Cantor Hosting: EMCOR Group, Inc. (EME) Non-Deal Roadshow - Group Dinner | June 15 (NY)

研报英文原文证据摘录

Cantor Hosting: EMCOR Group, Inc. (EME) Non-Deal Roadshow - Group Dinner | June 15 (NY)

May 20, 2026

winners in the current cycle

●Cash conversion and working capital: translating EBITDA into FCF

through the cycle

●Capital allocation priorities: organic investment, disciplined M&A,

and shareholder return, how EME balances growth acceleration with

optics/integration risk

Company Description

EME is one of the largest specialty contractors and facilities services

providers in the U.S. It specializes in delivering construction and

maintenance projects for mechanical, electrical, and building systems.

The company serves various markets, including data centers, high-

tech manufacturing, healthcare, commercial, water and wastewater, and

infrastructure. EME operates on a model that combines local execution

with national scale, allowing for regional autonomy while leveraging shared

prefabrication and Building Information Modeling (BIM) / Virtual Design

and Construction (VDC) capabilities. The headquarters is in Norwalk, CT.

(Source: Cantor Research)

Relevant Research

●Industry Note: Power Technology: E&C 1Q26 Recap: The Backlog Boom

Starts to Convert; PM's Summary (Published 5/11/2026)

●EMCOR Group, Inc. (EME): EME 1Q26/Mgmt. Call Back: Broad-Based

Growth Intact; Execution Drives the Next Leg (Published 5/4/2026)

●EMCOR Group, Inc. (EME): EME 1Q26/First Look: Strong Beat and

Raise; Record RPO Supports Continued Compounding (Published

4/29/2026)

●EMCOR Group, Inc. (EME): Takeaways From Our Fireside Chat at the

Cantor Tech Conference: Execution Model, Backlog Quality, and Capital

Discipline (Published 3/11/2026)

●EMCOR Group, Inc. (EME): Quality in a Volatile Market; Initiating

Coverage at Overweight (Published 3/10/2026)

Investment Thesis