财务数据和关键指标变化 - 公司第一季度收入达到34.3亿美元,同比增长18.7% [5][15] - 每股摊薄收益为4.17美元,同比增长近80% [26][27] - 公司运营现金流为1.323亿美元,约为运营利润的50% [29] 各条业务线数据和关键指标变化 - 美国电气建筑业务收入为7.647亿美元,同比增长18.6% [15] - 美国机械建筑业务收入为14亿美元,同比增长32.4% [16] - 美国建筑服务业务收入为7.812亿美元,同比增长7.7% [17] - 美国工业服务业务收入为3.54亿美元,同比增长7% [18] - 英国建筑服务业务收入为1.047亿美元,表现出色 [18] 各个市场数据和关键指标变化 - 网络和通信(主要为数据中心项目)业务收入大幅增长 [15] - 高科技制造、制造业、机构和网络通信等领域收入大幅增长 [16] - 机械服务业务持续强劲,能源效率和楼宇自控服务需求旺盛 [17] - 工业服务业务执行了一些最大规模的检修项目,业绩创疫情后最佳 [11] 公司战略和发展方向及行业竞争 - 公司持续专注于资源配置,选择合适的市场和地理区域进行竞争 [10] - 公司在虚拟设计和施工(VDC)方面的能力是关键竞争优势 [10] - 公司通过收购不断扩大在机械建筑和建筑服务领域的能力 [13] - 公司在半导体、电动车等制造业以及数据中心等领域持续受益于行业趋势 [46][47][48] 管理层对经营环境和未来前景的评论 - 公司对数据中心、能源效率和可持续性等领域的前景保持乐观 [33][39][43] - 尽管面临一些挑战,如利率上升、供应链问题等,但公司有信心应对 [64][65] - 公司将继续保持谨慎的资本配置策略,包括有机增长和战略收购 [66] 问答环节重要的提问和回答 问题1 **Brent Thielman 提问** 询问制造业和高科技制造业领域业务的可持续性,是否依赖政府激励政策 [72][73][74] **Tony Guzzi 回答** 即使没有政府激励政策,这些领域的业务也会持续,公司有能力应对市场变化 [74][75][76][77][78] 问题2 **Alex Dwyer 提问** 询问公司生产效率提升的广泛性,是否集中在某些细分市场或地区 [121][122][123][124][125][126][127][128][129][130][131][132][133] **Tony Guzzi 和 Jason Nalbandian 回答** 公司在虚拟设计施工、预制等方面的投入是全面的,不针对特定细分市场,有助于提升整体生产效率 [134][135][136][137][138][139][140][141] 问题3 **Alex Dwyer 提问** 询问工业服务业务前景是否更加明朗,客户计划是否更加清晰 [142][143][144] **Tony Guzzi 回答** 公司对工业服务业务前景持谨慎乐观态度,有一定可见度但仍存在不确定性 [142][143]

EXHIBIT 99.1 FOR: EMCOR GROUP, INC. News Release CONTACT: Andrew G. Backman Vice President Investor Relations (203) 849-7938 FTI Consulting, Inc. Investors: Blake Mueller (718) 578-3706 EMCOR GROUP, INC. REPORTS FIRST QUARTER 2024 RESULTS Quarterly Revenues of $3.43 billion, 18.7% Increase Year-over-Year Quarterly Diluted EPS of $4.17, 79.7% Increase Year-over-Year Record Remaining Performance Obligations of $9.18 billion, 16.5% Increase Year-over-Year Increases 2024 Revenue Guidance Range to $14.0 billion ...

财务表现 - EMCOR Group, Inc. 2024年第一季度营收为34.32亿美元，比2023年同期的28.90亿美元增长了18.9%[12] - EMCOR Group, Inc. 2024年第一季度净利润为1.97亿美元，比2023年同期的1.11亿美元增长了77.2%[12] - EMCOR Group, Inc. 2024年第一季度每股基本收益为4.18美元，比2023年同期的2.33美元增长了79.4%[12] - EMCOR Group, Inc. 2024年第一季度现金、现金等价物和受限现金结余为8.42亿美元，比2023年同期的4.21亿美元增长了99.3%[14] - EMCOR Group, Inc. 2024年第一季度经营活动产生的净现金流为1.32亿美元，比2023年同期的负8.46亿美元改善了115.6%[14] - 公司2024年第一季度总体毛利率为17.2%，较去年同期提升2.1个百分点[74] - 公司2024年第一季度总体营销、一般和管理费用占营收的比例为9.6%，较去年同期略有下降[75] - 公司2024年第一季度总体营业利润为2.5995亿美元，同比增长67.8%[77] - 公司2024年第一季度公司营收达到了34.32亿美元，同比增长18.7%[70] - 公司2024年第一季度公司净利润为1.97149亿美元，同比增长77.2%[70] 业务部门表现 - 2024年第一季度，EMCOR集团美国电气建设和设施服务部门的总收入为7.65亿美元，较2023年同期增长18%[29] - 2024年第一季度，EMCOR集团美国机械建设和设施服务部门的总收入为14.29亿美元，较2023年同期增长32%[30] - 2024年第一季度，EMCOR集团美国建筑服务部门的总收入为7.81亿美元，较2023年同期增长8%[31] - 2024年第一季度，EMCOR集团美国工业服务部门的总收入为3.54亿美元，较2023年同期增长7%[31] - 2024年第一季度，EMCOR集团英国建筑服务部门的总收入为1.05亿美元，较2023年同期下降5%[31] 财务风险与管理 - 公司在履行建筑合同时需要提供保证金，根据项目的完成百分比，公司的估计风险暴露约为22亿美元[59] - 公司可能会因原材料成本上涨而降低在进行中项目的盈利能力，尤其是固定价格合同通常不允许公司调整价格[96] - 公司暴露于市场风险，特别是利率和建筑市场风险[95] - 公司对外汇波动和商品价格波动有一定程度的暴露[95] 公司治理与股东回报 - 公司自2011年10月25日起开始支付季度股息[53] - 公司自股票回购计划开始以来，已回购约2590万股普通股，总计约19.3亿美元[53] - 公司拥有未来约2.219亿美元的股票回购授权[54] - 公司的董事会已授权回购高达21.5亿美元的普通股[100] - EMCOR GROUP, INC.主席、总裁和首席执行官Anthony J. Guzzi介绍财报电话会议[106] - EMCOR GROUP, INC.高级副总裁、首席财务官和首席会计官Jason R. Nalbandian介绍财报电话会议[106]

EMCOR Group, Inc. (EME) is scheduled to report first-quarter 2024 results on Apr 25, before the opening bell. Gaining from success in key sectors such as high-tech manufacturing, network and communications, manufacturing and industrial and healthcare, the stock has outperformed the industry this year. Sporting a Zacks Rank #1 (Strong Buy), EME exceeded the earnings mark in each of the past four quarters, with the average surprise being 28%. Given the company’s positive track record, is EME a buy? The Zacks ...

Emcor Group - Emcor Group (EME) 是建筑股票中表现最好的公司之一[1] - Emcor Group 目前在 Zacks Sector Rank 中排名第一[2] - Emcor Group 目前的 Zacks Rank 为 1 (Strong Buy)[3] - 过去三个月，EME的全年盈利预期上调了15.5%[4] - Emcor Group 今年迄今为止的股价上涨了约52.6%，表现优于同行建筑公司[5] Comfort Systems - Comfort Systems (FIX) 也是今年表现优异的建筑股票之一，股价上涨了41.4%[6] - Comfort Systems 目前的 Zacks Rank 为 1 (Strong Buy)[6] 行业表现 - Emcor Group 属于建筑产品-重型建筑行业，该行业今年平均上涨了30%[7] - Comfort Systems 属于建筑产品-空调和供暖行业，该行业今年上涨了6.1%[8] 投资建议 - 投资者应继续关注 Emcor Group 和 Comfort Systems，因为它们可能会保持良好的表现[9]

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Emcor Group (EME) closed at $361.11 in the latest trading session, marking a -1.07% move from the prior day. This change lagged the S&P 500's daily loss of 0.04%. At the same time, the Dow lost 0.03%, and the tech- heavy Nasdaq gained 0.03%. Heading into today, shares of the construction and maintenance company had gained 12.31% over the past month, outpacing the Construction sector's gain of 4.37% and the S&P 500's gain of 2.57% in that time. Market participants will be closely following the financial resu ...

Key Points Across the board, equities have been enjoying a stellar multi-month run. For the strongest performers, this means they can appear extremely overbought. However, hot RSI readings can actually indicate that there's a ton of more momentum coming, and further gains are imminent. 5 stocks we like better than EMCOR Group With gains of almost 30% since November, it's been one of the better multi-month runs in the S&P 500 in recent memory. It's looking increasingly likely that inflation has been tamed by ...

Have you been paying attention to shares of Emcor Group (EME) ? Shares have been on the move with the stock up 33.4% over the past month. The stock hit a new 52-week high of $347.47 in the previous session. Emcor Group has gained 60.6% since the start of the year compared to the 14.3% move for the Zacks Construction sector and the 36.6% return for the Zacks Building Products - Heavy Construction industry. What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, a ...

The Construction group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Emcor Group (EME) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Construction peers, we might be able to answer that question. Emcor Group is one of 98 companies in the Construction group. The Constructi ...