EMCOR Group, Inc.
In the published model solve dated 2026-Q2, anchored at $736.56, EMCOR Group, Inc. (EME) is priced for +12.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The number that decides this company is contracted work not yet performed: remaining performance obligations hit a record $15.62 billion at March 31, 2026, up 32.9% on the prior year, against consolidated revenues of $16.99 billion for the whole of 2025 [Source: Q1 2026 earnings release, April 29, 2026]. • The concentration sits in where that work came from, with the largest increases in network and communications driven by data center construction contracts, while backlog in high-tech manufac
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1,128 institutional managers reported holding EME in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 42%. 153 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EME has cut its share count 17.9% over the past five years, spending $2.02B on repurchases. It pays a dividend, and has for 15 years running, raised 5 years straight; the current rate is $1.00 a share annually. Cash returned over the past three years: $123.19M in dividends and $1.20B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at EME over the trailing three years: 2024: 2 buys totaling $1k. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EME's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +12.0% | -0.7% |
| 2023-10-27 | +7.2% | +4.9% |
| 2024-02-29 | +13.0% | +13.6% |
| 2024-04-26 | +4.5% | +3.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EME's latest 8-K filings: 2026-07-31 (items 1.04); 2026-07-30 (items 2.02, 9.01); 2026-06-04 (items 5.07, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-02-26 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.