Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$37.7B
P/E ratio
~28×
Div yield
~0.2%
EPS (TTM)
~$28.2
Operating margin
~10%
Rev. growth
+16.6%
Revenue
~$17B
Net income
~$1.3B
In plain English
EMCOR is the largest US specialty contractor — an army of electricians, pipefitters and HVAC technicians under one roof. Through ~100 operating companies it wires and plumbs the buildings the economy runs on: the data centers powering the AI boom, semiconductor fabs, hospitals and factories. After the first build it stays on to maintain and service those systems, earning steadier recurring revenue.
In simple terms
What EMCOR Group really sells
EMCOR is the largest US specialty contractor — an army of electricians, pipefitters and HVAC technicians under one roof. Through ~100 operating companies it wires and plumbs the buildings the economy runs on: the data centers powering the AI boom, semiconductor fabs, hospitals and factories. After the first build it stays on to maintain and service those systems, earning steadier recurring revenue.
Tip · Click any company in the map to learn — in one sentence — what it actually does and why it matters.