EMCOR shares gained 3.2% following first quarter 2026 results, as revenues, margins, and RPOs exceeded expectations, driven by rapid expansion across Electrical and Mechanical Construction—particularly in data center and infrastructure markets.

• Revenue grew 19.7% year-over-year to $4.63 billion; organic growth was 16.8%.
• Operating income reached $404 million; operating margin was 8.7%. Diluted EPS rose to $6.84, up 30%.
• Electrical Construction revenue surged 33.1%, with 12.1% operating margin; Mechanical Construction revenue grew 28.9% at a 10.9% margin.
• Remaining performance obligations (RPOs) increased 32.9% year-over-year to $15.62 billion, reflecting strong data center and infrastructure demand.
• Site-based U.S. Building Services faced slight revenue headwinds, though restructuring reduced overhead and improved profitability in the segment’s contract mix.