EMR

Emerson’s first quarter results reflected resilience in the face of regional geopolitical disruptions and industry-specific headwinds. Management noted that underlying orders rose 5% year over year, with particular strength in the Software and Systems segment and robust demand from North America and India. CEO Surendralal Karsanbhai explained that conflict in the Middle East caused a notable one-point drag on sales, disrupting key operations and logistics. Despite these challenges, Test and Measurement growth of 12% and mid-teens gains in Ovation, driven by rising power sector demand, helped offset regional softness. Karsanbhai credited operational discipline and ongoing project execution for maintaining strong margins. Is now the time to buy EMR? Find out in our full research report (it’s free). Revenue: $4.56 billion vs analyst estimates of $4.59 billion (2.9% year-on-year growth, 0.7% miss) Adjusted EPS: $1.54 vs analyst estimates of $1.53 (in line) Adjusted EBITDA: $1.26 billion vs analyst estimates of $1.29 billion (27.6% margin, 2.1% miss) Revenue Guidance for Q2 CY2026 is $4.80 billion at the midpoint, roughly in line with what analysts were expecting Management slightly raised its full-year Adjusted EPS guidance to $6.50 at the midpoint Operating Margin: 24.2%, in line with the same quarter last year Market Capitalization: $78.09 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Scott Davis (Melius Research) asked about the recoverability of Middle East revenues; CFO Michael J. Baughman clarified that while near-term disruption is expected, most revenues are not lost and future rebuild activity could provide upside. Andrew Obin (Bank of America) pressed on the estimated $100 million rebuild opportunity; CEO Surendralal Karsanbhai confirmed this is based on current site assessments, with potential for a larger opportunity as infrastructure comes back online. Andrew Alec Kaplowitz (Citigroup) inquired about the sustainability of order momentum and margin resilience; Karsanbhai cited strong order flow from the U.S. and India and confidence in backlog visibility supporting second-half plans. Julian Mitchel...

Emerson Electric Co. EMR reported second-quarter fiscal 2026 (ended March 31, 2026) adjusted earnings of $1.54 per share, which increased 4.1% year over year and came in line with the Zacks Consensus Estimate. The quarter reflected resilient demand and pricing strength, partially offset by disruptions from the Middle East conflict and software contract renewal dynamics. The company’s underlying orders increased 5%, while backlog rose 9% year over year to $8.2 billion. Revenues of $4.56 billion rose 2.9% year over year with underlying sales growth of 0.5% but missed the consensus mark by 1.1%. Pricing contributed 3.5% to sales growth. Regionally, the Americas delivered 5% underlying sales growth, which helped offset declines of 4% in Europe and 5% in Asia, the Middle East and Africa. The Intelligent Devices group’s net sales were $2.51 billion, up 2% year over year. However, underlying sales declined 1%. The group consists of two segments, namely Final Control and Sensors. Final Control segment’s sales increased 2% year over year to $1.49 billion. The Sensors segment generated sales of $1.02 billion, reflecting a 2% year-over-year increase. The Software & Systems group generated net sales of $1.50 billion, up 4% year over year. Underlying sales increased 1%. The group consists of two segments, namely Control Systems & Software and Test & Measurement. Control Systems & Software reported sales of $1.09 billion, reflecting a slight decline year over year. Test & Measurement sales were $414 million, increasing 16% year over year. The Safety & Productivity segment generated net sales of $547 million, up 5% year over year. Underlying sales increased 2%. Emerson Electric Co. price-consensus-eps-surprise-chart | Emerson Electric Co. Quote The cost of sales increased 3.8% to $2.14 billion from the year-ago quarter. Selling, general and administrative expenses rose 3.1% year over year to $1.32 billion. The pretax earnings margin was 17.4% compared with 14.2% in the year-ago period. Adjusted segment EBITA margin was 27.6%, down 40 basis points from 28.0% in the prior-year quarter. Exiting the first six months of fiscal 2026, Emerson had cash and cash equivalents of $1.79 billion compared with $1.54 billion at the end of fiscal 2025. Long-term debt was $7.56 billion compared with $8.32 billion at the end of fiscal 2025. In the first six months of 2026, the company genera...

It's been a good week for Emerson Electric Co. (NYSE:EMR) shareholders, because the company has just released its latest second-quarter results, and the shares gained 8.4% to US$148. It looks like the results were a bit of a negative overall. While revenues of US$4.6b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 3.1% to hit US$1.10 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. After the latest results, the 27 analysts covering Emerson Electric are now predicting revenues of US$18.8b in 2026. If met, this would reflect a modest 2.7% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to climb 13% to US$4.90. Before this earnings report, the analysts had been forecasting revenues of US$18.9b and earnings per share (EPS) of US$4.90 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates. See our latest analysis for Emerson Electric There were no changes to revenue or earnings estimates or the price target of US$165, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Emerson Electric, with the most bullish analyst valuing it at US$205 and the most bearish at US$104 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that Emerson Electric's rate of growth is expected to accelerate meaningfully, with the forecast 5.4% annualised revenue growth to the end of 2026 noticeably faster...

ST. LOUIS, May 5, 2026 /PRNewswire/ -- Emerson (NYSE: EMR) today reported results for its second quarter ended March 31, 2026 and updated its full year outlook for fiscal 2026. Emerson also declared a quarterly cash dividend of $0.555 per share of common stock payable June 10, 2026 to stockholders of record on May 15, 2026. Management Commentary "Emerson's second quarter results reflect our ability to deliver in a dynamic environment," said Emerson President and Chief Executive Officer Lal Karsanbhai. "While sales were impacted by the conflict in the Middle East, margins exceeded expectations, and we achieved strong adjusted earnings per share. Underlying orders were up 5% as we continue to see resilient demand, led by Software & Systems, with sustained momentum in our growth verticals." Karsanbhai continued, "I want to thank our employees and customers in the Middle East for their unwavering commitment and resiliency. As we look ahead, 2026 continues to develop largely as expected with a strong second half, supported by orders momentum and a robust backlog." 2026 Outlook The following tables summarize the fiscal year 2026 guidance framework. As we pivot capital allocation to returning cash to shareholders, the 2026 outlook assumes returning ~$2.2B through ~$1B share repurchases and ~$1.2B of dividends. Conference Call Today, beginning at 3:30 p.m. Central Time / 4:30 p.m. Eastern Time, Emerson management will discuss the second quarter results during an investor conference call. Participants can access a live webcast available at https://ir.emerson.com at the time of the call. A replay of the call will be available for 90 days. Conference call slides will be posted in advance of the call on the company website. About Emerson Emerson (NYSE: EMR) is a global automation leader delivering solutions for the most demanding technology challenges. Headquartered in St. Louis, Missouri, Emerson is engineering the autonomous future, enabling customers to optimize operations and accelerate innovation. For more information, visit Emerson.com. Forward-Looking and Cautionary Statements Statements in this press release that are not strictly historical may be "forward-looking" statements, which represent management's expectations, based on currently available information. Actual results, performance or achievements could differ materially from those expressed in any forward...

ST. LOUIS (AP) — ST. LOUIS (AP) — Emerson Electric Co. (EMR) on Tuesday reported fiscal second-quarter earnings of $618 million. The St. Louis-based company said it had profit of $1.10 per share. Earnings, adjusted for amortization costs and restructuring costs, were $1.54 per share. The results met Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was also for earnings of $1.54 per share. The maker of process controls systems, valves and analytical instruments posted revenue of $4.56 billion in the period, missing Street forecasts. Five analysts surveyed by Zacks expected $4.6 billion. For the current quarter ending in June, Emerson Electric expects its per-share earnings to range from $1.65 to $1.70. The company expects full-year earnings in the range of $6.45 to $6.55 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on EMR at https://www.zacks.com/ap/EMR

For the quarter ended March 2026, Emerson Electric (EMR) reported revenue of $4.56 billion, up 2.9% over the same period last year. EPS came in at $1.54, compared to $1.48 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $4.6 billion, representing a surprise of -0.76%. The company delivered an EPS surprise of -0.03%, with the consensus EPS estimate being $1.54. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Emerson Electric performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales- Intelligent Devices- Total: $2.51 billion versus the three-analyst average estimate of $2.57 billion. The reported number represents a year-over-year change of -17.1%. Net Sales- Software & Systems- Control Systems & Software: $1.09 billion versus the three-analyst average estimate of $1.09 billion. Net Sales- Intelligent Devices- Final Control: $1.49 billion compared to the $1.53 billion average estimate based on three analysts. The reported number represents a change of +38.7% year over year. Net Sales- Intelligent Devices- Sensors: $1.02 billion versus $1.04 billion estimated by three analysts on average. Net Sales- Software & Systems- Test & Measurement: $414 million versus $398.23 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.3% change. Net Sales- Safety & Productivity: $547 million versus the three-analyst average estimate of $540.24 million. Net Sales- Software & Systems- Total: $1.5 billion versus $1.49 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change. Adjusted EBITA- Intelligent Devices- Total: $701 million versus $698.02 million estimated by three analysts on average. Adjusted EBITA- Software & Systems- Test & Measurement: $109 million versus the three-analyst...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Emerson Electric (EMR) has investors’ attention after reporting second quarter earnings that included year over year growth in sales and net income, alongside a modest increase in full year guidance. For the quarter ended March 31, 2026, Emerson Electric reported sales of US$4,562 million compared with US$4,432 million a year earlier. Net income was US$618 million versus US$485 million, with basic and diluted earnings per share from continuing operations at US$1.10 compared with US$0.86. See our latest analysis for Emerson Electric. At a share price of US$138.38, Emerson Electric’s 1 day share price return of 2.16% follows its earnings release. The 1 year total shareholder return of 31.15% points to momentum that has been building over a longer period despite a 12.04% 3 month share price decline. If this earnings update has you looking beyond a single industrial stock, it could be a good moment to scan the market for other companies linked to automation and industrial technology through the 34 robotics and automation stocks With EMR up 31% over 1 year and trading at US$138.38, plus a discount of about 19% to the average analyst price target, you have to ask: is there still value on the table, or is the market already pricing in future growth? Emerson Electric’s fair value in the most followed narrative is about $164.51, compared with the latest close at $138.38. This sets up a clear valuation gap built on specific growth and profitability assumptions. Read the complete narrative. Want to see what kind of revenue runway and margin profile could support that gap, and which earnings multiple the narrative leans on to get there? The full storyline connects growth, profitability, and valuation into one set of numbers that either holds together or breaks under your own assumptions. Result: Fair Value of $164.51 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on discrete markets and AspenTech execution not slipping, since weaker end demand or integration setbacks could quickly challenge that undervalued narrative. Find out about the key risks to this Emerson Electric narrative. While the popular narrative points to a fair value of about US$164.51, the Simply Wall St DCF model take...

Emerson reported Q2 adjusted EPS of $1.54 with underlying orders up 5% and underlying sales up 0.5%, and raised full-year adjusted EPS guidance to $6.45–$6.55 while reaffirming an ~28% adjusted segment EBITDA margin and planning $3.5–$3.6B in free cash flow and roughly $2.2B of shareholder returns. The regional conflict in the Middle East trimmed about 1 point from sales in Q2 (≈$50M) with roughly another $100M of disruption expected in H2, temporarily hampering manufacturing, logistics and service at 47 damaged sites, though management sees a roughly $100M rebuild/restart opportunity over coming quarters. Growth verticals drove strength: Software & Systems orders rose 18%, Test & Measurement was up 12% and Ovation orders jumped 41%; the project funnel expanded to $11.2B and Emerson won about $450M of projects in the quarter, prompting higher full-year expectations for Software & Systems and Test & Measurement. Interested in Emerson Electric Co.? Here are five stocks we like better. 3 Industrial Names That Will Benefit from Rising CapEx in 2026 Emerson Electric (NYSE:EMR) reported second-quarter fiscal 2026 results that executives said reflected resilient demand and strong profitability, even as operations in the Middle East were disrupted by a regional conflict that weighed on sales. Management also updated full-year guidance to incorporate the impact of the disruption while raising the bottom and midpoint of its adjusted earnings outlook. President and CEO Lal Karsanbhai said underlying orders grew 5% in the quarter, led by Software & Systems, while underlying sales rose 0.5%, coming in “below expectations due to a 1 point impact from the Middle East conflict.” He highlighted continued strength in Test & Measurement, which increased 12% year over year, and said the Ovation business was up “mid-teens” on power-related demand. Adjusted segment EBITDA margin was 27.6%, which he said exceeded expectations, and adjusted EPS came in at $1.54 near the top end of guidance. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Don't Miss Out on These Top 3 Stocks for a September to Remember CFO Mike Baughman added that the quarter’s results were also affected by what he called a “software contract renewal dynamic” that impacted second-quarter sales growth by about 2 percentage points, adjusted segment EBITDA margin expansion by 90 basis points,...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 4:30 p.m. ET President and Chief Executive Officer — Surendralal Karsanbhai Chief Financial Officer — Michael J. Baughman Surendralal Karsanbhai: Thank you, Doug. Good afternoon. I would like to begin by thanking our colleagues around the world. At this moment, it is important to highlight our teams in the Middle East who persevered in a challenging, at times dangerous, environment. All of our employees and families remain safe and we continue to serve our customer needs throughout the region. What defines our company is a high-performance culture based on deep respect for each other and an unwavering commitment to our customers. Led by Liam Hurley, our team in the Middle East brought this to life. Thank you. Please turn to Slide 3. We are committed to ongoing Board refreshment, and today, we announced the newest member elected to our Board of Directors. Jennifer Neustadt is the Senior Vice President and General Counsel of Apple. Prior to joining Apple in January 2026, Jennifer served as Chief Legal Officer at Meta. She previously held multiple senior roles at the U.S. Department of State, White House Office of Management and Budget, and the Department of Justice. Jennifer also spent 12 years in private practice advising technology, media, and financial services firms on litigation and regulatory matters. Her unique expertise in corporate governance, global business, and technology and innovation will be a tremendous addition to the Emerson Electric Co. Board. Jennifer will officially join our Board on 08/03/2026. This will expand Emerson Electric Co.’s Board to 11 members. We are excited to have Jennifer join us. Please turn to Slide 4. End-market demand remains strong. Underlying orders grew 5% in the second quarter, led by Software and Systems, which saw robust investment in growth verticals and sustained momentum in North America and India. Emerson Electric Co.’s second quarter results reflect our ability to deliver in a dynamic environment. Underlying sales growth of 5% was below expectations due to a one-point impact from the Middle East conflict. Test and Measurement continued to exceed expectations, up 12% year over year, and our Ovation business was up mid-teens, driven by the secular demand for power. Adjusted segment EBITDA margin of 27.6% exceeded expectations and we delivered adjusted earnin...

Underlying sales growth of 5% was tempered by a one-point headwind from the Middle East conflict, which disrupted manufacturing and field service operations. Strong performance in growth verticals, particularly Power and Test and Measurement, offset regional volatility and a slower-than-expected recovery in China's chemical sector. The Software and Systems segment saw 18% order growth, driven by mission-critical applications in highly regulated industries where real-time data traceability is essential. Management attributes margin resilience to disciplined pricing and cost-reduction actions that successfully mitigated inflationary pressures and volume shifts. The project funnel expanded to $11.2 billion, with 85% of new wins originating from growth verticals like life sciences, LNG, and power infrastructure. Strategic positioning in the U.S. and India continues to lead geographic performance, compensating for persistent softness in European industrial markets. Full-year underlying sales growth guidance was revised to 3% to account for ongoing logistics and operational disruptions in the Middle East. Management expects a $100 million rebuild and restart opportunity in the Middle East to materialize over the next several quarters as damaged infrastructure is repaired. Guidance assumes the Middle East conflict remains contained to the region and that logistics will gradually improve via alternative transit routes. Annual Contract Value (ACV) for software is projected to grow 10% plus for the full year, supported by secular tailwinds in digital grid management. The company anticipates a net neutral impact from tariff changes, as the removal of IEBA tariffs is offset by increases in Section 1 and 232 tariffs and freight costs. A software contract renewal dynamic impacted Q2 sales growth by two percentage points and adjusted segment EBITDA margin by 90 basis points. The Strait of Hormuz closure remains a critical logistics risk, restricting the movement of components for instruments and valves into the Middle East. China's outlook was downgraded to mid-single-digit declines for the year due to over-capacity and weak spending in the chemical industry. Field service engineering capacity in the Middle East recovered to 80% of pre-conflict levels by April, up from less than 50% in March. Our analysts just identified a stock with the potential to be the next Nvidia. Te...

Emerson Electric (EMR) reported fiscal Q2 adjusted earnings late Tuesday of $1.54 per diluted share,

Emerson Electric (EMR) came out with quarterly earnings of $1.54 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $1.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.03%. A quarter ago, it was expected that this maker of process controls systems, valves and analytical instruments would post earnings of $1.41 per share when it actually produced earnings of $1.46, delivering a surprise of +3.55%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Emerson Electric, which belongs to the Zacks Manufacturing - Electronics industry, posted revenues of $4.56 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.76%. This compares to year-ago revenues of $4.43 billion. The company has not been able to beat consensus revenue estimates over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Emerson Electric shares have added about 2.1% since the beginning of the year versus the S&P 500's gain of 5.2%. While Emerson Electric has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Emerson Electric was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near f...