Record $17.14 billion RPOs (up 43.9% YoY), strong 19.6% revenue and 27.5% earnings growth expected, 41.7% average upside potential from brokers, and Zacks Rank #1 rating. Trading at 23.4% discount to 52-week high presents buying opportunity.
Strong Q2 organic growth of 19.6%, record RPO of $17.14 billion (up 44% YoY), raised full-year guidance, and robust demand across data centers and diversified end-markets. Stock gained 22.3% YTD and holds Zacks Rank #1 (Strong Buy).
Strong Q2 execution with 24-31% revenue growth in construction segments, record RPOs of $17.14B (+44% YoY), raised 2026 guidance, expanding operating margins, and upward earnings estimate revisions for 2026-2027. Zacks Rank #1 (Strong Buy) rating supports positive outlook despite premium valuation.
Emcor Group received a Zacks Rank #1 (Strong Buy) rating based on earnings estimate revisions that increased 0.6% over the past month to $33.04. Additionally, it has an average brokerage recommendation of 1.55 (Buy-equivalent) with 72.7% of recommendations being Strong Buy, suggesting analyst agreement on positive earnings prospects.
Strong 2026 EPS growth of 27.7%, record RPO of $17.14B (up 44% y/y), broad-based customer demand across multiple end markets, Zacks Rank #1 (Strong Buy), and outperforming stock performance in 2026.
Strong organic growth driven by AI data center demand with 19.7% YoY revenue growth and 30% earnings growth in Q1 2026. Management raised full-year guidance, and analyst forecasts suggest continued strong performance. The company has significant runway as data center construction translates into long-term maintenance work. Stock has appreciated substantially but valuation appears justified given growth trajectory.
Articles that tag EME but are mainly about other companies.
EMCOR is experiencing broad-based strength across multiple sectors including data centers, water, healthcare, and institutional projects, with record remaining performance obligations of $17.14B, up 44% year-over-year, driven primarily by organic growth.
Mentioned as a direct competitor with strong execution capabilities, prefabrication expertise, and diversified end-market exposure. No specific performance data or concerns highlighted; positioned as a well-established competitor with comparable strengths.
Stock gained 1.8% over six months, outperforming AECOM; earnings projected to increase 29.4% this year, demonstrating stronger performance than AECOM.
Mentioned as a peer comparison with lower performance (17% gain vs MYRG's 58.7%) and higher P/S multiple (1.52X vs MYRG's 0.91X), indicating relatively weaker valuation positioning.
EMCOR benefits from robust AI infrastructure and data-center demand with $15.62B in remaining performance obligations and disciplined capital allocation, positioning it favorably within the competitive infrastructure landscape.
Strong booking momentum across water/wastewater, healthcare and institutional markets; record remaining performance obligations of $17.14B (up 44% YoY); effective project execution through prefabrication and virtual design.
Similar positive momentum to Quanta with 19.8% revenue growth, 32% operating income increase, 100 basis point margin expansion, record $17.14 billion in remaining performance obligations, and strong demand from data centers and institutional projects.
Positioned to benefit from rising demand for mission-critical electrical, mechanical and building systems required for data center power and cooling investments as AI infrastructure expands.
Mentioned as a comparable peer with strong cash generation and disciplined acquisition strategy in mechanical and electrical construction. No specific performance data or outlook provided; serves as a benchmark for comparison rather than subject of analysis.
Strong data center demand, record RPOs, disciplined execution, acquisitions, and raised guidance support positive growth outlook.
Benefits from robust backlog in electrical and mechanical construction with strong demand from data centers and technology-related projects supporting mission-critical infrastructure.
Nearly 20% YOY revenue growth to $4.63B, 30% YOY EPS improvement, and strong full-year guidance of $18.5-19.3B revenue. Stock up 27% YTD with nine Buy ratings and 12% additional upside potential according to analysts.
Up 76.4% since September 2025 S&P 500 inclusion. Electrical and mechanical contractor with heavy data center exposure, benefiting from the AI infrastructure wave.
Listed as a top holding in the fund's portfolio and recommended by The Motley Fool, suggesting confidence in the infrastructure/engineering services sector, though no specific analysis is provided.
Mentioned as a top holding in Goodlander's portfolio (14% of AUM) but no specific news or analysis provided about the company itself.
Articles and sentiment ratings from Massive / Polygon. Sentiment is the provider's model rating for this company, not Gainbot's view.
Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology
