Emcor Group, Inc. · NYSE:EME
Emcor — Investor Presentation (October 2026)
21 slides from Emcor's investor presentation, Oct 29, 2026
Slide 1: Corporate Overview
EMCOR GROUP, INC. October 2026 Corporate Overview October 2026 1
Slide 2: Forward-Looking Statements & Non-GAAP Disclosures
EMCOR GROUP, INC. October 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 to up
Slide 3: Key Takeaways
EMCOR GROUP, INC. October 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 s
Slide 4: EMCOR at a Glance
EMCOR GROUP, INC. October 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 $16.99B » Service offering
Slide 5: Broad Construction and Services Platform
EMCOR GROUP, INC. October 2026 BROAD CONSTRUCTION AND SERVICES PLATFORM Construction Services Mechanical Electrical Selected Areas of Expertise Mechanical and electrical contractors with decades of experience in multiple U.S. sectors ~72% HVAC High / Low Fire Lighting and Plumbing of 2025 Revenue Vo
Slide 6: Energy Efficiency and Sustainability Trends
EMCOR GROUP, INC. October 2026 ENERGY EFFICIENCY AND SUSTAINABILITY TRENDS » Strong demand in HVAC and lighting retrofit, building automation and control services that improve building efficiency, energy consumption, and indoor air quality (IAQ) » Variety of sectors include traditional and high-tech
Slide 7: EMCOR's Diverse Business Mix
EMCOR GROUP, INC. October 2026 EMCOR’S DIVERSE BUSINESS MIX Broad Construction and Diverse Remaining Performance Services Platform Obligations (RPOs) by Sector ($ Millions) (Unaudited) 2025 Revenue By Segment $20,000 $18,573 $18,000 3% 7% $16,000 30% $14,000 $13,254 $12,614 18% $12,000 $16.99B $10,0
Slide 8: Participating in Diverse and Resilient Sectors
EMCOR GROUP, INC. October 2026 PARTICIPATING IN DIVERSE AND RESILIENT SECTORS Diverse Remaining Performance Obligations (RPOs) $18.57B 3% Expanded Disclosure 2% 3% Since 2023 +25% Warehouses, office, 8% Commercial CAGR Commercial retail, and 6% restaurants 9% Healthcare Network and Data centers, dat
Slide 9: Local Execution, National Reach
EMCOR GROUP, INC. October 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
Slide 10: Why EMCOR Wins
EMCOR GROUP, INC. October 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 advanced Our “Mission First, People prefabrication capabilities create Always” mindset g
Slide 11: Leader in Virtual Design Construction & Prefabrication
EMCOR GROUP, INC. October 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 advanced prefabrication in thei
Slide 12: Mission First, People Always Culture Guides Our Strategy and Operations
EMCOR GROUP, INC. October 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
Slide 13: Commitment to Balanced Capital Allocation
EMCOR GROUP, INC. October 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% 32.5% Capex » Investments in VDC 80% 38.
Slide 14: 2026 Summary
EMCOR GROUP, INC. October 2026 2026 SUMMARY » Record RPOs of $18.57B as of September 30, 2026 reflects sustained demand across several key market sectors, our success in winning large-scale projects, and confidence in our operating teams as we remain disciplined on pricing, contract terms, project s
Slide 15: Key Financial Data – Income Statement (Quarter)
EMCOR GROUP, INC. October 2026 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) (Unaudited) For the Quarters Ended September 30, Variance 2026 2025 $ % Revenues $ 5,541,520 $ 4,301,529 $ 1,239,991 28.8% Gross Profit 1,108,218 835,313 272,905 32.7% 20.0% 19.4% Selling
Slide 16: Key Financial Data – Income Statement (Nine Months)
EMCOR GROUP, INC. October 2026 KEY FINANCIAL DATA – INCOME STATEMENT ($ Thousands, except per share information) (Unaudited) For the Nine Months Ended September 30, Variance 2026 2025 $ % Revenues $ 15,324,645 $ 12,473,301 $ 2,851,344 22.9% Gross Profit 2,994,547 2,391,802 602,745 25.2% 19.5% 19.2%
Slide 17: Key Financial Data – Balance Sheet
EMCOR GROUP, INC. October 2026 KEY FINANCIAL DATA – BALANCE SHEET ($ Thousands) (Unaudited) September 30, December 31, 2026 2025 Cash $ 774,752 $ 1,111,968 Working Capital $ 1,025,074 $ 1,072,405 Goodwill $ 1,711,905 $ 1,412,414 Identifiable Intangible Assets, Net $ 1,441,074 $ 1,108,828 Total Debt
Slide 18: Key Financial Data – Quarter Segment Detail
EMCOR GROUP, INC. October 2026 KEY FINANCIAL DATA – QUARTER SEGMENT DETAIL ($ Thousands, except for percentages) (Unaudited) For the Quarters ended September 30, % of % of 2026 Total 2025 Total Revenues from Unrelated Entities: United States Electrical Construction & Facilities Services $ 1,854,963
Slide 19: Key Financial Data – YTD Segment Detail
EMCOR GROUP, INC. October 2026 KEY FINANCIAL DATA – YTD SEGMENT DETAIL ($ Thousands, except for percentages) (Unaudited) For the Nine Months ended September 30, % of % of 2026 Total 2025 Total Revenues from Unrelated Entities: United States Electrical Construction & Facilities Services $ 4,964,878 3
Slide 20: Appendix – Reconciliation of Non-GAAP Measures
EMCOR GROUP, INC. October 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 an
Slide 21: Corporate Headquarters
Corporate Headquarters EMCOR Group, Inc. 301 Merritt Seven Norwalk, CT 06851 USA 203.849.7938 [email protected] emcorgroup.com Lucas Sullivan Director, Financial Planning & Analysis [email protected]