NYSE · Industrials

EMCOR GROUP INC EME

EMCOR Group, Inc. provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.

Engineering & Construction

Company profile

Business mix

  • It offers design, integration, installation, startup, operation, and maintenance services related to power transmission, distribution, and generation systems.
  • The company also provides site-based operations and maintenance; facility management and maintenance; energy retrofit; military base operations support; indoor air quality; floor care and janitorial; landscaping, lot sweeping, and snow removal.
  • In addition, it offers refinery turnaround planning and engineering; welding; overhaul and maintenance; technical; instrumentation, controls, and electrical; electrical panel design, fabrication, and installation; on-site repair and maintenance.
  • The company was incorporated in 1987 and is headquartered in Norwalk, Connecticut.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in engineering & construction?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 27.42 FCF 2.97% Buyback 3.35%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $55.3M 2026-03-31
Bridgewater Associates Ray Dalio 0.2% $53.8M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $20.1M Estimated from net added shares
Reduction amount $100.1M Estimated from net reduced shares
Net share change / base shares -42.3% -108,382 / 256,085
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -51.2% 13F value change -$45.4M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -19.9% 13F value change -$16.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.6% 13F value change +$3.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 208,412 Last 3 periods -135,604 (-65.1%) Total shares 72,808 Value $53.8M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 27.5% 13F value change +$14.0M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 12.8% 13F value change +$2.5M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 9.2% 13F value change +$13.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 47,673 Last 3 periods +27,222 (+57.1%) Total shares 74,895 Value $55.3M

Recent mentions

No public mentions.