EMCOR Group, Inc. (EME)

EMCOR Group, Inc.'s stock experienced a 32.22% increase between January 22, 2025, and January 21, 2026. As of February 6, 2026, the stock had increased by 25.0% since January 1, 2026, and by 63.95% over the last 12 months. The stock reached an all-time high closing price of $776.54 on October 29, 2025. A 13.8% drop occurred approximately three months prior to February 6, 2026, after the company reported strong third-quarter 2025 results, but its full-year revenue forecast did not impress investors. In December 2025, EMCOR's Board authorized a $500 million stock buyback plan. In January 2026, EMCOR completed the acquisition of Miller Electric Company. The stock saw a 5.6% jump on February 6, 2026, as the broader market recovered.

Demand for EMCOR Group, Inc.'s products and services is driven by consistent, long-term trends rather than significant seasonality. The company benefits from solid and ongoing demand across various sectors, including data centers, power infrastructure, manufacturing, healthcare facilities, and water and wastewater projects. EMCOR is strategically focused on high-growth areas such as hyperscale data centers and semiconductor facilities. In the first quarter of 2025, the data center segment's Remaining Performance Obligations (RPOs) soared by approximately 112% year-over-year.

EMCOR Group, Inc. is a leading specialty contractor in the United States, operating within the construction and engineering sector. The company provides mechanical and electrical construction, facilities services, and industrial services, including MEP services, building performance and energy solutions, and industrial and energy infrastructure. EMCOR serves a diverse client base across various sectors.

EMCOR Group, Inc. primarily operates in the United States and the United Kingdom. The company has an extensive national footprint across North America, supported by approximately 100 operating subsidiaries and around 180 locations.

EMCOR Group, Inc. maintains a strong brand reputation within its industry. It is recognized as a Fortune 500 company and is a component of the S&P 500 Index. In 2025, Engineering News-Record ranked EMCOR 2nd on its list of the top 600 specialty contractors by revenue. MarketBeat's evaluation scored EMCOR higher than 68% of companies in the construction sector. Forbes has also recognized EMCOR on its "America's Best Companies" (2026) and "Global 2000" (2025) lists. A 2022 Nature Benchmark assessment indicated that EMCOR Group performed poorly among its construction and engineering peers.

EMCOR Group, Inc. is predominantly controlled by institutional investors, who hold nearly all shares. Approximately 61.76% of the company's stock is owned by institutional investors, 0.87% is held by insiders, and 37.38% by public companies and individual investors. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Fmr Llc, and State Street Corp.