EMCOR Group (EME) Hisse Özeti
EMCOR Group, Inc. Amerika Birleşik Devletleri ve Birleşik Krallık'ta elektrik ve mekanik inşaat ve tesis, bina ve endüstriyel hizmetler sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 6/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
EME risk kontrollerimizi geçti.
EME Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$468.79
FV
63.2% aşırı değerlenmiş içsel indirim9.00%
Revenue growth p.a.
2k
users have viewed this narrative14users have liked this narrative
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29users have followed this narrative
EMCOR Group, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$764.90 |
| 52 Haftanın En Yüksek Seviyesi | US$951.96 |
| 52 Haftanın En Düşük Seviyesi | US$564.92 |
| Beta | 1.15 |
| 1 Aylık Değişim | 2.69% |
| 3 Aylık Değişim | -11.20% |
| 1 Yıllık Değişim | 25.57% |
| 3 Yıllık Değişim | 243.74% |
| 5 Yıllık Değişim | 521.82% |
| Halka arzdan bu yana değişim | 38,145.00% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Seeking Alpha • Jul 31
EMCOR: The Blowout Quarter Came - And The Stock Ate All Of It
Summary EMCOR Group delivered a standout Q2, beating EPS by $1.83 and revenue by $445 million, confirming its operational excellence. Despite the strong quarter, EME’s 19% post-earnings surge fully priced in the good news, leaving no margin of safety for new buyers. Valuation remains stretched, with price-to-book above 7x and price-to-cash-flow near 25x, while free cash flow lags booming earnings. I reaffirm my Hold rating: EME is a superb business, but entry requires a genuine pullback, not a pre-earnings plunge or post-beat chase. Read the full article on Seeking AlphaRecent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Seeking Alpha • Jul 31
EMCOR: The Blowout Quarter Came - And The Stock Ate All Of It
Summary EMCOR Group delivered a standout Q2, beating EPS by $1.83 and revenue by $445 million, confirming its operational excellence. Despite the strong quarter, EME’s 19% post-earnings surge fully priced in the good news, leaving no margin of safety for new buyers. Valuation remains stretched, with price-to-book above 7x and price-to-cash-flow near 25x, while free cash flow lags booming earnings. I reaffirm my Hold rating: EME is a superb business, but entry requires a genuine pullback, not a pre-earnings plunge or post-beat chase. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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 AlphaHissedar Getirileri
| EME | US Construction | US Pazar | |
|---|---|---|---|
| 7D | -11.3% | -9.8% | -1.2% |
| 1Y | 25.6% | 47.3% | 18.3% |
Getiri vs. Endüstri: EME geçen yıl % 47.3 oranında getiri sağlayan US Construction sektörünün gerisinde kaldı.
Getiri vs Piyasa: EME geçen yıl % 18.3 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| EME volatility | |
|---|---|
| EME Average Weekly Movement | 7.7% |
| Construction Industry Average Movement | 10.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: EME son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: EME 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1987 | 44,000 | Tony Guzzi | emcorgroup.com |
EMCOR Group, Inc. Amerika Birleşik Devletleri ve Birleşik Krallık'ta elektrik ve mekanik inşaat ve tesis, bina ve endüstriyel hizmetler sunmaktadır. Güç iletimi, dağıtımı ve üretim sistemleri; enerji çözümleri; bina elektrik ve aydınlatma sistemleri; proses enstrümantasyonu; alçak gerilim sistemleri; ses ve veri iletişim sistemleri; karayolu ve transit aydınlatma, sinyalizasyon ve fiber optik hatları; bilgisayarlı trafik kontrol sistemleri ve sinyal ve iletişim ekipmanları ile ilgili tasarım, entegrasyon, kurulum, başlatma, işletme ve bakım hizmetleri sunmaktadır; ısıtma, havalandırma, klima, soğutma ve jeotermal çözümler; temiz oda proses havalandırma sistemleri; yangından korunma ve söndürme sistemleri; sıhhi tesisat, proses ve boru sistemleri; kontrol ve filtrasyon sistemleri; su ve atık su arıtma sistemleri; merkezi tesis ısıtma ve soğutma sistemleri; vinç ve teçhizat; değirmencilik; ve çelik imalat, montaj ve kaynak hizmetleri. Şirket ayrıca saha tabanlı operasyonlar ve bakım; tesis yönetimi ve bakımı; enerji güçlendirme; askeri üs operasyonları desteği; iç mekan hava kalitesi; zemin bakımı ve temizlik; peyzaj, alan süpürme ve kar temizleme; satıcı yönetimi ve çağrı merkezi; bina sistemleri için kurulum ve destek; enerji sistemleri için program geliştirme, yönetim ve bakım; teknik danışmanlık ve teşhis; altyapı ve bina projeleri; modifikasyon ve güçlendirme projeleri; ve resepsiyon, güvenlik ve yemek hizmetleri sunmaktadır.
EMCOR Group, Inc. Temel Bilgiler Özeti
| EME temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$34.26b |
| Kazançlar(TTM) | US$1.44b |
| Gelir(TTM) | US$18.60b |
23.4x
F/K Oranı1.8x
P/S OranıEME aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| EME gelir tablosu (TTM) | |
|---|---|
| Gelir | US$18.60b |
| Gelir Maliyeti | US$14.98b |
| Brüt Kâr | US$3.61b |
| Diğer Giderler | US$2.17b |
| Kazançlar | US$1.44b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 32.63 |
| Brüt Marj | 19.43% |
| Net Kâr Marjı | 7.74% |
| Borç/Özkaynak Oranı | 0% |
EME uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.2%
Mevcut Temettü Verimi2%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/24 23:01 |
| Gün Sonu Hisse Fiyatı | 2026/08/24 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
EMCOR Group, Inc. 18 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Justin Hauke | Baird |
| Andrew Wittmann | Baird |
| Manish Somaiya | Cantor Fitzgerald & Co. |