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Jun 30, 2021

Emcor Q2 2021 Earnings Report

Emcor's Q2 2021 earnings were reported, featuring record quarterly revenues and diluted EPS.

Key Takeaways

EMCOR Group reported record second-quarter results, with revenues of $2.44 billion, a 21.0% increase year-over-year. Diluted EPS reached a record $1.78, and remaining performance obligations grew to $5.11 billion, an 11.2% increase year-over-year. The company raised its full-year revenue guidance to approximately $9.5 billion and increased its diluted EPS guidance range to $6.65 - $7.05.

Record quarterly revenues of $2.44 billion, a 21.0% increase year-over-year.

Record second quarter diluted EPS of $1.78.

Remaining performance obligations reached a record $5.11 billion, an 11.2% increase year-over-year.

Increased 2021 revenue guidance to approximately $9.5 billion from $9.2 billion - $9.4 billion.

Total Revenue
$2.44B
Previous year: $2.01B
+21.1%
EPS
$1.78
Previous year: $1.44
+23.6%
Remaining Performance Obligation
$5.11B
Previous year: $4.59B
+11.3%
Gross Profit
$376M
Previous year: $315M
+19.3%
Cash and Equivalents
$669M
Previous year: $481M
+39.0%
Total Assets
$5.13B
Previous year: $4.59B
+11.8%

Emcor

Emcor

Emcor Revenue by Segment

Forward Guidance

EMCOR raised its full-year 2021 revenue guidance to approximately $9.5 billion and expects full-year 2021 diluted earnings per share in the range of $6.65 to $7.05.

Positive Outlook

  • Strong first half results
  • Robust remaining performance obligations
  • Improved visibility
  • Focus on elements of the business that can be controlled
  • Balanced capital allocation strategy

Challenges Ahead

  • Uncertain environment
  • Need to protect the health and safety of employees
  • Need to adjust operations as necessary
  • Reliance on gradual improvement of current market conditions
  • Potential risks and uncertainties that could cause actual results to differ materially

Revenue & Expenses

Visualization of income flow from segment revenue to net income