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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brent Thielman | D.A. Davidson | 14 | 0% |
| Adam Thalhimer | Thompson Davis | 13 | 0% |
| Brian Brophy | Stifel | 13 | 0% |
| Adam Bubes | Goldman Sachs | 12 | 0% |
| Avi Jaroslawicz | UBS | 9 | 0% |
| Justin Hauke | Robert W. Baird | 7 | 0% |
| Alex Dwyer | KeyBanc Capital Markets | 4 | 0% |
| Sangita Jain | KeyBanc Capital Markets | 4 | 0% |
| Manish Somaiya | Cantor Fitzgerald | 3 | 0% |
| Tim Mulrooney | William Blair | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| D.A. Davidson | 1 | 14 | 0% |
| Stifel | 1 | 13 | 0% |
| Thompson Davis | 1 | 13 | 0% |
| Goldman Sachs | 1 |
| 12 |
| 0% |
| UBS | 1 | 9 | 0% |
| KeyBanc Capital Markets | 2 | 8 | 0% |
| Robert W. Baird | 1 | 7 | 0% |
| William Blair | 2 | 4 | 25% |
EMCOR delivered Q1 2026 revenues of $4.63B, up 19.7% (16.8% organic), with diluted EPS of $6.84 growing 30%. RPOs surged to a record $15.62B from $11.75B a year ago, driven by data center and AI infrastructure demand acceleration. Management raised FY2026 guidance to $18.5-$19.25B in revenue and $28.25-$29.75 in EPS, reflecting broad-based strength across construction segments.
Margin | Demand | Revenue Growth | Cloud & AI | Competitive Dynamics | M&A | Geographic Expansion | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 5 | 2 | 2 | 4 | 2 | 3 | 1 |
| 2025Q1 | 3 | 4 | 2 | 4 | 1 | 2 | 2 | 1 |
| 2025Q2 | 5 | 7 | 5 | 2 | 3 | 1 | 1 | |
| 2025Q3 | 6 | 5 | 3 | 4 | 3 | 3 | 2 | |
| 2025Q4 | 5 | 1 | 2 | 5 | 3 | 4 | 3 | 2 |
| 2026Q1 | 5 | 2 | 4 | 1 | 6 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 3 | 3 | 5 | 6 | 5 | 5 |
| Demand | 5 | 4 | 7 | 5 | 1 | 2 |
| Revenue Growth | 2 | 2 | 5 | 3 | 2 | 4 |
| Cloud & AI | 2 | 4 | 2 | 4 | 5 | 1 |
| Competitive Dynamics | 4 | 1 | 3 | 3 | 6 | |
| M&A | 2 | 2 | 1 | 3 | 4 | 1 |
| Geographic Expansion | 3 | 2 | 3 | 3 | 1 | |
| Capital Allocation | 1 | 1 | 1 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EME EMCOR Group, Inc. | 10 | +19.7% | |
| FER Ferrovial SE | 7 | +10.2% | |
| FIX Comfort Systems USA, Inc. | 10 | +56.5% | |
| J Jacobs Solutions | 8 | +26.9% | |
| PWR Quanta Services | 10 | +26.3% |