EMEEMCOR Group, Inc.
Electrical Work
- Revenue
- $17.0B
- 17% YoY
- Operating margin
- 10.1%
- 9.3% YoY
- EBITDA
- $1.8B
- 27% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.4×
- −$772M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear102% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear48% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear15% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $9.9B | $11.1B | $12.6B | $14.6B | $17.0B | 17% |
| Operating income | $531M | $565M | $876M | $1.3B | $1.7B | 27% |
| Net income | $384M | $406M | $633M | $1.0B | $1.3B | 26% |
| Operating cash flow | $319M | $498M | $900M | $1.4B | $1.3B | 7.5% |
| Capex | $36M | $49M | $78M | $75M | $113M | 50% |
| Buybacks | $196M | $661M | $128M | $490M | $586M | 20% |
| Dividends | $28M | $27M | $33M | $43M | $45M | 3.8% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $2K · 2
- Open-market sells, 12 mo
- $26M · 1
- Net
- −$26M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $14M | $21M | 681 | 190 |
| FY2024 | $14M | $27M | 504 | 159 |
| FY2023 | $12M | $16M | 239 | 135 |
| FY2022 | $11M | $13M | 163 | 114 |
| FY2021 | $11M | $14M | 140 | 121 |