EMCOR said revenue for the quarter ended September 30, 2026 rose to $5.54 billion from $4.30 billion in the same quarter of the prior year, an increase of 28.8%. The company said incremental acquisition contribution was $313.3 million, and revenue increased in every reportable segment.

10-QQuarterly reportFiled Oct 29, 2026Period of report Sep 30, 2026Summary published (UTC) Oct 29, 2026

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EMCOR said revenue for the quarter ended September 30, 2026 rose to $5.54 billion from $4.30 billion in the same quarter of the prior year, an increase of 28.8%. The company said incremental acquisition contribution was $313.3 million, and revenue increased in every reportable segment.
The company said operating income for the quarter was $545.8 million (9.8% of revenues), up from $405.7 million (9.4%) in the same quarter of the prior year, and included a $34.0 million non-cash impairment charge in its United States building services segment. Excluding the impairment, the company said operating income increased by $174.1 million and operating margin increased by 110 basis points.
The company said net income for the quarter was $399.9 million ($9.04 per diluted share), compared with $295.4 million ($6.57 per share) in the same quarter of the prior year. It said most of the increase came from higher operating income, and that the reduced weighted average share count from common stock repurchases made in 2025 and the first 9 months of 2026 also benefited diluted earnings per share.
The company said its remaining performance obligations as of September 30, 2026 were a record $18.57 billion, up $5.32 billion from $13.25 billion as of December 31, 2025. It said $500.3 million of the increase came from acquisitions.

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Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Quarterly Revenue $5.54 billion

EMCOR said revenue for the quarter ended September 30, 2026 rose to $5.54 billion from $4.30 billion in the same quarter of the prior year, an increase of 28.8%. The company said incremental acquisition contribution was $313.3 million, and revenue increased in every reportable segment.

Source · Based on the MD&A text of the filing

Operating Income $545.8 million, Including $34.0 million Impairment

The company said operating income for the quarter was $545.8 million (9.8% of revenues), up from $405.7 million (9.4%) in the same quarter of the prior year, and included a $34.0 million non-cash impairment charge in its United States building services segment. Excluding the impairment, the company said operating income increased by $174.1 million and operating margin increased by 110 basis points.

Source · Based on the MD&A text of the filing

Net Income $399.9 million, $9.04 Diluted EPS

The company said net income for the quarter was $399.9 million ($9.04 per diluted share), compared with $295.4 million ($6.57 per share) in the same quarter of the prior year. It said most of the increase came from higher operating income, and that the reduced weighted average share count from common stock repurchases made in 2025 and the first 9 months of 2026 also benefited diluted earnings per share.

Source · Based on the MD&A text of the filing

Remaining Performance Obligations $18.57 billion

The company said its remaining performance obligations as of September 30, 2026 were a record $18.57 billion, up $5.32 billion from $13.25 billion as of December 31, 2025. It said $500.3 million of the increase came from acquisitions.

Source · Based on the MD&A text of the filing

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AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

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