Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
NYSE · US · Engineering & Construction

EME EMCOR Group

Electrical and mechanical contractor

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$665.2
+2.71% today
1W
−7.2%
1M
−12.7%
3M
−5.7%
YTD
+9.0%
1Y
−10.9%
Off 52w high
−29.4%
Next earnings (est.): 2026-10-29
Market cap$28.57B
P/E (trailing)20.2Forward 17.1
EV / sales1.6×EV/EBITDA 14.4×
Revenue (TTM)$18.60BGrowth 19.8% y/y
Margins19.4%gross · op 10.6%
Free cash flow$978MCash $924M · debt $548M
Analyst target$979.1+47.2% upside · 8 analysts · buy
Riskβ 1.12Short 1.7% of float · yield 0.24%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

EME · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-30EarningsBeat / raise

    Reported EPS 9.06 vs 7.23 expected (+25.3% surprise).

  2. 7
    2026-04-29EarningsBeat / raise

    Reported EPS 6.84 vs 5.9 expected (+15.8% surprise).

  3. 6
    2026-02-26EarningsBeat / raise

    Reported EPS 7.19 vs 6.68 expected (+7.6% surprise).

  4. 5
    2025-10-30EarningsBeat / raise

    Reported EPS 6.57 vs 6.53 expected (+0.7% surprise).

  5. 4
    2025-07-31EarningsBeat / raise

    Reported EPS 6.72 vs 5.72 expected (+17.4% surprise).

  6. 3
    2025-04-30EarningsBeat / raise

    Reported EPS 5.41 vs 4.63 expected (+17.0% surprise).

  7. 2
    2025-02-26EarningsBeat / raise

    Reported EPS 6.32 vs 5.76 expected (+9.8% surprise).

  8. 1
    2024-10-31EarningsBeat / raise

    Reported EPS 5.8 vs 4.97 expected (+16.8% surprise).

Alternative data that moves EME

Predictions involving EME

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-307.239.06+25.3%
2026-04-295.96.84+15.8%
2026-02-266.687.19+7.6%
2025-10-306.536.57+0.7%
2025-07-315.726.72+17.4%
2025-04-304.635.41+17.0%
2025-02-265.766.32+9.8%
2024-10-314.975.8+16.8%
2024-07-253.685.25+42.9%
2024-04-252.914.17+43.5%
2024-02-283.594.47+24.6%
2023-10-262.683.61+34.7%
2023-07-272.372.95+24.5%
2023-04-271.832.32+26.8%
2023-02-232.292.63+15.0%
2022-10-272.12.16+3.0%
2022-07-281.71.99+17.4%
2022-04-281.621.39−14.3%
2022-02-241.891.89+0.1%
2021-10-281.791.85+3.1%
2021-07-291.581.78+12.8%
2021-04-291.241.54+23.8%
2021-02-251.431.45+1.3%
2020-10-291.231.11−9.9%

About EMCOR Group

Website ↗

EMCOR Group, Inc. provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom. It offers design, integration, installation, startup, operation, and maintenance services related to power transmission, distribution, and generation systems; energy solutions; premises electrical and lighting systems; process instrumentation; low-voltage systems; voice and data communications systems; roadway and transit lighting, signaling, and fiber optic lines; computerized traffic control systems, and signal and communication equipment; heating, ventilation, air conditioning, refrigeration, and geothermal solutions; clean-room process ventilation systems; fire protection and suppression systems; plumbing, process, and piping systems; control and filtration systems; water and wastewater treatment systems; central plant heatin…

44,000 employees · Norwalk, United States

Electricians, pipefitters and commissioning crews are finite. Contractor backlogs are the human bottleneck behind every campus.

Design→Electrical→Mechanical→Commission

What would prove us wrong. Weakens if contractor backlogs flatten while data-centre announcements continue.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
FIX
Comfort Systems USA
Mechanical/electrical for data centres $1,261.8+8.70%−23.9%+35.4%
PWR
Quanta Services
Grid construction and craft labour at scale $566.3+3.64%−12.8%+34.3%
STRL
Sterling Infrastructure
Site development for data centres $367.3+3.38%−28.3%+19.9%
PRIM
Primoris Services
Power and utility construction $67.08+3.15%−7.6%−45.8%
MYRG
MYR Group
Transmission and electrical construction $261.5+2.77%−10.6%+19.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.