EMCOR Group, Inc.

NYSE:EME 株式レポート

時価総額:US$37.0b

EMCOR Group マネジメント

マネジメント 基準チェック /44

EMCOR Groupの CEO はTony Guzziで、 Oct2004年に任命され、 の在任期間は 21.5年です。 の年間総報酬は$ 14.38Mで、 9.2%給与と90.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.4%を直接所有しており、その価値は$ 146.75M 。経営陣と取締役会の平均在任期間はそれぞれ5.5年と8.7年です。

主要情報

Tony Guzzi

最高経営責任者

US$14.4m

報酬総額

CEO給与比率9.21%
CEO在任期間21.5yrs
CEOの所有権0.4%
経営陣の平均在職期間5.5yrs
取締役会の平均在任期間8.7yrs

経営陣の近況

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

Apr 11

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.

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

Aug 02
Earnings Beat: EMCOR Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

We Like EMCOR Group's (NYSE:EME) Returns And Here's How They're Trending

Jul 21
We Like EMCOR Group's (NYSE:EME) Returns And Here's How They're Trending

Is Now An Opportune Moment To Examine EMCOR Group, Inc. (NYSE:EME)?

Jul 07
Is Now An Opportune Moment To Examine EMCOR Group, Inc. (NYSE:EME)?

Here's Why We Think EMCOR Group (NYSE:EME) Might Deserve Your Attention Today

May 30
Here's Why We Think EMCOR Group (NYSE:EME) Might Deserve Your Attention Today

These 4 Measures Indicate That EMCOR Group (NYSE:EME) Is Using Debt Safely

May 18
These 4 Measures Indicate That EMCOR Group (NYSE:EME) Is Using Debt Safely

Earnings Not Telling The Story For EMCOR Group, Inc. (NYSE:EME) After Shares Rise 27%

May 06
Earnings Not Telling The Story For EMCOR Group, Inc. (NYSE:EME) After Shares Rise 27%

Results: EMCOR Group, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

May 02
Results: EMCOR Group, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

EMCOR Group Q4: Thoughts After An Electrified Year

Feb 27

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

EMCOR Vs. Comfort Systems: Catalysts Align, Valuations Don't

Jan 14

EMCOR Group: A GARP Stock In The Construction Industry

Nov 08

CEO報酬分析

EMCOR Group の収益と比較して、Tony Guzzi の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$14mUS$1m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$14mUS$1m

US$1b

Sep 30 2024n/an/a

US$927m

Jun 30 2024n/an/a

US$826m

Mar 31 2024n/an/a

US$719m

Dec 31 2023US$12mUS$1m

US$633m

Sep 30 2023n/an/a

US$548m

Jun 30 2023n/an/a

US$484m

Mar 31 2023n/an/a

US$444m

Dec 31 2022US$11mUS$1m

US$406m

Sep 30 2022n/an/a

US$381m

Jun 30 2022n/an/a

US$375m

Mar 31 2022n/an/a

US$372m

Dec 31 2021US$11mUS$1m

US$384m

Sep 30 2021n/an/a

US$362m

Jun 30 2021n/an/a

US$323m

Mar 31 2021n/an/a

US$142m

Dec 31 2020US$11mUS$1m

US$133m

Sep 30 2020n/an/a

US$140m

Jun 30 2020n/an/a

US$161m

Mar 31 2020n/an/a

US$328m

Dec 31 2019US$11mUS$1m

US$325m

報酬と市場: Tonyの 総報酬 ($USD 14.38M ) は、 US市場 ($USD 14.57M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Tonyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Tony Guzzi (61 yo)

21.5yrs
在職期間
US$14,380,630
報酬

Mr. Anthony J. Guzzi, also known as Tony, has been the President and Chief Executive Officer of EMCOR Group Inc., since October 25, 2004 and January 3, 2011 respectively and also has been its Chairman sinc...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Anthony Guzzi
Chairman21.5yrsUS$14.38m0.40%
$ 146.7m
Jason Nalbandian
Senior VP4.3yrsUS$3.18m0.043%
$ 15.8m
Maxine Mauricio
Chief Administrative Officer10.3yrsUS$4.18m0.051%
$ 18.7m
Steven Fried
Vice President of Compliance11.4yrsデータなしデータなし
Susan Masters
VP of Human Resources & Assistant General Counselno dataデータなしデータなし
Laura D'Entrone
VP & Chief Information Security Officer5.8yrsデータなしデータなし
Douglas Harrington
President & CEO of EMCOR Industrial Services3.3yrsデータなしデータなし
Kostas Christakos
Treasurer5.8yrsデータなしデータなし
Daniel Fitzgibbons
President & CEO of EMCOR Electrical Construction Services5.3yrsデータなしデータなし
Robert Lind
VP & Controllerno dataデータなし0.011%
$ 4.1m
Brian Batchelor
President & CEO of EMCOR Mechanical Construction Services1.3yrsデータなしデータなし
Anthony Sada
President & CEO of EMCOR Building Servicesless than a yearデータなしデータなし
5.5yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: EMEの経営陣は経験豊富で経験豊富です(平均在職期間は5.5年)。


取締役

名称ポジション在職期間報酬所有権
Anthony Guzzi
Chairman16.3yrsUS$14.38m0.40%
$ 146.7m
M. McEvoy
Lead Independent Director9.8yrsUS$358.00k0.028%
$ 10.4m
William Reid
Independent Director8.5yrsUS$297.00k0.010%
$ 3.9m
John Altmeyer
Independent Director11.5yrsUS$310.00k0.051%
$ 19.0m
Carol Lowe
Independent Director8.8yrsUS$315.00k0.030%
$ 11.2m
Ronald Johnson
Independent Director5.1yrsUS$295.00k0%
$ 0
Robin Walker-Lee
Independent Director7.3yrsUS$310.00k0.014%
$ 5.1m
Steven Schwarzwaelder
Independent Director10.5yrsUS$296.00k0.046%
$ 17.2m
Patrick Roche
Independent Directorless than a yearUS$120.00kデータなし
Amy Dahl
Independent Director1.3yrsUS$293.50k0%
$ 0
8.7yrs
平均在職期間
67.5yo
平均年齢

経験豊富なボード: EMEの 取締役会経験豊富 であると考えられます ( 8.7年の平均在任期間)。


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2026/04/30 06:31
終値2026/04/30 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Youtubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

EMCOR Group, Inc. 8 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。17

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