EMCOR Group, Inc. (EME)

Over the past six months, EMCOR Group, Inc. stock experienced several notable events, including Q3 2025 earnings report where the company met EPS estimates but the stock plunged due to guidance not meeting expectations. The company set its full-year 2025 EPS guidance at $25.00-$25.75 and revenue guidance between $16.7 billion and $16.8 billion. EME reached its all-time high of $778.64 on October 28, 2025, but was down 10% post-Q3 results. Analysts have given EMCOR Group a consensus rating of "Moderate Buy" with an average target price of $692.83. The company declared a quarterly dividend of $0.25, which was paid on October 30, 2025. News reports in November 2025 discussed whether EMCOR's U.K. exit would unlock faster growth across its core U.S. operations, with the divestiture expected by year-end 2025.

The demand for EMCOR Group, Inc.'s products and services can be influenced by economic conditions. Construction activity can be higher during warmer months, potentially leading to increased demand for mechanical and electrical construction services. EMCOR's diverse portfolio and focus on mission-critical installations likely help to mitigate significant seasonal fluctuations in overall demand.

EMCOR Group, Inc. is a Fortune 500 company and a leader in mechanical and electrical construction, industrial and energy infrastructure, and building services. The company operates as a specialty contractor, generating revenue by designing, installing, maintaining, and protecting complex systems in non-residential facilities across the United States and the United Kingdom. EMCOR's services include mechanical and electrical construction (67% of 2024 revenues), building services (24% of 2024 revenues), and industrial services (9% of 2024 revenues). EMCOR also provides energy solutions, including renewable energy installations and energy-efficient systems.

EMCOR Group, Inc. primarily operates in the United States and the United Kingdom. The company has over 100 operating subsidiaries and approximately 420 locations across the U.S.. Net sales are predominantly from the United States (97.1%), with the United Kingdom contributing 2.9%.

EMCOR Group, Inc. maintains a strong brand reputation as a market leader in its industry. In 2024, the company was ranked 2nd by Engineering News-Record on its list of the top 600 specialty contractors. The acquisition of Miller Electric Company in March 2025 expanded EMCOR's electrical capabilities. EMCOR Services New England Mechanical (NEMSI) received recognition for its work on the Hartford 21 project. EMCOR was added to the S&P 500 index, solidifying its status as a large-cap leader.

EMCOR Group, Inc. has a highly concentrated ownership structure, with institutional investors holding the vast majority of outstanding shares. Approximately 91.86% to 92.6% of the stock is held by institutional investors, including Vanguard Group Inc., BlackRock, Inc., Fmr Llc, and State Street Corp. Insiders own a relatively small percentage, approximately 0.83% to 0.84% of the stock, with Frank T. MacInnis being the largest individual shareholder. Public companies and individual investors (retail) hold approximately 31.07% to 32.04% of the stock.