EMCOR reports record Q2 revenue of $5.15 billion and raises 2026 guidance
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.
Key points
- 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%.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:10 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.