EME at a glance
Emcor (EME, SEC CIK 105634) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 31, 2026 and Form 4 insider filings as recently as August 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Emcor (EME) reported revenue of $17.0 billion (up 16.6% from FY2024) and net income of $1.3 billion. Diluted EPS was $28.19.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Emcor (EME) shares worth $15.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lowe Carol P on June 17, 2026 of 950 shares at $844.50 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $17.0B
- +16.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 43 funds
- $15.1B · +0 vs prior quarter
- Latest 8-K
- Jul 31, 2026
- Item 1.04
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
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
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
AI summary of the EME 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- EMCOR UK sale completed December 1, 2025, removing United Kingdom building services segment
- Operations organized across electrical construction, mechanical construction, building services, and industrial services
- Approximately 100 operating subsidiaries serving commercial, technology, manufacturing, healthcare, utility, and institutional customers
AI summary of the EME 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.04: Mine Safety: Reporting of Shutdowns and Patterns of Violations
- MSHA imminent danger order issued July 28, 2026, to subsidiary MOR PPM at Sivells Bend mine, Texas
- Safety violation involved welding 25 feet above ground while installing stairs lifted by an extended-boom forklift
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 second-quarter results covered the period ended June 30, 2026
- Results press release issued July 30, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $5.15B, up 19.8%, with organic growth of 19.6%, signaling broad-based demand beyond acquisitions
- Operating income $547.3M and margin 10.6%, up from 9.6%, indicating stronger execution and operating leverage
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine incumbent directors re-elected, preserving board continuity
- Executive compensation advisory vote approved, with 32,437,835 shares for and 4,870,814 against
AI summaries of EME 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EME
Don't miss the next EME filing
- Alerts as it files. A push when EME files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EME, by share count.
- Ask anything. An AI agent that reads every EME filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Altmeyer John W | A | Jul 31, 2026 | 3 | - |
| Mauricio Maxine Lum | A | Jul 31, 2026 | 4 | - |
| Nalbandian Jason R | A | Jul 31, 2026 | 4 | - |
| Guzzi Anthony | A | Jul 31, 2026 | 13 | - |
| Lowe Carol P | Sell | Jun 17, 2026 | 950 | $844.50 |
| Johnson Ronald L | A | Jun 4, 2026 | 230 | - |
| Schwarzwaelder Steven | A | Jun 4, 2026 | 230 | - |
| Walker-Lee Robin A | A | Jun 4, 2026 | 230 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $14.6B | $17.0B |
| Gross Profit | - | $2.8B | $3.3B |
| Operating Income | $875.8M | $1.3B | $1.7B |
| Net Income | $633.0M | $1.0B | $1.3B |
| Gross Margin | - | 19.0% | 19.3% |
| Op. Margin | - | 9.2% | 10.1% |
| Net Margin | - | 6.9% | 7.5% |
| Balance Sheet | |||
| Total Assets | - | $7.7B | $9.3B |
| Equity | - | $2.9B | $3.7B |
| ROE | - | 34.3% | 34.6% |
| Per Share | |||
| EPS | $13.31 | $21.52 | $28.19 |
| Cash Flow | |||
| Operating CF | $899.7M | $1.4B | $1.3B |
Source: XBRL data in Emcor (EME)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EME share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $15.05B |
| Q1 2026 | 43 | $13.52B |
| Q4 2025 | 39 | $11.84B |
| Q3 2025 | 40 | $12.85B |
| Q2 2025 | 37 | $10.48B |
| Q1 2025 | 34 | $5.29B |
| Q4 2024 | 29 | $6.02B |
| Q3 2024 | 24 | $2.60B |
- Goldman Sachs Group+279.9K (+96%)
- Millennium Management+120.1K (+297%)
- T. Rowe Price Group+114.9K (+114%)
- Franklin Resources+79.5K (+522%)
- Renaissance Technologies LLC+65.0K (+10840%)
- FMR LLC (Fidelity)−624.2K (-32%)
- Ameriprise Financial−159.5K (-49%)
- Citadel Advisors LLC−83.9K (-47%)
- Invesco Ltd−80.2K (-12%)
- Bridgewater Associates LP−40.6K (-56%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 289 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EME filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
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EME SEC filings: frequently asked questions
Which institutions hold EME stock?
As of June 30, 2026, the largest Emcor (EME) holders among the 13F filers tracked by SignalX were BlackRock ($3.4 billion), Vanguard Capital Management LLC ($2.4 billion), Vanguard Portfolio Management LLC ($1.7 billion), State Street Corp ($1.6 billion), FMR LLC (Fidelity) ($1.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EME's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Emcor (EME) reported revenue of $17.0 billion (up 16.6% from FY2024) and net income of $1.3 billion. Diluted EPS was $28.19. The figures come from the XBRL data in the 10-K.
What are the main risks in EME's latest 10-K?
In the 10-K filed February 26, 2026, Emcor (EME) flagged: 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. (AI summary of the Risk Factors section.)
What did EME report in its latest 8-K?
Emcor (EME) filed an 8-K on July 31, 2026 reporting Item 1.04 (Mine Safety: Reporting of Shutdowns and Patterns of Violations). MSHA imminent danger order issued July 28, 2026, to subsidiary MOR PPM at Sivells Bend mine, Texas.
What are the latest EME SEC filings?
Emcor (EME) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 31, 2026 and a Form 4 insider filing on August 3, 2026.
What is EME's SEC CIK number?
Emcor (EME)'s SEC Central Index Key (CIK) is 105634. EDGAR lists every EME filing under that number.
Ask anything about EME
The research agent reads EME's filings, financials, insider trades and 13F holders, then answers with sources.