Chairman, President & Chief Executive Officer, Emcor
Search every verified Anthony Guzzi interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Anthony Guzzi, chairman, president and chief executive officer of EMCOR Group, reported the company’s first quarter 2026 results on May 5, 2026, noting revenues of $4.63 billion, a 19.7% year-over-year increase, and organic growth of 16.8%. He stated that remaining performance obligations (RPOs) reached $15.62 billion, up 32.9% year-over-year and 17.9% sequentially, driven by “particularly robust activity in network communications or data centers.” Guzzi said the company raised its full-year 2026 guidance to revenues between $18.5 billion and $19.25 billion and diluted earnings per share between $28.25 and $29.75ikuha. He described the acquisition pipeline as “good,” with a primary focus on electrical construction. Throughout 2025, Guzzi reported record results across multiple quarters. In the fourth quarter and full year 2025, he said EMCOR achieved record revenues of nearly $17 billion and record adjusted diluted earnings per share of $25.87, a 20% increase from 2024. He attributed growth to strong demand in data centers, high-tech manufacturing, and other sectors, and noted that the company’s RPOs in network and communications totaled a record $4.46 billion at the end of December 2025, an increase of nearly 60% year-over-year. Guzzi also announced the acquisition of John W. Danforth Company, a mechanical construction firm, in the third quarter of 2025, and stated that the company allocated $900 million for acquisitions and over $430 million on share repurchases during the first nine months of 2025. He described the data center market as having “unprecedented levels of activity” and said the company sees “no sign of slowing demand” in that vertical.
“Our remaining performance obligation positions strengthened significantly during the quarter, providing excellent visibility for sustained growth. Our RPOS totaled 15.62 billion at the end of the quarter versus 11.75 billion in the year ago period and 13.25 billion as of December 31, 2025. This represents year-over-yea...”
“We are raising our full year 2026 guidance. We are increasing our revenue and diluted earnings per share guidance to a range that reflects our confidence in the sustained operational excellence that we have exhibited and strong market momentum. We now expect to earn revenues of between 18.5 and 19.25 billion and dilute...”
“We continue to see no slowing of demand, especially in data centers and really across other key market sectors. I think the market that surprised us the most over the last six to nine months has been the institutional market that has shown more resiliency than we would have thought. We are well positioned in several ke...”
“Our real bottleneck and it really hasn't been a bottleneck because we have this great amount of work to work on is supervision. We have to create more foremen. We have to create more general foremen. We have to get project engineers to be able to move to project managers, project managers to be able to move to project...”
Joining us for the second installment of briefing with the bosses I appreciate you joining us and I'm grateful to Tony Guzzi our vice ...
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