EMCOR Group (EME) Aandelenoverzicht
EMCOR Group, Inc. levert diensten op het gebied van elektrotechnische en werktuigbouwkundige constructies en faciliteiten, bouw en industrie in de Verenigde Staten en het Verenigd Koninkrijk. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
EME Community Fair Values
Create NarrativeSee what 100 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$468.79
FV
82.0% overgewaardeerd intrinsieke korting9.00%
Revenue growth p.a.
1.9k
users have viewed this narrative14users have liked this narrative
3users have commented on this narrative
23users have followed this narrative
EMCOR Group, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$853.15 |
| 52 Week Hoogtepunt | US$951.96 |
| 52 Week Laag | US$450.68 |
| Bèta | 1.17 |
| 1 maand verandering | 2.65% |
| 3 maanden verandering | 6.17% |
| 1 Jaar Verandering | 83.96% |
| 3 jaar verandering | 427.68% |
| 5 jaar verandering | 591.71% |
| Verandering sinds IPO | 42,557.50% |
Recent nieuws en updates
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • Feb 21
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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • May 30
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...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 AlphaNieuw narratief • 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 centeSeeking 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 AlphaSeeking 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 AlphaRendement voor aandeelhouders
| EME | US Construction | US Markt | |
|---|---|---|---|
| 7D | -7.6% | -8.1% | -0.3% |
| 1Y | 84.0% | 101.6% | 26.7% |
Rendement versus industrie: EME presteerde slechter dan de US Construction -sector, die het afgelopen jaar een rendement van 101.6 % opleverde.
Rendement versus markt: EME overtrof de US markt, die het afgelopen jaar een rendement opleverde van 26.7 %.
Prijsvolatiliteit
| EME volatility | |
|---|---|
| EME Average Weekly Movement | 5.5% |
| Construction Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: EME heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van EME is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1987 | 44,000 | Tony Guzzi | emcorgroup.com |
EMCOR Group, Inc. levert elektrotechnische en werktuigbouwkundige constructies en faciliteiten, bouw- en industriële diensten in de Verenigde Staten en het Verenigd Koninkrijk. Het bedrijf biedt ontwerp-, integratie-, installatie-, opstart-, exploitatie- en onderhoudsdiensten met betrekking tot elektriciteitstransmissie, -distributie en -opwekkingssystemen; energieoplossingen; elektrische systemen en verlichtingssystemen voor gebouwen; procesinstrumentatie; laagspanningssystemen; spraak- en datacommunicatiesystemen; weg- en transitverlichting, signalering en glasvezellijnen; geautomatiseerde verkeerscontrolesystemen en signaal- en communicatieapparatuur; verwarming, ventilatie, airconditioning, koeling en geothermische oplossingen; schone procesventilatiesystemen; brandbeveiligings- en onderdrukkingssystemen; loodgieters-, proces- en leidingsystemen; controle- en filtratiesystemen; water- en afvalwaterbehandelingssystemen; verwarmings- en koelsystemen voor centrale fabrieken; kraan- en takelwerk; millwright; en staalconstructie-, montage- en lasdiensten. Het bedrijf biedt ook operaties en onderhoud op locatie; beheer en onderhoud van faciliteiten; energie-retrofit; ondersteuning bij operaties op militaire bases; luchtkwaliteit binnenshuis; vloeronderhoud en conciërges; landschapsverzorging, vegen van percelen en sneeuwruimen; leveranciersbeheer en callcenter; installatie en ondersteuning voor bouwsystemen; programmaontwikkeling, beheer en onderhoud voor energiesystemen; technisch advies en diagnose; infrastructuur- en bouwprojecten; modificatie- en retrofitsystemen; en receptie-, beveiligings- en cateringdiensten.
EMCOR Group, Inc. Samenvatting
| EME fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$37.97b |
| Inkomsten(TTM) | US$1.34b |
| Inkomsten(TTM) | US$17.75b |
28.3x
Koers/Winstverhouding2.1x
P/S-verhoudingIs EME overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| EME resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$17.75b |
| Kosten van inkomsten | US$14.32b |
| Brutowinst | US$3.42b |
| Overige uitgaven | US$2.09b |
| Inkomsten | US$1.34b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 30.10 |
| Brutomarge | 19.29% |
| Nettowinstmarge | 7.54% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde EME op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.2%
Huidig dividendrendement4%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/20 06:09 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
EMCOR Group, Inc. wordt gevolgd door 17 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Justin Hauke | Baird |
| Andrew Wittmann | Baird |
| Manish Somaiya | Cantor Fitzgerald & Co. |