EMCOR Group's Robust Growth and Market Outperformance Justifies Buy RatingWe will be hosting a 60-minute conversation with EMCOR management, where we will also layer in questions from attendees that come in through the Q&A portal. Conversation Topics. The mechanical, electrical, and plumbing market is experiencing several historic trends, including a national data center buildout, strong reshoring tailwinds, labor shortages, technology evolution, and ever- present competition. Since 2022, EMCOR has grown revenue by more than 50%, operating margins have nearly doubled, EPS have more than tripled, and shares have outperformed the market by nearly 300%. We look to dive deeper on many of these topics with management during our fireside chat and have also written on these themes in our recent initiation of EMCOR, which clients can find here. Additionally, EMCOR will have recently reported third-quarter earnings on Thursday, October 30.