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Stock impact report

Can EMCOR Maintain Its 9.1% Margin Streak as Data Centers Explode? [Yahoo! Finance]

EMCOR Group, Inc. (EME) 
Last emcor group, inc. earnings: 4/30 07:30 am Check Earnings Report
US:NYSE Investor Relations: emcorgroup.com/investor-relations
Company Research Source: Yahoo! Finance
The company is increasingly serving data-center customers across electrical, mechanical and fire-life safety scopes, allowing it to capture greater wallet share per site while spreading fixed overhead more efficiently. As of Sept. 30, 2025, Remaining Performance Obligations (RPOs) were $12.61 billion, indicating 29% year-over-year growth, with the networking and communications sector contributing about $4.3 billion to the value. Owing to strong execution, disciplined project selection and a surge in data-center demand that is reshaping its backlog and revenue mix, EMCOR posted 9.1% of operating margin during the first nine months of 2025, with 9.4% reported in the third quarter. For 2025, EME now expects operating margin in the range of 9.2-9.4% compared with the previous expectation of 9-9.4%. Notably, margin durability, however, depends less on demand and more on execution. EME continues to leverage prefabrication, Virtual Design and Construction (VDC) and Building Information M Show less Read more
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