Strong Financial Performance: EMCOR reported diluted earnings per share of $6.72 for Q2 2025, marking a 28% increase from $5.25 in Q2 2024. Revenue reached $4.3 billion, a record high with a 17.4% year-over-year growth, driven by high demand in construction segments, particularly in data centers and healthcare.

Record Remaining Performance Obligations (RPOs): The company ended the quarter with RPOs of $11.9 billion, up 32% annually and 18% sequentially, indicating strong future revenue visibility. Growth was seen across market sectors, especially in network and communications (data centers) and healthcare, providing a solid foundation for continued growth.

Guidance Increase: EMCOR raised its 2025 guidance, now expecting diluted EPS between $24.50 to $25.75 and revenue between $16.4 billion and $16.9 billion. This adjustment comes on the back of Q2 performance and the anticipation of sustained operating margins between 9% to 9.6% in the second half of the year.