EMCOR Group Beheer
Beheer criteriumcontroles 4/4
De CEO EMCOR Group is Tony Guzzi, benoemd in Oct2004, heeft een ambtstermijn van 21.92 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 14.38M, bestaande uit 9.2% salaris en 90.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.39% van de aandelen van het bedrijf, ter waarde $ 135.14M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6 jaar en 9.3 jaar.
Belangrijke informatie
Tony Guzzi
Algemeen directeur
US$14.4m
Totale compensatie
| Percentage CEO-salaris | 9.21% |
| Dienstverband CEO | 21.9yrs |
| Eigendom CEO | 0.4% |
| Management gemiddelde ambtstermijn | 6yrs |
| Gemiddelde ambtstermijn bestuur | 9.3yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Sep 09
EMCOR Group: AI-Driven Data Center Growth Supports Strong Revenue And Earnings Upside
Summary EMCOR Group is rated Buy, driven by robust AI/data center infrastructure demand and record Remaining Performance Obligations (RPO). EME’s strong bookings, recent acquisitions, and advanced prefabrication/VDC capabilities underpin revenue and productivity growth despite labor cost pressures. Management guides FY2026 revenue to $20–$20.5B and an operating margin of 9.5–9.8%, with backlog conversion and AI megaprojects as key catalysts. Trading at a 22.96x forward P/E and 0.54x PEG, EME’s premium valuation is justified by superior revenue and EPS growth versus sector medians. Read the full article on Seeking Alpha
Narratiefupdate • Sep 03
EME: Sustained Margin Floors And 2026 Outlook Will Drive Bullish Case
Analysts have reset their view on EMCOR Group with a lower price target of $1,047 from $1,123, citing what they see as sustainable Q2 margin strength supported by stronger margin floors, operating leverage, and an updated FY26 outlook. What’s in the News for EMCOR Group EMCOR Group reported record quarterly revenue of US$5.2b in Q2, with nearly 20% year over year growth and adjusted EPS of US$9.06, which was a second quarter record, according to recent earnings coverage.
Narratiefupdate • Aug 19
EME: High Tech And Data Center Margins Will Shape Compounding Potential
Analysts have adjusted the EMCOR Group fair value estimate to $885 from $825, reflecting updated assumptions on discount rate, growth, margins, and future P/E that are broadly aligned with recent Street research highlighting sustainable margin strength and exposure to high-tech manufacturing and data center projects. Analyst Commentary Recent Street research on EMCOR Group points to a generally constructive view on the business model and margin profile, while also signaling that expectations have tightened as the share price has moved higher.
Narratiefupdate • Aug 05
EME: Data Center And High Tech Projects Will Drive Future Upside
The analyst price target for EMCOR Group has been raised from $1,123 to $1,200 as analysts highlight the company’s exposure to high-tech manufacturing projects and data center development, and describe it as a higher-quality infrastructure services provider with potential long-term compounding and acquisition options. What’s in the News for EMCOR Group EMCOR Group reported record Q2 2026 earnings with EPS of US$9.06, which was over 25% above analyst estimates, on revenue of about US$5.15b.Narratiefupdate • Jul 22
EME: Data Center And Infrastructure Pipeline Will Test Compounding Story
Analysts have revised their fair value estimate for EMCOR Group to $825 from $885, citing updated assumptions about revenue growth, profit margins, and long-term P/E expectations as they incorporate recent Street research highlighting the company’s exposure to high-tech manufacturing and data center projects. Analyst Commentary Recent Street research on EMCOR Group highlights both optimism around the company exposure to high-tech manufacturing and data center projects and a more measured stance on how much of that opportunity is already reflected in the stock price.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.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.Narratiefupdate • 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.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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$1b |
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$14m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$14m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$927m |
| Jun 30 2024 | n/a | n/a | US$826m |
| Mar 31 2024 | n/a | n/a | US$719m |
| Dec 31 2023 | US$12m | US$1m | US$633m |
| Sep 30 2023 | n/a | n/a | US$548m |
| Jun 30 2023 | n/a | n/a | US$484m |
| Mar 31 2023 | n/a | n/a | US$444m |
| Dec 31 2022 | US$11m | US$1m | US$406m |
| Sep 30 2022 | n/a | n/a | US$381m |
| Jun 30 2022 | n/a | n/a | US$375m |
| Mar 31 2022 | n/a | n/a | US$372m |
| Dec 31 2021 | US$11m | US$1m | US$384m |
| Sep 30 2021 | n/a | n/a | US$362m |
| Jun 30 2021 | n/a | n/a | US$323m |
| Mar 31 2021 | n/a | n/a | US$142m |
| Dec 31 2020 | US$11m | US$1m | US$133m |
| Sep 30 2020 | n/a | n/a | US$140m |
| Jun 30 2020 | n/a | n/a | US$161m |
| Mar 31 2020 | n/a | n/a | US$328m |
| Dec 31 2019 | US$11m | US$1m | US$325m |
Compensatie versus markt: De totale vergoeding ($USD 14.38M ) Tony } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.74M ).
Compensatie versus inkomsten: De vergoeding van Tony is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Tony Guzzi (62 yo)
21.9yrs
Tenure
US$14,380,630
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 21.9yrs | US$14.38m | 0.39% $ 135.1m | |
| Senior VP | 4.7yrs | US$3.18m | 0.041% $ 14.2m | |
| Chief Administrative Officer | 10.7yrs | US$4.18m | 0.051% $ 17.6m | |
| Vice President of Compliance | 11.8yrs | geen gegevens | geen gegevens | |
| VP of Human Resources & Assistant General Counsel | no data | geen gegevens | geen gegevens | |
| VP & Chief Information Security Officer | 6.3yrs | geen gegevens | geen gegevens | |
| President & CEO of EMCOR Industrial Services | 3.7yrs | geen gegevens | geen gegevens | |
| Treasurer | 6.3yrs | geen gegevens | geen gegevens | |
| President & CEO of EMCOR Electrical Construction Services | 5.7yrs | geen gegevens | geen gegevens | |
| VP & Controller | no data | geen gegevens | 0.0096% $ 3.3m | |
| President & CEO of EMCOR Mechanical Construction Services | 1.7yrs | geen gegevens | geen gegevens | |
| President & CEO of EMCOR Building Services | less than a year | geen gegevens | geen gegevens |
6.0yrs
Gemiddelde duur
54yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van EME is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 16.8yrs | US$14.38m | 0.39% $ 135.1m | |
| Lead Independent Director | 10.3yrs | US$358.00k | 0.028% $ 9.7m | |
| Independent Director | 11.9yrs | US$310.00k | 0.046% $ 15.8m | |
| Independent Director | 9.3yrs | US$315.00k | 0.028% $ 9.7m | |
| Independent Director | 5.5yrs | US$295.00k | 0.00095% $ 327.1k | |
| Independent Director | 7.8yrs | US$310.00k | 0.014% $ 5.0m | |
| Independent Director | 10.9yrs | US$296.00k | 0.034% $ 11.7m | |
| Independent Director | less than a year | US$120.00k | 0% $ 0 | |
| Independent Director | 1.8yrs | US$293.50k | 0% $ 0 |
9.3yrs
Gemiddelde duur
66yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van EME wordt beschouwd als ervaren (gemiddelde ambtstermijn 9.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/14 07:29 |
| Aandelenkoers aan het einde van de dag | 2026/09/14 00:00 |
| Inkomsten | 2026/06/30 |
| 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het 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 18 analisten. 10 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. |