EMCOR Group's third quarter results demonstrate strong financial performance and growth across various segments, particularly in the Electrical and Mechanical Construction segments. The company continues to execute its growth strategy effectively, with notable achievements in revenue and RPO growth. However, challenges were noted in the Industrial Services segment and high-tech manufacturing. Overall, the positive aspects outweigh the negative, leading to a positive sentiment.

Company Guidance

During the EMCOR Group Third Quarter 2025 Earnings Conference Call, the company provided updated guidance for the full year. EMCOR revised its revenue guidance to a range of $16.7 billion to $16.8 billion, reflecting ongoing business momentum and adjustments for the anticipated sale of its U.K. segment. Additionally, the guidance for non-GAAP diluted earnings per share was narrowed to a range of $25 to $25.75, with an increase of $0.50 at the low end and $0.25 at the midpoint from previous estimates. The company emphasized its strong operating margins, particularly a 9.4% operating margin achieved in the third quarter, and highlighted a record book-to-bill ratio of 1.16 and remaining performance obligations reaching $12.6 billion, up 29% year-over-year. EMCOR also noted the strategic acquisition of John W. Danforth Company, which is expected to add $350 million to $400 million in revenues.

Record Revenue and Strong Financial Performance

EMCOR achieved record revenue of $4.3 billion for the third quarter, representing a 16.4% increase from the prior year. The company also reported a strong operating margin of 9.4% and robust operating cash flow of $475.5 million.

Significant Growth in Remaining Performance Obligations (RPOs)

RPOs reached a record $12.6 billion, marking a 29% increase year-over-year and 25% growth compared to December 2024. Network and communications RPOs hit a record $4.3 billion, almost double the previous year.

Successful Restructuring and Growth in Mechanical Services

The Mechanical Services business saw revenue growth of nearly 6% for the quarter and 7% year-to-date, with an operating margin in the high single digits due to successful restructuring.

Strategic Acquisition of John W. Danforth Company

EMCOR signed an agreement to acquire John W. Danforth Company, which is expected to add $350 million to $400 million in revenues. The acquisition is aligned with EMCOR's growth strategy.

EMCOR Group (EME) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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EME Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2026	2025 (Q4)	6.68 / -	6.3	―	―	―
Oct 30, 2025	2025 (Q3)	6.54 / 6.57	5.8	13.28% (+0.77)
Jul 31, 2025	2025 (Q2)	5.74 / 6.72	5.25	28.00% (+1.47)
Apr 30, 2025	2025 (Q1)	4.63 / 5.41	4.17	29.74% (+1.24)
Feb 26, 2025	2024 (Q4)	5.89 / 6.30	4.46	41.26% (+1.84)
Oct 31, 2024	2024 (Q3)	4.98 / 5.80	3.61	60.66% (+2.19)
Jul 25, 2024	2024 (Q2)	3.76 / 5.25	2.95	77.97% (+2.30)
Apr 25, 2024	2024 (Q1)	2.84 / 4.17	2.32	79.74% (+1.85)
Feb 28, 2024	2023 (Q4)	3.55 / 4.46	2.63	69.58% (+1.83)
Oct 26, 2023	2023 (Q3)	2.71 / 3.61	2.16	67.13% (+1.45)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EME Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 30, 2025	$777.00	$648.00	-16.60%
Jul 31, 2025	$639.09	$627.26	-1.85%
Apr 30, 2025	$412.68	$400.37	-2.98%
Feb 26, 2025	$397.44	$420.26	+5.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does EMCOR Group (EME) report earnings?

EMCOR Group (EME) is schdueled to report earning on Mar 04, 2026, Before Open (Confirmed).

What is EMCOR Group (EME) earnings time?

EMCOR Group (EME) earnings time is at Mar 04, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EME EPS forecast?

EME EPS forecast for the fiscal quarter 2025 (Q4) is 6.68.

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