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Dec 31, 2025
Emcor Q4 2025 Earnings Report
EMCOR delivered record fourth quarter revenue and earnings, with strong operating margin expansion and backlog growth.
Key Takeaways
In Q4 2025, EMCOR reported record revenues of 4513121000 and net income of 434607000, with diluted EPS of 9.68. Operating income rose to 573754000, and remaining performance obligations increased to 13250000000, up 31.2% year-over-year.
Quarterly revenues increased 19.7% year-over-year to 4513121000.
Net income rose to 434607000 with diluted EPS of 9.68.
Operating income improved to 573754000, representing a 12.7% margin.
Remaining performance obligations reached a record 13250000000, up 3150000000 year-over-year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For full year 2026, EMCOR expects revenues between 17750000000 and 18500000000 and diluted EPS between 27.25 and 29.25.
Positive Outlook
- 2026 revenue guidance of 17750000000 to 18500000000.
- 2026 diluted EPS guidance of 27.25 to 29.25.
- Operating margin guidance of 9.0% to 9.4%.
- Record remaining performance obligations entering 2026.
- Strong demand across multiple sectors and geographies.
Challenges Ahead
- Sale of UK operations reduces future UK revenue contribution.
- Exposure to sector mix changes including high-tech manufacturing.
- Potential variability in operating margin within guided range.
- Dependence on continued project execution performance.
- Macroeconomic and construction market risks impacting demand.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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