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

Posted by Donna Armstrong on Feb 26th, 2026

EMCOR Group (NYSE:EME – Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 27.250-29.250 for the period, compared to the consensus earnings per share 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.

Wall Street Analyst Weigh In

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

View Our Latest Analysis on EMCOR Group

EMCOR Group Stock Down 7.9%

NYSE EME traded down $63.20 during trading hours on Thursday, hitting $738.61. The company had a trading volume of 625,343 shares, compared to its average volume of 369,034. The business has a fifty day simple moving average of $703.51 and a 200-day simple moving average of $662.81. The firm has a market cap of $33.06 billion, a P/E ratio of 29.74 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 – Get Free Report) last released its quarterly earnings results on Thursday, February 26th. The construction company reported $7.19 earnings per share for the quarter, beating analysts’ consensus estimates of $6.68 by $0.51. EMCOR Group had a return on equity of 37.04% and a net margin of 6.96%.The business had revenue of $4.51 billion during the quarter, compared to analyst estimates of $4.28 billion. During the same quarter last year, the company posted $6.32 EPS. EMCOR Group’s revenue for the quarter was up 19.7% on a year-over-year basis. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. Equities analysts forecast that EMCOR Group will post 20.74 EPS for the current fiscal year.

EMCOR Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, January 14th were paid a $0.40 dividend. The ex-dividend date was Wednesday, January 14th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.2%. This is a positive change from EMCOR Group’s previous quarterly dividend of $0.25. EMCOR Group’s dividend payout ratio is currently 6.43%.

EMCOR Group announced that its board has authorized a stock repurchase plan on Thursday, December 18th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the construction company to purchase up to 1.9% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

EMCOR Group News Roundup

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

Positive Sentiment: Q4 earnings beat — EMCOR reported EPS of $7.19 vs. the Zacks consensus $6.68, showing solid year-over-year earnings growth. Emcor Group (EME) Q4 Earnings and Revenues Top Estimates
Positive Sentiment: Revenue and margin strength — Revenue was $4.51B (up 19.7% YoY; organic +9.5%) and operating margin improved year-over-year, supporting underlying business momentum. EMCOR Group, Inc. Reports Fourth Quarter and Full Year 2025 Results
Positive Sentiment: Longer-term demand tailwinds — Analysts highlight EMCOR as a beneficiary of large AI/data-center buildouts (power, cooling, infrastructure), which supports secular growth prospects. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
Neutral Sentiment: FY‑2026 guidance: EMCOR set EPS guidance of $27.25–$29.25 and revenue guidance of $17.8B–$18.5B; revenue range meets consensus but the EPS range sits slightly below the consensus midpoint. EMCOR Group, Inc. Reports Fourth Quarter and Full Year 2025 Results
Neutral Sentiment: Full disclosure and materials — Company released slides and a conference call transcript for investors to review details behind results and guidance. Listen to Conference Call / View Press Release
Negative Sentiment: Guidance disappointment — The EPS guidance midpoint was modestly below street expectations, which likely triggered profit-taking after a strong run-up in the stock and amplified selling pressure. EMCOR’s Q4 Earnings & Revenues Beat Estimates, Operating Margin Up Y/Y
Negative Sentiment: Immediate market reaction — The stock sold off in pre-market/early trading despite the beat, indicating investors focused on guidance and near-term expectations rather than the beat. Emcor Group rises nearly 4% on fourth quarter earnings beat

Institutional Investors Weigh In On EMCOR Group

Large investors have recently bought and sold shares of the company. Swiss RE Ltd. acquired a new stake in shares of EMCOR Group in the fourth quarter valued at about $25,000. Zions Bancorporation National Association UT bought a new stake in shares of EMCOR Group during the fourth quarter worth about $28,000. DV Equities LLC acquired a new position in shares of EMCOR Group in the fourth quarter worth approximately $39,000. Brown Brothers Harriman & Co. acquired a new stake in EMCOR Group during the third quarter worth approximately $71,000. Finally, Osterweis Capital Management Inc. acquired a new position in EMCOR Group during the 2nd quarter worth approximately $73,000. Institutional investors own 92.59% of the company’s stock.

EMCOR Group Company Profile

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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.