Every material Form 8-K Emcor has filed with the SEC since February 28, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
EMCOR Group reported third-quarter 2026 revenues of $5.54 billion and diluted earnings per share of $9.04, reflecting year-over-year growth driven by strong demand across its electrical and mechanical construction sectors. The company raised its full-year 2026 revenue and non-GAAP diluted EPS guidance ranges and increased its share repurchase program by $500 million, signaling continued confidence for shareholders.
Q3 2026 revenues reached a record $5.54 billion, up 28.8% year-over-year.
Diluted EPS for the quarter was $9.04, compared to $6.57 in Q3 2025.
Remaining performance obligations as of September 30, 2026, totaled a record $18.57 billion.
Full-year 2026 revenue guidance was raised to $20.6 billion - $21.0 billion.
EMCOR reported record second-quarter 2026 revenue of $5.15 billion, up 19.8%, and diluted EPS of $9.06, up 34.8% from a year earlier. The company raised its full-year 2026 revenue guidance to $20.00 billion-$20.50 billion and its diluted EPS guidance to $32.00-$33.25, reflecting stronger results and visibility into the rest of the year.
Q2 2026 operating income was $547.3 million, or 10.6% of revenues, versus $415.2 million (9.6%) a year earlier.
Remaining performance obligations reached a record $17.14 billion at June 30, 2026, up 43.9% year-over-year.
2026 diluted EPS guidance raised to $32.00-$33.25 from $28.25-$29.75; operating margin guidance raised to 9.5%-9.8% from 9.0%-9.4%.
EMCOR reported record first-quarter 2026 revenue of $4.63 billion, up 19.7% from a year earlier, and diluted EPS of $6.84, up 30.0%. The company raised its full-year 2026 revenue guidance to $18.50 billion to $19.25 billion and its diluted EPS guidance to $28.25 to $29.75, which points to higher expected results for shareholders.
Q1 2026 net income was $305.5 million, or $6.84 per diluted share, versus $240.7 million, or $5.26, in Q1 2025.
Remaining performance obligations reached a record $15.62 billion as of March 31, 2026, up 32.9% year over year.
2026 revenue guidance was raised from $17.75 billion to $18.50 billion; diluted EPS guidance was raised from $27.25 to $29.25 to $28.25 to $29.75.
Full-year 2026 operating margin guidance was unchanged at 9.0% to 9.4%.
EMCOR reported record fourth-quarter and full-year 2025 revenue and diluted EPS, and gave 2026 guidance of $17.75 billion to $18.50 billion in revenue and $27.25 to $29.25 in diluted EPS. Fourth-quarter GAAP diluted EPS included a $144.9 million gain on the sale of its United Kingdom operations, and non-GAAP diluted EPS was $7.19. Remaining performance obligations reached a record $13.25 billion, which the company cites as support for its 2026 outlook.
Q4 2025 revenues were $4.51 billion, up 19.7% from $3.77 billion; organic growth was 9.5%.
Q4 2025 GAAP diluted EPS was $9.68 versus $6.32 a year earlier; non-GAAP diluted EPS was $7.19.
Full-year 2025 revenues were $16.99 billion and GAAP diluted EPS was $28.19; non-GAAP diluted EPS was $25.87.
2026 guidance: revenues of $17.75 billion to $18.50 billion, operating margin of 9.0% to 9.4%, and diluted EPS of $27.25 to $29.25.
EMCOR reported record third-quarter 2025 revenue of $4.30 billion, up 16.4%, and diluted EPS of $6.57, up 13.3% from $5.80 a year earlier. The company narrowed its full-year 2025 revenue guidance to $16.7 billion to $16.8 billion and its non-GAAP diluted EPS guidance to $25.00 to $25.75, with the low end of the EPS range raised from $24.50.
Q3 2025 revenue of $4.30 billion, up 16.4%; net income of $295.4 million, or $6.57 per diluted share, versus $5.80 a year earlier
Q3 operating margin of 9.4%, down from 9.8% in Q3 2024; remaining performance obligations reached a record $12.61 billion
Full-year 2025 non-GAAP diluted EPS guidance narrowed to $25.00 to $25.75 from $24.50 to $25.75; revenue guidance narrowed to $16.7 billion to $16.8 billion
Guidance excludes the anticipated sale of the U.K. Building Services segment expected in the fourth quarter
EMCOR Group, Inc. elected Pat Roche, president and chief executive officer of Moog Inc., to its Board of Directors effective October 27, 2025. The appointment adds a director with industrial sector leadership experience, and the filing discloses the standard director equity award and indemnification agreement.
Pat Roche elected to the Board effective October 27, 2025; he is 62 and currently CEO of Moog Inc.
Roche received 158 prorated restricted stock units valued at $119,266.30 based on the October 27, 2025 closing price.
Roche and EMCOR entered into an indemnification agreement, filed as Exhibit 10.1.
EMCOR Group reported record second-quarter 2025 revenue of $4.30 billion, up 17.4%, and diluted EPS of $6.72, up 28.0%, with a record $11.91 billion in remaining performance obligations. The company raised its full-year 2025 non-GAAP diluted EPS guidance to $24.50-$25.75 from $22.65-$24.00 and narrowed its revenue guidance to $16.4 billion-$16.9 billion.
Q2 2025 revenue $4.30 billion, up 17.4% from $3.67 billion; net income $302.2 million, or $6.72 per diluted share
Operating margin 9.6% in Q2 2025 versus 9.1% a year earlier
Full-year 2025 non-GAAP diluted EPS guidance raised to $24.50-$25.75 from $22.65-$24.00; operating margin guidance raised to 9.0%-9.4%
Remaining performance obligations reached a record $11.91 billion as of June 30, 2025, up 32.4%
At its June 5, 2025 annual meeting, EMCOR stockholders approved a First Amendment extending the Amended & Restated 2010 Incentive Plan by five years, to June 5, 2030. The amendment did not increase the number of shares available for grant. Stockholders also re-elected all nine director nominees, approved the non-binding executive compensation proposal, and ratified Ernst & Young LLP as auditors for 2025.
Plan term extended five years to June 5, 2030; no increase in shares available for grant.
Plan amendment approved: 36,333,392 for, 2,008,364 against, 44,715 abstaining, 2,017,059 broker non-votes.
EMCOR reported first quarter 2025 revenue of $3.87 billion, up 12.7% from a year earlier, and GAAP diluted EPS of $5.26 versus $4.17. The company narrowed its 2025 non-GAAP diluted EPS guidance to $22.65-$24.00, raising the low end from $22.25, and reaffirmed its 2025 revenue guidance of $16.1 billion-$16.9 billion.
Q1 2025 revenue of $3.87 billion, up 12.7% from $3.43 billion in Q1 2024
GAAP diluted EPS of $5.26 versus $4.17; non-GAAP diluted EPS of $5.41 excluding $9.4 million of Miller Electric transaction costs
2025 non-GAAP diluted EPS guidance narrowed to $22.65-$24.00 from $22.25-$24.00 (issued February 26, 2025)
EMCOR reported record fourth-quarter and full-year 2024 revenues, diluted EPS and operating income, with fourth-quarter revenue up 9.6% to $3.77 billion and diluted EPS of $6.32. The company guided 2025 diluted EPS to $22.25 to $24.00 and increased its share repurchase authorization by $500 million.
Q4 2024 diluted EPS of $6.32 versus $4.47 a year earlier; full-year 2024 diluted EPS of $21.52 versus $13.31
Full-year 2024 revenues of $14.57 billion, up 15.8%; operating income of $1.34 billion, or 9.2% of revenues
2025 guidance: revenues of $16.1 billion to $16.9 billion, operating margin of 8.5% to 9.2%, diluted EPS of $22.25 to $24.00
Board authorized an additional $500 million for share repurchases under the existing program, which has no expiration date
EMCOR Group completed its purchase of all outstanding stock of Miller Electric Company, a Southeastern U.S. electrical contractor, for $865 million in cash, subject to customary adjustments. The company said Miller Electric is expected to generate about $805 million in revenue and about $80 million in Adjusted EBITDA in calendar 2024, and that the deal is expected to be modestly accretive to earnings per share in 2025.
Acquisition completed February 3, 2025 for $865 million in cash, funded through cash on hand
Miller Electric expected to generate approximately $805 million in revenue and $80 million in Adjusted EBITDA in calendar 2024
Expected to be modestly accretive to EMCOR's 2025 earnings per share; Miller Electric will join the Electrical Construction Services segment
EMCOR will discuss the acquisition when it reports fourth quarter and full year 2024 results on February 26, 2025
EMCOR Group, Inc. (NYSE: EME) elected Amy E. Dahl to its Board of Directors effective December 18, 2024, and announced the appointment in a December 19, 2024 press release. Ms. Dahl was awarded 193 restricted stock units valued at $89,633.06 and entered into a standard indemnification agreement with the company. The filing reports no financial results, so it does not change reported earnings or guidance.
Board election effective December 18, 2024; announced in a press release dated December 19, 2024
Prorated award of 193 restricted stock units with a market value of $89,633.06 on the effective date
Ms. Dahl, 50, is Vice President, International Business & Strategy at The Toro Company
EMCOR Group reported record third-quarter 2024 revenues of $3.70 billion, up 15.3%, and diluted EPS of $5.80, up from $3.57 a year earlier. The company raised its full-year 2024 diluted EPS guidance to $20.50-$21.00 from $19.00-$20.00, while narrowing its revenue guidance to at least $14.5 billion from $14.5-$15.0 billion, which lowers the top end of the prior range.
Q3 2024 revenue of $3.70 billion, up 15.3%; net income of $270.3 million, or $5.80 per diluted share
Full-year 2024 diluted EPS guidance raised to $20.50-$21.00 from $19.00-$20.00
Full-year 2024 revenue guidance adjusted to at least $14.5 billion from $14.5-$15.0 billion
Record remaining performance obligations of $9.79 billion, up 13.4% year-over-year
EMCOR reported record second-quarter 2024 revenue of $3.67 billion, up 20.4%, and diluted EPS of $5.25, up 78.0% from a year earlier. The company raised its full-year 2024 revenue guidance to $14.5 billion-$15.0 billion and its diluted EPS guidance to $19.00-$20.00, which signals stronger expected profits for shareholders.
Q2 2024 net income was $247.6 million, or $5.25 per diluted share, versus $140.6 million, or $2.95, in Q2 2023.
Full-year 2024 diluted EPS guidance raised to $19.00-$20.00 from $15.50-$16.50.
Full-year 2024 revenue guidance raised to $14.5 billion-$15.0 billion from $14.0 billion-$14.5 billion.
Remaining performance obligations were $9.0 billion as of June 30, 2024, up 8.6% year-over-year.
EMCOR reported first-quarter 2024 revenue of $3.43 billion, up 18.7% from a year earlier, and diluted EPS of $4.17, up from $2.32. The company raised its full-year 2024 revenue and diluted EPS guidance, which signals higher expected results for shareholders.
Q1 2024 revenues of $3.43 billion, up 18.7% from $2.89 billion in Q1 2023
Q1 2024 diluted EPS of $4.17 vs. $2.32; net income of $197.1 million
2024 revenue guidance raised to $14.0 billion-$14.5 billion from $13.5 billion-$14.0 billion
2024 diluted EPS guidance raised to $15.50-$16.50 from $14.00-$15.00
EMCOR reported record fourth-quarter and full-year 2023 revenue and diluted earnings per share, and its board approved a quarterly dividend increase to $0.25 per share from $0.18. The company also guided 2024 revenue to $13.5 billion-$14.0 billion and diluted EPS to $14.00-$15.00, above 2023 levels.
Q4 2023 revenue $3.44 billion, up 16.6%; Q4 diluted EPS $4.47 versus $2.63 a year earlier
Full-year 2023 revenue $12.58 billion, up 13.6%; diluted EPS $13.31 versus $8.10 in 2022
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