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EME Emcor

Industrials, filed as EMCOR GROUP INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 3 Owners
  • Max 0.7%
  • $376M
  • 1 new 1 add 1 reduce

In 2026 Q2 Polen Capital Management opened a position in Emcor, Ben Hoskin added, and George Soros trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.7% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management New 0.74%
  2. Ben Hoskin Add 0.72%

Who owns EME

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Hoskin, Value Aligned Research Advisors 0.72% Add +56.6% 349,960 $290M History
Polen Capital Management 0.74% New 0.74% 103,123 $86M History
George Soros, Soros Fund Management <0.01% Reduce −21.0% 259 $215K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by EME's executives, directors and 10% owners in the last 12 months, from their Form 4s

All EME insider trades
  • $2,300 bought by 1 insider
  • $14.6M sold by 8 insiders outside a trading plan
  • $26.3M sold by 1 insider under 10b5-1 plans
  1. M Kevin McEvoy Director
    Buy
    $2,300 3 shares at $766.63 +<0.1% to stake
    Traded Jun 17–Sep 1 Filed Oct 19
    ↗
  2. Carol P Lowe Director
    Sale
    $802K 950 shares at $844.50 5.2% of stake
    Traded Jun 17 Filed Jun 18
    ↗
  3. William P Reid Director
    Sale
    $1.9M 2,000 shares at $925.78 17% of stake
    Traded May 11 Filed May 13
    ↗
  4. John W Altmeyer Director
    Sale
    $2.2M 2,500 shares at $895.00 6.9% of stake
    Traded May 1 Filed May 5
    ↗
  5. Robert Peter Lind VP and Controller
    Sale
    $604K 675 shares at $894.27 14% of stake
    Traded Apr 30 Filed May 4
    ↗
  6. Jason R Nalbandian CFO
    Sale
    $685K 800 shares at $856.43 4.2% of stake
    Traded Apr 30 Filed May 4
    ↗
  7. Steven Schwarzwaelder Director
    Sale
    $5M 5,602 shares at $895.19 26% of stake
    Traded Apr 30 Filed May 4
    ↗
  8. Anthony Guzzi CEO
    Planned sale
    $26.3M 36,000 shares at $729.48 18% of stake
    Traded Mar 5 Filed Mar 9
    ↗
  9. Maxine Lum Mauricio CAO, EVP & General Counsel
    Sale
    $2.5M 3,357 shares at $735.00 12% of stake
    Traded Mar 2 Filed Mar 3
    ↗
  10. Robert Peter Lind VP and Controller
    Sale
    — 0 shares
    Traded Dec 23, 2025 Filed Jan 5
    ↗
  11. Robin A Walker-Lee Director
    Sale
    $897K 1,325 shares at $677.22 18% of stake
    Traded Nov 3, 2025 Filed Nov 5, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 33 stock grants, 5 share withholdings for taxes, and 2 gifts.

Congress

4 members of Congress traded EME in the last three years: 8 buys and 6 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. April McClain Delaney D-MD-6Child Sell $100K–$250K Aug 25 filed Sep 9
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. April McClain Delaney D-MD-6Child Partial sale $1K–$15K May 28 filed Jun 5
  4. April McClain Delaney D-MD-6Child Buy $1K–$15K Mar 10 filed Apr 6
  5. April McClain Delaney D-MD-6Child Buy $1K–$15K Mar 9 filed Apr 6
  6. April McClain Delaney D-MD-6Child Buy $1K–$15K Mar 3 filed Apr 6

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
8-K 1.04 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Gross profit $2.09B $2.77B $3.28B
Net income $0.633B $1.01B $1.27B

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.45B $5.39B $5.94B
Total non-current assets * $2.16B $2.33B $3.35B
Total assets $6.61B $7.72B $9.29B
Total current liabilities $3.52B $4.15B $4.86B
Total non-current liabilities * $620.55M $623.92M $751.48M
Total equity $2.47B $2.94B $3.67B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.9B $1.41B $1.3B
Cash from investing -$161.29M -$299.28M -$873.59M
Cash from financing -$412.05M -$555.36M -$663.76M
Net change in cash $332.68M $550.64M -$228.43M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.