EMR

Pentair plc. PNR is set to release third-quarter 2026 results on Oct. 27, before the opening bell. The Zacks Consensus Estimate for PNR's third-quarter sales is pegged at $963.6 million, indicating a 5.7% decline from the year-ago reported figure. The consensus estimate for PNR's earnings has been unchanged at $1.07 over the past 60 days. The estimate suggests a year-over-year decline of 13.7%. Image Source: Zacks Investment Research PNR's earnings beat the Zacks Consensus Estimate in the trailing four quarters, delivering an average surprise of 3%. This is depicted in the following chart. Image Source: Zacks Investment Research Our model does not conclusively predict an earnings beat for Pentair this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here, as you can see below. Earnings ESP: Pentair has an Earnings ESP of -1.56%. You can uncover the best stocks before they are reported with our Earnings ESP Filter. Zacks Rank: PNR currently carries a Zacks Rank #3. For the third quarter of 2026, PNR expects reported sales to fall 4-6% year over year. Over the past few quarters, Pentair's revenues have been driven by the Water Solutions and Flow segments, which have helped offset the decline in the Pool segment. This is expected to have continued in the third quarter of 2026 as well. The Water Solutions segment has been witnessing a decrease in sales in the past few quarters, reflecting the impacts of portfolio exits. However, return on sales improved 560 basis points to 30% in the second quarter of 2026, supported by productivity and price exceeding inflation. Pentair expects Water Solutions sales to be flat in 2026, with low-single-digit sales growth expected in the third quarter of 2026. Our model predicts the Water Solutions segment's net sales to rise 1.4% year over year to $422 million. Volumes are expected to dip 2.7%, while pricing is anticipated to rise 3.1% in the quarter. For the third quarter of 2026, the company expects Flow sales to rise in the high single digit. We expect the Flow segment's sales to be $274 million, indicating an increase of 8.9% from the prior-year quarter's actual. Our model predicts a 1.2% year-over-year jump in volumes. Pricing is expected to have a positive impact of 2.7%, while acquisitions, reflecting the contribution of Hydra-stop, are expected to have added 4%. Pentair's volume outlook deteriorated materially in the second quarter of 2026 as Pool channel partners reduced orders to right-size inventory. Pool sales fell 42% year over year, including about $170 million of destocking. Weak end-market demand amid elevated interest rates and persistent inflation continues to impact demand. Third-quarter 2026 Pool sales are expected to decline 23-25%, extending the revenue drag into the second half. We anticipate a year-over-year volume decline of 29%, while pricing is expected to rise 3.4% in the third quarter. Our model projects the Pool segment's sales for the third quarter of 2026 to fall 25% from the year-ago actual to $266 million. Pentair shares have lost 49.9% over the past year compared with the industry's 2.5% decline. Image Source: Zacks Investment Research Here are some companies with the right combination of elements to post an earnings beat in their upcoming releases. Eaton Corporation plc ETN, slated to release third-quarter 2026 results soon, has an Earnings ESP of +0.53% and a Zacks Rank of 2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for Eaton's third-quarter 2026 earnings is pegged at $3.53 per share, suggesting a year-over-year rise of 15%. ETN has a trailing four-quarter average surprise of 1.3%. Deere & Company DE, slated to release fourth-quarter fiscal 2026 results on Nov. 25, has an Earnings ESP of +3.59% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for Deere's fourth-quarter fiscal 2026 earnings is pegged at $4.07 per share, indicating a year-over-year rise of 3.6%. DE has a trailing four-quarter average surprise of 11.1%. Emerson Electric Co. EMR, slated to release fourth-quarter fiscal 2026 results on Nov. 4, has an Earnings ESP of +1.00% and a Zacks Rank of 2 at present. The Zacks Consensus Estimate for Emerson Electric's fourth-quarter 2026 earnings is pegged at $1.84 per share, implying a year-over-year rise of 13%. EMR has a trailing four-quarter average surprise of 1.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Pentair plc (PNR) : Free Stock Analysis Report Emerson Electric Co. (EMR) : Free Stock Analysis Report Eaton Corporation, PLC (ETN) : Free Stock Analysis Report Deere & Company (DE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

- Emerson Electric is heading into its 4 November 2026 earnings release with projected quarterly earnings per share of $1.85 and higher expected revenue, after recently outperforming both the S&P 500 and its sector. - The combination of stronger recent operating performance and upward revisions to earnings estimates has drawn more attention to how Emerson Electric is executing ahead of this report. - The focus now turns to how Emerson Electric's upcoming earnings report and raised estimates could influence the existing investment narrative. Ride this earnings momentum in Emerson Electric by scanning a hand picked set of 29 high quality undervalued stocks that also pair upbeat estimates with stronger recent trading performance. To own Emerson Electric, you need to believe in its push into higher value automation, software and Test & Measurement, while accepting that large project timing and regional softness can move the needle quarter to quarter. The key short term swing factor is how effectively the upcoming quarter converts the power, LNG and software funnels into booked revenue and margins. The biggest risk right now is operational friction from external pressures. Conflict related disruption in the Middle East is already expected to trim about US$100m of FY2026 sales, and demand in China has been weak across recent quarters. The latest earnings momentum does not remove those pressures; it just shows the broader portfolio absorbing them for now. With no fresh corporate announcements tied directly to this earnings date, the most relevant context is Emerson Electric's earlier commentary around software and Test & Measurement. Management highlighted software annual contract value of roughly US$1.64b to US$1.68b, with recent growth of 9% and a focus on recurring revenue. That recurring base is a core backdrop to any quarterly surprise. Test & Measurement has also been a clear operational bright spot, with Q3 FY2026 sales up 23%, orders up 19% and semiconductor orders rising 70%, alongside raised full year growth guidance for that segment to 14%. The upcoming earnings release will effectively test whether that strength is holding and whether execution in these higher margin areas is offsetting regional and project timing risks. Emerson Electric's current analyst playbook leans heavily on steady top line expansion and fatter margins over the next several years. The consensus view points to revenue rising at about 5.6% a year for the next 3 years, supported by a mix of power, LNG, software and Test & Measurement demand. Profitability is assumed to improve from a margin of 13.8% today to 17.2% in that same window, which would put a lot of weight on execution in higher value software and measurement work rather than lower margin project cycles. On earnings, analysts are working off an estimated US$2.6b of profit today and are clustered around a target of US$3.8b by 2029, paired with earnings per share of US$7.0. That implies an increase of about US$1.2b in absolute profit, so the story banks on Emerson Electric converting its current order funnels into much larger bottom line output over time. These forecasts also assume a gentle reduction in the share count, with outstanding shares expected to fall by roughly 0.71% per year over the next 3 years. This can help earnings per share even if operating trends track closer to the middle of the range. Valuation assumptions are just as important here as the operating math. To line up with the analyst price targets, the modelling uses a P/E of 33.4x on those 2029 earnings, slightly below the current multiple of 33.6x that the stock is reported to trade on. That projected P/E also sits under the 35.2x multiple cited for the wider US Electrical peer group, so the implied upside in the models comes more from the jump in earnings than from a richer valuation multiple. Analysts round this out with a discount rate near 9.9% to 9.93%, which they apply to bring those future cash flows and earnings back into present value terms. The consensus fair value work for Emerson Electric then lands on a price target of US$173.68. That sits above the stated share price of US$155.10, with the difference framed as about 10.7%. Views are not uniform though, since the most optimistic target sits at US$205.00 and the lowest at US$104.00. For readers, the key takeaway is less about any single number and more about the cluster of assumptions required on revenue growth, margin lift and 2029 earnings to make those targets feel reasonable. Emerson Electric's narrative projects US$21.9b revenue and US$3.8b earnings by 2029. This rests on 5.6% yearly revenue growth and an earnings increase of about US$1.2b from US$2.6b today. Uncover why Emerson Electric's fair value indicates an 8% potential upside to its current price that may not last much longer. One optimistic twist in the alternate Emerson Electric story is how bullish analysts frame Test & Measurement as a long term earnings engine. They were modeling about US$22.8b in revenue and US$4.0b in earnings by 2029, compared with US$21.9b and US$3.8b in the base case. Your view can differ. Treat this pre earnings spread as a prompt to explore several possible paths the story could take once fresh results arrive. Explore 3 other Emerson Electric fair value estimates, including one that suggests up to 9% upside from the current price. Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. - A great starting point for your Emerson Electric research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. - See our latest analysis for Emerson Electric. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate Emerson Electric's overall financial health at a glance. If Emerson Electric has sharpened your thinking on earnings power and valuation, it can be useful to widen the lens and compare it with other companies that share some of the same financial traits. The Simply Wall St Screener lets you do that quickly by filtering for the characteristics that matter most to you. - If capital preservation sits high on your list, start with a 30 resilient stocks with low risk scores that may help you focus on businesses with steadier fundamentals. - For investors who want quality at a reasonable entry point, a 20 high quality undiscovered gems can surface companies with strong metrics that are not widely followed. - If you care most about balance sheet strength and underlying resilience, head to a list of solid balance sheet and fundamentals (26 results) to find candidates with sturdier finances. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include EMR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Saint Louis, Missouri-based Emerson Electric Co. (EMR) is a technology and software company that provides various solutions. With a market cap of $89.8 billion, the company offers control systems, sensors, and valves, as well as electrical infrastructure and tools for industrial, commercial, and consumer markets worldwide. The automation giant is expected to announce its fiscal fourth-quarter earnings for 2026 before the market opens on Wednesday, Nov. 4. Ahead of the event, analysts expect Emerson Electric to report a profit of $1.85 per share on a diluted basis, up 14.2% from $1.62 per share in the year-ago quarter. The company has surpassed or met Wall Street's EPS estimates in its last four quarterly reports. - Broadcom's Hock Tan Says AI's Next Bottleneck Isn't Chips, Power, or Memory. It's Not a Tech Problem at All. - Google Hits Major Quantum Breakthrough. This Could Be a Game-Changer for GOOGL Stock. - 63 Reasons Point to CoreWeave's Default. Yet Goldman Sachs Upgraded It to a 'Buy' for 1 Key Reason. - Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For the full year, analysts expect Emerson Electric to report EPS of $6.56, up 9.3% from $6 in fiscal 2025. Its EPS is expected to rise 10.5% year over year to $7.25 in fiscal 2027. EMR stock has outperformed the S&P 500 Index's ($SPX) 14.4% gains over the past 52 weeks, with shares up 19.5% during this period. Similarly, it outperformed the State Street Industrial Select Sector SPDR ETF's (XLI) 6.8% rise over the same time frame. Emerson Electric's outperformance is rooted in its successful transformation into a pure-play global automation leader, capitalizing on surging industrial demand for intelligent manufacturing, process control, and AI-scale data center infrastructure. Bolstered by strong operational execution, consistent sales beats, and strategic technology acquisitions, the company has consistently outpaced broader market indices as heightened factory automation activity and favorable secular trends translate into robust earnings expansion and rising analyst price targets. Analysts' consensus opinion on EMR stock is reasonably bullish, with a "Moderate Buy" rating overall. Out of 26 analysts covering the stock, 16 advise a "Strong Buy" rating, one suggests a "Moderate Buy," eight give a "Hold," and one recommends a "Moderate Sell." EMR's average analyst price target is $175.96, indicating a potential upside of 11.1% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Allegion plc ALLE reported third-quarter 2026 adjusted earnings of $2.60 per share, up 13% year over year. The figure beat the Zacks Consensus Estimate of $2.49 by 4.4%, supported by strong organic growth and margin expansion. Revenues increased 9.6% year over year to $1.17 billion, beating the Zacks Consensus Estimate of $1.13 billion by 3.4%. Organic revenues grew 7.2%, driven by strength in the Americas non-residential business, volume growth and price realization. Allegion's organic revenue growth of 7.2% reflected a 3.8% contribution from price realization and 3.4% from volume growth. Acquisitions and divestitures boosted revenues by 2.6%, while foreign currency had an adverse impact of 0.2%. The company reports revenues under two segments, Allegion Americas and Allegion International. A brief discussion of quarterly results is provided below. Allegion price-consensus-eps-surprise-chart | Allegion Quote Revenues from Allegion Americas increased 11.7% year over year to $942.4 million. The figure accounted for 80.4% of the quarter's revenues. Organic revenues increased 9.1%, supported by low-double-digit growth in the non-residential business and mid-single-digit growth in the residential business. The non-residential business benefited from volume growth and price realization, while residential growth was supported by pricing. The electronics business registered low-double-digit organic growth. Price realization contributed 4.5% to growth, while volumes increased 4.6%. Acquisitions added 2.6% to revenues. Adjusted operating income for the segment increased 12.6% year over year to $283.8 million. The adjusted operating margin expanded 20 basis points (bps) to 30.1%, benefiting from favorable volume leverage and productivity gains, partially offset by acquisition-related headwinds. Revenues from Allegion International increased 1.8% year over year to $230.2 million, accounting for 19.6% of total quarterly revenues. Organic revenues declined 0.2%, reflecting softness in European markets. Price realization contributed 1.3%, while volumes declined 1.5%. Acquisitions and divestitures contributed 2.5% to reported revenues, while currency movements created a 0.5% headwind. Adjusted operating income decreased 1.2% year over year to $31.9 million. The adjusted operating margin contracted 40 bps to 13.9%, primarily due to unfavorable volume and mix, partially offset by pricing and productivity benefits. In the quarter, Allegion's cost of revenues increased 7.6% year over year to $624.4 million. Gross profit increased 11.9% to $548.2 million. Selling and administrative expenses rose 3% to $263.6 million. Adjusted EBITDA increased 12.4% year over year to $308 million. The adjusted EBITDA margin expanded 60 bps to 26.3%, driven by volume leverage and favorable pricing and productivity, net of inflation and investment. Adjusted operating income increased 12.5% year over year to $289.7 million. The adjusted operating margin expanded 60 bps to 24.7%. Interest expense declined 9% to $24.2 million. The adjusted effective tax rate increased to 17.5% from 14.9% in the year-ago quarter. Allegion exited the third quarter of 2026 with cash and cash equivalents of $388.1 million compared with $356.2 million at the end of 2025. Long-term debt stood at $2.03 billion, higher than $1.98 billion at 2025-end. In the first nine months of 2026, net cash generated from operating activities was $604 million, up 11.1% year over year. Capital expenditures totaled $64.6 million compared with $58.5 million in the year-ago period. Available cash flow increased 11.2% to $539.4 million. During the first nine months, the company repurchased shares worth $280.3 million and paid dividends totaling $140.2 million. In the third quarter alone, share repurchases totaled approximately $120 million, while dividends paid were approximately $46 million. Allegion has raised its 2026 revenue guidance. The company now expects reported revenues to increase 9.5-10.5% year over year, higher than the previous projection of 7.5-8.5%. Organic revenue growth is anticipated to be 5-6%, up from the earlier estimate of 3.5-4.5%. Adjusted earnings are now projected to be $9.05-$9.10 per share, higher than the previous guidance of $8.85-$9.00. The company expects reported earnings of $8.35-$8.40 per share compared with $7.95-$8.10 projected earlier. Allegion continues to expect available cash flow to be 85-95% of adjusted net income. The adjusted effective tax rate is projected to be approximately 18-19%, while average diluted shares outstanding are estimated at 85.6 million. The company currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the same space are discussed below. Emerson Electric Co. EMR currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. EMR delivered a trailing four-quarter average earnings surprise of 1.3%. In the past 60 days, the Zacks Consensus Estimate for Emerson's fiscal 2026 (ended September 2026) earnings has increased 0.3%. Applied Industrial Technologies AIT presently carries a Zacks Rank of 2. It has a trailing four-quarter average earnings surprise of 4.3%. The Zacks Consensus Estimate for AIT's fiscal 2027 (ending June 2027) earnings has improved 0.2% in the past 60 days. Nordson Corporation NDSN presently carries a Zacks Rank of 2. The company delivered a trailing four-quarter average earnings surprise of 2.6%. In the past 60 days, the consensus estimate for NDSN's fiscal 2026 (ending October 2026) earnings has increased 0.7%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Allegion PLC (ALLE) : Free Stock Analysis Report Emerson Electric Co. (EMR) : Free Stock Analysis Report Applied Industrial Technologies, Inc. (AIT) : Free Stock Analysis Report Nordson Corporation (NDSN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Applied Industrial Technologies AIT is scheduled to release first-quarter fiscal 2027 (ended Sept. 30, 2026) results on Oct. 27, before market open. The Zacks Consensus Estimate for AIT's first-quarter revenues is pegged at $1.3 billion, indicating growth of 8% from the prior-year quarter's figure. The consensus mark for earnings is pinned at $2.86 per share, which has been stable over the past 60 days. The figure indicates growth of 8.8% from the year-ago quarter's figure. The company's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 4.3%. In the last reported quarter, its bottom line beat the consensus estimate by 8.6%. Let us see how things have shaped up for Applied Industrial this earnings season. Applied Industrial Technologies, Inc. price-eps-surprise | Applied Industrial Technologies, Inc. Quote Applied Industrial's Service Center segment is expected to have performed well in the fiscal first quarter, driven by solid demand for technical MRO services and internal sales initiatives. Favorable demand across metals, pulp & paper, rubber & plastics, and utilities & energy markets is likely to have augmented its top-line performance. The Zacks Consensus Estimate for the Service Center segment's revenues is pegged at $824 million, indicating 5.4% growth from the year-ago figure. Strength across the company's fluid power and automation operations is likely to boost the Engineered Solutions segment's results. A strong demand environment across its industrial/mobile OEM and technology verticals is likely to have been favorable for the segment. The Zacks Consensus Estimate for the Engineered Solutions segment's revenues is pegged at $472 million, indicating 13.2% growth from the year-ago figure. Applied Industrial has remained focused on expanding its product offerings and market presence through buyouts. The company completed the acquisition of Thompson Industrial Supply in January 2026. The buyout, which has been integrated into the Service Center segment, is expected have contributed to the company's quarterly revenues. Also, the company's pricing strategy, product mix, sales channel execution and internal efficiency initiatives are likely to have supported margins during the quarter. However, rising operating costs related to growth initiatives, channel development and inflationary pressures are expected to have affected the company's bottom line. Given the company's extensive geographic presence, its operations are also exposed to foreign exchange headwinds. A stronger U.S. dollar is likely to have hurt AIT's overseas business. Our proven model does not conclusively predict an earnings beat for Applied Industrial this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below. Earnings ESP: Applied Industrial has an Earnings ESP of 0.00% as both the Zacks Consensus Estimate and the Most Accurate Estimate are pegged at $2.86. You can uncover the best stocks before they're reported with our Earnings ESP Filter. Zacks Rank: AIT presently carries a Zacks Rank of 2. You can see the complete list of today's Zacks #1 Rank stocks here. Here are some companies which, according to our model, have the right combination of elements to beat on earnings in this reporting cycle. Emerson Electric Co. EMR has an Earnings ESP of +0.40% and a Zacks Rank of 2 at present. The company is scheduled to release fourth-quarter fiscal 2026 results on Nov. 4. Emerson's earnings beat the Zacks Consensus Estimate twice and matched on the other two occasions of the preceding four quarters, the average surprise being 1.3%. Constellium CSTM has an Earnings ESP of +14.50% and a Zacks Rank of 2 at present. The company is slated to release second-quarter 2026 results on Oct. 28. Constellium's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 83.3%. Kennametal Inc. KMT has an Earnings ESP of +1.50% and a Zacks Rank of 3 at present. The company is slated to release first-quarter fiscal 2027 results on Nov. 4. Kennametal's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 29.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Applied Industrial Technologies, Inc. (AIT) : Free Stock Analysis Report Emerson Electric Co. (EMR) : Free Stock Analysis Report Kennametal Inc. (KMT) : Free Stock Analysis Report Constellium SE (CSTM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Allegion plc ALLE is scheduled to release third-quarter 2026 results on Oct. 22, before market open. The Zacks Consensus Estimate for ALLE's third-quarter revenues is pegged at $1.13 billion, indicating growth of 6% from the prior-year quarter's figure. The consensus mark for earnings is pinned at $2.49 per share, which has increased by a penny over the past seven days. The figure indicates growth of 8.3% from the year-ago quarter's figure. The company's earnings surpassed the Zacks Consensus Estimate twice in the trailing four quarters and missed in the other two, the average surprise being 1%. In the last reported quarter, its bottom line beat the consensus estimate by 7.6%. Let us see how things have shaped up for Allegion this earnings season. Allegion plc price-eps-surprise | Allegion plc Quote Allegion's Americas segment is expected to have performed well in the third quarter, driven by stable demand across end markets like education, healthcare, government, hospitality and retail. Solid momentum in the electronics business and growth in demand for residential and non-residential products are expected to have aided the segment's performance. We expect revenues from the segment to increase 7.6% year over year to $908 million. Allegion International segment's performance is likely to have been impacted by soft demand for its products in several European markets. We expect revenues from the segment to be relatively flat year over year at $226 million. Allegion has remained focused on expanding its product offerings and market presence through buyouts. In March 2026, Allegion acquired DCI Hollow Metal through one of its subsidiaries. The acquisition enabled the company to strengthen its core mechanical portfolio. In August 2025, Allegion acquired Brisant and UAP Group Limited, strengthening its foothold in the U.K. security market. Brisant expanded the company's residential security offerings, complementing its existing non-residential portfolio. Meanwhile, UAP's extensive door hardware portfolio, supported by approximately 200 patents, trademarks and registered designs, reinforced Allegion's position in the U.K. non-residential market. These acquisitions are likely to have contributed to the company's quarterly revenues. However, rising operating costs and costs related to product innovation, channel development and growth initiatives are expected to have affected the company's bottom line. Given the company's extensive geographic presence, its operations are exposed to foreign exchange headwinds. A stronger U.S. dollar is likely to have hurt Allegion's overseas business. Our proven model predicts an earnings beat for ALLE this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as elaborated below. Earnings ESP: ALLE has an Earnings ESP of +0.40% as the Most Accurate Estimate is pegged at $2.50 per share, higher than the Zacks Consensus Estimate of $2.49. You can uncover the best stocks before they're reported with our Earnings ESP Filter. Zacks Rank: ALLE presently carries a Zacks Rank of 3. You can see the complete list of today's Zacks #1 Rank stocks here. Here are some other companies which, according to our model, have the right combination of elements to beat on earnings in this reporting cycle. Emerson Electric Co. EMR has an Earnings ESP of +0.40% and a Zacks Rank of 2 at present. The company is scheduled to release fourth-quarter fiscal 2026 results on Nov. 4. Emerson's earnings beat the Zacks Consensus Estimate twice and matched on the other two occasions of the preceding four quarters, the average surprise being 1.3%. Constellium CSTM has an Earnings ESP of +14.50% and a Zacks Rank of 2 at present. The company is slated to release second-quarter 2026 results on Oct. 28. Constellium's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 83.3%. Kennametal Inc. KMT has an Earnings ESP of +1.50% and a Zacks Rank of 3 at present. The company is slated to release first-quarter fiscal 2027 results on Nov. 4. Kennametal's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 29.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Allegion PLC (ALLE) : Free Stock Analysis Report Emerson Electric Co. (EMR) : Free Stock Analysis Report Kennametal Inc. (KMT) : Free Stock Analysis Report Constellium SE (CSTM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Dover Corporation DOV is set to release third-quarter 2026 results on Oct. 22, 2026, before the opening bell. The Zacks Consensus Estimate for DOV's revenues is pegged at $2.21 billion, indicating a 6.2% rise from the year-ago reported figure. The consensus estimate for earnings is pegged at $2.85 per share, which implies year-over-year growth of 8.8%. The estimate has moved 0.4% south in the past 60 days. Image Source: Zacks Investment Research DOV's earnings beat the Zacks Consensus Estimate in the trailing four quarters, as seen in the chart below. The company has an average earnings surprise of 1.8%. Image Source: Zacks Investment Research Our model does not predict an earnings beat for DOV this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here, as you can see below. DOV's Earnings ESP: Dover has an Earnings ESP of -1.75%. You can uncover the best stocks before they are reported with our Earnings ESP Filter. Zacks Rank of Dover: DOV currently carries a Zacks Rank of 3. DOV has been witnessing robust bookings across most of its segments on strong demand and shipment levels, which are likely to have supported its third-quarter performance. However, the impacts of lower volumes in vehicle services are expected to have negated these gains. Dover continues to execute restructuring programs to better align the costs and operations with current market conditions, which is likely to have supported the company's margins in the to-be-reported quarter. However, input inflation has been acting as a headwind. These are likely to get reflected in DOV's earnings results. In the Engineered Products segment, ongoing strong demand in aerospace and defense components is expected to have been offset by weak demand in the vehicle-service business. Our estimate for the segment's revenues is pegged at $289 million, indicating a 3.2% increase from the prior-year quarter's actual. The estimate for the Engineered Products segment's adjusted EBITDA is pegged at $73 million, indicating a 15.2% increase from the prior-year quarter's actual. The Clean Energy and Fueling Solutions segment is likely to have gained solid shipments and new orders in clean energy components and retail fueling. We expect the segment's revenues to be $574 million, indicating growth of 6% from the year-earlier actual. The estimate for the Clean Energy and Fueling Solutions segment's adjusted EBITDA is pegged at $132 million, suggesting a 3.8% increase from the year-ago quarter's actual. The Imaging and Identification segment's results are expected to reflect the benefits of growth in serialization software and core marking & coding equipment, consumables and spare parts. Our prediction for the segment's revenues is $315 million, indicating a 5.2% rise from the prior-year quarter's actual. We project the segment's adjusted EBITDA to be $94.6 million, which indicates 10.2% growth from the third-quarter 2026 reported figure, aided by a solid margin performance. Dover's Pumps and Process Solutions segment's results are likely to reflect growth in biopharma and industrial pumps businesses. We anticipate the segment's revenues to increase 3.9% year over year to $572 million. The consensus mark for the segment's third-quarter adjusted EBITDA is pegged at $207 million, implying a 13.1% year-over-year rise. In the Climate and Sustainability Technologies segment, results are expected to gain from shipment and order rates in refrigerated door cases and CO2 systems. We expect quarterly revenues to be $448 million, implying a 9.7% increase from the year-earlier reported figure. The estimate for the segment's adjusted EBITDA is pegged at $97.8 million, whereas it reported $83.6 million in the third quarter of 2025. Dover's shares have gained 18.9% in the past year compared with the industry's 3.9% growth. Image Source: Zacks Investment Research Here are some companies with the right combination of elements to post an earnings beat in their upcoming releases. Eaton Corporation plc ETN, slated to release third-quarter 2026 results soon, has an Earnings ESP of +0.53% and a Zacks Rank of 2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for Eaton's third-quarter 2026 earnings is pegged at $3.53 per share, suggesting a year-over-year rise of 15%. ETN has a trailing four-quarter average surprise of 1.3%. Deere & Company DE, slated to release fourth-quarter fiscal 2026 results on Nov. 25, has an Earnings ESP of +3.59% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for Deere's fourth-quarter fiscal 2026 earnings is pegged at $4.07 per share, indicating a year-over-year rise of 3.6%. DE has a trailing four-quarter average surprise of 11.1%. Emerson Electric Co. EMR, slated to release fourth-quarter fiscal 2026 results on Nov. 4, has an Earnings ESP of +1.00% and a Zacks Rank of 2 at present. The Zacks Consensus Estimate for Emerson Electric's fourth-quarter 2026 earnings is pegged at $1.84 per share, implying a year-over-year rise of 13%. EMR has a trailing four-quarter average surprise of 1.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dover Corporation (DOV) : Free Stock Analysis Report Emerson Electric Co. (EMR) : Free Stock Analysis Report Eaton Corporation, PLC (ETN) : Free Stock Analysis Report Deere & Company (DE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Emerson Electric has delivered a strong multi year share price run, and that kind of track record naturally raises a question about whether the current valuation is still grounded in its earnings power. With the stock recently closing at US$161.83, the issue for you is whether those profits fully justify where the market is pricing the business today. - Over the past 5 years, Emerson Electric has returned 86.6%, which puts a lot of weight on the idea that its earnings profile can support this share price level. - The group leans on industrial automation and process control businesses that can reward consistent execution, so expectations around recurring profits, cash conversion and capital intensity all matter for how rich its earnings multiple can reasonably be. - Your read on Emerson Electric is one view; the desks covering it have another. See what analysts think Emerson Electric's shares could be worth. The issue now is whether Emerson Electric's current price is appropriately aligned with the earnings it is generating today and is expected to produce over time. If you are weighing whether Emerson Electric's US$161.83 share price is fully backed by its earnings, it can help to compare that question across 28 high quality undervalued stocks. The P/E ratio is a clean way to see what investors are willing to pay for each dollar of Emerson Electric's earnings. At about 35.0x, the stock trades in line with the broader Electrical sector average of roughly 35.8x. Compared with a peer group closer to 43.4x, Emerson Electric changes hands at a lower earnings multiple, even though the current P/E sits above what a fundamentals based fair multiple model would suggest for this business. That gap implies the market is assigning a richer price to the existing earnings stream than the model would support, so you would want to be confident about the quality, durability and growth potential of those profits before relying on this valuation alone. Explore the numbers behind Emerson Electric's P/E valuation. Simply Wall St Narratives pick up where this valuation puzzle on Emerson Electric leaves off by explaining which earnings, margin and growth assumptions would need to hold for the stock to be worth materially more or less than its current price, and they sit on the Community page. Each one treats fair value as a thesis about Emerson Electric's business that can be tracked over time rather than a one off snapshot, so you can see how the story holds up as new information arrives. Community views on Emerson Electric are split between those who see the software and AI shift as underappreciated and those who think execution risk already crowds the price. Bull case: 21% undervalued "Rapid build out of AI agents such as Nigel AI and Ovation AI, together with refinery optimization software and a dedicated Chief Technology and AI Officer, creates room for Emerson Electric to layer higher value software on top of its installed automation base..." Discover why this Narrative puts Emerson Electric at 21% undervalued. Bear case: 20% overvalued "Heightened global protectionism, integration challenges, and shifting customer preferences toward digital automation threaten Emerson's margins, revenue stability, and earnings momentum..." Explore why this Narrative puts Emerson Electric at 20% overvalued. Market multiples tell you what investors pay for Emerson Electric today, and forward looking estimates show where others think the business could be a few years from now. Explore where analysts expect Emerson Electric to be in a few years. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include EMR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

- In recent days, Emerson Electric drew heightened investor attention as analysts projected double-digit year-over-year earnings growth for its upcoming quarterly report, supported by higher revenue estimates and positive revisions. - This uptick in optimism, reflected in Emerson Electric's favorable Zacks Rank #2 (Buy) and strong search interest, highlights how analyst sentiment and earnings expectations can rapidly reshape how the company is viewed ahead of results. - Against this backdrop of upgraded earnings projections and a favorable Zacks Rank, we'll now explore how this recent optimism influences Emerson Electric's broader investment narrative. AI is about to change healthcare. These 34 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. To own Emerson Electric, you need to believe its push into higher value industrial software and automation can offset regional weakness and project execution risk. The recent earnings optimism and Zacks Rank upgrade speak directly to the near term catalyst of meeting or beating earnings expectations, but they do little to reduce the key risks around China softness, Middle East disruption and large project timing. In that context, Emerson's recent decision to raise full year 2026 guidance to about 5% net sales growth and roughly US$4.89 in EPS feels especially relevant. It ties the upbeat analyst revisions to management's own outlook, but also raises the bar at a time when order conversion, LNG and power project execution and geopolitical risks still have plenty of room to surprise investors. Yet behind the upbeat earnings buzz, investors should also be aware of how project delays and regional weakness could suddenly test... Read the full narrative on Emerson Electric (it's free!) Emerson Electric's narrative projects $21.9 billion revenue and $3.8 billion earnings by 2029. This requires 5.6% yearly revenue growth and about a $1.2 billion earnings increase from $2.6 billion today. Uncover how Emerson Electric's forecasts yield a $173.68 fair value, a 7% upside to its current price. Some of the lowest analysts were already cautious, assuming only about 4.8% annual revenue growth and US$3.7 billion of earnings by 2029, so this pre earnings enthusiasm may either challenge or reinforce that more pessimistic view depending on how the story unfolds. Explore 4 other fair value estimates on Emerson Electric - why the stock might be worth as much as 8% more than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. - A great starting point for your Emerson Electric research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. - Our free Emerson Electric research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Emerson Electric's overall financial health at a glance. Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters: - The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 19 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. - Uncover the next big thing with 14 elite penny stocks that balance risk and reward. - We've uncovered the 8 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include EMR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Recently, Emerson Electric has drawn increased attention on Zacks.com as analysts lifted earnings and revenue estimates, with the company now carrying a Zacks Rank #2 (Buy) rating based on these positive revisions. This combination of rising profit expectations and stronger sales forecasts has put the company’s earnings outlook in sharper focus for investors assessing its industrial automation and software exposure. Next, we’ll examine how these upward earnings estimate revisions interact with Emerson’s existing automation-led investment narrative and long-term growth assumptions. AI is about to change healthcare. These 39 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. To own Emerson, you need to be comfortable with an automation and industrial software story that still depends on cyclical end markets and disciplined execution. The recent Zacks-driven earnings estimate revisions sharpen attention on whether near term EPS and sales growth can offset exposure to tariffs, FX and demand softness in Europe and China. So far, the revisions do not materially change the key short term catalyst, which remains execution on higher margin automation and software, or the largest risk around end market weakness. The guidance update on 4 August 2026, with Emerson lifting its full year 2026 net sales growth outlook to about 5% and EPS to roughly US$4.89, is especially relevant here. Those higher internal targets sit alongside the Zacks consensus upgrades on quarterly and annual earnings, giving investors a clearer yardstick for judging whether orders in automation, LNG and power projects are translating into the kind of earnings quality that justifies the current valuation. Yet, even with brighter earnings estimates, investors should be aware that concentrated exposure to weaker European and Chinese automation demand could still... Read the full narrative on Emerson Electric (it's free!) Emerson Electric's narrative projects $22.1 billion revenue and $3.8 billion earnings by 2029. Uncover how Emerson Electric's forecasts yield a $171.81 fair value, a 17% upside to its current price. Some of the most optimistic analysts were already assuming revenue could reach about US$22.4 billion and earnings US$4.2 billion by 2029, far above consensus, which shows just how wide opinion runs on Emerson’s upside and how much views on AI driven automation, versus risks like intensifying digital competition, might shift as this latest round of earnings revisions is absorbed. Explore 5 other fair value estimates on Emerson Electric - why the stock might be worth as much as 38% more than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Emerson Electric research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Our free Emerson Electric research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Emerson Electric's overall financial health at a glance. Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped: Uncover the next big thing with 2 elite penny stocks that balance risk and reward. The future of work is here. Discover the 38 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. Find 34 companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include EMR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Bond markets are reacting strongly to inflation risk and central bank signals, which keeps many investors focused on big, liquid stocks. That creates an opening in smaller companies that get far less attention, even when their fundamentals look solid. This article explains why this setup suits a High-Quality Undiscovered Gems approach and highlights 3 stocks from the screener that may interest patient, research-driven investors. The 3 stocks below are a small sample of what this High-Quality Undiscovered Gems theme is surfacing, and the full screen currently flags 8 more companies with equally compelling stories that are not covered here. To identify and analyze those extra opportunities in the same way, head straight to the High-Quality Undiscovered Gems screener. Overview: Emerald Resources is a Perth based gold company focused on exploring and operating mineral reserves, with its 100% owned Okvau Gold Project in Cambodia as the flagship asset that anchors its role in the High Quality Undiscovered Gems theme. The business is now firmly oriented around gold rather than its historical oil and gas roots. Operations: Emerald Resources generates about A$601 million from mine operations and A$11 million from other activities, with almost all revenue of roughly A$609 million coming from Cambodia and only a small amount from Western Australia. Market Cap: A$4.71b Emerald Resources provides exposure to a single, meaningful engine in Okvau, a producing gold project in Cambodia that is currently generating strong numbers and has scope for further resource and production progress. Earnings and margins have improved sharply, with net profit margin at 42.4%. This supports the High Quality Undiscovered Gems idea of a small cap with real cash flow rather than just a story. At the same time, growth is tied to one key asset and funded through external borrowing, so debt terms and project delivery are important considerations. For investors who can accept that risk, the combination of efficient operations, experienced management and ongoing Okvau milestones may be more interesting than many better known gold stocks. Emerald Resources is already producing solid cash flow from Okvau, yet many investors still treat it as a small speculative gold play. To see how that perception lines up with the balance sheet and funding picture, review the Emerald Resources financial health report Overview: Australian Ethical Investment is a Sydney based fund manager that runs equity, fixed income and balanced funds for clients, with a clear focus on ethical mandates that often tilt toward smaller, under covered companies with solid fundamentals. By actively selecting these overlooked small caps for its portfolios, Australian Ethical effectively gives investors access to a curated pool of potential High Quality Undiscovered Gems through a single listed company. Operations: Australian Ethical Investment generates about A$130 million in funds management revenue, all from its Australian operations. Market Cap: A$534 million Australian Ethical Investment may appeal to investors who like the idea of owning a listed gateway into carefully researched, under the radar small caps rather than picking individual stocks individually. Earnings and revenue have been growing in recent years, supported by high Return on Equity and improving profit margins. This indicates that the funds platform has been scaling efficiently. At the same time, fee pressure, heavier regulation around ESG and rising competition from larger managers all pose real risks to future profitability. In addition, the funding structure leans on external borrowings and the company has an uneven dividend record. Overall, this is a business that combines attractive growth characteristics with financial and regulatory questions that thoughtful investors may wish to examine more closely. Australian Ethical Investment is scaling a high margin funds platform that channels capital into under the radar companies, yet the real story sits in how that engine copes with fee pressure and tighter ESG rules. To see how the full picture of growth potential and regulatory risk fits together, start with the analysis report for Australian Ethical Investment. Overview: EDU Holdings is a Sydney based tertiary education group that runs Ikon and Australian Learning Group, offering undergraduate, postgraduate and vocational courses in counselling, community services, aged care and early childhood education to domestic and international students through campuses and online delivery. Its tight focus on skills in demand human services education is the clearest link to the High Quality Undiscovered Gems theme, where a niche provider with real qualifications can be overlooked by larger funds. Market Cap: A$138.2 million EDU Holdings gives you exposure to a focused higher education and vocational provider that is already serving skills shortage areas like counselling, aged care and early childhood education, which many investors still bucket with lower quality international student plays. Recent half year numbers to June 30, 2026 showed revenue of A$54.28 million and net income of A$9.32 million, indicating healthy profitability for a micro cap that large institutions largely ignore. The interest comes from that mix of high quality earnings in a narrow niche and a stock price that still reflects broad sector fear. The risk is clear too, with policy settings on international students and private providers able to change quickly, so this is one for patient investors who are comfortable with regulatory and liquidity risk. EDU Holdings pairs A$54.28 million in revenue with A$9.32 million in net income, yet many investors still treat it like a broad sector trade. See how the analyst forecasts for EDU Holdings reframes that view and what the earnings mix might be hinting at next. Some stocks start to build momentum quietly, then break out while most investors are still caught looking backward. These ideas are under the radar for now, so consider them before they attract broader attention. Find resilient companies that aim to hold up when markets wobble by scanning the curated 13 resilient stocks with low risk scores before the crowd rushes into the same defensive corners. Spot potential breakout moves in infrastructure that could power the AI build out by working through the focused 56 AI infrastructure stocks while these stories are still developing. Ride early waves in robotics and automation before adoption stories start flying by checking the hand picked 38 robotics and automation stocks while it still feels early. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]