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Dec 31, 2022

Emcor Q4 2022 Earnings Report

Reported record quarterly and full-year revenues and diluted EPS.

Key Takeaways

EMCOR Group, Inc. reported exceptional Q4 2022 results, setting records for quarterly and full-year revenues, operating income, and EPS. Revenues for the fourth quarter of 2022 totaled $2.95 billion, an increase of 11.7%. Net income for the fourth quarter of 2022 was $126.3 million, or $2.63 per diluted share.

Record quarterly revenues of $2.95 billion, up 11.7% year-over-year.

Record quarterly diluted EPS of $2.63, compared to $1.89 in Q4 2021.

Operating income for the fourth quarter of 2022 was $177.2 million, or 6.0% of revenues.

Remaining performance obligations increased 33.2% year-over-year to a record $7.46 billion.

Total Revenue
$2.95B
Previous year: $2.64B
+11.7%
EPS
$2.63
Previous year: $1.89
+39.2%
Gross Profit
$455M
Previous year: $403M
+12.8%
Cash and Equivalents
$456M
Previous year: $821M
-44.4%
Total Assets
$5.52B
Previous year: $5.44B
+1.5%

Emcor

Emcor

Emcor Revenue by Segment

Forward Guidance

EMCOR expects full-year 2023 revenues to be between $12.0 billion and $12.5 billion and full-year 2023 diluted earnings per share in the range of $8.75 to $9.50.

Positive Outlook

  • Strong demand in semiconductor market
  • Strong demand in healthcare market
  • Strong demand in biotech market
  • Strong demand in pharma market
  • Strong demand in data centers

Challenges Ahead

  • Significant supply chain disruptions
  • Inflationary pressures
  • Labor market tightness
  • Productivity challenges
  • Volatile energy prices

Revenue & Expenses

Visualization of income flow from segment revenue to net income