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Sep 30, 2025
Emcor Q3 2025 Earnings Report
EMCOR reported strong Q3 2025 results with record revenues, EPS, and backlog.
Key Takeaways
EMCOR delivered record third-quarter results, achieving all-time highs in revenue, net income, and remaining performance obligations, driven by strength across diverse sectors.
Revenue reached a record $4.30 billion, up from $3.70 billion a year ago.
Net income rose to $295.4 million, with EPS hitting a record $6.57.
Operating income totaled $405.7 million with a 9.4% margin.
Remaining performance obligations hit a record $12.61 billion.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
EMCOR raised its full-year 2025 revenue and EPS guidance, reflecting strong execution and demand despite the upcoming sale of its UK operations.
Positive Outlook
- Revenue guidance increased to $16.7–$16.8 billion.
- Non-GAAP EPS guidance raised to $25.00–$25.75.
- Operating margin expected between 9.2% and 9.4%.
- Strong backlog across sectors supports visibility.
- Electrical and Mechanical segments drive growth.
Challenges Ahead
- Anticipated sale of UK Building Services may impact international revenue base.
- Gross margin slightly down due to higher cost of sales.
- SG&A expenses rose 15.7% year-over-year.
- Net interest income declined significantly vs. prior year.
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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