EME

Here is how Emcor Group (EME) and Jiangsu Expressway Co. (JEXYY) have performed compared to their sector so far this year.

EMCOR Group Inc. EME is benefiting from demand for industrial field services, including maintenance, turnaround work and projects across petrochemical and other industrial markets. The pace of project activity and the ability to convert higher revenues into operating profits remain important factors for the segment's performance.

In Q3 2026, the Portfolio returned 4.46% (net of fees) compared to 0.92% for the Index. Top relative contributors to the Portfolio's performance included ServiceNow, Shopify and Microsoft. By contrast, the largest relative detractors in the quarter were Nvidia, Apple (not owned) and Lam Research.

EME's record backlog, rising data center demand and higher 2026 guidance support growth, but premium valuation and project execution risks warrant attention.

EME's $750 million electrical acquisitions expand its AI infrastructure and data center reach, with $250-$275 million in revenues expected in late 2026.

In the latest trading session, Emcor Group (EME) closed at $784.66, marking a -4.83% move from the previous day.

Rob Spivey, director of research at Altimetry, calls this group of stocks the blue-collar millionaire plays. As hyperscaler spending climbs, the companies that employ skilled trades, and supply the equipment those workers use, could capture more of the AI payoff than the market is currently pricing in.

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

Emcor Group (EME) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

EME's diversified end-market exposure, record RPOs and acquisitions are fueling growth across data centers, healthcare, water and manufacturing.