The insider cluster is negligible in size and follows strongly positive earnings. Focus on the earnings momentum and raised guidance; the sales do not warrant a bearish read.
Price Chart
Executive Summary
Three EMCOR insiders sold a total of $6.3M in stock on April 30, 2026, the day after the company reported a record Q1 with revenue up 19.7% YoY and raised full-year guidance. The sales are trivial at 0.016% of market cap and likely represent routine profit-taking following the strong earnings beat.
Key Financial Metrics
Key Facts
- Insider sales total $6.30M, representing 0.016% of $40.2B market cap.
- Director Steven Schwarzwaelder sold 5,602 shares for $5.01M, the largest trade in the cluster.
- CFO Jason Nalbandian sold 800 shares for $685K; VP Robert Lind sold 675 shares for $604K.
- CEO Anthony Guzzi gifted 3,000 shares (non-cash) and received a small grant of 13 shares.
- EMCOR reported Q1 2026 revenue of $4.63B (+19.7% YoY) and EPS of $6.84 (+30% YoY), beating consensus and raising guidance.
Financial Impact
Insider selling of $6.3M is immaterial relative to $40.2B market cap.
Risk Factors
- No material risk from this cluster.
- Monitor next quarter for any acceleration in insider selling.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-EME-1777926250864 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 30, 2026 9w ago | 8-K | $802.37 $775.04 | ▼ −3.41% | ▼ −7.37% | $790.11 (−1.53%) |
Apr 30, 2026 22w ago | Insider Cluster | $891.67 $848.45 | ▼ −4.85% | ▼ −9.81% | $790.11 (−11.39%) |
Apr 30, 2026 22w ago | Insider Cluster | $891.67 $848.45 | ▼ −4.85% | ▼ −9.81% | $790.11 (−11.39%) |
Apr 29, 2026 22w ago | 8-K | $833.37 $855.26 | ▲ +2.63% | ▼ −2.83% | $790.11 (−5.19%) |
Apr 21, 2026 23w ago | DEFA14A | $838.01 $877.19 | ▲ +4.68% | ▼ −0.24% | $790.11 (−5.72%) |
Mar 2, 2026 30w ago | Insider Cluster | $735.41 $700.75 | ▲ +4.71% | ▼ −3.22% | $790.11 (−7.44%) |
Feb 28, 2026 30w ago | Institutional Cluster | $735.41 $700.75 | ▼ −4.71% | ▲ +3.22% | $790.11 (+7.44%) |
US Market Status
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