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Jun 30, 2022

Emcor Q2 2022 Earnings Report

Emcor's second quarter 2022 results reflected record quarterly revenues and diluted EPS, with increased revenue guidance for 2022 and authorization of an additional share repurchase program.

Key Takeaways

EMCOR Group, Inc. reported a strong second quarter in 2022, marked by record quarterly revenues of $2.71 billion, an 11.1% increase year-over-year, and a record diluted EPS of $1.99. The company also saw a 26.5% increase in remaining performance obligations, reaching $6.46 billion. EMCOR has raised its full-year revenue guidance to approximately $10.8 billion and updated its diluted EPS guidance range to $7.30 - $7.80.

Record quarterly revenues of $2.71 billion, an 11.1% increase year-over-year.

Record quarterly diluted EPS of $1.99.

Record remaining performance obligations of $6.46 billion, a 26.5% increase year-over-year.

Increased 2022 revenue guidance to approximately $10.8 billion and updated diluted EPS guidance range to $7.30 – $7.80.

Total Revenue
$2.71B
Previous year: $2.44B
+11.0%
EPS
$1.99
Previous year: $1.78
+11.8%
Gross Profit
$383M
Previous year: $376M
+1.8%
Cash and Equivalents
$262M
Previous year: $669M
-60.8%
Total Assets
$5.15B
Previous year: $5.13B
+0.3%

Emcor

Emcor

Emcor Revenue by Segment

Forward Guidance

EMCOR is increasing its full-year 2022 revenue guidance to approximately $10.8 billion and now expects full-year 2022 diluted earnings per share in the range of $7.30 to $7.80.

Positive Outlook

  • Expectations for strong project demand across key market sectors
  • Favorable SG&A leverage
  • A more normalized fall turnaround season for our U.S. Industrial Services segment
  • Maintaining a strong balance sheet
  • Investing in organic growth and strategic acquisitions

Challenges Ahead

  • Ongoing supply chain challenges
  • Potential COVID-related disruptions
  • An uncertain macroenvironment
  • Supply chain challenges partially impacting results in U.S. Construction and U.S. Building Services segments
  • Volatile operating environment

Revenue & Expenses

Visualization of income flow from segment revenue to net income