EMCOR Group, Inc. · EME · Next earnings

EMCOR Group, Inc. reports Thursday, Oct 29, 2026

EME reports before market open with consensus EPS at $8.33 and revenue at $5.19B. Last quarter: EMCOR Q1 2026: Record Revenue and Raised Guidance as Data-Center Demand Accelerates

Reports Before market open39 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $8.33 Calendar consensus
Consensus revenue $5.19B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where EME left off: FY2026 Q1

Full report

EMCOR Q1 2026: Record Revenue and Raised Guidance as Data-Center Demand Accelerates

EPS surprise +15.9% Reported $6.84 vs $5.90
Revenue surprise +10.2% Reported $4.63B vs $4.20B
Stock move -3.5% Event window
Subsequent drift +1.8% Up to 20 sessions

Full-year 2026 revenue guidance was raised from $17.75-$18.5 billion to $18.5-$19.25 billion, and EPS guidance was raised from $27.25-$29.25 to $28.25-$29.75. Guidance sentiment shifted from maintained (Q4 2025) to raised (Q1 2026).

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Mix shift toward lower-margin GMP and pass-through contracts could pressure operating margins.
  • Dependence on continued data-center and AI-infrastructure spending for growth.
  • Labor market tightness and potential foreman pipeline bottlenecks.
  • Quarterly project timing variability in site-based businesses.
  • Macroeconomic headwinds including geopolitical tensions and rising commodity prices.

Questions analysts left open

  • Future margin percentages and the impact of contract mix (GMP vs fixed-price).
  • Rate of RPO conversion into billings and project mobilization timing.
  • Labor market tightness and ability to staff foremen and project managers.
  • Conservatism in full-year guidance after 20% Q1 growth.
  • Capital allocation for prefabrication versus other spending priorities.

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Recent EME quarters

All EME earnings
-3.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.