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EME

EMCOR Group Achieves Record Revenue in Q1 2026

EMCOR Group posted first-quarter 2026 revenue of $4.63 billion, a record for the company and up 19.7% from $3.87 billion a year earlier. On an organic basis, revenue rose 16.8%.

Net income increased to $305.5 million from $240.7 million in the prior-year quarter, while diluted earnings per share climbed to $6.84 from $5.26, a 30.0% increase.

Operating income rose to $403.8 million from $318.8 million, and operating margin widened to 8.7% from 8.2%. Selling, general and administrative expenses increased to $460.1 million from $404.0 million, but fell to 9.9% of revenue from 10.4%.

The company’s tax rate edged down to 25.5% from 25.8%.

Remaining performance obligations reached a record $15.62 billion at March 31, 2026, up from $13.25 billion at the end of 2025 and $11.75 billion a year earlier. That was a sequential increase of $2.37 billion, or 17.9%, and a year-over-year increase of $3.87 billion, or 32.9%.

EMCOR raised its full-year 2026 revenue outlook to $18.50 billion-$19.25 billion from $17.75 billion-$18.50 billion. It also lifted its diluted EPS guidance to $28.25-$29.75 from $27.25-$29.25. The operating margin forecast stayed at 9.0%-9.4%. As a result of these announcements, the company's shares have moved -0.37% on the market, and are now trading at a price of $869.90. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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