Company facts
- Industry
- Electrical Work
- Headquarters
- Norwalk, Connecticut
- Most recent report
- 8-K, filed Oct 29, 2026
- Incorporated
- Delaware
- Filings on record
- 1,007+ filings
- On EDGAR
- CIK 105634
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 42
News 8 of 72
Proxies 8 of 22
- DEFA14A Extra proxy material Apr 21, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 21, 2026
- DEFA14A Extra proxy material Apr 23, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 23, 2025
- DEFA14A Extra proxy material Apr 24, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 24, 2024
- DEFR14A Apr 28, 2023
- DEFA14A Extra proxy material Apr 25, 2023
Ownership 8 of 854
- 4 Insider reported a trade Nov 2, 2026
- 4 Insider reported a trade Nov 2, 2026
- 4 Insider reported a trade Nov 2, 2026
- 4 Insider reported a trade Nov 2, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Aug 3, 2026
- 4 Insider reported a trade Aug 3, 2026
- 4 Insider reported a trade Aug 3, 2026
Other 8 of 17
- SD Conflict minerals disclosure May 8, 2026
- ARS Annual report sent to shareholders Apr 21, 2026
- SD Conflict minerals disclosure May 12, 2025
- ARS Annual report sent to shareholders Apr 23, 2025
- SD Conflict minerals disclosure May 23, 2024
- ARS Annual report sent to shareholders Apr 24, 2024
- SD Conflict minerals disclosure May 18, 2023
- ARS Annual report sent to shareholders Apr 25, 2023
What to read: Sep 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 4 positive, 8 notable, and 1 negative flags.
Financial Statements (Item 1)
Financials show big acquisition spend, impairment, and a $34M charge; notes have key details.Notable- Remaining performance obligations were $18.57B at Sep 30, 2026, with 77% expected within one year.
- Spent $809.9M on nine acquisitions in first nine months of 2026, adding $299.3M goodwill and $472.4M intangibles.
- Repurchased $455.2M of stock in first nine months of 2026, with $225.4M remaining authorization at Sep 30.
- Surety bond exposure was $4.36B at Sep 30, 2026, about 23% of remaining performance obligations.
- In October 2026, acquired two companies for $72M and Board authorized $500M additional share repurchase capacity.
Management's Discussion (Item 2)
Record revenue and backlog; $34M impairment; strong cash flow; acquisition-heavy growth.Positive- Record quarterly revenue of $5.54B, up 28.8% YoY, with broad-based demand across segments.
- Record operating income of $545.8M (9.8% margin) vs $405.7M (9.4%) in Q3 2025.
- Record backlog of $18.57B at Sep 30, 2026, up 40% from $13.25B at Dec 31, 2025.
- Operating cash flow $1.09B for nine months ended Sep 30, 2026, up from $777.7M a year ago.
Notable
What changed: Sep 2026 vs. Jun 2026
About 9% of EME's Sep 2026 10-Q is new information. 28 paragraphs were added, 149 changed, and 19 removed. Below are the most important lines SECSift identified.
Changed
- Revenues rose to $5.54 billion for Q3 2026 from $4.30 billion for Q3 2025, a 28.8% increase.
- Diluted EPS rose to $9.04 for Q3 2026 from $6.57 for Q3 2025.
- Net income increased to $399.9 million for Q3 2026 from $295.4 million for Q3 2025.
- Remaining performance obligations grew to $18.57 billion at Sep 30, 2026 from $13.25 billion at Dec 31, 2025.
- Fleet size increased to ~15,500 vehicles from 15,000, and now includes diesel prices along with gasoline.
- Shares surrendered for tax withholdings fell to 149 from 371.
Everything here comes from EMCOR Group, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.