EMCOR Group (EME) Panoramica del titolo
EMCOR Group, Inc. fornisce servizi di costruzione elettrica e meccanica e servizi di edilizia e industriali negli Stati Uniti e nel Regno Unito. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
EME Community Fair Values
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Analyst Price Targets
Top Community Narratives
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Read full narrativeConcorrenti di EMCOR Group, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$924.06 |
| Massimo di 52 settimane | US$951.96 |
| Minimo di 52 settimane | US$435.02 |
| Beta | 1.17 |
| Variazione di 1 mese | 23.14% |
| Variazione a 3 mesi | 20.89% |
| Variazione di 1 anno | 109.90% |
| Variazione a 3 anni | 459.90% |
| Variazione a 5 anni | 650.17% |
| Variazione dall'IPO | 46,103.00% |
Notizie e aggiornamenti recenti
Recent updates
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.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.EMCOR Group: Solid Business That Is Fully Valued
Summary EMCOR Group reported strong FY25 results, with revenue of $16.99B, exceeding guidance and consensus estimates. EME benefits from secular growth in data centers, high-tech manufacturing, and stable sectors, but revenue growth is projected to moderate to 6.4% CAGR. EME maintains a pristine balance sheet with no debt, robust cash, and a capital-light model, supporting dividend hikes and share repurchases. Despite sector tailwinds, EME is trading above fair value ($802 vs. $650–$750 range); I initiate with a HOLD rating, awaiting better entry points. Read the full article on Seeking AlphaEME: 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.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.
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.
The "Pick-and-Shovel" Play: Can the Data Center Boom Sustain the Premium?
As of late February 2026, EMCOR Group (EME) is riding an incredible wave, with its stock recently surging past the $810 mark. Often flying under the radar compared to glamorous tech stocks, EMCOR has established itself as the ultimate "pick-and-shovel" winner of the artificial intelligence revolution.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.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.
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.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.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.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.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.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.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.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.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.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...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...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...Here's Why We Think EMCOR Group (NYSE:EME) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...These 4 Measures Indicate That EMCOR Group (NYSE:EME) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...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 AlphaEMCOR'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 centeEMCOR Vs. Comfort Systems: Catalysts Align, Valuations Don't
Summary The Industrials sector is positioned for strong EPS growth through 2026, driven by reshoring, infrastructure spending, and manufacturing recovery. EMCOR Group and Comfort Systems USA are two standout players in the Construction and Engineering industry, both delivering exceptional shareholder returns over the past several years. EMCOR's diversified operations and service revenue stream may offer more stability, while FIX’s focus on high-growth markets like data centers and battery plants positions it well for the future. Both companies posted strong 2024 results, but EMCOR's valuation metrics and buyback yield may present a more attractive opportunity at current levels. Read the full article on Seeking AlphaEMCOR Group: A GARP Stock In The Construction Industry
Summary I am bullish on EMCOR Group, Inc. due to its strong financial health, growth potential, and market position, which have driven a 287% stock gain over three years. EME's Q3 2024 financial performance was impressive, with record revenue of $3.7 billion, a 15.3% YoY growth, and a significant rise in diluted EPS to $5.8. The company's diversified business model across geographical locations and sectors ensures resilience and adaptability, contributing to its consistent double-digit revenue growth even during economic fluctuations. EME's solid balance sheet, low leverage, and high institutional ownership instill investor confidence, justifying its premium valuation and supporting my buy rating. Read the full article on Seeking AlphaRendimenti per gli azionisti
| EME | US Construction | US Mercato | |
|---|---|---|---|
| 7D | 3.6% | 2.0% | 2.1% |
| 1Y | 109.9% | 124.6% | 30.6% |
Ritorno vs Industria: EME ha avuto una performance inferiore rispetto al US Construction che ha registrato un rendimento 124.6 % nell'ultimo anno.
Rendimento vs Mercato: EME ha superato il mercato US che ha restituito 30.6 % nell'ultimo anno.
Volatilità dei prezzi
| EME volatility | |
|---|---|
| EME Average Weekly Movement | 5.5% |
| Construction Industry Average Movement | 8.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: EME non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di EME è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1987 | 44,000 | Tony Guzzi | emcorgroup.com |
EMCOR Group, Inc. fornisce servizi elettrici e meccanici per l'edilizia, gli edifici e l'industria negli Stati Uniti e nel Regno Unito. Offre servizi di progettazione, integrazione, installazione, avviamento, funzionamento e manutenzione relativi a sistemi di trasmissione, distribuzione e generazione di energia; soluzioni energetiche; sistemi elettrici e di illuminazione per locali; strumentazione di processo; sistemi a bassa tensione; sistemi di comunicazione vocale e dati; illuminazione stradale e di transito, segnalazione e linee in fibra ottica; sistemi di controllo computerizzato del traffico e apparecchiature di segnalazione e comunicazione; sistemi di riscaldamento, ventilazione, condizionamento, refrigerazione e soluzioni geotermiche; sistemi di ventilazione di processo per camere bianche; sistemi di protezione e soppressione degli incendi; sistemi idraulici, di processo e di tubazioni; sistemi di controllo e filtrazione; sistemi di trattamento dell'acqua e delle acque reflue; sistemi di riscaldamento e raffreddamento di impianti centrali; gru e sartiame; servizi di carpenteria metallica, montaggio e saldatura. L'azienda fornisce anche operazioni e manutenzione in loco; gestione e manutenzione delle strutture; retrofit energetico; supporto alle operazioni delle basi militari; qualità dell'aria interna; cura dei pavimenti e pulizia; pulizia del paesaggio, spazzamento dei terreni e rimozione della neve; gestione dei fornitori e call center; installazione e supporto per i sistemi degli edifici; sviluppo, gestione e manutenzione dei programmi per i sistemi energetici; consulenza tecnica e diagnostica; progetti infrastrutturali ed edilizi; progetti di modifica e retrofit; servizi di accoglienza, sicurezza e ristorazione.
EMCOR Group, Inc. Riepilogo dei fondamenti
| EME statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$41.94b |
| Utili (TTM) | US$1.34b |
| Ricavi(TTM) | US$17.75b |
EME è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| EME Conto economico (TTM) | |
|---|---|
| Ricavi | US$17.75b |
| Costo del fatturato | US$14.32b |
| Profitto lordo | US$3.42b |
| Altre spese | US$2.09b |
| Utili | US$1.34b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 30.10 |
| Margine lordo | 19.29% |
| Margine di profitto netto | 7.54% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato EME nel lungo periodo?
Vedi performance storica e confrontoDividendi
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 23:36 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
EMCOR Group, Inc. è coperta da 17 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Justin Hauke | Baird |
| Andrew Wittmann | Baird |
| Manish Somaiya | Cantor Fitzgerald & Co. |