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EMCOR Group, Inc. (EME) Presents at William Blair Fireside Chat Transcript

by SA Transcripts
November 5, 2025
in Business
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Timothy Mulrooney
William Blair & Firm L.L.C., Analysis Division

All proper. Good afternoon, all people, and thanks for becoming a member of our hearth chat immediately with the manager administration workforce of EMCOR, which incorporates CEO, Tony Guzzi; and CFO, Jason Nalbandian. We picked up protection proper after Labor Day this yr and got here out with an outperform score, proper round $600 per share, which was up sixfold from about $100 per share solely 3 quick years in the past, pushed by the unimaginable momentum that we have seen within the enterprise. And shares proceed to maneuver larger with each incremental headline about industrial reshoring and AI infrastructure.

So with that as a backdrop, I am excited to have the workforce with us immediately to speak extra concerning the progress drivers and trade dynamics. So Tony and Jason, thanks for becoming a member of us immediately in addition to sorry, Lucas, I ought to have you ever as effectively. Lucas Sullivan, IR. However sure, thanks for becoming a member of me, guys.



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