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EME's 19.6% organic growth, record $17.14B RPOs and surging data-center demand point to elevated growth momentum into 2027.
EMCOR Group, Inc. EME is benefiting from robust demand across its construction and services portfolio, with data centers emerging as a particularly powerful growth engine. In the second quarter of 2026, revenues increased 19.8% year over year to a record $5.15 billion. More importantly, revenues rose 19.6% organically after excluding acquisition contributions and adjusting for the sale of EMCOR’s U.K. operations. Organic growth for the first six months was also strong at 18.3%, indicating that the momentum extends beyond a single quarter.
Data centers remain the biggest growth driver. Electrical Construction revenues climbed 24%, with Network and Communications revenues up 45%, while Mechanical Construction revenues rose more than 31% as Network and Communications more than doubled. Higher cooling requirements, AI infrastructure investment and geographic expansion are creating additional opportunities across both businesses.
Perhaps the strongest indicator of continued growth is EMCOR’s record remaining performance obligations (RPO). RPOs reached $17.14 billion at the end of June, up 44% year over year, 29% from December and 10% sequentially despite the company’s rapid revenue conversion. Notably, 95% of the RPO growth was organic. Bookings were strong not only in data centers but also across water and wastewater, healthcare and institutional markets, providing substantial visibility into future activity.
