NYSE$EME

Emcor Group Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Emcor's second quarter 2022 results reflected record quarterly revenues and diluted EPS, with increased revenue guidance for 2022 and authorization of an additional share repurchase program.

EMCOR Group, Inc. reported a strong second quarter in 2022, marked by record quarterly revenues of $2.71 billion, an 11.1% increase year-over-year, and a record diluted EPS of $1.99. The company also saw a 26.5% increase in remaining performance obligations, reaching $6.46 billion. EMCOR has raised its full-year revenue guidance to approximately $10.8 billion and updated its diluted EPS guidance range to $7.30 - $7.80.

  • Record quarterly revenues of $2.71 billion, an 11.1% increase year-over-year.
  • Record quarterly diluted EPS of $1.99.
  • Record remaining performance obligations of $6.46 billion, a 26.5% increase year-over-year.
  • Increased 2022 revenue guidance to approximately $10.8 billion and updated diluted EPS guidance range to $7.30 – $7.80.

Headline financials

Total Revenue

$2.71B

Previous: $2.44B+11.1%
EPS (adj)

$1.99

Previous: $1.78+11.8%
Free Cash Flow

$101M

Previous: $97.4M+3.4%
Net Income

$101M

Previous: $97.4M+3.4%
Operating Income

$138M

Previous: $133M+3.2%
Gross Profit

$383M

Previous: $376M+1.8%
Cash & Equivalents

$262M

Previous: $669M-60.8%
Total Assets

$5.15B

Previous: $5.13B+0.3%

Revenue & EPS history

Emcor · Revenue · Quarterly

$2.71B

Q2 2022+11.1%vs Q2 2021
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Emcor · $2.71B total across 5 segments · Q2 2022

  • US Mechanical Construction
    $1.07B+11.2%
  • US Building Services
    $678M+8.6%
  • US Electrical Construction
    $564M+15.2%
  • US Industrial Services
    $285M+21.0%
  • UK Building Services
    $115M-11.8%

Forward guidance

EMCOR is increasing its full-year 2022 revenue guidance to approximately $10.8 billion and now expects full-year 2022 diluted earnings per share in the range of $7.30 to $7.80.

Tailwinds

  • Expectations for strong project demand across key market sectors
  • Favorable SG&A leverage
  • A more normalized fall turnaround season for our U.S. Industrial Services segment
  • Maintaining a strong balance sheet
  • Investing in organic growth and strategic acquisitions

Headwinds

  • Ongoing supply chain challenges
  • Potential COVID-related disruptions
  • An uncertain macroenvironment
  • Supply chain challenges partially impacting results in U.S. Construction and U.S. Building Services segments
  • Volatile operating environment

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+1.8%

Avg return

Earnings day

+3.0%

Avg return

5 days after

+5.4%

Avg return

30 days after

60%

41 / 68 earnings

Positive

+13.0%

Q4 2023

Best reaction

-16.5%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.5%+5.4%-4.4%
Q4 2025-7.7%-8.2%-8.6%
Q3 2025-16.5%-15.8%-20.8%
Q2 2025-1.9%-2.2%-3.0%
Q1 2025-3.0%+5.6%+14.2%
Q3 2024+5.0%+10.2%+18.1%
Q2 2024+2.1%+0.5%+7.2%
Q1 2024+4.5%+5.4%+17.6%
Q4 2023+13.0%+16.7%+26.2%
Q3 2023+7.2%+7.9%+13.0%
Q2 2023+12.0%+13.3%+16.3%
Q1 2023+8.3%+5.6%+8.2%
Q4 2022+13.0%+14.1%+6.9%
Q3 2022+8.4%+11.8%+20.4%
Q2 2022+6.8%+5.9%+10.8%
Q1 2022-4.9%-4.7%-3.8%
Q4 2021+1.9%-3.1%+0.7%
Q3 2021+4.3%+5.3%+5.2%
Q2 2021-1.1%-2.0%+0.7%
Q1 2021-0.6%+0.1%+4.6%
Q4 2020-1.4%+1.3%+13.6%
Q3 2020+6.6%+13.0%+37.6%
Q2 2020+6.2%+8.9%+11.9%
Q1 2020-14.6%-14.0%-9.0%
Q4 2019-2.8%-1.5%-26.9%
Q3 2019+3.7%+0.9%+0.7%
Q2 2019+0.2%-2.3%+1.6%
Q1 2019+2.3%+3.4%+1.6%
Q4 2018+4.5%+3.1%+6.2%
Q3 2018+9.7%+12.0%+11.9%
Q2 2018-1.2%-0.3%+3.9%
Q1 2018-7.7%-8.0%-5.4%
Q4 2017+1.4%+2.2%-0.1%
Q3 2017+13.0%+14.6%+12.5%
Q2 2017+5.9%+7.3%-0.6%
Q1 2017+0.7%+2.1%-2.6%
Q4 2016-9.6%-10.2%-10.7%
Q3 2016+7.7%+5.8%+27.6%
Q2 2016+6.0%+5.6%+8.5%
Q1 2016+0.2%
Q4 2015-2.9%
Q3 2015+1.6%
Q2 2015+2.7%
Q1 2015-2.2%
Q4 2014-0.4%
Q3 2014+0.0%
Q2 2014-0.9%
Q1 2014+1.8%
Q4 2013+4.7%
Q3 2013-6.9%
Q2 2013-3.7%
Q1 2013-2.9%
Q4 2012+4.5%
Q3 2012+10.8%
Q2 2012+0.0%
Q1 2012+7.2%
Q4 2011+0.6%
Q3 2011+12.4%
Q2 2011-0.1%
Q1 2010+1.3%
Q1 2011-0.3%
Q4 2010+6.1%
Q4 2008+6.1%
Q3 2009+3.0%
Q3 2010+3.0%
Q2 2009+3.0%
Q2 2010-2.5%
Q4 2009-2.5%

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