
EME · NYSE
EMCOR provides construction and related infrastructure services, with exposure to diversified end markets and demand tied to AI infrastructure and data centers. It makes money by delivering these projects and through acquired operations, although the supplied evidence does not provide revenue contributions by segment or acquisition. Its customers are associated with the commercial, infrastructure and technology-related markets served by its construction activities, but no customer concentration or named-customer data is supplied. EMCOR generated $17.0 billion of revenue and $1.3 billion of net income in fiscal 2025, up from $14.6 billion and $1.0 billion, respectively, in fiscal 2024.
EMCOR rose $114.06, or 16.16%, from $705.82 to $819.88 over the supplied week. The move was driven primarily by a sharp post-earnings reassessment: after falling to $672.48 on July 29, the stock jumped to $802.37 on July 30 as investors responded to robust second-quarter results, record backlog, AI-infrastructure demand, acquisitions and higher 2026 revenue and earnings guidance. It gave back only modestly on July 31 before adding on August 3-4. A broader market tailwind also helped the reversal, with the S&P 500 rising 1.66% and Nasdaq 100 3.36% on Thursday, although EMCOR’s raised outlook and backlog were the more specific catalysts.
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