JulPo/E+ via Getty Images There are six words that should frighten the daylights out of any sensible investor. Nobody should fear any of them individually. But grouped a certain way, they cue investors to run far and run fast. One simple grouping is… “New Economy.” The other is… “This time it’s different.” Readers who were of age in the 1990s, or who studied business/Wall Street history, should rightfully cringe at the first clause. “New economy” was a label often used to describe what tech was building bac ...

In the latest trading session, Emcor Group (EME) closed at $390.14, marking a +1.97% move from the previous day. This change outpaced the S&P 500's 0.23% gain on the day. Meanwhile, the Dow experienced a drop of 0.17%, and the technology-dominated Nasdaq saw an increase of 0.34%. Coming into today, shares of the construction and maintenance company had lost 0.78% in the past month. In that same time, the Construction sector lost 3.41%, while the S&P 500 gained 3.96%. The upcoming earnings release of Emcor G ...

For Immediate Release Chicago, IL – June 12, 2024 – Today, Zacks Equity Research discusses EMCOR Group Inc. (EME) , Dycom Industries, Inc. (DY) , Granite Construction Inc. (GVA) , Tutor Perini Corp. (TPC) and Great Lakes Dredge & Dock Corp. (GLDD) . Industry: Heavy Construction Link: https://www.zacks.com/commentary/2286469/5-stocks-to-buy-from-a-thriving-heavy-construction- industry The Zacks Building Products - Heavy Construction industry is poised to sustain its momentum, driven by a significant infrastr ...

Over the past couple of trading days, the broader U.S. equity markets have been trading in the vicinity of record territories buoyed by rate cut optimism and a tech-infused rally led by AI-chip manufacturer Nvidia. Led by the launch of new AI chips, bullish sentiment on Nvidia, which boasts a market cap of more than $3 trillion, has fast-tracked its growth trajectory. With investors betting big on the AI boom on solid demand trends, the markets witnessed a steady uptrend into record-high territories. The up ...

In the latest market close, Emcor Group (EME) reached $374.25, with a -1.03% movement compared to the previous day. This change lagged the S&P 500's daily loss of 0.02%. Meanwhile, the Dow gained 0.2%, and the Nasdaq, a tech-heavy index, lost 0.09%. The construction and maintenance company's stock has dropped by 0.34% in the past month, falling short of the Construction sector's loss of 0.27% and the S&P 500's gain of 4.59%. The investment community will be paying close attention to the earnings performance ...

Although Wall Street is hovering around a record-high level, concerns regarding a further rally remain. U.S. consumer price inflation cooled in April but despite the moderation, analysts believe that the Federal Reserve is unlikely to rush into cutting interest rates as the central bank will look for more cues regarding the stabilization in the inflation scenario. Meanwhile, retail sales in April remained unchanged, indicating stressed consumer behavior. As a result, it is intriguing to pick quality stocks ...

For those looking to find strong Construction stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Emcor Group (EME) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Construction sector should help us answer this question. Emcor Group is one of 95 individual stocks in the Construction sector. Collectively, these companies sit at #1 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 ...

Against the current edgy economic backdrop, it's important for investors to assess evolving market conditions and adopt a robust investment approach accordingly. While a stock's sales and earnings can influence investment decisions, this approach doesn't consistently deliver optimal returns amid complex market scenario like what we are witnessing currently. Due to sticky inflation, global growth worries and high interest rates in the United States, Wall Street just delivered the worst month of 2024 in April ...

EMCOR集团业绩表现 - EMCOR集团2024年第一季度业绩表现出色，超过了Zacks Consensus Estimate预期[1] - 公司的收入也同比增长，得益于在高科技、传统制造和网络通信等长期趋势市场中持续强劲的项目组合[2] - 公司的增长策略使其处于长期成功的位置，有机和非有机举措推动了创纪录的业绩[4] EMCOR集团财务数据 - 公司报告的调整后每股收益（EPS）为4.17美元，大幅超过Zacks Consensus Estimate的2.92美元，同比增长79.7%[5] - 公司的营收为34.3亿美元，同比增长18.7%，各业务板块的强劲表现帮助公司实现了18.5%的有机收入增长[6] - 公司的净现金流为正值，营运活动提供的净现金为1.323亿美元，较去年同期的净现金使用额84.6万美元有显著增长[15] EMCOR集团业务板块表现 - EMCOR目前在四个可报告业务板块中运营，包括美国建筑服务、美国建筑服务、美国工业服务和英国建筑服务[7] - 美国建筑服务板块的营收同比增长27.2%，运营收入增长91.2%，毛利率扩大370个基点至11.1%[8] - 美国建筑服务板块中，美国电气建筑和设施服务板块的营收同比增长18.6%，运营收入增长126.1%，毛利率扩大570个基点至12%[10] EMCOR集团展望 - 公司的剩余履约义务在第一季度末同比增长16.5%，达到91.8亿美元[16] - 公司调整了2024年的业绩展望，预计年度营收将在140亿至145亿美元之间，每股收益预计在15.50至16.50美元之间[17]

业绩总结 - EMCOR2024年第一季度营收达到34.32亿美元，同比增长18.7%[6] - EMCOR2024年第一季度净利润达到1.97149亿美元，同比增长76.9%[9] - EMCOR的剩余履约义务达到91.8亿美元，继续提供2024年的稳定业绩[12] 资本分配趋势 - EMCOR资本分配趋势显示，2016年至2023年，业务再投资和股东回报占比逐年波动[14] - 2023年，股东回报中股息占比最高，为81.9%[14] - 2023年，业务再投资中的收购占比最高，为61.7%[14] - 2023年，股东回报中股份回购占比最低，为5.3%[14]