EMCOR Group Inc. reported fourth quarter 2025 results on February 26, 2026. Fourth quarter revenues totaled $4.51 billion, up 19.7% year-over-year, exceeding analyst estimates of $4.29 billion. Net income for the quarter was $434.6 million, or $9.68 per diluted share, which was 45% above analyst consensus estimates of $6.68. This earnings beat included a $144.9 million gain from the sale of the company's United Kingdom operations. Full-year 2026 EPS guidance was provided at $28.25 at the midpoint, beating analyst estimates by 1.1%. Operating margin improved to 12.7% from 10.3% in the prior year quarter. The company reported Remaining Performance Obligations at an all-time high and described its pipeline as strong. Despite these positive results, EME stock declined 6.4%.
Read full analysisEMCOR Group Inc. reported fourth quarter 2025 results on February 26, 2026. Fourth quarter revenues totaled $4.51 billion, up 19.7% year-over-year, exceeding analyst estimates of $4.29 billion. Net income for the quarter was $434.6 million, or $9.68 per diluted share, which was 45% above analyst consensus estimates of $6.68. This earnings beat included a $144.9 million gain from the sale of the company's United Kingdom operations. Full-year 2026 EPS guidance was provided at $28.25 at the midpoint, beating analyst estimates by 1.1%. Operating margin improved to 12.7% from 10.3% in the prior year quarter. The company reported Remaining Performance Obligations at an all-time high and described its pipeline as strong. Despite these positive results, EME stock declined 6.4%.
EMCOR Group is a specialty construction and building services company operating through more than 70 subsidiaries, providing electrical, mechanical, and facilities services across the United States. The company has been a major beneficiary of data center and infrastructure buildout demand, posting a 14% compound annual revenue growth rate over five years. Today's Q4 earnings report — featuring a large one-time gain from divesting its UK operations — became the focal point for a sharp post-earnings selloff.