EMCOR Group (NYSE:EME) Updates FY 2026 Earnings Guidance

EMCOR Group (NYSE:EME) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 27.250-29.250 for the period, compared to the consensus estimate of 27.610. The company issued revenue guidance of $17.8 billion-$18.5 billion, compared to the consensus revenue estimate of $17.8 billion.

EMCOR Group Stock Performance

NYSE EME opened at $746.38 on Friday. The firm’s fifty day moving average price is $706.19 and its two-hundred day moving average price is $663.39. The stock has a market cap of $33.42 billion, a PE ratio of 30.01 and a beta of 1.17. EMCOR Group has a fifty-two week low of $320.89 and a fifty-two week high of $835.00.

EMCOR Group (NYSE:EME) last released its quarterly earnings data on Thursday, February 26th. The construction company reported $7.19 earnings per share for the quarter, beating the consensus estimate of $6.68 by $0.51. The company had revenue of $4.51 billion for the quarter, compared to the consensus estimate of $4.28 billion. EMCOR Group had a return on equity of 37.04% and a net margin of 6.96%.EMCOR Group’s revenue for the quarter was up 19.7% on a year-over-year basis. During the same quarter last year, the business posted $6.32 EPS. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. As a group, sell-side analysts predict that EMCOR Group will post 20.74 earnings per share for the current fiscal year.

EMCOR Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, January 14th were issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. This is an increase from EMCOR Group’s previous quarterly dividend of $0.25. The ex-dividend date was Wednesday, January 14th. EMCOR Group’s dividend payout ratio (DPR) is presently 6.43%.

EMCOR Group announced that its board has authorized a share buyback program on Thursday, December 18th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the construction company to purchase up to 1.9% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

EME has been the subject of several analyst reports. Zacks Research downgraded shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Wall Street Zen downgraded EMCOR Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 8th. DA Davidson raised their target price on EMCOR Group from $725.00 to $800.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Robert W. Baird set a $713.00 price target on EMCOR Group in a research report on Friday, October 31st. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of EMCOR Group in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, EMCOR Group currently has an average rating of “Moderate Buy” and an average price target of $698.83.

Key EMCOR Group News

Here are the key news stories impacting EMCOR Group this week:

• Positive Sentiment: Q4 results beat expectations — EPS of $7.19 vs. a $6.68 consensus and revenue of $4.51B topped estimates, driven by organic growth and higher margins. Emcor Group (EME) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Strong top‑line momentum — Q4 revenue rose 19.7% year‑over‑year (9.5% organic) and net income expanded, supporting the company’s claim of record revenue and strategic expansion. EMCOR Group, Inc. Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management commentary emphasized strategic expansion and record revenue trends on the earnings call, signaling continued growth drivers. EMCOR Group Inc (EME) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic Expansion
• Neutral Sentiment: Industry tailwinds: analysts note EMCOR is positioned to benefit from AI/data‑center buildouts (power, cooling, infrastructure), a multi‑year demand stream if capex materializes. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
• Negative Sentiment: Fiscal‑2026 guidance was issued (EPS $27.25–29.25; revenue ~$17.8B–$18.5B) but the EPS midpoint is slightly below the Street’s consensus, reducing the upside surprise potential. EMCOR Group, Inc. Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Mixed market reaction — initial reports showed shares rising after the beat, but intraday/premarket selling and profit‑taking (amid a strong prior run to the 52‑week high) have flipped sentiment negative. That volatility explains today’s selloff despite the beat. EMCOR’s Q4 Earnings & Revenues Beat Estimates, Operating Margin Up Y/Y

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in EME. Bank of Montreal Can boosted its position in shares of EMCOR Group by 425.8% during the 4th quarter. Bank of Montreal Can now owns 560,477 shares of the construction company’s stock valued at $342,894,000 after purchasing an additional 453,876 shares in the last quarter. Earnest Partners LLC acquired a new position in EMCOR Group in the fourth quarter valued at approximately $156,714,000. State Street Corp boosted its holdings in shares of EMCOR Group by 15.2% during the 3rd quarter. State Street Corp now owns 1,852,991 shares of the construction company’s stock worth $1,203,592,000 after buying an additional 244,494 shares in the last quarter. Qube Research & Technologies Ltd boosted its holdings in shares of EMCOR Group by 68.3% during the 3rd quarter. Qube Research & Technologies Ltd now owns 489,658 shares of the construction company’s stock worth $318,052,000 after buying an additional 198,657 shares in the last quarter. Finally, Amundi grew its position in shares of EMCOR Group by 91.6% during the 4th quarter. Amundi now owns 321,174 shares of the construction company’s stock worth $196,491,000 after buying an additional 153,580 shares during the period. 92.59% of the stock is owned by institutional investors.

EMCOR Group Company Profile

EMCOR Group, Inc is a provider of mechanical and electrical construction, industrial and energy infrastructure, and facilities services to commercial, institutional and industrial clients. The company delivers a broad range of services that include design-build and traditional construction of mechanical, electrical and plumbing systems; ongoing facilities maintenance and operations; and specialized industrial services for sectors such as manufacturing, data centers, healthcare and utilities.

EMCOR’s service offerings encompass HVAC, plumbing, electrical installation and maintenance, fire protection, building automation and controls, commissioning, testing and balancing, and energy management solutions.