analyst Upgrades Highlight EMCOR Group’s Strong Outlook and Improved Valuation Amid Reshoring Trends
Analysts have raised their price target for EMCOR Group from $711.67 to $716.00, citing strong demand driven by industrial reshoring trends and robust recent performance. Analyst Commentary Analyst sentiment toward EMCOR Group has grown increasingly positive, with recent coverage highlighting the company’s strategic positioning and performance in the evolving U.S. industrial landscape.Mise à jour du récit • Oct 08
Rising Demand In Data Centers And Healthcare Will Expand Markets
Analysts have raised EMCOR Group’s fair value target by $30, citing increased revenue growth expectations and sustained demand from the ongoing U.S. industrial reshoring trend. Analyst Commentary Recent analyst research highlights both the strong tailwinds benefiting EMCOR Group and areas that warrant continued attention for sustained outperformance.Mise à jour du récit • Sep 04
Rising Demand In Data Centers And Healthcare Will Expand Markets
Analysts remain bullish on EMCOR Group, citing strong execution, robust free cash flow from its asset-light model, multi-market growth catalysts, and solid Q2 results, with these positives underpinning the unchanged consensus price target of $681.67. Analyst Commentary Bullish analysts cite EMCOR’s consistent record of strong execution and proven capital deployment as drivers of upward price target revisions.Article d’analyse • Aug 02
Earnings Beat: EMCOR Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
As you might know, EMCOR Group, Inc. ( NYSE:EME ) just kicked off its latest quarterly results with some very strong...Article d’analyse • Jul 21
We Like EMCOR Group's (NYSE:EME) Returns And Here's How They're Trending
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Article d’analyse • Jul 07
Is Now An Opportune Moment To Examine EMCOR Group, Inc. (NYSE:EME)?
Let's talk about the popular EMCOR Group, Inc. ( NYSE:EME ). The company's shares received a lot of attention from a...Seeking Alpha • Feb 27
EMCOR Group Q4: Thoughts After An Electrified Year
Summary EMCOR Group, Inc. shares experienced significant volatility, nearly tripling, before a recent sell-off took shares back to levels last seen half a year ago. EME's strong track record and expertise in managing complex systems position it well, but margin sustainability remains a concern, coming in at relatively high levels. Recent momentum is driven by impressive earnings and revenue growth, but a slight cutback in sales guidance raises caution. Trading at a reasonable multiple, but with potential margin reversion, I remain cautious and await further guidance before committing capital. Read the full article on Seeking AlphaNouveau récit • Feb 22
EMCOR's stock price is set to rise with 9% revenue growth and electrification trends
Company OverviewEMCOR Group (NYSE: EME) is a leader in mechanical and electrical construction services, infrastructure solutions, and industrial facility management. With strong exposure to data centeRendement pour les actionnaires
| EME | US Construction | US Marché | |
|---|---|---|---|
| 7D | -6.3% | -2.5% | 0.3% |
| 1Y | 52.3% | 89.4% | 19.9% |
Rendement vs Industrie: EME a sous-performé le secteur US Construction qui a rapporté 89.4 % au cours de l'année écoulée.
Rendement vs marché: EME a dépassé le marché US qui a rapporté 19.9 % au cours de l'année écoulée.
Volatilité des prix
| EME volatility | |
|---|---|
| EME Average Weekly Movement | 5.7% |
| Construction Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: EME n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de EME ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1987 | 44,000 | Tony Guzzi | emcorgroup.com |
EMCOR Group, Inc. fournit des services de construction électrique et mécanique et des services liés aux installations, aux bâtiments et à l'industrie aux États-Unis et au Royaume-Uni. Il propose des services de conception, d'intégration, d'installation, de démarrage, d'exploitation et de maintenance liés aux systèmes de transmission, de distribution et de production d'énergie ; aux solutions énergétiques ; aux systèmes électriques et d'éclairage des locaux ; à l'instrumentation des processus ; aux systèmes basse tension ; aux systèmes de communication vocale et de données ; à l'éclairage des routes et des transports en commun, à la signalisation et aux lignes à fibres optiques ; aux systèmes informatisés de contrôle de la circulation et aux équipements de signalisation et de communication ; des solutions de chauffage, de ventilation, de climatisation, de réfrigération et de géothermie ; des systèmes de ventilation pour salles blanches ; des systèmes de protection et d'extinction des incendies ; des systèmes de plomberie, de traitement et de tuyauterie ; des systèmes de contrôle et de filtration ; des systèmes de traitement de l'eau et des eaux usées ; des systèmes de chauffage et de refroidissement d'installations centrales ; des grues et des gréements ; des services de mécanicien-monteur ; et des services de fabrication, de montage et de soudage de l'acier. L'entreprise propose également des services d'exploitation et de maintenance sur site, de gestion et de maintenance des installations, de rénovation énergétique, de soutien aux opérations des bases militaires, de qualité de l'air intérieur, d'entretien des sols et de conciergerie, d'aménagement paysager, de balayage des terrains et de déneigement, de gestion des fournisseurs et de centre d'appels, d'installation et de soutien des systèmes de construction, de développement, de gestion et de maintenance des programmes pour les systèmes énergétiques, de conseil technique et de diagnostic, de projets d'infrastructure et de construction, de projets de modification et de rénovation, et de services d'accueil, de sécurité et de restauration.
EMCOR Group, Inc. Résumé des fondamentaux
| EME statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$35.47b |
| Bénéfices(TTM) | US$1.34b |
| Recettes(TTM) | US$17.75b |
27.1x
Ratio P/E2.0x
Ratio P/SLe site EME est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| EME compte de résultat (TTM) | |
|---|---|
| Recettes | US$17.75b |
| Coût des recettes | US$14.32b |
| Marge brute | US$3.42b |
| Autres dépenses | US$2.09b |
| Les revenus | US$1.34b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 30.10 |
| Marge brute | 19.29% |
| Marge bénéficiaire nette | 7.54% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de EME?
Voir les performances historiques et les comparaisonsDividendes
0.2%
Rendement actuel des dividendes4%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/29 13:40 |
| Cours de l'action en fin de journée | 2026/06/29 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
EMCOR Group, Inc. est couverte par 18 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Justin Hauke | Baird |
| Andrew Wittmann | Baird |
| Manish Somaiya | Cantor Fitzgerald & Co. |