Emcor (EME) FY2024 10-K Annual Report

Filed: Feb 26, 2025
Industrials
Electrical WorkSEC EDGAR

Emcor (EME) 10-K annual report for fiscal year 2024, filed with SEC EDGAR on Feb 26, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Emcor FY2024 10-K Analysis

Business Overview

  • Core business model: Facilities services and construction solutions across multiple market sectors
  • Emphasis on U.S. construction segments with improved operating performance driving margin up to 9.2% from 7.0% in prior year
  • Revenue up 15.8% to $14.57 billion, setting new annual record; includes $251.5 million from acquisitions
  • Operating income increased by $469.1 million to $1.34 billion; net income rose to $1.01 billion with EPS $21.52 vs $13.31 prior year
  • Noteworthy: operating margin expansion of 220 basis points driven mainly by organic growth and acquisition contributions

Management Discussion & Analysis

  • Operating cash flow $1,407.9M in 2024 vs $899.7M in 2023, up $508.2M due to improved operating performance and customer cash receipt timing
  • Investing cash outflow increased by $138.0M in 2024 vs 2023, mainly from higher acquisition payments
  • Financing cash outflow $555.4M in 2024 vs $412.1M in 2023, $143.3M increase driven by higher common stock repurchases
  • Share repurchases increased in 2024; dividend amounts and capital expenditures not specified
  • No explicit revenue, profitability figures, or forward-looking guidance provided in this section

Risk Factors

  • Macroeconomic risk from elevated interest rates impacting variable-rate debt and increasing interest expense, following 2022-2023 rate hikes by the Federal Reserve
  • Economic downturn risk with client project delays or cancellations in private sector work during slow growth or recessions, reducing revenue and profitability
  • Supply chain risk due to potential prolonged inflation and supply challenges affecting operational efficiency and project delivery timelines
  • Competitive risk from market disruptions linked to fluctuating commodity and energy prices that impact industries served and client spending patterns
  • Financial risk from dependence on credit facility borrowings subject to variable interest rates, affecting liquidity and capital funding capacity

Emcor FY2024 Key Financial Metrics
XBRL

Revenue

$14.6B

+15.8% YoY

Net Income

$1.0B

+59.1% YoY

Gross Margin

19.0%

+238bp YoY

Operating Margin

9.2%

+227bp YoY

Net Margin

6.9%

+188bp YoY

ROE

34.3%

+865bp YoY

Total Assets

$7.7B

+16.7% YoY

EPS (Diluted)

$21.52

+61.7% YoY

Operating Cash Flow

$1.4B

+56.5% YoY

Source: XBRL data from Emcor FY2024 10-K filing on SEC EDGAR. All figures in USD.

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