EMCOR Group, Inc.

NYSE:EME 株式レポート

時価総額：US$36.6b

EMCOR Group 配当と自社株買い

配当金 基準チェック /06

EMCOR Group配当を支払う会社であり、現在の利回りは0.19%です。

主要情報

0.2%

配当利回り

1.3%

バイバック利回り

総株主利回り1.5%
将来の配当利回り0.2%
配当成長14.4%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向4%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
Seeking Alpha • Apr 11

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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
新しいナラティブ • 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 cente
Seeking Alpha • Jan 14

EMCOR 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 Alpha
Seeking Alpha • Nov 08

EMCOR 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: EMEはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: EMEはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。

配当利回り対市場

EMCOR Group 配当利回り対市場
EME 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (EME)0.2%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Construction)0.2%
アナリスト予想 (EME) (最長3年)0.2%

注目すべき配当: EMEの配当金 ( 0.19% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) と比べると目立ったものではありません。

高配当: EMEの配当金 ( 0.19% ) はUS市場の配当金支払者の上位 25% ( 4.22% ) と比較すると低いです。

株主への利益配当

収益カバレッジ: EME US市場において目立った配当金を支払っていません。

株主配当金

キャッシュフローカバレッジ: EME US市場において目立った配当金を支払っていません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/09 09:26
終値2026/06/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

EMCOR Group, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Justin HaukeBaird
Andrew WittmannBaird
Manish SomaiyaCantor Fitzgerald & Co.