Emcor Group, Inc. · NYSE:EME
Emcor — Investor Presentation (October 2025)
23 slides from Emcor's investor presentation, Oct 30, 2025
Slide 1: Corporate Overview
EMCOR GROUP, INC. October 30, 2025 V2 – 7/27/25 6:25 pm Corporate Corporate Overview Overview July October 30,31, 2025 2025 1
Slide 2: Forward-Looking Statements and Non-GAAP Financial Disclosures
EMCOR GROUP, INC. October 30, 2025 FORWARD-LOOKING STATEMENTS AND NON-GAAP FINANCIAL 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
Slide 3: Key Takeaways
EMCOR GROUP, INC. October 30, 2025 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 a
Slide 4: EMCOR at a Glance
EMCOR GROUP, INC. October 30, 2025 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 $14.6B » Service offerings speci
Slide 5: Broad Construction and Services Platform
EMCOR GROUP, INC. October 30, 2025 BROAD CONSTRUCTION AND SERVICES PLATFORM Construction Services Mechanical Electrical Selected Areas of Expertise Mechanical and electrical contractors with decades of experience in multiple U.S. sectors ~67% HVAC High / Low Fire Lighting and Plumbing of 2024 Revenu
Slide 6: Well-Positioned to Benefit from Expected Energy Efficiency and Sustainability Trends
EMCOR GROUP, INC. October 30, 2025 WELL-POSITIONED TO BENEFIT FROM EXPECTED ENERGY EFFICIENCY AND SUSTAINABILITY TRENDS » Strong demand expected in HVAC and lighting retrofit, building automation and control services that improve building efficiency, energy consumption, and indoor air quality (IAQ)
Slide 7: EMCOR's Diverse Business Mix
EMCOR GROUP, INC. October 30, 2025 EMCOR’S DIVERSE BUSINESS MIX Broad Construction and Diverse Remaining Performance Services Platform Obligations (RPOs) by Sector1 ($ Millions) (Unaudited) 2024 Revenue By Segment $14,000 $13,000 $12,614 3% $12,000 $11,000 9% $9,789 $10,102 23% $10,000 $9,000 $8,000
Slide 8: Participating in Diverse and Resilient Sectors
EMCOR GROUP, INC. October 30, 2025 PARTICIPATING IN DIVERSE AND RESILIENT SECTORS Diverse Remaining Performance Obligations (RPOs) +22% CAGR $12.6B1 4% Expanded Disclosure 3% Since 2023 2% 8% Warehouses, office, Commercial retail, and Commercial restaurants 9% $4.0B 11% Healthcare Network and Data c
Slide 9: Local Execution, National Reach
EMCOR GROUP, INC. October 30, 2025 LOCAL EXECUTION, NATIONAL REACH Strategic Locations in Key Geographies ~420 U.S. Locations Corporate Headquarters ~100 Construction Services Operating Subsidiaries Building Services Industrial Services Construction Services Building Services Industrial Services Sel
Slide 10: Why EMCOR Wins
EMCOR GROUP, INC. October 30, 2025 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
Slide 11: Leader in Virtual Design and Construction and Prefabrication
EMCOR GROUP, INC. October 30, 2025 LEADER IN VIRTUAL DESIGN AND CONSTRUCTION AND 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 the
Slide 12: Mission First, People Always Culture Guides Our Strategy and Operations
EMCOR GROUP, INC. October 30, 2025 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
Slide 13: Commitment to Balanced Capital Allocation
EMCOR GROUP, INC. October 30, 2025 COMMITMENT TO BALANCED CAPITAL ALLOCATION Capital Allocation Strategy Capital Allocation by Year (% of total capital allocated) Business Reinvestment 100% 4.9% 90% 24.4% 13.2% » Expand prefabrication capacity 29.9% 80% 36.7% 38.1% Capex » Investments in VDC ~50% 44
Slide 14: Strategic Update: Miller Electric Acquisition
EMCOR GROUP, INC. October 30, 2025 STRATEGIC UPDATE: MILLER ELECTRIC ACQUISITION Miller Electric Overview Geographic Presence • All-cash acquisition for total consideration of $868.6 million; completed on Feb. 3, 2025 Branch • Headquartered in Jacksonville, FL, Miller Headquarters Electric designs,
Slide 15: Strategic Update: Divestiture of EMCOR UK
EMCOR GROUP, INC. October 30, 2025 STRATEGIC UPDATE: DIVESTITURE OF EMCOR UK Transaction Overview and Financial Implications $255M divestiture Supports EMCOR’s expected to close by ‘local execution, Rationale and the end of 2025, national reach’ Valuation subject to U.K. National strategy by focusin
Slide 16: 2025 Summary
EMCOR GROUP, INC. October 30, 2025 2025 SUMMARY » Record RPOs of $12.61 billion and healthy project pipeline1 » We continue to win and earn new business across multiple sectors, geographies, project sites, and trades, demonstrating our diverse capabilities » Continue to execute well in large, divers
Slide 17: Key Financial Data – Income Statement
EMCOR GROUP, INC. October 30, 2025 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) (Unaudited) For the Quarter Ended September 30, Variance 2025 2024 $ % Revenues $ 4,301,529 $ 3,696,924 $ 604,605 16.4% Gross Profit 835,313 734,726 100,587 13.7% 19.4% 19.9% Selling,
Slide 18: Key Financial Data – Income Statement
EMCOR GROUP, INC. October 30, 2025 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) (Unaudited) For the Nine Months Ended September 30, Variance 2025 2024 $ % Revenues $ 12,473,301 $ 10,796,097 $ 1,677,204 15.5% Gross Profit 2,391,802 2,008,036 383,766 19.1% 19.2% 18
Slide 19: Key Financial Data – Balance Sheet
EMCOR GROUP, INC. October 30, 2025 KEY FINANCIAL DATA – BALANCE SHEET ($ Thousands) (Unaudited) 09/30/25 12/31/24 Cash $ 655,104 $ 1,339,550 Working Capital $ 878,374 $ 1,235,326 Goodwill $ 1,359,323 $ 1,018,415 Identifiable Intangible Assets, Net $ 1,056,913 $ 648,180 Total Debt (excludes operating
Slide 20: Key Financial Data – Quarter Segment Detail
EMCOR GROUP, INC. October 30, 2025 KEY FINANCIAL DATA – QUARTER SEGMENT DETAIL ($ Thousands, except for percentages) (Unaudited) For the quarters ended September 30, % of % of 2025 Total 2024 Total Revenues from unrelated entities: United States Electrical Construction & Facilities Services $ 1,285,
Slide 21: Key Financial Data – YTD Segment Detail
EMCOR GROUP, INC. October 30, 2025 KEY FINANCIAL DATA – YTD SEGMENT DETAIL ($ Thousands, except for percentages) (Unaudited) For the nine months ended September 30, % of % of 2025 Total 2024 Total Revenues from unrelated entities: United States Electrical Construction & Facilities Services $ 3,713,3
Slide 22: Appendix – Reconciliation of Non-GAAP Measures
EMCOR GROUP, INC. October 30, 2025 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 nine m
Slide 23: 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