Emcor

EME

Market cap $33.1B

Does Emcor Group (EME) have what it takes to be a top stock pick for momentum investors? Let's find out.

EMCOR Group, Inc. (EME) Q4 2025 Earnings Call Transcript

Emcor Group (EME) came out with quarterly earnings of $7.19 per share, beating the Zacks Consensus Estimate of $6.68 per share. This compares to earnings of $6.32 per share a year ago.

EMCOR Group, Inc. EME reported impressive fourth-quarter 2025 results, with adjusted earnings and revenues topping the Zacks Consensus Estimate and increasing year over year. Following the results, EMCOR stock tumbled 3.3% during today's pre-market trading session.

MTZ, EME, ACM, J and STRL are riding a massive AI data center build-out, as trillions in projected capex fuel demand for power, cooling and infrastructure.

NORWALK, Conn.--(BUSINESS WIRE)--EMCOR Group, Inc. (NYSE: EME) today reported results for the fourth quarter and year ended December 31, 2025. Fourth Quarter 2025 Results of Operations For the fourth quarter of 2025, revenues totaled $4.51 billion, an increase of 19.7%, compared to $3.77 billion for the fourth quarter of 2024. On an organic basis, fourth quarter revenues increased 9.5%. Net income for the fourth quarter of 2025 was $434.6 million, or $9.68 per diluted share, compared to net inc.

In Q4 of 2025, Harbor Mid Cap Fund (Institutional Class, "Fund") returned 4.00%, outperforming its benchmark, the Russell Midcap® Index, which returned 0.16%. Contributors to Fund performance included Murphy Oil Corporation, Ulta Beauty, and Raymond James. We added EMCOR Group, Vertiv Holdings and Twilio, and sold Air Lease.

The mechanical and electrical market continues to benefit from strong demand trends in data centers, infrastructure and industrial construction. Names like Comfort Systems USA, Inc. FIX and EMCOR Group, Inc. EME are being highlighted amid the favorable fundamentals, highlighting strong backlogs and improving profitability.

EME may have benefited from strong data center and manufacturing demand in Q4, though labor ramp-up, project delays and U.K. changes may weigh on results.

APH, WDC, VRT, LITE and EME are five AI-infrastructure giants poised for 2026 gains as enormous capex by hyperscalars fuels massive growth across the ecosystem.