EMCOR Group, Inc. (EME) Morgan Stanley’s 14th Annual Laguna Conference September 17, 2026 10:45 AM EDT
Company Participants
Anthony Guzzi – Chairman, President & CEO
Jason Nalbandian – Senior VP, CFO & Chief Accounting Officer
Conference Call Participants
Stefan Diaz – Morgan Stanley, Research Division
Presentation
Stefan Diaz
Morgan Stanley, Research Division
All right. Good morning, everybody. My name is Stefan Diaz, machinery and construction analyst here at Morgan Stanley. We’re really excited today to have EMCOR Group here. Tony Guzzi, Chairman, President and CEO; and Jason Nalbandian, SVP and CFO. But before we begin, I just have a quick disclosure to read. For important disclosures, please see Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
Question-and-Answer Session
Stefan Diaz
Morgan Stanley, Research Division
So great. Tony, maybe for the investors listening on the phone, the investors in the room who aren’t quite familiar with EMCOR and what you all do, if you could just please give them a quick rundown of the company.
Anthony Guzzi
Chairman, President & CEO
Sure. I mean when you think of EMCOR, we actually do the work. So we are a specialty trade contractor. We primarily put in mechanical and electrical systems and then we fix them and help maintain them. We do that across a variety of sectors. We are pretty well diversified from health care to the institutional sector, commercial, water and wastewater, transportation, of course, why 90% of the room is here today. We also are probably — you never know that private companies doing this. We are probably the largest specialty trade contractor mechanically and electrically serving the data center market. And we do that in just about every major data center market there is. And we can get into specifics in the Q&A.
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