Core Insights - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] - Emcor Group (EME) currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating potential for outperformance [3][4] Company Performance - EME shares have increased by 1.43% over the past week, while the Zacks Building Products - Heavy Construction industry has decreased by 2.97% during the same period [6] - Over the last quarter, EME shares have risen by 20.39%, and over the past year, they have gained 54.41%, significantly outperforming the S&P 500, which increased by 7.25% and 16.06% respectively [7] - The average 20-day trading volume for EME is 964,360 shares, indicating a bullish trend when combined with rising stock prices [8] Earnings Outlook - In the past two months, one earnings estimate for EME has increased, while none have decreased, raising the consensus estimate from $24.51 to $25.19 [10] - For the next fiscal year, one estimate has also moved upwards with no downward revisions, suggesting a positive earnings outlook [10] Conclusion - Considering the positive momentum indicators and earnings outlook, EME is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [12]

Core Insights - EMCOR Group, Inc. (EME) has demonstrated strong performance in 2025, with a stock surge of nearly 49% year to date, outperforming its industry and the broader market [1][6][22] Stock Performance - As of October 13, 2025, EMCOR's shares reached $677.02, just 3% below the 52-week high of $697.91, and nearly 468% above the low of $119.12, indicating strong investor confidence [2] - The stock's forward P/E ratio stands at 25.34X, above the industry average of 22.95X and its five-year median of 17.25X, reflecting a premium valuation supported by strong fundamentals [4] Financial Performance - EMCOR reported record revenues of $4.30 billion in Q2 2025, a 17.4% increase year over year, with EPS rising 28% to $6.72, surpassing consensus estimates by 18.3% [12] - The Electrical Construction segment saw a revenue increase of 67.5% to $1.34 billion, while the Mechanical Construction segment rose 6% to $1.76 billion, both benefiting from demand in data centers and healthcare [13] Backlog and Growth Drivers - EMCOR's Remaining Performance Obligations (RPOs) reached an all-time high of $11.91 billion, up 32.4% year over year, driven by strength in data centers, healthcare, and onshoring projects [8] - The company raised its 2025 revenue guidance to $16.4–$16.9 billion and non-GAAP EPS outlook to $24.50–$25.75, reflecting strong operational momentum [16] Strategic Acquisitions - The acquisition of Miller Electric added $947 million in backlog and enhanced EMCOR's revenue mix and margin profile, aligning with the company's growth strategy [10] - In the first half of 2025, EMCOR invested $887 million in acquisitions and $432 million in stock repurchases, demonstrating capital efficiency [11] Market Position and Analyst Sentiment - Analyst sentiment remains positive, with the Zacks Consensus Estimate for 2025 EPS increased to $25.19, marking a 17.1% growth from the previous year [17] - EMCOR's diverse RPO composition across various sectors provides stability compared to peers, particularly in a softening cyclical environment [9] Challenges - Despite strong overall performance, the U.S. Industrial Services unit reported a revenue decline of 13.3% year over year, indicating challenges in specific segments [19] - Labor and SG&A inflation are concerns, with SG&A expenses rising to 9.7% of sales, reflecting higher costs associated with skilled labor shortages [20]

Key Takeaways EMCOR is expanding prefabrication to enhance productivity, safety and cost efficiency.About 95% of prefabrication work supports internal operations, improving labor and safety.EMCOR achieved a record 9.6% operating margin in Q2 and raised its full-year margin outlook.EMCOR Group, Inc. ((EME) is advancing its operational strategy with a greater emphasis on prefabrication and design integration. The company has been expanding its prefabrication capacity across key construction segments to enhanc ...

So Kevin, you bought a company called MCOR. This was I don't know exactly when, but it was since your last appearance, so it's newsworthy, at least for us and and our viewers to know about. Tell us more.>> So playing right off of Stephanie's theme, we look at MCOR as a pick and shovel for the infrastructure electrification. This is a company we bought about a week ago. We paid 647 for it.We're up a few dollars, but there's still plenty of upside here. And when you look at the numbers underneath the surface, ...

So Kevin, you bought a company called MCOR. This was I don't know exactly when, but it was since your last appearance, so it's newsworthy, at least for us and and our viewers to know about. Tell us more.>> So playing right off of Stephanie's theme, we look at MCOR as a pick and shovel for the infrastructure electrification. This is a company we bought about a week ago. We paid 647 for it.We're up a few dollars, but there's still plenty of upside here. And when you look at the numbers underneath the surface, ...

The artificial intelligence revolution continues to drive demand far beyond the likes of Nvidia (NVDA), Palantir Technologies (PLTR) and Alphabet (GOOGL). AI infrastructure stocks like Quanta Services (PWR) and Emcor (EME) have also attracted big bets from Wall Street. Showing unabated demand for AI stocks, Quanta Services and Emcor joined Nvidia, Alphabet, Palantir on the latest monthly report on new buys by the best mutual funds, As Quanta trades near a buy point and Emcor remains in buy range, they also ...

Core Viewpoint - Goldman Sachs upgraded Emcor Group (NYSE:EME) from Sell to Neutral due to faster-than-expected growth in data center revenues, which have mitigated the weakness in the broader non-residential construction sector [2] Company Summary - The upgrade reflects a positive shift in the outlook for Emcor Group, driven by strong performance in data center revenues [2] - Analyst Adam Bubes highlighted that the growth in data center revenues was unexpected and significant enough to influence the overall rating [2]

Emcor Group (EME) closed the most recent trading day at $670.00, moving +2.38% from the previous trading session. The stock exceeded the S&P 500, which registered a gain of 0.37% for the day. Elsewhere, the Dow lost 0.14%, while the tech-heavy Nasdaq added 0.71%. Heading into today, shares of the construction and maintenance company had gained 4.64% over the past month, outpacing the Construction sector's gain of 2.79% and the S&P 500's gain of 4.26%.The investment community will be closely monitoring the p ...

Core Insights - EMCOR Group, Inc. (EME) is enhancing its position in the construction and building services industry, driven by opportunities in manufacturing and industrial markets [1] - The company's involvement in onshoring and reshoring initiatives is increasing project visibility, as manufacturers invest in new facilities and capacity upgrades in the U.S. [1] - EMCOR's engagement in food processing and renewable energy projects is contributing to a consistent flow of work, showcasing its alignment with industry trends [1] Financial Performance - In Q2 2025, manufacturing and industrial Remaining Performance Obligations (RPOs) reached approximately $1 billion, indicating strong demand from customer onshoring efforts [2] - Total RPOs hit a record $11.9 billion, with manufacturing-related projects being a significant contributor to backlog growth [2] - The Mechanical Construction segment reported increased revenues from industrial facilities, supported by effective project execution [2] Future Outlook - Ongoing onshoring and manufacturing expansion are anticipated to sustain demand for EMCOR's electrical and mechanical services [3] - The company's strengths in prefabrication, design coordination, and disciplined project management position it favorably to capture growth opportunities from U.S.-based manufacturing investments [3] Industry Trends - The construction and building services sector is experiencing steady growth due to rising project activity across key end-markets [4] - Peers like Comfort Systems USA, Inc. and Sterling Infrastructure, Inc. are also benefiting from strong demand for mechanical, electrical, and service-driven projects [4] Peer Performance - Comfort Systems reported double-digit revenue growth, with backlog reaching record levels due to customer investments in energy-efficient upgrades [5] - Sterling Infrastructure achieved 21% year-over-year revenue growth in Q2 2025, with a 24% increase in backlog to $2 billion, driven by data centers and manufacturing projects [6] Stock Performance and Valuation - EMCOR's shares have increased by 86.7% over the past six months, slightly trailing the Zacks Building Products - Heavy Construction industry's growth of 87.7% [7] - The company trades at a forward 12-month price-to-earnings ratio of 24.65X, compared to the industry's 23.14X [10] Earnings Estimates - Earnings estimates for EMCOR for 2025 and 2026 have risen by 4.4% to $25.11 per share and 4.2% to $27, respectively [11] - The projected growth rates for 2025 and 2026 are 16.7% and 7.5% year-over-year, respectively [11]

Core Points - EMCOR Group, Inc. has declared a regular quarterly cash dividend of $0.25 per common share [1] - The dividend payment is scheduled for October 30, 2025, to stockholders of record as of October 15, 2025 [1] - EMCOR Group, Inc. is recognized as a Fortune 500 leader in mechanical and electrical construction services, industrial and energy infrastructure, and building services [1]