EMCOR Group, Inc. is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: EMCOR Group (EME) delivered strong Q1 2026 results with revenue of $4.63B (+19.7% YoY) and net income of $305.5M (+26.9% YoY), driven by robust operating leverage, though operating cash flow nearly evaporated to just $558K versus $108.5M a year ago.
Drawn from management commentary in the Q1 2026 10-Q:
EME posted Q1 2026 revenue of $4.63B, up 19.7% from $3.87B in Q1 2025, while net income surged 26.9% to $305.5M. EPS (diluted) jumped 30.0% to $6.84, reflecting both earnings growth and the benefit of share repurchases reducing the share count.
Operating income grew 26.7% to $403.8M, with operating margin expanding approximately 48 basis points to 8.73% from 8.24% in the prior year period. This suggests EME is achieving better cost efficiency and/or favorable project mix even as SG&A rose 13.9% to $460.1M.
Gross margin remained essentially flat at 18.67% versus 18.69% in Q1 2025, indicating that cost of revenue growth (also +19.7%) kept pace with revenue growth. This stability suggests disciplined project execution and pricing power in the current demand environment.
Revenue
$4.63B
++19.67% YoY
EPS (Basic)
$6.85
++29.98% YoY
Gross Margin
18.7%
-0.02% YoY
Operating Income
$403.85M
++26.69% YoY
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