Emcor Group Inc Stock Price, News & Analysis

EMCOR Group (NYSE: EME) said its Board raised the regular quarterly cash dividend to $0.40 per share from $0.25 per share, with the Board expecting to declare the higher dividend beginning in the first quarter of 2026. The company also authorized an additional $500 million for share repurchases under its existing program.

Repurchases will be funded by operations, may occur on the open market or via privately negotiated transactions, have no expiration date, and may be suspended or discontinued at the company’s discretion.

EMCOR Group (NYSE: EME) completed the sale of EMCOR Group (UK) plc to OCS Group UK Limited on December 1, 2025 for an enterprise value of approximately £190 million (≈$250 million). The company said the divestiture supports its "local execution, national reach" strategy and will sharpen focus on large U.S. end markets.

EMCOR intends to use proceeds to expand its electrical and mechanical construction and mechanical services businesses, including through disciplined acquisitions. Management expects the transaction to be modestly accretive to operating margin. Evercore and Ropes & Gray advised EMCOR; Weil Gotshal & Manges advised OCS.

EMCOR Group (NYSE: EME) announced management will participate in three investor events in November–December 2025: a William Blair fireside chat on Nov 5, 2025 at 2:00 p.m. EST, a Baird 2025 Global Industrial Conference fireside chat on Nov 13, 2025 at 9:30 a.m. EST in Chicago, and a UBS Global Industrials and Transportation Conference on Dec 4, 2025 in Palm Beach.

Executives attending include Tony Guzzi (Chairman, President & CEO), Jason Nalbandian (SVP & CFO), and Lucas Sullivan (Director, FP&A). Live audio webcasts will be available on the company website and archived through Nov 19, 2025 for the William Blair event and Dec 13, 2025 for the Baird event. Investors should contact Baird or UBS representatives to schedule meetings. The company’s latest investor presentation will be posted under Investor Relations prior to each event.

EMCOR Group (NYSE: EME) reported record third quarter 2025 results with Q3 revenue $4.30B (+16.4% YoY) and diluted EPS $6.57 (+13.3% YoY). Operating income was $405.7M (9.4% margin) and net income was $295.4M. Remaining Performance Obligations (RPOs) reached a record $12.61B (≈29% YoY increase), led by Network & Communications, Water & Wastewater, Institutional, and Manufacturing & Industrial.

Year-to-date revenue was $12.47B (+15.5% YoY) and YTD net income was $838.2M (EPS $18.53), which includes $9.4M of transaction costs for the Miller Electric acquisition. EMCOR narrowed full-year 2025 revenue guidance to $16.7B–$16.8B and non-GAAP EPS to $25.00–$25.75, reflecting anticipated sale of EMCOR UK.

EMCOR Group (NYSE: EME) announced the election of Pat Roche to its Board of Directors, effective October 27, 2025. Mr. Roche, age 62, is currently President and CEO of Moog (NYSE: MOG.A/MOG.B) and also serves on Moog's board. He became Moog CEO in 2023 after serving as Executive VP and COO since 2021 and previously led Moog's Industrial Systems Group. EMCOR's chairman and CEO Anthony Guzzi said Roche's industrial-sector strategic and operational experience will support company growth and long-term shareholder value. Roche holds engineering and MBA degrees from University College Cork and completed Harvard Business School's Advanced Management Program.

EMCOR Group (NYSE: EME) will release third-quarter 2025 financial results for the period ended September 30, 2025 on Thursday, October 30, 2025, prior to the market open. The company will host an earnings conference call and webcast the same day at 10:30 AM EDT.

The call will be led by Tony Guzzi, Chairman, President and CEO; Jason Nalbandian, SVP and CFO; and Lucas Sullivan, Director, Financial Planning & Analysis. Investors can access the live webcast via a WEBCAST link on EMCOR’s homepage at www.emcorgroup.com. A replay link will appear two hours after the call and remain available through November 30, 2025. Attendees are advised to allow 10 minutes before the call to download any required audio software.

EMCOR Group (NYSE: EME) announced its Board declared a regular quarterly cash dividend of $0.25 per common share. The dividend is payable on October 30, 2025 to shareholders of record as of October 15, 2025. The release identifies EMCOR as a Fortune 500 provider of mechanical and electrical construction, industrial and energy infrastructure, and building services. The company posts this and other releases on its website and filed the release via BusinessWire.

EMCOR Group (NYSE:EME) has announced the sale of its UK building services segment, EMCOR UK, to OCS Group UK Limited for an enterprise value of £190 million ($255 million). The transaction aligns with EMCOR's strategy to focus on high-growth markets in the United States.

EMCOR UK generated $425.5 million in revenue and $21.5 million in operating income in fiscal year 2024. The deal, unanimously approved by both companies' boards, is expected to close by the end of 2025, subject to UK regulatory clearance. EMCOR plans to use the proceeds to expand its electrical and mechanical construction and services businesses in the US, including through strategic acquisitions.

EMCOR Group (NYSE:EME) has announced its participation in two upcoming investor conferences. The company's leadership team, including CEO Tony Guzzi, CFO Jason Nalbandian, and VP of Investor Relations Andy Backman, will engage in fireside chats and one-on-one meetings.

The first event is the Morgan Stanley 13th Annual Laguna Conference on September 12, 2025, in Dana Point, California, with a fireside chat at 11:30 a.m. EDT. The second is the D.A. Davidson 24th Annual Diversified Industrials & Services Conference on September 18, 2025, in Nashville, Tennessee, featuring a discussion at 10:40 a.m. EDT. Both sessions will be available via webcast on EMCOR's website.