SPECIAL REPORT: Here's The Most Trusted Credit Card Company — Once Again Emcor Group (EME) is Wednesday's pick for IBD 50 Growth Stocks To Watch as the data center service provider is in a flat base. Emcor stock is about to hit a milestone on Sept. 22. The Fortune 500 company was recently highlighted on the IBD Big Cap 20. It is also on the IBD Leaderboard watchlist. The IBD 50 stock… Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of I ...

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Core S&P Mid-Cap ETF (Symbol: IJH) where we have detected an approximate $164.4 million dollar outflow -- that's a 0.2% decrease week over week (from 1,531,750,000 to 1,529,250,000). Among the largest underlying components of IJH, in trading today EMCOR Group, Inc. (Symbol: EME) is down about 1.6%, Comfort Systems USA Inc (Symbol: FIX) is off about 0.7%, and PURE Storage ...

EMCOR Group, Inc. (NYSE:EME) is one of the 12 Jim Cramer Stock Picks this Week. The stock’s price target has been significantly raised following the announcement of the second quarter 2025 results. EMCOR Stock Target Soars After Strong Q2 Results and Upbeat Guidance On July 31, 2025, EMCOR Group, Inc. (NYSE:EME) reported its second quarter 2025 results, where it announced a revenue of $4.30 billion, a 17.4% increase year-over-year. Following the strong performance, the company revised the lower end of i ...

If you haven't read Thomas W. Phelps's”100 to 1 in the Stock Market,” you owe it to yourself to pick it up. I've read hundreds of investing books across my career, but this one stands near the top of the pile.It's not a gimmick, not a get-rich-quick tract, but a timeless manual on how great fortunes are actually built in the stock market: by buying exceptional companies early, holding on with discipline, and letting compounding do the work.Born in 1902, Phelps was not some ivory tower theorist. He came of a ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, September 15th:Lincoln Electric (LECO) : This company which is a full-line manufacturer and reseller of welding and cutting products with products ranging from welding power sources, wire feeding systems, robotic welding packages, fume extraction equipment, consumables and fluxes to regulators and torches used in cutting, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for it ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Emcor Group (EME) .Emcor Group currently has an average brokerage recommen ...

In this article, we will be looking at 12 Jim Cramer stock picks this week.The current market environment presents challenges for investors, with falling bond yields, mixed economic data, and heightened expectations for policy easing. According to CNBC, the benchmark 10-year U.S. Treasury yield declined to 4.019%. The 30-year yield also experienced a downward trend, reaching 4.651%. With an estimated 95% probability of a quarter-point reduction at the Federal Reserve’s upcoming September 16-17 meeting, mark ...

Question-and-Answer SessionSince it is your first time, Tony, maybe for you, why don't you start out and just give us a little perspective on the EMCOR story, talk a little bit about your businesses, acquaint the group with what's going on at EMCOR.Anthony GuzziChairman, President & CEO Yes. So if you just take it at the top level, EMCOR is a company where we actually do the work. right? So we're a company of plumbers, pipe fitters, electricians, sprinkler fitters, HVAC technicians and operating engineers. ...

Question-and-Answer SessionSince it is your first time, Tony, maybe for you, why don't you start out and just give us a little perspective on the EMCOR story, talk a little bit about your businesses, acquaint the group with what's going on at EMCOR.Anthony GuzziChairman, President & CEO Yes. So if you just take it at the top level, EMCOR is a company where we actually do the work. right? So we're a company of plumbers, pipe fitters, electricians, sprinkler fitters, HVAC technicians and operating engineers. ...

公司概况 * EMCOR是一家技术工种公司 由水管工 管钳工 电工 洒水装置安装工 HVAC技术人员和操作工程师组成 主要从事建筑 维修 改造和持续维护工作[4] * 公司业务分为多个板块 机械和电气板块约占公司业务的70%至75% 建筑服务板块中机械服务业务约占该板块收入的75% 其余为现场服务 另拥有工业业务（实质是石油和天然气业务）和英国设施服务业务[5] * 公司定位为承包商 具有灵活性 适应性强 主要对市场需求做出反应而非创造需求[6] * 公司强调价值观驱动 核心信条是“使命第一 以人为本” 重视诚信 纪律 透明 相互尊重 信任 团队合作和安全 其安全记录优于行业平均水平 TRIRR低于1[7][8][9] * 公司运营模式独特 结合了专业服务公司（高层管理） 工业公司（指标驱动）和平台型私募股权投资者（持续投资以扩大地域和能力）的特点[10][11][12] * 公司总部精干 约100人 预计今年收入在163亿美元至169亿美元之间[15] 业务驱动因素与市场表现 * 当前增长主要由数据中心 制造业回流和电气化（或电力需求）三大趋势驱动[16][17] * 制造业回流趋势明显 传统制造业的剩余履约义务（RPO 即积压订单）同比增长近30% 若看五到六年窗口期 其复合年增长率（CAGR）可能为高个位数[21][22] * 数据中心业务是增长的重要贡献者 公司数据中心收入从2019年到2025年预计将增长超过一倍 目前可为约15个数据中心市场提供电气服务（2019年为3个） 为4-5个市场提供机械服务 并为全国所有数据中心市场提供消防生命安全服务[13][23] * 市场多元化 除数据中心外 医疗保健收入年初至今增长40% 水务和废水处理RPO增长20% 即使剔除数据中心和高科技制造等高增长市场 其余业务仍保持中个位数（约4%-4.5%）增长 增速约为非住宅建筑市场的两倍或高出几个百分点[23][24] * 电力需求激增是数据中心扩张的关键制约因素 AI数据中心功耗达200-300兆瓦 相当于一个中小型城镇的用电量 巨大的电力需求导致公司客户寻找闲置电力 并推动了公司在特定地理区域的业务[25][34][35][37][38][42] 运营策略与效率 * 公司通过虚拟设计与施工（VDC）和建筑信息模型（BIM）等技术和预制化提高效率 将更多工作从现场转移到工厂 从而减少现场工时 加快上市速度 减少返工并改善合同条款[28] * 公司收入增长远快于人员增长 在过去五年中 收入以9.5%至10%的CAGR增长 而人员数量仅以3%至3.5%的CAGR增长 收入与人员增长比率接近3:1[51][52] * 公司通过大量培训投资来保留核心人才并培养领导力 每年培训125至150名来自现场的各级领导者 20至40名工长和项目经理 以及约40名潜在未来高管 关键领导层（除退休外）保留率超过85%[53][54][55] 劳动力与安全 * 劳动力策略侧重于通过监督层保持文化和高标准 公司投入大量时间培训主管 并在项目中平衡A B C级人员配置 以在保持质量的同时扩大产能[44][45][46] * 吸引和保留技术工人的关键因素包括：每周稳定支付薪酬和福利 投资最佳安全设备以保障危险工作环境 提供清晰的职业发展路径（公司电气业务80%的负责人 机械业务50%的负责人始于技术工种） 以及提供持续的工作保障[48][49][50] 资本配置与并购 * 公司资本配置策略平衡 长期来看约10%用于业务增长（非资本密集型） 40%-50%通过股票回购和少量股息回报股东 40%-50%用于收购[14][57] * 近期完成了对Miller Electric的收购 这是一家顶尖的电气承包商 有助于加强公司在东南部的电气业务布局[58][59] * 并购路线图专注于核心业务领域：电气 机械 Destruction 机械服务或楼宇控制 偏好非拍卖交易[58][59] * 并购评估标准严格 首先考察目标公司的现场执行能力和声誉 其次考察领导层是否与公司价值观一致 对于规模较小的交易（如3000万美元以下） 可以协助解决后台问题 但对于大型交易 价值观不匹配则会放弃[62][63][64] 监管环境与市场适应 * 公司能灵活适应不同的监管环境 无论是民主党还是共和党执政都能良好运营[30] * 在民主党政府下 《芯片法案》等政策更有利于工会承包商 公司约70%的建筑劳动力是工会成员 因其技能要求高 且工会能灵活调配跨州劳动力[31] * 当前监管环境下 许可可能稍易获得 天然气管道建设需求增加 电力行业决策更趋审慎 由更懂能源行业的工程师主导[32][33] 其他重要内容 * 公司文化强调信任 这对于需要跨子公司协作执行复杂项目（如数据中心）至关重要[25][26] * 公司采用“设计辅助”模式 更早介入项目流程 完成可施工性设计并进行价值工程 而非直接进行设计[27] * 对电池技术现状的看法 数据中心的不间断电源（UPS）通常只能在柴油发电机启动前维持7到15分钟 反映了当前电池技术的功率密度水平[40] * 公司认为未来的电气化需要基载电力（天然气和核能）来满足高密度电力需求 间歇性的太阳能等可再生能源难以独立支撑[39][41]