EMCOR Group Q2 Earnings Call Highlights

EMCOR Group reported record performance in its second quarter, driven by demand in data centers, institutional projects, and manufacturing and industrial work, while raising its full-year 2026 outlook. Revenue rose 19.8% year over year to $5.15 billion, including 19.6% organic growth after excluding acquisitions and the divestiture of EMCOR UK. Operating income climbed nearly 32% to $547.3 million, with operating margin expanding 100 basis points to 10.6%. Diluted EPS jumped 35% to $9.06. Electrical construction revenue increased 24% to $1.66 billion, while mechanical revenue grew more than 31% to $2.3 billion.