Emcor Group, Inc. · NYSE:EME
Emcor — Investor Presentation (April 2026)
19 slides from Emcor's investor presentation, Apr 29, 2026
Slide 1: Corporate Overview
EMCOR GROUP, INC. April 29, 2026 V2 – 7/27/25 6:25 pm Corporate Corporate Overview Overview July April 29, 31, 2025 2026 1
Slide 2: Forward-Looking Statements & Non-GAAP Disclosures
EMCOR GROUP, INC. April 29, 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-l
Slide 3: Key Takeaways
EMCOR GROUP, INC. April 29, 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
Slide 4: EMCOR at a Glance
EMCOR GROUP, INC. April 29, 2026 EMCOR AT A GLANCE » A Fortune 500® company, and a member of the S&P 500, Key Highlights EMCOR Group, Inc. (NYSE: EME) is a leader in mechanical and electrical construction, industrial and energy infrastructure, and building services $16.99B » Service offerings specia
Slide 5: Broad Construction and Services Platform
EMCOR GROUP, INC. April 29, 2026 BROAD CONSTRUCTION AND SERVICES PLATFORM Construction Services Mechanical Electrical Selected Areas of Expertise Mechanical and electrical contractors with decades of experience in multiple U.S. sectors ~72% HVAC High / Low Fire Lighting and Plumbing of 2025 Revenue
Slide 6: Energy Efficiency and Sustainability Trends
EMCOR GROUP, INC. April 29, 2026 ENERGY EFFICIENCY AND SUSTAINABILITY TRENDS » Strong demand in HVAC and lighting retrofit, building automation and control services that improve building efficiency, energy consumption, and indoor air quality (IAQ) » Variety of sectors include traditional and high-te
Slide 7: EMCOR's Diverse Business Mix
EMCOR GROUP, INC. April 29, 2026 EMCOR’S DIVERSE BUSINESS MIX Broad Construction and Diverse Remaining Performance Services Platform Obligations (RPOs) by Sector ($ Millions) (Unaudited) 2025 Revenue By Segment $17,000 $16,000 $15,621 3% $15,000 7% $14,000 $13,254 $13,000 $11,750 30% $12,000 $11,000
Slide 8: Participating in Diverse and Resilient Sectors
EMCOR GROUP, INC. April 29, 2026 PARTICIPATING IN DIVERSE AND RESILIENT SECTORS Diverse Remaining Performance Obligations (RPOs) $15.6B Expanded Disclosure 3% Since 2023 2% +24% 3% Warehouses, office, CAGR 9% Commercial retail, and Commercial restaurants 7% Healthcare Network and Data centers, data
Slide 9: Local Execution, National Reach
EMCOR GROUP, INC. April 29, 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 Selec
Slide 10: Why EMCOR Wins
EMCOR GROUP, INC. April 29, 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 o
Slide 11: Leader in Virtual Design Construction & Prefabrication
EMCOR GROUP, INC. April 29, 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 const
Slide 12: Mission First, People Always Culture Guides Our Strategy and Operations
EMCOR GROUP, INC. April 29, 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 o
Slide 13: Commitment to Balanced Capital Allocation
EMCOR GROUP, INC. April 29, 2026 COMMITMENT TO BALANCED CAPITAL ALLOCATION Capital Allocation Strategy Capital Allocation by Year (% of total capital allocated) Business Reinvestment 100% 4.9% » Expand prefabrication 90% 13.2% capacity 36.7% 33.2% Capex » Investments in VDC 80% 38.1% technologies, i
Slide 14: 2026 Summary
EMCOR GROUP, INC. April 29, 2026 2026 SUMMARY » Record Remaining Performance Obligations of $15.62 billion coupled with diverse pipeline and operational capabilities provides us with visibility and momentum supporting our outlook for the remainder of 2026 » Customer investments in AI infrastructure
Slide 15: Key Financial Data – Income Statement
EMCOR GROUP, INC. April 29, 2026 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) (Unaudited) For the Quarter Ended March 31, Variance 2026 2025 $ % Revenues $ 4,628,233 $ 3,867,372 $ 760,861 19.7% Gross Profit 863,950 722,718 141,232 19.5% 18.7% 18.7% Selling, Gener
Slide 16: Key Financial Data – Balance Sheet & Cash Flow
EMCOR GROUP, INC. April 29, 2026 KEY FINANCIAL DATA – BALANCE SHEET & CASH FLOW ($ Thousands) (unaudited) March 31, December 31, 2026 2025 Cash $ 916,420 $ 1,111,968 Working Capital $ 1,252,994 $ 1,072,405 Goodwill $ 1,433,937 $ 1,412,414 Identifiable Intangible Assets, Net $ 1,089,866 $ 1,108,828 T
Slide 17: Key Financial Data – Quarter Segment Detail
EMCOR GROUP, INC. April 29, 2026 KEY FINANCIAL DATA – QUARTER SEGMENT DETAIL ($ Thousands, except for percentages) (Unaudited) For the quarters ended March 31, % of % of 2026 Total 2025 Total Revenues from unrelated entities: United States Electrical Construction & Facilities Services $ 1,447,414 31
Slide 18: Appendix – Reconciliation of Non-GAAP Measures
EMCOR GROUP, INC. April 29, 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 quarter
Slide 19: 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