EMCOR reported record Q2 2026 revenue of $5.15B with 34.8% EPS growth, benefiting from AI data center infrastructure buildout. Humanoid robot DRAM demand is projected to surge 20x by 2030, with per-unit memory doubling as AI models become more sophisticated, creating new semiconductor opportunities.
An investor discusses EMCOR (EME) as an infrastructure play benefiting from AI data center buildout, citing record Q2 2026 revenue of $5.15B (up 19.8% YoY) and EPS of $9.06 (up 34.8%), with a $17.14B backlog. Management raised full-year 2026 guidance to $20–$20.5B revenue and $32–$33.25 EPS, with the analyst setting a $1,000 price target.