EMCOR Group, Inc.

NYSE:EME Stok Raporu

Piyasa değeri: US$34.4b

EMCOR Group Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

EMCOR Group yıllık ortalama 31.5% oranında kazançlarını artırırken, Construction sektöründe kazançlar growing at 24% annual. Gelirler growing yılda ortalama 13.8% oranında artmaktadır. EMCOR Group'in özkaynak karlılığı 35.3% ve net marjı 7.7%'dir.

Anahtar bilgiler

31.47%

Kazanç büyüme oranı

34.77%

EPS büyüme oranı

Construction Sektör Büyümesi20.19%
Gelir büyüme oranı13.75%
Özkaynak getirisi35.27%
Net Marj7.74%
Son Kazanç Güncellemesi30 Jun 2026

Yakın geçmiş performans güncellemeleri

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
Anlatı Güncellemesi • 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.
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.
Anlatı 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.

Gelir ve Gider Dağılımı

EMCOR Group nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:EME Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
30 Jun 2618,5981,4391,7980
31 Mar 2617,7471,3381,7440
31 Dec 2516,9861,2731,6820
30 Sep 2516,2431,1301,5880
30 Jun 2515,6391,1051,5520
31 Mar 2515,0011,0511,4850
31 Dec 2414,5661,0071,4190
30 Sep 2414,2359271,3800
30 Jun 2413,7468261,3170
31 Mar 2413,1257191,2600
31 Dec 2312,5836331,2120
30 Sep 2312,0935481,1560
30 Jun 2311,7124841,1090
31 Mar 2311,3744441,0600
31 Dec 2211,0764061,0340
30 Sep 2210,7663811,0170
30 Jun 2210,4623759980
31 Mar 2210,1923729960
31 Dec 219,9043849670
30 Sep 219,5453629520
30 Jun 219,2253239350
31 Mar 218,8011428980
31 Dec 208,7971339010
30 Sep 208,9201408970
30 Jun 209,0061618870
31 Mar 209,3163289090
31 Dec 199,1753258920
30 Sep 199,0003188720
30 Jun 198,7593168520
31 Mar 198,3893038150
31 Dec 188,1312867960
30 Sep 187,9142607800
30 Jun 187,7542457720
31 Mar 187,6962317640
31 Dec 177,6872287570
30 Sep 177,6242177480
30 Jun 177,6612047410
31 Mar 177,6982047370
31 Dec 167,5521857220
30 Sep 167,3791936950
30 Jun 167,1551836790
31 Mar 166,8751746620
31 Dec 156,7191726570
30 Sep 156,6561656600

Kaliteli Kazançlar: EME yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: EME 'nin mevcut net kar marjları (7.7%) geçen yılın (7.1%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: EME şirketinin kazançları son 5 yılda yılda 31.5% oranında önemli ölçüde arttı.

Büyüme Hızlandırma: EME 'un son bir yıldaki kazanç büyümesi ( 30.2% ) 5 yıllık ortalamasının ( 31.5% /yıl) altındadır.

Kazançlar vs. Sektör: EME geçen yılki kazanç büyümesi ( 30.2% ) Construction sektörünün 40.4% performansını geride bırakmadı.

Özkaynak Getirisi

Yüksek ROE: EME 'nin Özsermaye Getirisi ( 35.3% ) yüksek olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/14 17:45
Gün Sonu Hisse Fiyatı2026/09/14 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 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.

AnalistKurum
Justin HaukeBaird
Andrew WittmannBaird
Manish SomaiyaCantor Fitzgerald & Co.