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Jun 30, 2023

Emcor Q2 2023 Earnings Report

EMCOR Group reported record quarterly revenues and diluted EPS for Q2 2023.

Key Takeaways

EMCOR Group, Inc. reported record quarterly revenues of $3.05 billion, a 12.5% increase year-over-year, and a record diluted EPS of $2.95, a 48.2% increase year-over-year. The company's remaining performance obligations also reached a record $8.29 billion, a 28.2% increase year-over-year. EMCOR increased its 2023 diluted EPS guidance range to $10.75 - $11.25 from $9.25 - $10.00.

Record quarterly revenues of $3.05 billion, a 12.5% increase year-over-year.

Record quarterly diluted EPS of $2.95, a 48.2% increase year-over-year.

Record remaining performance obligations of $8.29 billion, a 28.2% increase year-over-year.

Increased 2023 diluted EPS guidance range to $10.75 - $11.25 from $9.25 - $10.00.

Total Revenue
$3.05B
Previous year: $2.71B
+12.5%
EPS
$2.95
Previous year: $1.99
+48.2%
Remaining Performance Obligation
$8.29B
Gross Profit
$490M
Previous year: $383M
+28.0%
Cash and Equivalents
$503M
Previous year: $262M
+91.7%
Total Assets
$5.91B
Previous year: $5.15B
+14.8%

Emcor

Emcor

Emcor Revenue by Segment

Forward Guidance

EMCOR is increasing its full-year 2023 diluted earnings per share guidance range to $10.75 to $11.25, an increase from the prior guidance range of $9.25 to $10.00. The Company is maintaining its full-year 2023 revenue guidance of $12.0 billion to $12.5 billion.

Positive Outlook

  • Full-year 2023 diluted earnings per share guidance range increased to $10.75 - $11.25.
  • Executing with discipline and flexibility.
  • Investments over the past few years continue to position us well as we advance forward through 2023.
  • Mitigating supply chain obstacles and operating with greater efficiency.
  • Robust balance sheet is a differentiator as we serve sophisticated customers on large, complex, and technologically advanced projects.

Challenges Ahead

  • Supply chain challenges have persisted.
  • Persistent inflationary pressures.
  • Fluctuations in energy costs.
  • Labor market tightness.
  • Productivity challenges.

Revenue & Expenses

Visualization of income flow from segment revenue to net income