EME Emcor

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Specialty contractor providing electrical/mechanical construction and facilities services; $16.99B revenue in FY2025
• • Sold UK operations December 1, 2025; UK previously ~13% of building services revenue, now fully exited
• • AI/data center buildout and domestic supply chain re-shoring explicitly cited as primary growth drivers for construction demand
• • ~44,000 employees, all US-based post-UK sale; 62% unionized across ~450 collective bargaining agreements
• • Total Recordable Incident Rate just under 1.0 in 2025 — ~60% below industry average of 2.4, 17th consecutive year below half the industry benchmark

Risk Factors

• • CHIPS Act/IRA funding risk — DOGE-style federal budget cuts, government shutdowns, or executive branch fund freezes could cancel projects EMCOR anticipated pursuing
• • Commodity/tariff exposure — fleet of ~14,400 vehicles and reliance on copper/steel vulnerable to tariff-driven price spikes; no guaranteed contract price pass-through
• • Geopolitical supply chain risk — sanctions on Russian exports, Red Sea/Gulf of Aden shipping disruptions, and Iran/Venezuela instability directly threaten materials availability
• • Labor concentration — ~62% of ~44,000 employees under collective bargaining agreements; contributions to ~200 multiemployer pension plans carry potentially material unfunded liability
• • Cybersecurity via SEC/state privacy law — California Consumer Privacy Act, California Privacy Rights Act, and state biometric laws create escalating compliance costs; AI-enabled attacks cited as emerging threat vector

Management Discussion & Analysis

• • Revenue $16.99B, up 16.6% YoY; $1.27B from acquisitions including Miller Electric ($876.8M deal)
• • Operating margin 10.1% vs 9.2%; gross margin 19.3% vs 19.0%; $144.9M UK sale gain added ~85bps to operating margin
• • Best segment: US Mechanical at $905M operating income, margin 12.8% vs 12.5%; worst: US Industrial at $25M, margin 2.0% vs 3.5%
• • Operating cash flow $1.30B vs $1.41B; financing outflows $663.8M driven by higher buybacks; quarterly dividend raised to $0.40/share from $0.25
• • Backlog $13.25B, up $3.15B YoY; data center demand key growth driver; macro risks include project deferrals and labor availability in new geographies

What are the latest EME SEC filings in 2026?

Emcor (EME) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on July 31, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did EME file its most recent 10-K annual report?

Emcor (EME) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view EME 10-Q quarterly reports?

Emcor (EME)'s most recent 10-Q quarterly report was filed on April 29, 2026. SignalX displays every EME 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has EME filed recently?

Emcor (EME)'s most recent 8-K was filed on July 31, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find EME insider trading activity (Form 4)?

SignalX aggregates every EME Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does EME file with the SEC?

Emcor (EME) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new EME filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Emcor (EME).

What is EME's SEC CIK number?

Emcor (EME)'s SEC CIK (Central Index Key) number is 105634. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 105634 to look up all EME filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find EME return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Emcor (EME) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.