Emcor Group (EME) came out with quarterly earnings of $7.19 per share, beating the Zacks Consensus Estimate of $6.68 per share. This compares to earnings of $6.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.69%. A quarter ago, it was expected that this construction and maintenance company would post earnings of $6.65 per share when it actually produced earnings of $6.57, delivering a surprise of -1.2%.Over the last four ...

Key Takeaways EMCOR delivered a strong Q4 EPS and revenue beat, alongside a jump in operating margin.EME's backlog momentum remains solid, supported by strength in Network, Institutional and Industrial markets.Despite segment-level margin compression, EME's 2026 guidance signals growth momentum.EMCOR Group, Inc. (EME) reported impressive fourth-quarter 2025 results, with adjusted earnings and revenues topping the Zacks Consensus Estimate and increasing year over year.Following the results, EMCOR stock tumbl ...

EMCOR Group (NYSE:EME) Q4 2025 Earnings call February 26, 2026 10:30 AM ET Company ParticipantsAdam Bubes - VP of Equity ResearchAdam Thalhimer - Director of ResearchAvi Jaroslawicz - Director of Equity ResearchBrian Brophy - Director of Equity ResearchJason Nalbandian - SVP and CFOLucas Sullivan - Director of Financial Planning and AnalysisTony Guzzi - Chairman, President, and CEOConference Call ParticipantsBrent Thielman - Managing Director and Senior Research AnalystJustin Hauke - Senior Research Analyst ...

EMCOR Group (NYSE:EME) Q4 2025 Earnings call February 26, 2026 10:30 AM ET Company ParticipantsAdam Bubes - VP of Equity ResearchAdam Thalhimer - Director of ResearchAvi Jaroslawicz - Director of Equity ResearchBrian Brophy - Director of Equity ResearchJason Nalbandian - SVP and CFOLucas Sullivan - Director of Financial Planning and AnalysisTony Guzzi - Chairman, President, and CEOConference Call ParticipantsBrent Thielman - Managing Director and Senior Research AnalystJustin Hauke - Senior Research Analyst ...

EMCOR Group (NYSE:EME) Q4 2025 Earnings call February 26, 2026 10:30 AM ET Speaker8Good morning. My name is Jamie, and I will be your conference operator today. At this time, I would like to welcome everyone to the EMCOR Group fourth quarter and full year 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's prepared remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star an ...

Fourth Quarter & Full Year 2025 Earnings Call FORWARD-LOOKING STATEMENTS & NON-GAAP DISCLOSURES Forward-Looking Statements This presentation and related press release contain forward-looking statements. Such statements speak only as of the date on the cover of this slide deck, and EMCOR assumes no obligation to update any such forward-looking statements, unless required by law. These forward-looking statements include statements regarding anticipated future operating and financial performance; financial gui ...

Industry Overview - AI-powered data centers are experiencing significant growth, driven by a bullish demand scenario for managing and storing cloud computing data [1] - Global data center capital expenditure (capex) is projected to reach $1.7 trillion by 2030, with McKinsey estimating a requirement of $5.2 trillion to $6.7 trillion in capex to support AI data center development [2] Company Analysis MasTec Inc. (MTZ) - MasTec is positioned as a leading provider of infrastructure services, benefiting from the AI data center boom and the expansion of the energy industry [6][7] - The company operates in four segments: Communications, Power Delivery, Pipeline Infrastructure, and Clean Energy, all of which are growing alongside infrastructure spending trends [8][10] - Expected revenue and earnings growth rates for MasTec are 9.2% and 29.9%, respectively, for the current year [10] EMCOR Group Inc. (EME) - EMCOR is a key player in providing critical infrastructure for AI-powered data centers, focusing on electrical, mechanical, and cooling systems [11] - The company is gaining traction in the data center construction market, which is enhancing its remaining performance obligations (RPOs) and future revenue visibility [12][13] - Expected revenue and earnings growth rates for EMCOR are 5.4% and 8.6%, respectively, for the current year [14] AECOM (ACM) - AECOM benefits from strong demand across various markets, supported by government-funded infrastructure programs and opportunities in the Middle East [15] - The company is investing in AI and technology-enabled engineering solutions, leading to significant project wins in water infrastructure and transportation [16][17] - Expected revenue and earnings growth rates for AECOM are 4.8% and 13.5%, respectively, for the current year [18] Jacobs Solutions Inc. (J) - Jacobs Solutions has a record backlog of $26.3 billion and is benefiting from rising demand for digital and advisory services [19] - The company’s performance is supported by long-term public funding and private-sector investments, allowing it to capitalize on multi-cycle growth themes [20][21] - Expected revenue and earnings growth rates for Jacobs are 9.4% and 16.5%, respectively, for the current year [21] Sterling Infrastructure Inc. (STRL) - Sterling Infrastructure specializes in constructing complex data centers and is a major provider of high-density, AI-powered data centers [22][23] - The company operates in E-Infrastructure, Building, and Transportation Solutions, focusing on advanced site development for data centers and e-commerce distribution [22][24] - Expected revenue and earnings growth rates for Sterling are 18.8% and 17.2%, respectively, for the current year [25]

Fourth Quarter 2025 Results of Operations For the fourth quarter of 2025, revenues totaled $4.51 billion, an increase of 19.7%, compared to $3.77 billion for the fourth quarter of 2024. On an organic basis, fourth quarter revenues increased 9.5%. Net income for the fourth quarter of 2025 was $434.6 million, or $9.68 per diluted share, compared to net income of $292.2 million, or $6.32 per diluted share, for the fourth quarter of 2024. Net income for the fourth quarter of 2025 included $10.7 million, or $7.9 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-8267 | | | (Exact name of registrant as specified in its charter) | Delaware | | 11-2125338 | | --- | --- | --- | | (State or other ...

Corporate Overview Corporate Overview July 31, 2025 February 26, 2026 EMCOR GROUP, INC. February 26, 2026 1 V2 – 7/27/25 6:25 pm EMCOR GROUP, INC. February 26, 2026 FORWARD-LOOKING STATEMENTS & NON-GAAP DISCLOSURES Forward-Looking Statements This presentation and related press release contain forward-looking statements. Such statements speak only as of the date on the cover of this slide deck, and EMCOR assumes no obligation to update any such forward-looking statements, unless required by law. These forwar ...