Emcor Group, Inc. · NYSE:EME
Emcor — Investor Presentation (July 2026)
22 slides from Emcor's investor presentation, Jul 30, 2026
Slide 1: Corporate Overview
EMCOR GROUP, INC. July 2026 Corporate Overview July 2026 1
Slide 2: Forward-Looking Statements & Non-GAAP Disclosures
EMCOR GROUP, INC. July 2026 FORWARD-LOOKING STATEMENTS & NON-GAAP DISCLOSURES Forward-Looking Statements This presentation contains forward-looking statements. Such statements speak only as of the date on the cover of this slide deck, and EMCOR assumes no obligation to update any such forward-lookin
Slide 3: Key Takeaways
EMCOR GROUP, INC. July 2026 KEY TAKEAWAYS EMCOR installs, services, operates, maintains, and protects complex and dynamic systems and critical 1 infrastructure for facilities in multiple growth sectors of the economy Expertise in managing skilled trade labor performing complex installations and serv
Slide 4: EMCOR at a Glance
EMCOR GROUP, INC. July 2026 EMCOR AT A GLANCE » A Fortune 500® company, and a member of the S&P 500, Key Highlights EMCOR Group, Inc. (“EMCOR”) (NYSE: EME) is a leader in mechanical and electrical construction, industrial and energy infrastructure, and building services $16.99B » Service offerings s
Slide 5: Broad Construction and Services Platform
EMCOR GROUP, INC. July 2026 BROAD CONSTRUCTION AND SERVICES PLATFORM Construction Services Mechanical Electrical Selected Areas of Expertise Mechanical and electrical contractors with decades of experience in multiple U.S. sectors ~72% HVAC High / Low Fire Lighting and Plumbing of 2025 Revenue Volta
Slide 6: Energy Efficiency and Sustainability Trends
EMCOR GROUP, INC. July 2026 ENERGY EFFICIENCY AND SUSTAINABILITY TRENDS » Strong demand in HVAC and lighting retrofit, building automation and control services that improve building efficiency, energy consumption, and indoor air quality (IAQ) » Variety of sectors include traditional and high-tech ma
Slide 7: EMCOR's Diverse Business Mix
EMCOR GROUP, INC. July 2026 EMCOR’S DIVERSE BUSINESS MIX Broad Construction and Diverse Remaining Performance Services Platform Obligations (RPOs) by Sector ($ Millions) (Unaudited) 2025 Revenue By Segment $18,000 $17,143 3% $16,000 7% $14,000 $13,254 30% $11,914 $12,000 18% $10,000 $16.99B $8,000 $
Slide 8: Participating in Diverse and Resilient Sectors
EMCOR GROUP, INC. July 2026 PARTICIPATING IN DIVERSE AND RESILIENT SECTORS Diverse Remaining Performance Obligations (RPOs) $17.1B 4% Expanded Disclosure 1% 3% Since 2023 +25% 8% Warehouses, office, CAGR Commercial retail, and 5% Commercial restaurants 10% Healthcare Network and Data centers, data C
Slide 9: Local Execution, National Reach
EMCOR GROUP, INC. July 2026 LOCAL EXECUTION, NATIONAL REACH Strategic Locations in Key Geographies ~450 U.S. Locations Corporate Headquarters ~100 Construction Services Operating Subsidiaries Building Services Industrial Services Construction Services Building Services Industrial Services Select Sub
Slide 10: Why EMCOR Wins
EMCOR GROUP, INC. July 2026 WHY EMCOR WINS People and Talent Technology Differentiation Focus on our people and talent Investments in Virtual Design and are foundational to our success. Construction (VDC) and Our “Mission First, People prefabrication capabilities create Always” mindset guides our ef
Slide 11: Leader in Virtual Design Construction & Prefabrication
EMCOR GROUP, INC. July 2026 LEADER IN VIRTUAL DESIGN CONSTRUCTION & PREFABRICATION Virtual Design and Construction (VDC) Prefabrication » One of the most valuable digital tools available to » By using VDC and BIM, EMCOR companies utilize specialty contractors today prefabrication in their constructi
Slide 12: Mission First, People Always Culture Guides Our Strategy and Operations
EMCOR GROUP, INC. July 2026 MISSION FIRST, PEOPLE ALWAYS CULTURE GUIDES OUR STRATEGY AND OPERATIONS Our People Sustainability » Foundational focus on our workforce and culture » We are committed to strong sustainability that values integrity, discipline, practices and strive to be transparent on tra
Slide 13: Commitment to Balanced Capital Allocation
EMCOR GROUP, INC. July 2026 COMMITMENT TO BALANCED CAPITAL ALLOCATION Capital Allocation Strategy Capital Allocation by Year (% of total capital allocated) Business Reinvestment 100% 4.9% » Expand and modernize 90% 13.2% prefabrication capacity 36.7% 33.2% Capex » Investments in VDC 80% 38.1% techno
Slide 14: M&A Update
EMCOR GROUP, INC. July 2026 M&A UPDATE Closed April 2026 Closed July 2026 Closed July 2026 Definitive agreements signed; anticipated closing in Q3 ‘26 ENHANCED CAPABILITIES IN KEY GEOGRAPHIES COMBINED TRANSACTION METRICS ~$625M ~$105M LTM J U NE ‘26 R E VE NU E S LTM J U NE ‘ 26 E BI TDA B&B Electri
Slide 15: 2026 Summary
EMCOR GROUP, INC. July 2026 2026 SUMMARY » Record Remaining Performance Obligations of $17.14 billion (as of June 30, 2026) coupled with diverse pipeline and operational capabilities provides us with visibility and momentum supporting our outlook for the remainder of 2026 » Customer investments in A
Slide 16: Key Financial Data – Income Statement
EMCOR GROUP, INC. July 2026 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) (Unaudited) For the Quarters Ended June 30, Variance 2026 2025 $ % Revenues $ 5,154,892 $ 4,304,400 $ 850,492 19.8% Gross Profit 1,022,379 833,771 188,608 22.6% 19.8% 19.4% Selling, General
Slide 17: Key Financial Data – Income Statement
EMCOR GROUP, INC. July 2026 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) (Unaudited) For the Six Months Ended June 30, Variance 2026 2025 $ % Revenues $ 9,783,125 $ 8,171,772 $ 1,611,353 19.7% Gross Profit 1,886,329 1,556,489 329,840 21.2% 19.3% 19.0% Selling, Ge
Slide 18: Key Financial Data – Balance Sheet
EMCOR GROUP, INC. July 2026 KEY FINANCIAL DATA – BALANCE SHEET ($ Thousands) (unaudited) June 30, December 31, 2026 2025 Cash $ 924,411 $ 1,111,968 Working Capital $ 1,446,579 $ 1,072,405 Goodwill $ 1,457,924 $ 1,412,414 Identifiable Intangible Assets, Net $ 1,078,045 $ 1,108,828 Total Debt $ 6,115
Slide 19: Key Financial Data – Quarter Segment Detail
EMCOR GROUP, INC. July 2026 KEY FINANCIAL DATA – QUARTER SEGMENT DETAIL ($ Thousands, except for percentages) (Unaudited) For the quarters ended June 30, % of % of 2026 Total 2025 Total Revenues from unrelated entities: United States Electrical Construction & Facilities Services $ 1,662,501 32% $ 1,
Slide 20: Key Financial Data – YTD Segment Detail
EMCOR GROUP, INC. July 2026 KEY FINANCIAL DATA – YTD SEGMENT DETAIL ($ Thousands, except for percentages) (Unaudited) For the six months ended June 30, % of % of 2026 Total 2025 Total Revenues from unrelated entities: United States Electrical Construction & Facilities Services $ 3,109,915 32% $ 2,42
Slide 21: Appendix – Reconciliation of Non-GAAP Measures
EMCOR GROUP, INC. July 2026 APPENDIX – RECONCILIATION OF NON-GAAP MEASURES ($ Thousands, except for percentages and per share data) (Unaudited) In this presentation, we provide non-GAAP operating income, non-GAAP operating margin, and non-GAAP diluted earnings per common share, for the six months en
Slide 22: Corporate Headquarters
Corporate Headquarters EMCOR Group, Inc. 301 Merritt Seven Norwalk, CT 06851 USA 203.849.7938 emcor_info@emcor.net emcorgroup.com Lucas Sullivan Director, Financial Planning & Analysis lsullivan@emcor.net