EMCOR Group, Inc. (EME) AI Stock Analysis

EMCOR Group, Inc. provides electrical and mechanical construction and facilities services across the United States and the United Kingdom. The company designs, integrates, installs, operates, and maintains critical infrastructure, including electrical power systems, lighting, energy solutions, and process instrumentation. Its mechanical capabilities include HVAC, refrigeration, plumbing, piping, fire protection, and water treatment systems. EMCOR also offers site-based operations, facility management, outage support, and mobile maintenance to commercial, government, utility, and industrial clients, alongside services such as indoor air quality management, steel fabrication, and crane and rigging.

EMCOR generated a 5-year revenue CAGR of 14.1% from FY2020 to FY2025. Annual revenue grew from $9.90B in FY2021 to $11.08B in FY2022, $12.58B in FY2023, $14.57B in FY2024, and $16.99B in FY2025. Operating margin expanded steadily from 5.4% in FY2021 to 10.1% in FY2025, while net margin improved from 3.9% to 7.5%. Over this period, net income rose from $383.5M to $1.27B, lifting EPS from $7.06 to $25.89. In the latest quarter ended June 30, 2026, quarterly revenue growth was 19.8% YoY and quarterly earnings growth reached 34.8% YoY, contributing to trailing twelve month revenue of $18.60B and EPS of $32.12.

As of June 30, 2026, EMCOR held $924.4M in cash and short-term investments against total debt of $541.9M, resulting in net cash of $382.5M. Total assets stood at $10.16B and shareholders' equity was $4.08B, supported by a current ratio of 1.28 and a debt-to-equity ratio of 0.13. In FY2025, operating cash flow was $1.30B and free cash flow was $1.19B. Capital deployment in FY2025 included $112.8M for capital expenditures, $586.3M for share buybacks, and $45.0M for dividends.

At a last close price of $721.66 on October 16, 2026, EMCOR carried a market capitalization of $31.83B and an enterprise value of $32.78B. The stock traded at a trailing P/E of 22.5x and a forward P/E of 19.8x, both below the median of its S&P 500 Industrials peers of 28.5x and 20.7x, respectively. Its price-to-sales of 1.7x and EV/EBITDA of 15.2x also sat below peer medians of 3.3x and 17.7x. Over the past 1 year, the stock returned 5.2% compared to 16.8% for the S&P 500, but outperformed over 5 years with a 530.6% return against 83.0% for the index.

EMCOR pays an annualized forward dividend of $1.60 per share, representing a dividend yield of 0.22% and a payout ratio of 5.4%. The company distributes dividends on a quarterly schedule and has paid dividends for 16 consecutive years. Over the past 5 years, dividend growth annualized at 25.6%. The company's last ex-dividend date was October 15, 2026.

Wall Street coverage consists of 7 Strong Buy and 3 Hold recommendations. The mean price target of $1033.29 represents an upside of 43.2% from the last close of $721.66. For the fiscal year ending December 31, 2026, analysts estimate revenue of $20.34B and EPS of $32.99, indicating 27.5% EPS growth. For the following fiscal year, 10 analysts project revenue of $22.60B and EPS of $37.37. EMCOR has beaten EPS estimates in each of the last 4 quarters, with its next earnings date scheduled for October 29, 2026.

This page is an AI-written research summary of EMCOR Group, Inc. (EME). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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