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, 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. | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------- ...

Financial Data and Key Metrics Changes - Consolidated revenues for Q1 2020 were $2.3 billion, an increase of $141.1 million or 6.5% compared to Q1 2019 [10] - Diluted earnings per share improved to $1.35 from $1.28, representing a 5.5% increase year-over-year [21] - Gross profit was $333.1 million, which is 14.5% of revenues, an increase of $24.3 million from the previous year [21] Business Line Data and Key Metrics Changes - United States Electrical Construction revenues decreased by $2.8 million or approximately 0.5% to $525.2 million [11] - United States Mechanical Construction revenues increased by $81.7 million or 10.9% to $834.1 million [11] - United States Industrial Services revenues rose by $51.4 million or 19.9% to $310 million [12] - United Kingdom Building Services revenues increased by $4.8 million or 4.5% to $112.4 million [13] Market Data and Key Metrics Changes - Total Remaining Performance Obligations (RPOs) at the end of Q1 were $4.42 billion, up $267 million or 6.4% from the previous year [25] - Domestic RPOs increased by $284 million or 7.1% year-over-year, primarily driven by the Mechanical Construction segment [25] Company Strategy and Development Direction - The company is focused on maintaining a strong balance sheet and liquidity, with no risk to the dividend currently [40] - Plans for acquisitions are on hold until normal operating conditions return, with a strong pipeline of potential acquisitions in the $40 million to $60 million range [41] - The company aims to ramp up operations to 100% capacity as conditions normalize [42] Management's Comments on Operating Environment and Future Outlook - The management noted that the current bidding environment remains active, with strong demand in sectors like health care and data centers [43] - The company withdrew its 2020 guidance due to uncertainty from the COVID-19 pandemic but expects to provide more clarity in the Q2 earnings announcement [44] - Management emphasized the importance of employee safety and proactive measures taken during the pandemic [36] Other Important Information - The company has amended and extended its credit facility, increasing the revolving credit line to $1.3 billion, enhancing its liquidity position [46] - The company has reduced its workforce by 20% to 25% in response to project shutdowns, while still maintaining a significant portion of its salaried workforce [35] Q&A Session Summary Question: Are established contractors preferred for bidding due to safety precautions? - Management indicated that their strong safety record and financial position attract customers, which may lead to a preference for established contractors [50] Question: Will delays in Building Services create pent-up demand? - Management speculated that there could be pent-up demand but refrained from making definitive predictions due to the unprecedented nature of the pandemic [51] Question: What is the outlook for the non-residential market? - Management expressed that while it is difficult to predict, there are strong underlying fundamentals, and renovations for improved airflow and energy efficiency are expected to increase [57] Question: Can guidance for Q2 EPS be provided? - Management stated that they cannot provide specific guidance due to uncertainties but expect to remain profitable in all interim reporting periods for 2020 [67]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 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. (Exact Name of Registrant as Specified in Its Charter) Delaware 11-2125338 | --- | --- | --- | |---- ...

Financial Data and Key Metrics Changes - The company achieved record financial performance in 2019, with revenues of $9.17 billion, operating income of $461 million, net income of $325 million, and earnings per share from continuing operations of $5.75, reflecting a 12.8% revenue growth and 9.3% organic revenue growth [7][23][30] - Cash flow from operations was $356 million, exceeding net income, and the company ended the year with flat Remaining Performance Obligations (RPOs) of $4.036 billion [8][9] Business Line Data and Key Metrics Changes - The Mechanical and Electrical Construction segments combined revenues reached $5.6 billion, with a 13% underlying growth and 9.3% organic growth, and an operating income margin of 7.0% [9][10] - The Building Services segment reported a 12.3% revenue growth, leading to a 22.3% increase in operating income, with an operating income margin of 5.4% [11][12] - The Industrial Services segment saw a revenue increase of 17.8% to $1.09 billion, attributed to increased maintenance and capital project activity [24] Market Data and Key Metrics Changes - The U.K. Building Services segment's revenues increased by 2% to $423.3 million, despite a $19.5 million headwind from unfavorable foreign currency exchange [25] - Domestic RPOs increased by approximately 2% or $80 million since December 2018, indicating strong demand in the nonresidential market [34] Company Strategy and Development Direction - The company plans to continue focusing on acquisitions to fill geographic gaps and enhance technical capabilities, having executed three significant acquisitions in 2019 [10][11] - The company aims to maintain cost discipline and drive labor productivity while pursuing large project work across various sectors [40][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the nonresidential market's growth, projecting a revenue guidance of $9.5 billion to $9.7 billion for 2020, with earnings per diluted share guidance of $5.60 to $6.30 [40] - The company acknowledged potential external factors that could impact performance, including economic conditions and project timing, but emphasized a strong operational execution strategy [40][41] Other Important Information - The company experienced a ransomware attack affecting certain IT systems, but no evidence of data theft was found, and business continuity plans were effectively implemented [42][43] Q&A Session Summary Question: Inquiry about industrial services and spring turnaround expectations - Management indicated it is too early to predict the outcome of the spring turnaround season, with visibility expected after the first quarter [46][47] Question: Expectations for Building Services growth in 2020 - Management suggested mid-single-digit organic growth as a reasonable expectation for Building Services in 2020 [48][49] Question: Demand and bidding activity across the country - Management provided insights into strong demand across various regions, highlighting specific opportunities in the Northeast, Mid-Atlantic, South, Texas, and California [55][56][58][59]

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, 2019 ☐ 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) | --- | --- | --- | |-------------------------------- ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 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 | --- | --- | --- | | ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 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 | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------| ...

Table of Contents Title of each class Trading Symbol Name of each exchange on which registered Common Stock EME New York Stock Exchange UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR o 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 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 ¨ 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 | --- | --- | |------------------ ...