Emcor (EME)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-10-29
$679.55-1.42%
Close 2026-10-30 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-10-29
Research Workspace
Put EME beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction & Engineering is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — 2026 EPS at or above $28.25: Diluted EPS: $9.04 per share.
View ThesisRevenue growth is accelerating — up about 22% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 31% in its worst 12-month stretch.
View RiskEMCOR’s expanding construction business, supported by AI data center demand, rests on continued growth. Revenue growth accelerated to 28.8% in Q3 2026, when reported non-GAAP EPS beat consensus. EME trades at 21× P/E versus a 40× peer median and its own 26× historical multiple. The desk says the price reflects less growth than forecast, despite recent raised 2026 guidance. Our model puts the next-quarter miss probability near 20%. The thesis is on watch because 2026 EPS remains below the stated $28.25 pillar using reported diluted EPS of $9.04. Peer multiples imply a price about 8% above where it trades. This read is provisional.
Trailing returns as of 2026-10-30. EME is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering EME (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for EME in the last 4 months.
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Compare EME with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EME Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction & Engineering — fair value, gap to price, and forward P/E.
Compare the value case
Put EME next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase 2026 revenue guidance
Management's Q3 call provides official evidence on 2026 guidance, margins, segment growth, and capital allocation.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $679.55
The last 12 months of price, then the range of analyst 12-month targets from today’s $679.55.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase 2026 revenue guidance
Raised 2026 targets and record RPOs materially support growth objectives and strengthen visibility.
Advances: Increase 2026 revenue guidance
Official Q3 call reinforces the outlook through management commentary on guidance and operating performance.
Advances: Expand Electrical and Mechanical Construction segments
AI data centers align with expansion in Electrical segment.
Advances: Increase 2026 revenue guidance
AI-driven growth supports revenue and earnings upside.
Advances: Expand Electrical and Mechanical Construction segments
Increased focus on data center demand supports construction segment expansion.
Advances: Increase 2026 revenue guidance
Raised guidance aligns with revenue growth objectives.
Threatens: Maintain operating margin guidance
Margin pressure could hinder operating margin guidance.
