EME

NORWALK, Conn., July 16, 2026--(BUSINESS WIRE)--EMCOR Group, Inc. (NYSE: EME) announced today that it will release its financial results for the second quarter ended June 30, 2026, on Thursday, July 30, 2026, prior to the market open. In conjunction with this release, the Company will host an earnings conference call and webcast reviewing these results and its operations on Thursday, July 30, 2026, at 10:30 am EDT. The call will be hosted by Tony Guzzi, Chairman, President and Chief Executive Officer, Jason Nalbandian, Senior Vice President and Chief Financial Officer, and Lucas Sullivan, Director, Financial Planning & Analysis. The call can be accessed by all interested parties through a WEBCAST link on the Home Page of EMCOR’s website at www.emcorgroup.com. Please allow 10 minutes prior to the call to visit the site and download and install any necessary audio software. Additionally, investors can access a replay of the webcast through a REPLAY link two hours after the call on the Home Page of the Company’s website. A replay of the call will be available through August 30, 2026. About EMCOR A Fortune 500 company and a member of the S&P 500, EMCOR Group, Inc. is a leader in mechanical and electrical construction services, industrial and energy infrastructure and building services. This press release and other press releases may be viewed at the Company’s website at www.emcorgroup.com. EMCOR routinely posts information that may be important to investors on the landing page of the Company’s website and in the "Investor Relations" section of the website at www.emcorgroup.com/investor-relations. Investors and potential investors are encouraged to consult the EMCOR website regularly for important information about EMCOR. View source version on businesswire.com: https://www.businesswire.com/news/home/20260716999627/en/ Contacts EMCOR Group, Inc.Lucas SullivanDirectorFinancial Planning & Analysis(203) 849-7938 FTI Consulting, Inc.Investors: Blake Mueller(718) 578-3706

Norwalk, Connecticut-based EMCOR Group, Inc. (EME) provides electrical and mechanical construction and facilities, building, and industrial services. Valued at $35 billion by market cap, the company specializes in the design, installation, integration, and start-up of distribution systems for electrical power, lighting systems, and low-voltage systems such as fire and security alarms, voice and data communication, ventilation, and plumbing and piping systems. The leading provider of electrical and mechanical construction and facilities services is expected to announce its fiscal second-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect EME to report a profit of $7.23 per share on a diluted basis, up 7.6% from $6.72 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. Nasdaq Futures Plunge as Samsung Sparks Chip Selloff AbbVie vs Eli Lilly: 1 Is Clearly the Better Dividend Stock to Buy and Hold for the Next 10 Years The Nasdaq-100 Could Be Forming a Textbook Diamond Top. Here's What to Watch on the QQQ Chart Now. Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For the full year, analysts expect EME to report EPS of $29.37, up 13.5% from $25.87 in fiscal 2025. Its EPS is expected to rise 11.8% year over year to $32.83 in fiscal 2027. EME stock has outperformed the S&P 500 Index’s ($SPX) 20.5% gains over the past 52 weeks, with shares up 39.4% during this period. Similarly, it outperformed the State Street Industrial Select Sector SPDR ETF’s (XLI) 22.5% gains over the same time frame. EME beat estimates on strong data center, institutional, and manufacturing demand, with AI/cloud projects driving growth. CEO Anthony Guzzi cited solid execution and a rising backlog. Moreover, management remains optimistic on data center, healthcare, and water work, focusing on disciplined project selection, workforce training, and operational excellence to sustain growth. On Apr. 29, EME shares closed down by 3.5% after reporting its Q1 results. Its EPS of $6.84 beat Wall Street expectations of $5.85. The company’s revenue was $4.6 billion, beating Wall Street forecasts of $4.2 billion. EME expects full-year EPS to...

NORWALK, Conn., July 01, 2026--(BUSINESS WIRE)--EMCOR Group, Inc. (NYSE: EME) today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.40 per common share. The dividend will be paid on July 31, 2026 to stockholders of record as of July 15, 2026. A Fortune 500 company and a member of the S&P 500, EMCOR Group, Inc. is a leader in mechanical and electrical construction services, industrial and energy infrastructure and building services. This press release and other press releases may be viewed at the Company’s website at www.emcorgroup.com. EMCOR routinely posts information that may be important to investors on the landing page of the Company’s website and in the "Investor Relations" section of the website at www.emcorgroup.com/investor-relations. Investors and potential investors are encouraged to consult the EMCOR website regularly for important information about EMCOR. View source version on businesswire.com: https://www.businesswire.com/news/home/20260629879519/en/ Contacts Lucas SullivanDirectorFinancial Planning & Analysis(203) 849-7938FTI Consulting, Inc.Investors: Blake Mueller(718) 578-3706

KB Home KBH is slated to report its second-quarter fiscal 2026 (ended May 31) results on June 23, after market close.In the last reported quarter, its adjusted earnings per share (EPS) met the Zacks Consensus Estimate and decreased 65% year over year. Total revenues missed the Zacks Consensus Estimate by 2% and declined 22.6% year over year,KBH’s earnings topped the consensus mark in three of the last four quarters and met on the remaining occasion, with an average surprise of 4.5%. For the fiscal second quarter, the Zacks Consensus Estimate for adjusted EPS has remained unchanged at 44 cents over the past 30 days. The projected figure indicates a 70.7% decline from the year-ago quarter’s earnings of $1.50 per share. KB Home price-eps-surprise | KB Home Quote The consensus estimate for total revenues is pegged at $1.09 billion, indicating a decline of 28.7% from the prior-year quarter’s level. In the fiscal second quarter, KB Home’s top line is expected to have tumbled year over year due to a decline in home deliveries and average selling price (“ASP”) of deliveries. Affordability concerns, elevated mortgage rates, cautious consumer sentiment and recent geopolitical uncertainty are likely to have continued weighing on housing demand. Due to the ongoing market pressures, the company expects housing revenues in the fiscal second quarter to range within $1.05-$1.15 billion, down from $1.52 billion reported a year ago. KBH expects home deliveries between 2,250 and 2,450 during the quarter, indicating a decline from 3,120 units delivered in the year-ago quarter.Our Zacks model predicts housing revenues to be down year over year by 29.2% to $1.08 billion, with ASP on home deliveries being down 6.9% to $454,900. We expect home deliveries to be down 23.9% year over year to 2,374 homes. Although demand conditions remain challenging, KB Home’s Built-to-Order strategy, improving build times, expanding community count and disciplined community-opening activity are likely to have supported sales activity and revenue visibility. The company’s focus on personalized home offerings and a growing mix of built-to-order sales is also expected to have provided some cushion against broader market weakness. Although KB Home continues to focus on cost controls, lower build times and direct cost reductions, pricing pressure is likely to have remained the primary drag on profitabilit...

Comfort Systems USA FIX is delivering the kind of earnings growth that investors rarely ignore. After posting another quarter of record revenue, expanding margins and sharply higher profits, the company is increasingly emerging as one of the biggest beneficiaries of the ongoing boom in data centers, semiconductor manufacturing and industrial construction. With earnings more than doubling in the first quarter of 2026, backlog reaching a record level and analysts continuing to raise profit estimates, Comfort Systems appears to be entering a new phase of growth. The accelerating earnings trajectory has not gone unnoticed by Wall Street. Analysts have raised their earnings estimates for both 2026 and 2027 over the past month, reflecting growing confidence in the company's ability to sustain its momentum, as shown below. Current estimates imply earnings growth of 49.1% in 2026 and another 21.5% in 2027. Revenue expectations are equally impressive, with consensus projections calling for growth of 30.5% in 2026 and 16.3% in 2027. The estimate revision trend suggests analysts believe Comfort Systems can continue translating strong demand and backlog into higher profits. FIX EPS Estimate Revision Trend Image Source: Zacks Investment Research The market has certainly taken notice. Shares of FIX have gained 96.2% year to date, significantly outperforming its Zacks Building Products - Air Conditioner and Heating industry, the broader Zacks Construction sector and the S&P 500. Yet despite the strong rally, rising earnings expectations and continued demand strength suggest the growth story may not be over. FIX Price Performance (YTD) Image Source: Zacks Investment Research Analyst sentiment remains highly favorable. Out of 10 recommendations contributing to the company’s Average Brokerage Recommendation (ABR), nine have rated the stock as a Strong Buy, leading to an impressive ABR of 1.20, reflecting overwhelmingly positive views. Wall Street's average price target of $2,096.29 suggests additional upside of 13.2% from current levels. Image Source: Zacks Investment Research The key question for investors is whether Comfort Systems' accelerating earnings momentum can continue and justify further upside in the stock. Comfort Systems operates as a leading provider of mechanical, electrical and plumbing services across the United States. The company has increasingly positioned...

Toll Brothers, Inc. TOL reported second-quarter fiscal 2026 (ended April 30) results, with earnings and revenues beating the Zacks Consensus Estimate. However, both the top and bottom lines declined on a year-over-year basis.TOL’s top-line beat was underpinned by steady demand across its footprint and a favorable mix that lifted delivered pricing. The company’s average price on home deliveries rose meaningfully from last year, helping cushion the impact of lower unit volume.On a macro level, the company navigated a challenging housing market characterized by pressures such as volatile mortgage rates, elevated inflation and fluctuations in luxury home demand.Following the announcement, shares of TOL gained 2.3% in the after-hours trading session yesterday. The company reported adjusted earnings per share (EPS) of $2.72, which beat the Zacks Consensus Estimate of $2.58 by 5.4% but declined 22.3% year over year. Toll Brothers Inc. price-consensus-eps-surprise-chart | Toll Brothers Inc. Quote In the fiscal second quarter, total revenues of $2.53 billion surpassed the consensus mark of $2.41 billion by 5.1% but fell 7.6% from the year-ago quarter. For the quarter under review, Toll Brothers’ total home sales revenues decreased 7.2% (down from our projection of a 11.5% year-over-year decline) year over year to $2.51 billion from $2.71 billion. Home deliveries declined 14.1% to 2,491 units from 2,899 units in the year-ago quarter (down from our expectation of a 15.4% decline year over year).Despite the lower volume, the average delivered price increased 8% year over year to about $1,008,600 from $933,600, highlighting a favorable pricing and mix backdrop in the luxury segment. Our model had expected ASP to be up 4.5% year over year to $975,900. Order momentum remained a constructive signal for a builder operating in a rate-sensitive environment. Net signed contracts increased 6.9% year over year to 2,834 homes, and contract value rose 8.1% to $2.81 billion, reflecting steady demand from higher-income buyers despite broader affordability pressures. We had projected net-signed contracts to be up 4% in units and 5.1% in value for the quarter.Backlog ended the quarter at 5,394 homes valued at $6.32 billion, down 11% and 7.6%, respectively, from the prior-year period. Even so, the average price of homes in the backlog was $1,171,800, up from $1,128,100 a year ago. Cance...

EMCOR Group recently reported record quarterly revenue in Q1 2026, raised its full-year 2026 revenue and EPS guidance, and agreed to sell its U.K. Building Services operations to OCS Group UK Limited for about US$250,000,000. The company’s record Remaining Performance Obligations and expanding exposure to data centers, healthcare, and water infrastructure suggest a business increasingly centered on complex, higher-value projects. We’ll now examine how EMCOR’s upgraded 2026 guidance and record RPO backlog may reshape its existing investment narrative and risk balance. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 33 best rare earth metal stocks of the very few that mine this essential strategic resource. To own EMCOR, you have to believe it can keep converting a record RPO backlog into profitable work in complex markets like data centers, healthcare, and water infrastructure. The raised 2026 revenue and EPS guidance reinforces that near term, while the biggest current swing factor remains execution quality on this larger, more technical project mix. The largest near term risk is that labor and project cost pressures chip away at margins even with strong demand. The most relevant update here is EMCOR’s higher 2026 guidance to US$18.5 billion to US$19.25 billion of revenue and US$28.25 to US$29.75 of diluted EPS. That upgrade sits alongside the sale of its U.K. Building Services operations for about US$250,000,000, which slightly refocuses the story on North American, higher complexity projects that tie directly into the current backlog and data center driven catalyst. Yet behind the record RPO and raised outlook, investors should be aware of how persistent wage inflation and labor constraints could... Read the full narrative on EMCOR Group (it's free!) EMCOR Group's narrative projects $21.5 billion revenue and $1.6 billion earnings by 2029. This requires 6.6% yearly revenue growth and about a $0.3 billion earnings increase from $1.3 billion today. Uncover how EMCOR Group's forecasts yield a $983.50 fair value, a 6% upside to its current price. Some of the lowest estimate analysts were already cautious, assuming about US$19.5 billion of revenue and US$1.4 billion of earnings by 2028, and worry that risin...

MasTec, Inc. MTZ reported strong first-quarter 2026 results on April 30, with both earnings and revenues surpassing the Zacks Consensus Estimate. The company also posted solid year-over-year growth across major financial metrics, supported by strong demand trends across communications, clean energy, power delivery and pipeline infrastructure markets. Higher project activity, improving operational execution and record backlog levels reflected continued momentum from infrastructure modernization, energy transition investments and rising data center-related demand. Adjusted earnings per share came in at $1.39, beating the Zacks Consensus Estimate of 98 cents by 41.8% and increasing 174.1% year over year. Revenues of $3.83 billion topped the consensus mark by 10.3% and rose 34.5% from the prior-year quarter, driven by double-digit growth across all four business segments. Adjusted EBITDA increased 73.3% year over year to $283.6 million, while adjusted EBITDA margin expanded 170 basis points to 7.4% from 5.7% a year ago, supported by improved productivity and operational execution. MasTec also raised its full-year 2026 guidance following the strong quarterly performance. However, the company continued to face some near-term pressures. Higher costs related to business expansion, project ramp-ups and investments to support growth affected overall profitability during the quarter. Image Source: Zacks Investment Research Shares of MasTec have gained 55.9% in the past three months, significantly outperforming the Zacks Building Products - Heavy Construction industry’s 16.8% growth. The stock has further outperformed the broader Construction sector and the S&P 500, in the same period. Let us take a closer look at the factors shaping MasTec stock’s prospects. Strong infrastructure and energy market demand continue to support higher project visibility across MasTec’s operations. As of March 31, 2026, the company reported an 18-month backlog of about $20.3 billion, up 28% year over year and approximately 7% sequentially. The increase was driven mainly by strong activity in the Clean Energy and Infrastructure and Power Delivery businesses, with the company recording healthy booking trends during the quarter. Total company book-to-bill reached 1.4x in the first quarter, reflecting continued customer investment across transmission, infrastructure and renewable energy markets...

AECOM ACM reported better-than-expected results for second-quarter fiscal 2026, where both earnings and net service revenues (“NSR”) surpassed the Zacks Consensus Estimate and increased on a year-over-year basis. Revenues also improved from the prior-year quarter. Shares of this global infrastructure leader gained 1.4% in yesterday’s after-hours trading session. Positive investor sentiments were witnessed as the company raised its adjusted EBITDA and adjusted earnings forecast for fiscal 2026. AECOM delivered a record second-quarter performance, supported by strong execution, expanding margins and continued backlog growth. The company’s design pipeline reached another all-time high. Management noted that investments in AI capabilities and the higher-margin Advisory business continue to strengthen the company’s competitive positioning and support long-term growth opportunities. The company reported adjusted earnings per share (EPS) of $1.59, which topped the consensus mark of $1.58 by 0.6% and increased 27% from the prior-year quarter. Revenues of $3.80 billion grew 1% year over year. NSR of $1.95 billion surpassed the consensus mark of $1.93 billion by 1.2% and increased 4% year over year. AECOM price-consensus-eps-surprise-chart | AECOM Quote Total backlog at the fiscal second-quarter end was $26.20 billion, up 8% from the year-ago period. AECOM’s design business delivered a solid 1.2x book-to-burn ratio. This marks the 22nd consecutive quarter with a book-to-burn ratio above 1.0, reflecting sustained demand. Additionally, the company’s design pipeline increased double digits and reached a record level. This growth is being driven by strong funding across the company’s major markets and an expanding addressable market opportunity. Americas’ revenues were $2.91 billion during the reported quarter, up 1% from the prior-year quarter’s levels. NSR of $1.19 billion moved up 5% year over year, driven by 8% growth in the Americas design business. Adjusted operating income of $239 million was up 10% year over year. Adjusted operating margin (on an NSR basis) expanded 60 basis points (bps) year over year to a new high of 20%. This growth was driven by continued focus on operational efficiencies and strong returns on investments supporting organic growth initiatives. The total backlog at the end of the fiscal second quarter increased 2% year over year to a record hig...

Fluor Corporation FLR delivered a weak first quarter of 2026, with adjusted earnings and revenues missing the Zacks Consensus Estimate and declining on a year-over-year basis. Fluor's first-quarter results were pressured by an adverse legal ruling tied to legacy Afghanistan-related work, which resulted in a meaningful charge during the quarter. The Urban Solutions segment faced a setback as declining field productivity on a mining project in the Americas led to higher expected completion costs and a related charge. Results were further weighed down by higher corporate general and administrative expenses, mainly due to stock-based compensation linked to share price appreciation. Geopolitical uncertainty also slowed development on a major project in Pakistan and remains a risk to supply chains and client capital spending. However, performance was supported by proceeds from the China fabrication yard sale and the monetization of its remaining stake in NuScale Power. Higher profits in Energy Solutions, driven by favorable project closeouts and improved project selectivity, with stronger margins on new awards, also supported results. Following the results, shares of FLR declined 15.2% during trading hours on Friday. The company reported adjusted earnings per share (EPS) of 14 cents, missing the Zacks Consensus Estimate of 66 cents by 78.8%. In the year-ago quarter, it reported an adjusted EPS of 73 cents. Fluor Corporation price-consensus-eps-surprise-chart | Fluor Corporation Quote Revenues were $3.66 billion, down 8% year over year and 3.6% shy of the consensus mark of $3.8 billion. Operationally, results were weighed by a sizeable litigation-related charge and cost growth on a mining project. Still, Fluor ended the quarter with a backlog of $25.7 billion, 82% of which was reimbursable, underscoring its continued bias toward risk-mitigated contracting. Urban Solutions generated revenues of $2.44 billion, up 13% year over year, but segment profit slid to $6 million after a $37 million impact tied to a fixed-price mining project in the Americas. Urban Solutions posted $2.1 billion of new awards in the quarter, including a metals project in the Middle East, incremental work on a pharmaceutical facility and an infrastructure expansion for a mining facility in Chile. The ending backlog for the segment was $19 billion, representing 74% of the total company backlog. E...

Innodata Inc. INOD delivered first-quarter 2026 results with adjusted earnings per share (EPS) and revenues topping the Zacks Consensus Estimate, supported by strength in AI-related data services. Meanwhile, both the top and bottom lines grew year over year. INOD stock gained 27.2% during yesterday’s after-market trading session. The quarter’s upside was driven by higher volumes for AI-related data services, including the expansion of existing customer programs and new client engagements supporting more complex AI workflows. Management framed the demand environment as increasingly tied to training and post-training needs, as well as evaluation and deployment support for advanced AI systems. INOD also noted that it now reports as a single operating segment, reflecting a more integrated operating model and a shift in how the chief executive reviews performance and allocates resources. That reporting change underscores how the company views its platforms, delivery infrastructure and workforce as increasingly shared across offerings. The company reported an adjusted EPS of 42 cents per share, up 90.9% year over year, and topped the Zacks Consensus Estimate of 13 cents by 223.1%. Innodata Inc price-consensus-eps-surprise-chart | Innodata Inc Quote Revenues rose 54.4% year over year to $90.1 million and surpassed the consensus mark of $76 million by 18.6%. The quarter highlighted both scale and concentration. One customer generated approximately 56% of total revenues in the first quarter of 2026, while another contributed about 17%. That concentration matters because program ramps and customer pacing can have an outsized effect on quarterly results. Geographically, the business remained heavily U.S.-centric. Revenues from customers domiciled in the United States were $79.2 million. Canada added $3.1 million, while the United Kingdom and the Netherlands contributed $2.8 million and $2.4 million, respectively, with other European countries totaling $2.6 million. Cost growth followed the revenue ramp, but margins still improved. Direct operating costs rose to $50.3 million from $35.1 million a year ago, reflecting higher labor needs tied to expanded AI service volumes. Management cited headcount growth as a key driver, alongside higher cloud service subscriptions and increased depreciation and amortization from capitalized developed software. Despite that cost pressu...

EMCOR Group, Inc. EME reported impressive first-quarter 2026 results on April 29, with both earnings and revenues exceeding the Zacks Consensus Estimate by 16.9% and 9.7%, respectively. The company also delivered strong year-over-year growth across key metrics. Shares of EMCOR have gained 13.2% since the earnings release, reflecting positive investor sentiment toward its strong execution and raised 2026 guidance. Adjusted earnings per share stood at $6.84, up 26.4% from the prior-year quarter, while revenues of $4.63 billion increased 19.7%. This growth was driven by strong performance across network and communications, supported by continued momentum in data center projects. Operating margin in the quarter was 8.7%, up 50 basis points year over year from 8.2%, driven by operating leverage and efficient execution. Supported by strong revenues and improved execution across construction segments, operating income grew 26.7% year over year to $403.8 million. Furthermore, EMCOR raised its 2026 revenue and earnings guidance, backed by strong demand trends and record remaining performance obligations. (read more: EMCOR Q1 Earnings and Revenues Beat Estimates, Both Rise Y/Y, Stock Up) So far this year, shares of this Connecticut-based infrastructure service provider have gained 54.2%, outperforming the Zacks Building Products - Heavy Construction industry, the broader Zacks Construction sector and the S&P 500 Index, as evidenced by the chart below. Image Source: Zacks Investment Research Notably, the stock has outperformed some other players, including Dycom Industries DY, Tutor Perini TPC and KBR, Inc. KBR. In the said period, Dycom and Tutor Perini have rallied 35.5% and 44.7%, respectively, while KBR has declined 12.7%. Let us take a closer look at the factors shaping EMCOR stock’s prospects. EMCOR is benefiting from strong activity across the network and communications projects, particularly within data center infrastructure. Increased customer scope, mission-critical project activity and demand across institutional, manufacturing and industrial, healthcare, and water and wastewater markets supported performance during the quarter. The electrical construction segment generated 33.1% year-over-year revenue growth in the first quarter, while mechanical construction revenues increased 28.9%. Network and communications remained the largest growth driver, with mecha...