Emcor Group, Inc. · NYSE:EME
Emcor — Investor Presentation (February 2026)
22 slides from Emcor's investor presentation, Feb 26, 2026
Slide 1: Corporate Overview
EMCOR GROUP, INC. February 26, 2026 V2 – 7/27/25 6:25 pm Corporate Corporate Overview Overview July26, February 31, 2025 2026 1
Slide 2: Forward-Looking Statements & Non-GAAP Disclosures
EMCOR GROUP, INC. February 26, 2026 FORWARD-LOOKING STATEMENTS & NON-GAAP DISCLOSURES Forward-Looking Statements This presentation and related press release contain forward-looking statements. Such statements speak only as of the date on the cover of this slide deck, and EMCOR assumes no obligation
Slide 3: Key Takeaways
EMCOR GROUP, INC. February 26, 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
Slide 4: EMCOR at a Glance
EMCOR GROUP, INC. February 26, 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 $16.99B » Service offerings spe
Slide 5: Broad Construction and Services Platform
EMCOR GROUP, INC. February 26, 2026 BROAD CONSTRUCTION AND SERVICES PLATFORM Construction Services Mechanical Electrical Selected Areas of Expertise Mechanical and electrical contractors with decades of experience in multiple U.S. sectors ~72% HVAC High / Low Fire Lighting and Plumbing of 2025 Reven
Slide 6: Well-Positioned to Benefit from Expected Energy Efficiency and Sustainability Trends
EMCOR GROUP, INC. February 26, 2026 WELL-POSITIONED TO BENEFIT FROM EXPECTED ENERGY EFFICIENCY AND SUSTAINABILITY TRENDS » Strong demand expected in HVAC and lighting retrofit, building automation and control services that improve building efficiency, energy consumption, and indoor air quality (IAQ)
Slide 7: EMCOR's Diverse Business Mix
EMCOR GROUP, INC. February 26, 2026 EMCOR’S DIVERSE BUSINESS MIX Broad Construction and Diverse Remaining Performance Services Platform Obligations (RPOs) by Sector ($ Millions) (Unaudited) 2025 Revenue By Segment $14,000 $13,254 $13,000 $12,614 3% $12,000 7% $11,000 $10,102 30% $10,000 $9,000 18% $
Slide 8: Participating in Diverse and Resilient Sectors
EMCOR GROUP, INC. February 26, 2026 PARTICIPATING IN DIVERSE AND RESILIENT SECTORS Diverse Remaining Performance Obligations (RPOs) $13.3B Expanded Disclosure Since 2023 +22% Warehouses, office, CAGR Commercial retail, and Commercial restaurants Healthcare Network and Data centers, data Communicatio
Slide 9: Local Execution, National Reach
EMCOR GROUP, INC. February 26, 2026 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 Se
Slide 10: Why EMCOR Wins
EMCOR GROUP, INC. February 26, 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 guide
Slide 11: Leader in Virtual Design Construction & Prefabrication
EMCOR GROUP, INC. February 26, 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 co
Slide 12: Mission First, People Always Culture Guides Our Strategy and Operations
EMCOR GROUP, INC. February 26, 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 transparen
Slide 13: Commitment to Balanced Capital Allocation
EMCOR GROUP, INC. February 26, 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% capacity 24.4% 13.2% Capex 36.7% 33.2% » Investments in VDC 80% 38.1% techno
Slide 14: 2025 Summary
EMCOR GROUP, INC. February 26, 2026 2025 SUMMARY » Record RPOs of $13.25 billion and healthy project pipeline » We continue to win and earn new business across multiple sectors, geographies, project sites, and trades, demonstrating our diverse capabilities and our customers’ confidence in our abilit
Slide 15: Key Financial Data – Income Statement (Quarter)
EMCOR GROUP, INC. February 26, 2026 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) (Unaudited) For the Quarter Ended December 31, Variance 2025 2024 $ % Revenues $ 4,513,121 $ 3,770,019 $ 743,102 19.7% Gross Profit 891,186 757,015 134,171 17.7% 19.7% 20.1% Selling,
Slide 16: Key Financial Data – Income Statement (Year)
EMCOR GROUP, INC. February 26, 2026 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) For the Year Ended December 31, Variance 2025 2024 $ % Revenues $ 16,986,422 $ 14,566,116 $ 2,420,306 16.6% Gross Profit 3,282,988 2,765,051 517,937 18.7% 19.3% 19.0% Selling, Genera
Slide 17: Key Financial Data – Balance Sheet & Cash Flow
EMCOR GROUP, INC. February 26, 2026 KEY FINANCIAL DATA – BALANCE SHEET & CASH FLOW ($ Thousands) December 31, December 31, 2025 2024 Cash $ 1,111,968 $ 1,339,550 Working Capital $ 1,072,405 $ 1,235,326 Goodwill $ 1,412,414 $ 1,018,415 Identifiable Intangible Assets, Net $ 1,108,828 $ 648,180 Total D
Slide 18: Key Financial Data – Quarter Segment Detail
EMCOR GROUP, INC. February 26, 2026 KEY FINANCIAL DATA – QUARTER SEGMENT DETAIL ($ Thousands, except for percentages) (Unaudited) For the quarters ended December 31, % of % of 2025 Total 2024 Total Revenues from unrelated entities: United States Electrical Construction & Facilities Services $ 1,360,
Slide 19: Key Financial Data – Full Year Segment Detail
EMCOR GROUP, INC. February 26, 2026 KEY FINANCIAL DATA – FULL YEAR SEGMENT DETAIL ($ Thousands, except for percentages) For the years ended December 31, % of % of 2025 Total 2024 Total Revenues from unrelated entities: United States Electrical Construction & Facilities Services $ 5,074,252 30% $ 3,3
Slide 20: Appendix – Reconciliation of Non-GAAP Measures
EMCOR GROUP, INC. February 26, 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 quart
Slide 21: Appendix – Reconciliation of Non-GAAP Measures
EMCOR GROUP, INC. February 26, 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 year
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