Will EMCOR's 19.6% Organic Growth Stay Elevated Into 2027?
EMCOR Group reported 19.6% organic revenue growth in Q2 2026, reaching $5.15 billion, with data centers as the primary growth driver. The company's record remaining performance obligations (RPO) hit $17.14 billion, up 44% year-over-year, providing strong visibility into future activity. Management raised full-year 2026 revenue guidance to $20-$20.5 billion. Sterling Infrastructure and Quanta Services are also positioned to benefit from sustained infrastructure investment.