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Our mechanical segment principally includes heating, ventilation and air conditioning ( HVAC ), plumbing, piping and controls, as well as off-site construction, monitoring and fire protection. Our electrical segment includes installation and servicing of electrical systems.
$1835.33
$0.18 (-0.01%)
Price from 15 days ago
14.44% operating margin is respectable but not wide. ROIC at 42.21%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue up 29.5% YoY with margins expanding 3.8pp.
At 53x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
53.0x earnings, 62.7x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$10.14B
▲ +29.5% YoY
Net Income (TTM)
$1.22B
▲ +95.7% YoY
Op. Margin
15.70%
▲ +3.8pp YoY
ROIC
45.09%
▲ +8.1pp YoY
Cash Flow & Balance Sheet
FCF (FY)
$1.03B
▲ +39.8% YoY
Op. Cash Flow (FY)
$1.19B
▲ +39.7% YoY
Net Debt
-$672M
Net Cash Position
Cash & Equiv.
$1.05B
5Y CAGR: +26.1%
5Y CAGR: +31.5%
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