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Emerson Electric Co.

Emerson Electric Co.

NYSE•EMR
CEO: Mr. Surendralal Lanca Karsanbhai
Sector: Industrials
Industry: Industrial - Machinery
Listing Date: 1972-06-01
Emerson Electric Co., a technology and software company, provides various solutions in the Americas, Asia, the Middle East, Africa, and Europe. It operates through seven segments: Final Control, Measurement & Analytical, Discrete Automation, Safety & Productivity, Control Systems & Software, Test & Measurement, and AspenTech. The Final Control segment provides control, isolation, shutoff, pressure relief, and pressure safety valves, actuators, and regulators for process and hybrid industries. The Measurement & Analytical segment offers intelligent instrumentation measuring the physical properties of liquids or gases, such as pressure, temperature, level, flow, acoustics, corrosion, pH, conductivity, water quality, toxic gases, and flame. The Discrete Automation segment offers solenoid and pneumatic valves, valve position indicators, pneumatic cylinders, actuators, air preparation equipment, pressure and temperature switches, electric linear motion solutions, programmable automation control systems, electrical distribution equipment, and materials joining solutions. The Safety & Productivity segment offers tools for professionals and homeowners; pipe-working tools, including pipe wrenches, pipe cutters, pipe threading and roll grooving equipment, battery hydraulic tools; electrical tools; and other professional tools. The Control Systems & Software segment provides control systems, safety instrumented systems, SCADA systems, application software, digital twins, asset performance management, and cybersecurity. The Test & Measurement provides software-connected automated test and measurement systems. The AspenTech segment provides asset optimization software that enables industrial manufacturers to design, operate, and maintain operations for enhancing performance through a combination of decades of modeling, simulation, and optimization capabilities. The company was incorporated in 1890 and is based in Saint Louis, Missouri.
Contact Information
8000 West Florissant Avenue, PO Box 4100, Saint Louis, MO, 63136, United States
(314)-553-2000
www.emerson.com
Market Cap
$84.87B
P/E (TTM)
36.6
40
Dividend Yield
1.4%
52W High
$160.13
52W Low
$90.06
52W Range
87%
Rank26Top 13.0%
5.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$4.35B+4.10%
4-Quarter Trend

EPS

$1.08+4.96%
4-Quarter Trend

FCF

$602.00M-13.26%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Net Sales Increased Four Percent Quarterly net sales totaled $4,346M, reflecting 4% growth over prior year, driven by underlying sales up 2%.
Common Stock Earnings Up Net earnings attributable to common stockholders reached $605M, a 3% increase compared to $585M last year.
Adjusted EPS Shows Strength Adjusted diluted EPS improved 6% to $1.46, demonstrating strong underlying operational performance for the quarter.
Software Systems Sales Growth Software & Systems segment sales increased 5% to $1,453M, with earnings growing 26% to $246M.

Risk Factors

Interest Expense Significantly Rises Net interest expense increased sharply to $90M from $8M, impacting pretax earnings coverage ratios.
Operating Cash Flow Decreased Cash provided by operating activities fell to $699M from $777M, driven by working capital changes.
Gross Margin Compression Noted Gross margin decreased 0.3 percentage points to 53.2%, negatively impacted by tariffs and software renewal timing.
Debt Levels Increased Total debt-to-total capital ratio rose to 39.8% as of December 31, 2025, up from 39.3% previously.

Outlook

Fiscal 2026 Sales Guidance Consolidated net sales expected to increase approximately 5.5% for fiscal 2026, including 1.5% FX benefit.
2026 Adjusted EPS Forecast Adjusted diluted earnings per share projected between $6.40 and $6.55 for the full fiscal year 2026.
Shareholder Return Plan Company plans returning $2.2B to shareholders via $1.0B share repurchases and $1.2B dividends in 2026.
Restructuring Costs Expected Fiscal 2026 restructuring expense and related costs are anticipated to be approximately $100M globally.

Peer Comparison

Revenue (TTM)

United Parcel Service, Inc.UPS
$88.66B
-2.5%
Northrop Grumman CorporationNOC
$41.95B
+2.2%
Cummins Inc.CMI
$33.67B
-1.3%

Gross Margin (Latest Quarter)

Thomson Reuters CorporationTRI
75.9%
+1.0pp
Roper Technologies, Inc.ROP
69.5%
+1.1pp
TransDigm Group IncorporatedTDG
59.2%
-2.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
PH$122.13B34.525.2%32.3%
NOC$98.85B23.826.5%38.4%
UPS$98.84B17.835.1%44.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-0.7%
Flat Growth
4Q Net Income CAGR
7.7%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:May 5, 2026
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EPS:-
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Revenue:-
Reports
Financials
All Years
  • Form 10-Q - Q1 2026

    Period End: Dec 31, 2025|Filed: Feb 3, 2026|
    Revenue: $4.35B+4.1%
    |
    EPS: $1.08+5.0%
    Miss
  • Form 10-K - FY 2025

    Period End: Sep 30, 2025|Filed: Nov 10, 2025|
    Revenue: $18.02B+3.0%
    |
    EPS: $4.06+17.9%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Jun 30, 2025|Filed: Aug 6, 2025|
    Revenue: $4.55B+4.0%
    |
    EPS: $1.04+80.8%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $4.43B+1.3%
    |
    EPS: $0.86-1.7%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Dec 31, 2024|Filed: Feb 5, 2025|
    Revenue: $4.18B+1.4%
    |
    EPS: $1.03+313.6%
    Miss
  • Form 10-K - FY 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $17.49B+15.3%
    |
    EPS: $3.44-8.1%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Jun 30, 2024|Filed: Aug 7, 2024|
    Revenue: $4.38B+11.0%
    |
    EPS: $0.58-48.9%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Mar 31, 2024|Filed: May 8, 2024|
    Revenue: $4.38B+16.5%
    |
    EPS: $0.88-5.6%
    Miss