EMCOR第三季度营收55.4亿美元增28.8%创纪录：净利3.999亿美元，全年指引双上调
总部位于康涅狄格州 Norwalk 的机电建筑与工业基础设施服务商EMCOR Group（NYSE: EME）公布截至2026年9月30日的第三季度业绩：季度营收55.4亿美元，创季度纪录，同比增长28.8%；按有机口径（剔除收购贡献与2025年出售英国业务的影响）增长25.5%。
盈利方面，季度净利3.999亿美元、摊薄每股收益9.04美元，同比增长37.6%；净利中含一笔3,400万美元的非现金无形资产减值（税后2,470万美元），剔除后非GAAP净利4.247亿美元、非GAAP每股收益9.60美元，同比增长46.1%。营业利润5.458亿美元，利润率9.8%。
订单方面，季末未完成履约义务（RPO）达185.7亿美元，同比增长47.2%，主要由网络与通信领域关键设施对电气基础设施与冷却系统的需求带动，医疗、水务、机构与制造等领域亦有广泛增长。
公司上调2026年全年指引：营收由200亿至205亿美元上调至206亿至210亿美元，非GAAP每股收益由32.00至33.25美元上调至34.50至35.50美元；董事会另批准将股票回购授权增加5亿美元。董事长、总裁兼首席执行官 Tony Guzzi 表示，公司营收强劲增长、利润率扩张，继续跑赢非住宅建筑市场大盘，显示市场对其服务的需求深度。
EMCOR Q3 Revenue Jumps 28.8% to a Record $5.54 Billion as Net Income Reaches $399.9 Million and Guidance Is Raised
EMCOR Group, Inc. (NYSE: EME), the Norwalk, Connecticut-based mechanical and electrical construction and building services provider, reported results for the quarter ended September 30, 2026. Revenues totaled a quarterly record $5.54 billion, up 28.8% from $4.30 billion a year earlier, and up 25.5% on an organic basis.
Net income was $399.9 million, or $9.04 per diluted share, up 37.6%. The figure included a $34.0 million non-cash impairment loss on identifiable intangible assets ($24.7 million after taxes); excluding it, non-GAAP net income was $424.7 million, or $9.60 per diluted share, up 46.1%. Operating income was $545.8 million, a 9.8% margin.
Remaining performance obligations reached a record $18.57 billion at quarter end, up 47.2% year over year, led by the network and communications sector, where mission-critical facilities require substantial electrical infrastructure and cooling systems, with broad growth also in healthcare, water and wastewater, institutional and manufacturing markets.
EMCOR raised its full-year 2026 guidance, lifting expected revenues to $20.6 billion to $21.0 billion from $20.0 billion to $20.5 billion, and non-GAAP diluted EPS to $34.50 to $35.50 from $32.00 to $33.25. The board also authorized an additional $500 million under the existing share repurchase program. Chairman, President and CEO Tony Guzzi said the company continued to outgrow the broader non-residential construction market, reinforcing the depth of demand for its services.
来源：GSM·美国（原文链接）
图片来源：图：EMCOR总部所在地康涅狄格州Norwalk市景（资料图）。Quintin Soloviev摄，CC BY 4.0，经Wikimedia Commons。 / Norwalk, Connecticut, home of EMCOR's headquarters (file photo). Photo by Quintin Soloviev, CC BY 4.0, via Wikimedia Commons.
