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EMEME

EMCOR Group, Inc.

$EME·$35B·Engineering & Construction·Industrials
$744.16-0.8%YTD+20.7%1Y+33.1%
Mentions · last 7 days
2026-07-10: 2 posts2026-07-11: 1 posts2026-07-12: 2 posts2026-07-13: 2 posts2026-07-14: 2 posts2026-07-15: 1 posts2026-07-16: 10 posts21-21%
Price updated 4h ago·X counts updated 1d ago
EMEME
$EMEEMCOR Group, Inc.
$744.16-0.78%21 posts-21%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $EME, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

$35B mechanical/electrical contractor riding data-center and memory-plant capex; Q2 print scheduled.

EMCOR Group is a heavyweight in electrical and mechanical construction and facilities management for US-and-UK customers — the physical build-out layer for data centers, semiconductor fabs, hospitals, and industrial plants.

  • Positioned squarely in two AI-adjacent build-out theses this week: 24/7 Wall St's July 15 note tagging EMCOR as a Trump-administration memory-plants beneficiary, and Zacks' July 16 'expanding into high-growth end markets' write-up.
  • Q2 earnings date has been set (release-date announcement July 16) — the actual print will crystallize whether the backlog conversion and margin trajectory continue.
  • Annual meeting say-on-pay, auditor ratification, and director elections all passed at the 8-K disclosed vote.
  • Valuation: PE ~28, P/S ~2.1 — reasonable for the current cycle, no longer cheap after the run.
  • Price: $750, up 22% YTD and 36% over twelve months; today's session was -2.6%.

Close: The setup coils tighter into a Q2 print that has to justify the multiple after a strong twelve months. What breaks it lower: any specific hyperscaler capex-slowdown comment on the call.

What to watch: The scheduled Q2 2026 earnings release for backlog growth and end-market mix (data centers, semi fabs, healthcare); any commentary on Jacobs-style competitive share dynamics; hyperscaler capex tone from customer prints.

On the calendar: Q2 2026 earnings (date announced July 16, TBD)

no sentiment data

Read the AI verdict + X sentiment for $EME

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Electrical and mechanical construction contractor serving commercial, industrial, and healthcare facility markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $EME.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $EME

Neutral — Electrical and mechanical construction contractor serving commercial, industrial, and healthcare facility markets; this business's revenue is largely decoupled from the hyperscaler campus builds requiring mission-critical MEP infrastructure.

Industry benchmark

14-name peer basket
+49.3%YTD
+80.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
25.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
38.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$6.84$5.90+15.9%
Q4 2025Feb 26, 2026$7.19$6.68+7.6%
Q3 2025Oct 30, 2025$6.57$6.54+0.5%
Q2 2025Jul 31, 2025$6.72$5.74+17.1%
Next earningsThu, Jul 30·consensus EPS $7.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.6B+19.7%18.7%8.7%$6.85$-28.2M
Q4 FY25$4.5B+19.8%20.7%11.8%$9.59$492.5M
Q3 FY25$4.3B+16.4%19.4%9.4%$6.59$448.8M
Q2 FY25$4.3B+17.4%19.4%9.6%$6.74$165.6M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.0B$18.8B – $19.1B$29.35$28.98 – $29.627
FY27$20.5B$19.8B – $21.4B$32.85$31.17 – $34.858
FY28$21.8B$21.7B – $21.9B$37.07$32.52 – $41.754
FY29$23.7B$23.1B – $24.4B$43.49$42.00 – $45.133
FY30$25.6B$24.9B – $26.3B$49.73$48.02 – $51.603

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.50%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 17Carol P LoweDirector950 sh$802KSellMay 11William P ReidDirector2.0K sh$1.9MSellMay 1John W AltmeyerDirector2.5K sh$2.2MSellApr 30Jason R NalbandianCFO800 sh$685KSellApr 30Lind Robert PeterVP and Controller675 sh$604KSellApr 30Steven SchwarzwaelderDirector5.6K sh$5.0MSellMar 5Anthony GuzziCEO36.0K sh$26.3MSellMar 2Mauricio Maxine LumCAO, EVP & General Counsel3.4K sh$2.5M
+ 25 other (19 awards · 4 inkinds · 2 gifts) in window

See when $EME insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

EME (EME) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Implied Volatility Surging for EMCOR Stock Optionszacks.com·14h agoQuanta vs. EMCOR: Which Infrastructure Stock Is the Better Buy?zacks.com·14h agoEMCOR Group, Inc. (EME) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·16h agoEmcor Group (EME) Declines More Than Market: Some Information for Investorszacks.com·1d agoEMCOR Expands Into High-Growth End Markets: Can It Keep Winning Share?zacks.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

No standout posts about $EME on X in the last 7 days.

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