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Jun 30, 2025
Emcor Q2 2025 Earnings Report
Emcor delivered record-breaking Q2 2025 results with all-time high revenue, EPS, and backlog, supported by strong construction performance.
Key Takeaways
EMCOR posted $4.3 billion in revenue and $302.2 million in net income for Q2 2025, driven by strong demand across its U.S. construction segments. The company also reported a record backlog of $11.91 billion, and raised full-year guidance.
Record quarterly revenue of $4.3B, up 17.4% YoY
EPS rose to $6.72, a 28% increase YoY
Operating income reached $415.2M with a 9.6% margin
Remaining performance obligations hit a record $11.91B
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
EMCOR raised full-year guidance for 2025, citing strong sector demand, record backlog, and high project visibility.
Positive Outlook
- Full-year revenue guidance raised to $16.4B–$16.9B
- Non-GAAP EPS guidance increased to $24.50–$25.75
- Strong pipeline and continued backlog growth
- Sustained strength in Electrical and Mechanical Construction
- Improved productivity from technology and prefabrication
Challenges Ahead
- Rising SG&A expenses may pressure margins
- Industrial services showed YoY revenue decline
- Corporate costs increased YoY
- Net interest expense turned negative versus prior-year gain
- Progress on some projects reduced high-tech backlog
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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