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EMEME

EMCOR Group, Inc.

$EME·$35B·Engineering & Construction·Industrials
$721.66-1.5%YTD+18.8%1Y+5.0%
Price updated 7h ago·X counts updated 5d ago
EMEME
$EMEEMCOR Group, Inc.
$721.66-1.48%76 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $EME on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

76X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EME's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-05

EMCOR Group's Q2 is described as flawless: revenue +19.8% to $5.15B, RPOs a record $17.14B (+43.9% YoY), operating margin broke out to 10.6% from 9.6%, and diluted EPS +34.8% to $9.06. FY26 revenue guide raised to $20.0-20.5B and EPS to $32.00-33.25 on AI data center and water/wastewater demand. Only friction noted is working capital tied up in receivables.

Read what X is saying about $EME

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EME — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

EMCOR Group printing record $17B RPO and 35% EPS growth off AI data-center capex — the compounder is still compounding.

EMCOR Group's Q2 fiscal 2026 report was the kind of result that justifies the forward multiple — revenue +19.8% to $5.15B, record RPO of $17.14B (+44% YoY), operating margin breakout from 9.6% to 10.6%, and EPS +34.8% to $9.06 vs $7.23 expected.

  • Four straight quarterly EPS beats of 0.5-25% and revenue growth running +16-20% YoY — the AI data-center and water/wastewater demand cycle is doing the compounding here, with the raised FY26 guide of $20-20.5B revenue and $32-33.25 EPS confirming it.
  • At $786.61 and 57% of the 52-week range after a 24% YTD gain, the forward multiple on fiscal 2026 EPS of $32.95 is around 24x — rich for a specialty contractor but matching the record backlog and margin profile.
  • Zero insider sales in the window and quiet governance signals around the quarterly dividend declaration suggest management is comfortable with the trajectory and the valuation.

The October 29 fiscal Q3 earnings is the next test — a beat plus reaffirmed or raised FY26 guide extends the trajectory; the single-largest input to the forward model remains hyperscaler AI data-center capex, so hyperscaler earnings prints in the coming weeks are indirect tells for EMCOR.

Agrees with X sentimentX is bullish framing the Q2 as flawless and the backlog as record; the TickerTalks read agrees — the operating metrics confirm the AI data-center cycle thesis and the raised FY26 guidance supports the current forward multiple.

What to watch: October 29 Q3 earnings and whether RPO continues to grow at a 30%+ pace; AI data-center capex signals from Microsoft, Amazon, and Alphabet's own CapEx guides; water/wastewater segment revenue trajectory.

On the calendar: Q3 earnings scheduled 2026-10-29

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $EME

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

Industry benchmark

21-name peer basket
+6.0%YTD
-2.1%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
Q2 2026Jul 30, 2026$9.06$7.23+25.3%
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%
Next earningsThu, Oct 29·consensus EPS $8.37

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$20.3B$20.2B – $20.5B$32.95$32.60 – $33.817
FY27$22.6B$21.7B – $23.1B$37.25$35.79 – $38.358
FY28$24.4B$22.2B – $26.1B$42.19$41.55 – $42.824
FY29$26.0B$24.7B – $26.7B$47.98$45.08 – $49.742
FY30$27.6B$26.3B – $28.4B$53.42$50.19 – $55.382

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.0.8×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.40%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.-6.5%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.-7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.125-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 30Lind Robert PeterVP and Controller675 sh$604KSellApr 30Jason R NalbandianCFO800 sh$685KSellApr 30Steven SchwarzwaelderDirector5.6K sh$5.0M
+ 18 other (17 awards · 1 gift) 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-KMaterial eventJul 318-K — Item 1.04
AI summary

EME filed an 8-K (Items: 1.04) on 2026-07-31. Key content: Mauricio Title: Executive Vice President, Chief Administrative Officer and General Counsel. Materiality depends on the specific item codes and disclosed event.

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.

+ 10 other (2 earnings 8-Ks · 2 10-Qs · 2 13Gs · 2 proxys) in window

Recent news

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

Is EMCOR Group (EME) Outperforming Other Construction Stocks This Year?zacks.com·17h agoCan EMCOR's Turnaround and Petrochemical Work Lift Industrial Growth?zacks.com·18h agoEmcor Group (EME) Stock Declines While Market Improves: Some Information for Investorszacks.com·1d agoEMCOR Group, Inc. Sets Third Quarter 2026 Earnings Release Date and Webcastbusinesswire.com·2d agoPolen Focus Growth Portfolio Q3 2026 Portfolio Updateseekingalpha.com·2d ago

In themes

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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