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Emcor

EME · Industrials

Last earnings Oct 29, 2026

Key results

Revenuequarter

$4.30 billion

Revenues of $4.30 billion,

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operations revenuequarter

$4.30 billion

Third Quarter 2025 Results of Operations Revenues for the third quarter of 2025 totaled $4.30 billion, an increase of 16.4%, compared to $3.70 billion for the third quarter of 2024.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net incomequarter

$295.4 million

Net income for the third quarter of 2025 was $295.4 million, or $6.57 per diluted share, compared to net income of $270.3 million, or $5.80 per diluted share, for the third quarter of 2024.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operating incomequarter

$405.7 million

Operating income for the third quarter of 2025 was $405.7 million, or 9.4% of revenues, compared to operating income of $363.5 million, or 9.8% of revenues, for the third quarter of 2024.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operating income included depreciation and amortization expense (inclusive of amortization of identifiable intangible assets) of $47.8 million and $34.5 million for the third quarter of 2025 and 2024, respectively.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, commented, We had an outstanding third quarter, with revenue growth of 16.4% and an exceptional 9.4% operating margin.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operations revenueytd

$12.47 billion

First Nine Months 2025 Results of Operations Revenues for the first nine months of 2025 totaled $12.47 billion, an increase of 15.5%, compared to $10.80 billion for the first nine months of 2024.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net incomeytd

$838.2 million

Net income for the first nine months of 2025 was $838.2 million, or $18.53 per diluted share, compared to net income of $715.0 million, or $15.21 per diluted share, for the first nine months of 2024.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

AI analysis

Q3 2025 · reported Oct 30, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2025
$4.30B
EX-99 · Oct 30, 2025
Diluted EPS · Q3 2025
$6.57
EX-99 · Oct 30, 2025
Net income · Q3 2025
$295.4M
EX-99 · Oct 30, 2025
Operating income · Q3 2025
$405.7M
EX-99 · Oct 30, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Oct 30, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$4.30 billion——
Operations revenue$4.30 billion$4.30 billion$3.70 billion
Net income$295.4 million$302.2 million—
Operating income$405.7 million$415.2 million—

EX-99 · Oct 30, 2025

Guidance · company-stated

Revenues$16.7 billion
Non-GAAP Operating Margin

“* 9.2%”

Non-GAAP Diluted EPS

“* $25.00”

Midpoint vs latest-quarter revenue+288.4%computed from stated figures

Guidance stated in the release for the full year 2025; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

(2) Represents adjustment to estimate of excise tax on net share repurchases.

Estimates of excise tax are subject to change in subsequent reporting periods, particularly if the amount of our share issuances exceed our share repurchases, thereby reducing the estimated excise tax due for the annual period.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +288.4% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

REPORTS THIRD QUARTER 2025 RESULTS

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Revenues: “Revenues $16.7 billion”

Non-GAAP Operating Margin: “Non-GAAP Operating Margin* 9.2%”

Non-GAAP Diluted EPS: “Non-GAAP Diluted EPS* $25.00”

Revenues (“the full year 2025”)
“Current Guidance (10 30 25) Previous Guidance (7 31 25) Revenues $16.7 billion $16.8 billion $16.4 billion $16.9 billion Non-GAAP Operating Margin* 9.2% 9.4% 9.0% 9.4% Non-GAAP Diluted EPS* $25.00 $25.75 $24.50 $25.75 * Excludes transaction costs related to the acquisition of Miller Electric and pending sale of EMCOR UK, as well as anticipated gain from sale of EMCOR UK.”

Non-GAAP Operating Margin (“the full year 2025”)
“Current Guidance (10 30 25) Previous Guidance (7 31 25) Revenues $16.7 billion $16.8 billion $16.4 billion $16.9 billion Non-GAAP Operating Margin* 9.2% 9.4% 9.0% 9.4% Non-GAAP Diluted EPS* $25.00 $25.75 $24.50 $25.75 * Excludes transaction costs related to the acquisition of Miller Electric and pending sale of EMCOR UK, as well as anticipated gain from sale of EMCOR UK.”

Non-GAAP Diluted EPS (“the full year 2025”)
“Current Guidance (10 30 25) Previous Guidance (7 31 25) Revenues $16.7 billion $16.8 billion $16.4 billion $16.9 billion Non-GAAP Operating Margin* 9.2% 9.4% 9.0% 9.4% Non-GAAP Diluted EPS* $25.00 $25.75 $24.50 $25.75 * Excludes transaction costs related to the acquisition of Miller Electric and pending sale of EMCOR UK, as well as anticipated gain from sale of EMCOR UK.”

Guidance stated in the release for the full year 2025; figures as stated.

Capital allocation

(2) Represents adjustment to estimate of excise tax on net share repurchases.

SEC original ↗Emcor — 10-Q Quarterly report10-QOct 29, 2026

Estimates of excise tax are subject to change in subsequent reporting periods, particularly if the amount of our share issuances exceed our share repurchases, thereby reducing the estimated excise tax due for the annual period.

SEC original ↗Emcor — 10-Q Quarterly report10-QOct 29, 2026

Strategy & priorities

As we progress to the end of the year, we remain focused on executing for our customers while delivering for our shareholders.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Risks & headwinds

These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those anticipated (whether expressly or implied) by the forward-looking statements.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Applicable risks and uncertainties include, but are not limited to, adverse effects of general economic conditions domestic and international political developments and or conflicts changes in the specific markets for EMCOR s services weakness of the sectors from which we generate revenues adverse business conditions scarcity of skilled labor productivity challenges the nature and extent of supply chain disruptions impacting availability and pricing of materials inflationary trends, including fluctuations in energy costs the impact of legislation and or government regulations adverse effects from the U.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

government shutdown changes in foreign trade policy including the effect of tariffs changes in interest rates the lack of availability of adequate levels of surety bonding increased competition the impact of legal proceedings, claims, lawsuits, or governmental investigations and unfavorable developments in the mix of our business.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The Company does not provide a reconciliation of forward-looking non-GAAP financial measures to the most directly comparable financial measures calculated and presented in accordance with GAAP on a forward-looking basis because such reconciliations are not accessible with reasonable effort, due to the uncertainty and inherent difficulty of predicting the occurrence and financial impact of adjustments such as transaction costs or gains losses arising from such transactions that impact comparability and the periods in which such items may be recognized.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Each forward-looking statement included in this report is subject to risks and uncertainties, including those identified in the Management s Discussion and Analysis of Financial Condition and Results of Operations section, and other sections of this report, and in our Form 10-K for the year ended December 31, 2025, including, without limitation, the Risk Factors section of such Form 10-K.

SEC original ↗Emcor — 10-Q Quarterly report10-QOct 29, 2026

Such risks and uncertainties could cause actual results to differ materially from those that might be anticipated from, or projected or implied by, our forward-looking statements.

SEC original ↗Emcor — 10-Q Quarterly report10-QOct 29, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operations revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Emcor — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Documents

Earnings deck slides

0 decks with slide view

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Emcor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Named in the company’s own filings

Api Group Corp (APG)“In addition, there are a number of larger companies focused on providing electrical and/or mechanical construction services, such as APi Group Corporation, Comfort Systems USA, Inc., Dycom Industries, Inc., Everus Construction Group, Inc., IES Holdings, Inc., MasTec, Inc., MYR Group Inc., Quanta Services, Inc., and Tutor Perini Corporation.”Comfort Systems USA (FIX)“In addition, there are a number of larger companies focused on providing electrical and/or mechanical construction services, such as APi Group Corporation, Comfort Systems USA, Inc., Dycom Industries, Inc., Everus Construction Group, Inc., IES Holdings, Inc., MasTec, Inc., MYR Group Inc., Quanta Services, Inc., and Tutor Perini Corporation.”Dycom Industries Inc. (DY)“In addition, there are a number of larger companies focused on providing electrical and/or mechanical construction services, such as APi Group Corporation, Comfort Systems USA, Inc., Dycom Industries, Inc., Everus Construction Group, Inc., IES Holdings, Inc., MasTec, Inc., MYR Group Inc., Quanta Services, Inc., and Tutor Perini Corporation.”Ies Holdings, Inc. (IESC)“In addition, there are a number of larger companies focused on providing electrical and/or mechanical construction services, such as APi Group Corporation, Comfort Systems USA, Inc., Dycom Industries, Inc., Everus Construction Group, Inc., IES Holdings, Inc., MasTec, Inc., MYR Group Inc., Quanta Services, Inc., and Tutor Perini Corporation.”Mastec Inc. (MTZ)“In addition, there are a number of larger companies focused on providing electrical and/or mechanical construction services, such as APi Group Corporation, Comfort Systems USA, Inc., Dycom Industries, Inc., Everus Construction Group, Inc., IES Holdings, Inc., MasTec, Inc., MYR Group Inc., Quanta Services, Inc., and Tutor Perini Corporation.”Myr Group Inc. (MYRG)“In addition, there are a number of larger companies focused on providing electrical and/or mechanical construction services, such as APi Group Corporation, Comfort Systems USA, Inc., Dycom Industries, Inc., Everus Construction Group, Inc., IES Holdings, Inc., MasTec, Inc., MYR Group Inc., Quanta Services, Inc., and Tutor Perini Corporation.”Quanta Services (PWR)“In addition, there are a number of larger companies focused on providing electrical and/or mechanical construction services, such as APi Group Corporation, Comfort Systems USA, Inc., Dycom Industries, Inc., Everus Construction Group, Inc., IES Holdings, Inc., MasTec, Inc., MYR Group Inc., Quanta Services, Inc., and Tutor Perini Corporation.”Tutor Perini Corp (TPC)“In addition, there are a number of larger companies focused on providing electrical and/or mechanical construction services, such as APi Group Corporation, Comfort Systems USA, Inc., Dycom Industries, Inc., Everus Construction Group, Inc., IES Holdings, Inc., MasTec, Inc., MYR Group Inc., Quanta Services, Inc., and Tutor Perini Corporation.”Carrier Global (CARR)“Within our mechanical services division, we compete with entities such as APi Group Corporation, Comfort Systems USA, Inc., and Service Logic LLC, as well as Carrier Global Corporation and Trane Technologies plc.”Trane Technologies (TT)“Within our mechanical services division, we compete with entities such as APi Group Corporation, Comfort Systems USA, Inc., and Service Logic LLC, as well as Carrier Global Corporation and Trane Technologies plc.”Fluor Corp (FLR)“Within our commercial and government site-based divisions, competition includes companies such as Amentum Services, Inc., IAP Worldwide Services, Inc., Fluor Corporation, Cushman & Wakefield plc, CBRE Group, Inc., Jones Lang LaSalle Incorporated, Sodexo, Inc., Aramark, and ABM Industries Incorporated.”Cushman & Wakefield Ltd. (CWK)“Within our commercial and government site-based divisions, competition includes companies such as Amentum Services, Inc., IAP Worldwide Services, Inc., Fluor Corporation, Cushman & Wakefield plc, CBRE Group, Inc., Jones Lang LaSalle Incorporated, Sodexo, Inc., Aramark, and ABM Industries Incorporated.”

Filings

62 documents

Earnings releases

12 documents

Presentations

14 documents

Transcripts

0 documents

No transcripts for Emcor are held in this edition of the library.

Mentioned by

7 companies

Other tracked companies whose held documents mention Emcor by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.