$EME

Investing.com cites Bernstein analysts saying U.S. data center construction could rise from 12 GW in 2026 to 35 GW by 2030, but labor shortages in mechanical, electrical and plumbing trades may cap growth. Bernstein estimates 100 MW projects need about 90 such workers. The article flags overbuild risk for power-equipment suppliers, naming Caterpillar (CAT) and Cummins (CMI), and potential benefits for Eaton, Schneider Electric, Vertiv, Quanta Services, Comfort Systems USA and EMCOR.

Soros Capital Management said its Q2 2026 equity portfolio rose to $559M and shifted toward semiconductors and AI. New stakes included Micron (MU) $42.5M, Applied Materials (AMAT) $34.5M, Flex (FLEX) $32.2M, AMD $30.2M, and ON Semiconductor $20.6M. TSM rose to $37.5M. It also added EWY $42.8M and cut industrial and energy holdings.

First Trust RBA American Industrial Renaissance ETF (AIRR) with about $10B in assets is highlighted as a concentrated proxy for hyperscaler data center capex. The article cites holdings such as Comfort Systems (FIX), EMCOR (EME), Sterling Infrastructure (STRL), and Powell Industries (POWL), noting strong YTD gains and recent pullbacks, plus EMCOR’s $17.14B remaining performance obligations. It also discusses a September rebalance risk.

EMCOR Group (EME) reported Q2 record RPOs of $17.14B, up 44% YoY and 10% sequentially, with about 95% organic growth. Q2 revenue rose 19.8% to $5.15B. The company raised 2026 guidance to $20B to $20.5B and said RPO completion timing shifted to about 75-76% within 12 months. Mentions peers MasTec (MTZ) and Quanta (PWR) backlog.

Empyrean Energy PLC said Indonesia’s MEMR has approved the transfer of its 8.5% participating interest in the Mako Gas Field via the Duyung PSC. The approval follows a February 2026 settlement with Conrad Asia Energy and WNEL. Conrad is also awaiting MEMR approval for a 75% farm-down to Nations, which would trigger US$5.0m then US$4.0m and US$7.0m payments tied to first production.

Simply Wall St reports EMCOR Group (EME) posted Q2 sales of $5.15B and net income of $403.69M, and raised full-year revenue and earnings guidance. It cites a record backlog with RPO up 32% YoY to $11.9B. The article frames the stock as trading below a $983.50 fair value narrative.

EMCOR Group (EME) reported 2Q 2026 results, citing record revenue, expanding margins and raised full-year guidance. The company said it had $924 million cash and minimal debt in 1H 2026, supporting dividends, buybacks and acquisitions. It noted $17.14 billion RPOs and raised 2026-27 earnings estimates to $31.42 and $35.48 per share.

Zacks Investment Ideas highlights Q2 results for Microsoft, Bloom Energy, and EMCOR Group. Bloom Energy reported record revenue of $1.07B (+166% YoY) and raised full-year 2026 revenue outlook to $3.9B-$4.2B. Microsoft showed Intelligent Cloud revenue of $39.3B (+32% YoY) and reaffirmed CapEx outlook. EMCOR posted $5.2B revenue (+20% YoY), adjusted EPS $9.06 (+35%), and raised guidance.

Zacks highlights Q2 results for Microsoft (MSFT), Bloom Energy (BE), and EMCOR Group (EME). Bloom reported record $1.07B revenue, up 166% YoY, and raised full-year 2026 revenue outlook to $3.9-$4.2B. MSFT’s Intelligent Cloud revenue rose 32% YoY to $39.3B. EMCOR posted $5.2B revenue and adjusted EPS of $9.06, plus higher guidance.

EMCOR Group reported Q2 2026 results that beat the Zacks Consensus, citing disciplined execution and broad end-market demand. It exited the quarter with record $17.14B backlog, up 43.9% YoY, driven by AI infrastructure and network & communications. EMCOR raised 2026 revenue guidance to $20-$20.5B and EPS to $32-$33.25 after acquisitions.