Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-8267 EMCOR Group, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 11-2125338 (State or Other Jurisd ...

Financial Data and Key Metrics Changes - The company reported revenues of $2.44 billion, an increase of $423.6 million or 21% compared to Q2 2020, with organic revenue growth of 18% [25][8] - Operating income was $133 million, with an operating margin of 5.5%, compared to an operating loss of $122.6 million in Q2 2020 [44][45] - Diluted earnings per share (EPS) reached $1.78, compared to a loss of $1.52 in the same period last year, marking a 23.6% quarter-over-quarter improvement [56][57] Business Line Data and Key Metrics Changes - The U.S. Electrical Construction segment generated revenues of $489.5 million, up 19.3% from Q2 2020, driven by strong demand in commercial and healthcare sectors [28][30] - The U.S. Mechanical Construction segment saw revenues of $958.7 million, an increase of 21.3%, attributed to growth in commercial and healthcare market activities [30][31] - The U.S. Building Services segment reported revenues of $624.4 million, a 30.4% increase, with organic growth of nearly 21% [34][16] - The Industrial Services segment's revenues decreased by 2.5% to $235.2 million, still below pre-pandemic levels [36] Market Data and Key Metrics Changes - The U.K. Building Services segment experienced a revenue increase of 39.5% to $129.9 million, benefiting from resumed maintenance activities and favorable exchange rates [38] - Remaining performance obligations (RPOs) increased to a record $5.1 billion, up 11.2% year-over-year, indicating strong future revenue potential [71][10] Company Strategy and Development Direction - The company is focused on energy efficiency and indoor air quality (IAQ) projects, anticipating strong demand as customers seek to improve facilities post-pandemic [17][75] - The company plans to continue investing in its business and returning capital to shareholders while maintaining a strong balance sheet [65][94] - The company raised its revenue guidance for 2021 to $9.05 billion and EPS guidance to a range of $6.65 to $7.05, reflecting confidence in ongoing demand [81][80] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the operating environment, noting strong bookings and demand across various sectors, despite challenges related to supply chain and labor availability [85][119] - The company expects to navigate supply chain challenges effectively, leveraging strong relationships with suppliers [102][103] - Management remains cautious about potential macroeconomic headwinds but is confident in the company's ability to adapt [89][90] Other Important Information - The company experienced a significant increase in working capital due to revenue growth, impacting cash flow patterns compared to the previous year [9][59] - The balance sheet remains strong, with a debt to capitalization ratio of 11.7%, allowing for continued investment and growth [65][62] Q&A Session Summary Question: Impact of raw material cost and inflation - Management discussed three strategies to mitigate raw material cost increases: locking in prices for long-term projects, re-pricing shorter-term projects, and utilizing time and material contracts [96][97][100] Question: Trends in industrial services - Management indicated that while some refiners may delay work, they do not expect significant deferrals beyond Q1 of next year, anticipating improved performance in the industrial services segment [106][107] Question: Velocity of bookings and future expectations - Management noted that while booking activity has been strong, they remain cautious about predicting future performance, emphasizing the binary nature of project wins [108][110]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-8267 EMCOR Group, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 11-2125338 (State or Other Jurisdictio ...

EMCOR Group, Inc. (NYSE:EME) Q1 2021 Earnings Conference Call April 29, 2021 10:30 AM ET Company Participants Haskel Kwestel – Investor Relations Kevin Matz – Executive Vice President-Shared Services Tony Guzzi – Chairman, President and Chief Executive Officer Mark Pompa – Executive Vice President and Chief Financial Officer Conference Call Participants Brent Thielman – D.A. Davidson Adam Thalhimer – Thompson, Davis Noelle Dilts – Stifel Sean Eastman – KeyBanc Capital Operator Good morning. My name is Lara, ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-8267 EMCOR Group, Inc. (Exact Name of Registrant as Specified in Its Charter) | --- | --- | |------------------------------- ...

Emcor Group Inc (NYSE:EME) Q4 2020 Results Conference Call February 25, 2021 10:30 AM ET Company Participants Jamie Baird - Director of Investor Relation Kevin Matz - Executive Vice President of Shared Services Anthony Guzzi - Chairman, President and Chief Executive Officer Mark Pompa - Executive Vice President and Chief Financial Officer Conference Call Participants Brent Thielman - D.A. Davidson Adam Thalhimer - Thompson, Davis Noelle Dilts - Stifel Sean Eastman - KeyBanc Capital Markets Operator Good mo ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-8267 EMCOR Group, Inc. (Exact name of registrant as specified in its charter) Delaware 11-2125338 (State or other jurisdiction of i ...

Financial Data and Key Metrics Changes - The company reported revenues of $2.2 billion for Q3 2020, a decrease of $86 million or 3.8% from Q3 2019 [33] - Operating income for the quarter was $135.9 million, representing a 17.4% increase compared to $115.7 million in Q3 2019 [51] - Diluted earnings per share were $1.11, down from $1.45 in the previous year, but non-GAAP adjusted earnings per share increased by 21.4% to $1.76 [65] Business Line Data and Key Metrics Changes - The U.S. Electrical Construction segment revenues decreased by 8.3% to $508.9 million due to pandemic impacts [36] - The U.S. Mechanical Construction segment revenues increased by 2.6% to $891.5 million, marking a record performance for Q3 [39] - The U.S. Building Services segment revenues reached $551.5 million, an all-time quarterly record, with a 3.7% increase [41] - The U.S. Industrial Services segment revenues fell by 40.3% to $139.7 million, significantly impacted by macroeconomic conditions and hurricanes [43] Market Data and Key Metrics Changes - The U.K. Building Services segment revenues increased by 12.7% to $110.1 million, driven by new maintenance contracts and strong project activity [45] - Year-to-date revenues decreased by 3.8% to $6.52 billion, with organic revenue decline of 6.9% excluding acquisitions [68] Company Strategy and Development Direction - The company aims to leverage its diverse service offerings in long-term markets such as healthcare, manufacturing, and data centers [24][96] - EMCOR is focused on maintaining employee safety and productivity while adapting to changing market conditions [21][22] - The company plans to continue returning cash to shareholders through dividends and share repurchases while exploring acquisition opportunities [118][119] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate the pandemic and highlighted strong operational performance despite challenges [8][29] - The company anticipates sequential improvement in the Industrial Services segment as market conditions stabilize [116] - Guidance for non-GAAP adjusted earnings per share has been raised to a range of $5.90 to $6.10 for the full year [113] Other Important Information - The company achieved a gross profit of $363.2 million, improving gross margin by 180 basis points year-over-year [64] - Operating cash flow for the year-to-date period reached $546.8 million, significantly benefiting from effective working capital management [74] Q&A Session Summary Question: Insights on specialized markets and margin opportunities - Management noted that while margins are currently good, they are primarily driven by productivity rather than pricing [122] Question: Impact of hurricanes on near-term opportunities - Management indicated that hurricanes caused disruptions rather than creating immediate opportunities for repair work [127] Question: Outlook for Industrial Services in 2021 - Management expects improvement in the Industrial Services segment as capacity utilization increases, but significant contributions are not anticipated for the remainder of the year [116][128]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-8267 | --- | --- | --- | --- | --- | --- | --- | |---------------------------------------------------------------------- ...

EMCOR Group, Inc. (NYSE:EME) Q2 2020 Earnings Conference Call August 3, 2020 10:30 AM ET Company Participants Haskel Kwestel - FTI Consulting Kevin Matz - EVP, Shared Services Tony Guzzi - Chairman, President, and CEO Mark Pompa - EVP and CFO Maxine Mauricio - SVP and General Counsel Conference Call Participants Brent Thielman - D.A. Davidson Adam Thalhimer - Thompson Davis Noelle Dilts - Stifel Nicolaus Sean Eastman - KeyBanc Capital Markets Joe Mondillo - Sidoti & Company Operator Good morning. My name is ...