EMCOR Group (EME) 주식 개요
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EMCOR Group
66.5% 고평가 내재 할인율
EMCOR's stock price is set to rise with 9% revenue growth and electrification trends
View narrativeJO
Published 20 Feb 2025
EMCOR Group, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$780.66 |
| 52주 최고가 | US$951.96 |
| 52주 최저가 | US$564.92 |
| 베타 | 1.13 |
| 1개월 변동 | -6.65% |
| 3개월 변동 | -7.32% |
| 1년 변동 | 24.10% |
| 3년 변동 | 266.75% |
| 5년 변동 | 576.07% |
| IPO 이후 변동 | 38,933.00% |
최근 뉴스 및 업데이트
Seeking Alpha • Sep 09
EMCOR Group: AI-Driven Data Center Growth Supports Strong Revenue And Earnings Upside
Summary EMCOR Group is rated Buy, driven by robust AI/data center infrastructure demand and record Remaining Performance Obligations (RPO). EME’s strong bookings, recent acquisitions, and advanced prefabrication/VDC capabilities underpin revenue and productivity growth despite labor cost pressures. Management guides FY2026 revenue to $20–$20.5B and an operating margin of 9.5–9.8%, with backlog conversion and AI megaprojects as key catalysts. Trading at a 22.96x forward P/E and 0.54x PEG, EME’s premium valuation is justified by superior revenue and EPS growth versus sector medians. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 03
EME: Sustained Margin Floors And 2026 Outlook Will Drive Bullish Case
Analysts have reset their view on EMCOR Group with a lower price target of $1,047 from $1,123, citing what they see as sustainable Q2 margin strength supported by stronger margin floors, operating leverage, and an updated FY26 outlook. What’s in the News for EMCOR Group EMCOR Group reported record quarterly revenue of US$5.2b in Q2, with nearly 20% year over year growth and adjusted EPS of US$9.06, which was a second quarter record, according to recent earnings coverage.
내러티브 업데이트 • Aug 19
EME: High Tech And Data Center Margins Will Shape Compounding Potential
Analysts have adjusted the EMCOR Group fair value estimate to $885 from $825, reflecting updated assumptions on discount rate, growth, margins, and future P/E that are broadly aligned with recent Street research highlighting sustainable margin strength and exposure to high-tech manufacturing and data center projects. Analyst Commentary Recent Street research on EMCOR Group points to a generally constructive view on the business model and margin profile, while also signaling that expectations have tightened as the share price has moved higher.
내러티브 업데이트 • Aug 05
EME: Data Center And High Tech Projects Will Drive Future Upside
The analyst price target for EMCOR Group has been raised from $1,123 to $1,200 as analysts highlight the company’s exposure to high-tech manufacturing projects and data center development, and describe it as a higher-quality infrastructure services provider with potential long-term compounding and acquisition options. What’s in the News for EMCOR Group EMCOR Group reported record Q2 2026 earnings with EPS of US$9.06, which was over 25% above analyst estimates, on revenue of about US$5.15b.Recent updates
Seeking Alpha • Sep 09
EMCOR Group: AI-Driven Data Center Growth Supports Strong Revenue And Earnings Upside
Summary EMCOR Group is rated Buy, driven by robust AI/data center infrastructure demand and record Remaining Performance Obligations (RPO). EME’s strong bookings, recent acquisitions, and advanced prefabrication/VDC capabilities underpin revenue and productivity growth despite labor cost pressures. Management guides FY2026 revenue to $20–$20.5B and an operating margin of 9.5–9.8%, with backlog conversion and AI megaprojects as key catalysts. Trading at a 22.96x forward P/E and 0.54x PEG, EME’s premium valuation is justified by superior revenue and EPS growth versus sector medians. Read the full article on Seeking Alpha내러티브 업데이트 • Sep 03
EME: Sustained Margin Floors And 2026 Outlook Will Drive Bullish Case
Analysts have reset their view on EMCOR Group with a lower price target of $1,047 from $1,123, citing what they see as sustainable Q2 margin strength supported by stronger margin floors, operating leverage, and an updated FY26 outlook. What’s in the News for EMCOR Group EMCOR Group reported record quarterly revenue of US$5.2b in Q2, with nearly 20% year over year growth and adjusted EPS of US$9.06, which was a second quarter record, according to recent earnings coverage.내러티브 업데이트 • Aug 19
EME: High Tech And Data Center Margins Will Shape Compounding Potential
Analysts have adjusted the EMCOR Group fair value estimate to $885 from $825, reflecting updated assumptions on discount rate, growth, margins, and future P/E that are broadly aligned with recent Street research highlighting sustainable margin strength and exposure to high-tech manufacturing and data center projects. Analyst Commentary Recent Street research on EMCOR Group points to a generally constructive view on the business model and margin profile, while also signaling that expectations have tightened as the share price has moved higher.내러티브 업데이트 • Aug 05
EME: Data Center And High Tech Projects Will Drive Future Upside
The analyst price target for EMCOR Group has been raised from $1,123 to $1,200 as analysts highlight the company’s exposure to high-tech manufacturing projects and data center development, and describe it as a higher-quality infrastructure services provider with potential long-term compounding and acquisition options. What’s in the News for EMCOR Group EMCOR Group reported record Q2 2026 earnings with EPS of US$9.06, which was over 25% above analyst estimates, on revenue of about US$5.15b.내러티브 업데이트 • Jul 22
EME: Data Center And Infrastructure Pipeline Will Test Compounding Story
Analysts have revised their fair value estimate for EMCOR Group to $825 from $885, citing updated assumptions about revenue growth, profit margins, and long-term P/E expectations as they incorporate recent Street research highlighting the company’s exposure to high-tech manufacturing and data center projects. Analyst Commentary Recent Street research on EMCOR Group highlights both optimism around the company exposure to high-tech manufacturing and data center projects and a more measured stance on how much of that opportunity is already reflected in the stock price.내러티브 업데이트 • Jun 26
EME: Data Center And High Tech Projects Will Support Forward Profitability
The analyst price target for EMCOR Group has been adjusted from $900.00 to $1,123.00 as analysts factor in updated assumptions around revenue growth, profit margins, and long term P/E expectations. This revision is supported by recent bullish Street research highlighting the company’s exposure to high tech manufacturing projects and data center development.내러티브 업데이트 • Jun 12
EME: High Tech And Data Center Projects Will Test Compounding Narrative
Analysts have raised EMCOR Group's price target by $215 to $1,100, citing the company’s position in high-tech manufacturing and data center projects, as well as its potential for long-term compounding supported by acquisitions. Analyst Commentary Recent research highlights EMCOR Group's role in high tech manufacturing and data center projects, with several firms setting a US$1,100 price target and framing the company as a potential long term compounder supported by acquisition opportunities.내러티브 업데이트 • May 29
EME: High Tech Projects And Capital Returns Will Shape Future Earnings Resilience
The fair value estimate for EMCOR Group is updated from $770 to $885. Analysts point to higher Street price targets, supported by views of the company as a high-quality infrastructure services provider with exposure to high tech manufacturing projects, data center development and potential acquisition-driven growth.내러티브 업데이트 • May 14
EME: Data Center Demand And 2026 Margins Will Shape Fair Outlook
Analysts have lifted the implied fair value estimate for EMCOR Group by $96.5 to $983.5. This reflects a higher assumed future P/E multiple and recent price target increases from several firms after positive views on earnings compounding potential and strength in key U.S. segments. Analyst Commentary Recent research across several firms has been broadly supportive of EMCOR Group, with multiple price target hikes and new coverage pointing to confidence in earnings compounding potential and key U.S. business lines.내러티브 업데이트 • Apr 28
EME: Data Center Projects And 2026 Margins Will Guide Balanced Outlook
Analysts have lifted the EMCOR Group fair value estimate by $22.83 to $887.00. This reflects updated price targets that reference recent Q4 revenue outperformance in U.S. Electrical and U.S. Mechanical, expectations for future margin improvement, and continued interest from firms highlighting exposure to data centers and complex facilities projects.내러티브 업데이트 • Apr 14
EME: 2026 Cash Returns And Data Center Exposure Will Shape Outlook
The analyst price target for EMCOR Group has been adjusted slightly, with the fair value estimate moving by about $5 to $864. Analysts are factoring in a modestly higher discount rate, slightly softer revenue growth and profit margin assumptions, and a higher future P/E multiple informed by recent target raises from firms now clustered in the $814 to $945 range.내러티브 업데이트 • Mar 31
EME: 2026 Cash Returns And Data Center Work Will Drive Upside
Analysts have lifted the consolidated price target for EMCOR Group to $869, citing a cluster of recent research updates that include new and higher targets ranging from $814 to $945 following Q4 results and ongoing interest in the company's exposure to U.S. Electrical, U.S. Mechanical, data centers, and complex facilities projects. Analyst Commentary Bullish Takeaways Bullish analysts frame the higher price targets in the US$814 to US$945 range as a reflection of confidence in EMCOR Group's ability to execute on U.S. Electrical, U.S. Mechanical, data center, and complex facilities work.내러티브 업데이트 • Mar 17
EME: 2026 Dividend Hike And Buybacks Will Support Margin Upside Potential
Narrative Update on EMCOR Group The analyst price target framework for EMCOR Group has been revised from $772.00 to about $869.29. This reflects updated views from analysts who point to recent target increases across the Street and supportive commentary around Q4 execution, margin potential, and balance sheet flexibility.내러티브 업데이트 • Mar 03
EME: Data Center Exposure And Capital Returns Will Test Earnings Resilience
The analyst fair value estimate for EMCOR Group has moved from $713 to $770, as analysts highlight updated assumptions around revenue growth, profit margins, and future P/E, along with recent Street research that points to earnings compounding potential, balance sheet capacity for growth, and exposure to data centers and complex facilities projects. Analyst Commentary Recent Street research highlights a wide spread between published price targets and views on how much earnings growth is already reflected in EMCOR Group's share price.내러티브 업데이트 • Feb 17
EME: Higher 2026 Payout And Buybacks Will Support Fairly Valued Outlook
Analysts have raised their price target for EMCOR Group by $13.50 to $772.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E as reflected in recent research such as the Stifel report. Analyst Commentary Bullish Takeaways Bullish analysts view the raised US$772.00 price target as better aligned with updated fair value assumptions that incorporate their latest work on discount rates, revenue expectations, and margin profiles.내러티브 업데이트 • Feb 03
EME: Higher Fair Value And Capital Returns Will Test Margin Resilience
Analysts lifted their fair value estimate for EMCOR Group to $713 from $675, citing updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent Street research. Analyst Commentary Street research around EMCOR Group's updated fair value has not been uniformly positive, and several bearish analysts are flagging areas where they see less room for upside relative to the new US$713 estimate.내러티브 업데이트 • Jan 20
EME: Normalized U.S. Electrical Margins And 2025 Guidance Will Support Profitability
Narrative Update Overview Analysts have trimmed their EMCOR Group price target by US$5 to US$713, citing slightly better than expected Q3 results and higher 2025 guidance, as well as near term U.S. Electrical margin pressure from Miller amortization and project specific earnings reversals. Analyst Commentary Bullish analysts acknowledge the trimmed price target to US$713 but still frame the call within an overall constructive view on EMCOR Group, pointing to operating execution and updated guidance as key supports for their outlook.내러티브 업데이트 • Jan 05
EME: U.S. Electrical Margin Pressures Will Test Fair Balance Of Rewards
Analysts now place EMCOR Group's fair value around $675, up from about $510.73. They cite a higher assumed revenue growth rate and a richer future P/E multiple, even as they factor in slightly higher discount rates and some pressure on profit margins following recent U.S. Electrical segment headwinds highlighted in Street research.내러티브 업데이트 • Dec 20
EME: Normalized U.S. Electrical Margins Will Support Higher Long-Term Profitability
Analysts have raised their fair value estimate for EMCOR Group from $750 to $900 per share. This reflects confidence that underlying U.S. Electrical margins, which analysts note would be 14% or higher absent temporary project and acquisition headwinds, can support higher long term profitability despite a slightly higher discount rate and more moderate revenue growth assumptions.내러티브 업데이트 • Dec 05
EME: Raised 2025 Guidance Will Outweigh Near Term Margin Volatility
Analysts have modestly reduced their price target on EMCOR Group to $713 from $718, reflecting slightly softer assumptions on near term growth and margins, while still highlighting resilient end market demand, raised 2025 guidance, and the company’s strategic role in the ongoing U.S. reshoring investment cycle. Analyst Commentary Analysts remain broadly constructive on EMCOR’s positioning in the U.S. industrial and infrastructure reshoring cycle, even as they modestly trim near term valuation assumptions to reflect recent margin volatility in the U.S. Electrical segment.내러티브 업데이트 • Nov 21
EME: U.S. Reshoring Will Drive Demand Despite Margin Pressures
EMCOR Group's analyst price target was lowered by $5 to $713. Analysts cited near-term margin pressures in U.S. Electrical operations, despite solid Q3 performance and raised 2025 guidance.내러티브 업데이트 • Nov 05
EME: Future U.S. Reshoring Trends Will Drive Demand And Margin Recovery
EMCOR Group's analyst price target has increased from $716.00 to $758.50. This change reflects analyst expectations for continued demand amid robust U.S. industrial reshoring trends and stabilized operating margins, despite recent project-specific challenges.내러티브 업데이트 • Oct 22
Analyst Upgrades Highlight EMCOR Group’s Strong Outlook and Improved Valuation Amid Reshoring Trends
Analysts have raised their price target for EMCOR Group from $711.67 to $716.00, citing strong demand driven by industrial reshoring trends and robust recent performance. Analyst Commentary Analyst sentiment toward EMCOR Group has grown increasingly positive, with recent coverage highlighting the company’s strategic positioning and performance in the evolving U.S. industrial landscape.내러티브 업데이트 • Oct 08
Rising Demand In Data Centers And Healthcare Will Expand Markets
Analysts have raised EMCOR Group’s fair value target by $30, citing increased revenue growth expectations and sustained demand from the ongoing U.S. industrial reshoring trend. Analyst Commentary Recent analyst research highlights both the strong tailwinds benefiting EMCOR Group and areas that warrant continued attention for sustained outperformance.내러티브 업데이트 • Sep 04
Rising Demand In Data Centers And Healthcare Will Expand Markets
Analysts remain bullish on EMCOR Group, citing strong execution, robust free cash flow from its asset-light model, multi-market growth catalysts, and solid Q2 results, with these positives underpinning the unchanged consensus price target of $681.67. Analyst Commentary Bullish analysts cite EMCOR’s consistent record of strong execution and proven capital deployment as drivers of upward price target revisions.주주 수익률
| EME | US Construction | US 시장 | |
|---|---|---|---|
| 7D | 3.5% | 2.2% | -1.0% |
| 1Y | 24.1% | 40.5% | 14.1% |
수익률 대 산업: EME은 지난 1년 동안 40.5%의 수익을 기록한 US Construction 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: EME은 지난 1년 동안 14.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| EME volatility | |
|---|---|
| EME Average Weekly Movement | 7.7% |
| Construction Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: EME는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: EME의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1987 | 44,000 | Tony Guzzi | emcorgroup.com |
는 미국과 영국에서 전기 및 기계 건설과 시설, 건축 및 산업 서비스를 제공합니다. 송전, 배전 및 발전 시스템, 에너지 솔루션, 구내 전기 및 조명 시스템, 공정 계측, 저전압 시스템, 음성 및 데이터 통신 시스템, 도로 및 교통 조명, 신호 및 광섬유 라인, 컴퓨터 교통 제어 시스템, 신호 및 통신 장비와 관련된 설계, 통합, 설치, 시동, 운영 및 유지보수 서비스를 제공합니다; 난방, 환기, 공조, 냉장 및 지열 솔루션; 클린룸 공정 환기 시스템; 화재 방지 및 진압 시스템; 배관, 공정 및 배관 시스템; 제어 및 여과 시스템; 용수 및 폐수 처리 시스템; 중앙 공장 냉난방 시스템; 크레인 및 리깅; 밀워라이트; 철강 제작, 설치 및 용접 서비스. 또한 현장 기반 운영 및 유지보수, 시설 관리 및 유지보수, 에너지 개조, 군사 기지 운영 지원, 실내 공기질, 바닥 관리 및 청소, 조경, 부지 청소 및 제설, 공급업체 관리 및 콜센터, 빌딩 시스템 설치 및 지원, 에너지 시스템 프로그램 개발, 관리 및 유지보수, 기술 컨설팅 및 진단, 인프라 및 빌딩 프로젝트, 개조 및 개조 프로젝트, 리셉션, 보안 및 케이터링 서비스도 제공합니다.
EMCOR Group, Inc. 기초 지표 요약
| EME 기초 통계 | |
|---|---|
| 시가총액 | US$34.43b |
| 순이익 (TTM) | US$1.44b |
| 매출 (TTM) | US$18.60b |
23.9x
주가수익비율(P/E)1.9x
주가매출비율(P/S)EME는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| EME 손익계산서 (TTM) | |
|---|---|
| 매출 | US$18.60b |
| 매출원가 | US$14.98b |
| 총이익 | US$3.61b |
| 기타 비용 | US$2.17b |
| 순이익 | US$1.44b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 32.63 |
| 총이익률 | 19.43% |
| 순이익률 | 7.74% |
| 부채/자본 비율 | 0% |
EME의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.2%
현재 배당 수익률2%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/13 01:58 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
EMCOR Group, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Justin Hauke | Baird |
| Andrew Wittmann | Baird |
| Manish Somaiya | Cantor Fitzgerald & Co. |