Emerson Electric (EMR) Research

Forward Estimates

EPS Estimates

Current Qtr

$1.68

$1.60$1.70

vs $1.52+10.2%

21 analysts

Next Qtr

$1.82

$1.77$1.89

vs $1.62+12.6%

21 analysts

Current Yr

$6.50

$6.40$6.56

vs $6.00+8.4%

27 analysts

Next Yr

$7.15

$6.91$7.50

vs $6.50+10.0%

28 analysts

Revenue Estimates

Current Qtr

$4.80B

$4.74B$4.85B

vs $4.55B+5.5%

19 analysts

Next Qtr

$5.11B

$5.05B$5.14B

vs $4.86B+5.2%

19 analysts

Current Yr

$18.83B

$18.72B$19.00B

vs $18.02B+4.5%

25 analysts

Next Yr

$19.86B

$19.33B$20.30B

vs $18.83B+5.5%

27 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for EMR on EDGAR.

EMR filing events and research context
Filed	Item	Context
May 5, 2026	mda_quarterly	Net sales for the second quarter of fiscal 2026 rose 3% to $4.6 billion, with adjusted diluted earnings per share increasing 4% to $1.54. Underlying sales growth of 0.5% was constrained by a 2% negative impact from software renewal timing and a 1% drag from the Middle East conflict. Gross margin declined 40 basis points to 53.1%, pressured by tariffs and software renewal timing, though the company may be eligible for IEEPA tariff refunds following a U.S. Supreme Court ruling. Within Software & Systems, Test & Measurement sales grew 16% driven by aerospace, defense, and semiconductor demand, while Control Systems & Software faced renewal timing headwinds despite strength in power and life sciences. Intelligent Devices sales grew 2%, with Americas-based power and LNG growth offsetting a 13% decline in China. Safety & Productivity sales rose 5% through pricing actions. The One Big Beautiful Bill Act increased the current effective tax rate but is expected to provide a benefit in fiscal 2027. For the full year 2026, the company forecasts net sales growth of approximately 4.5% and adjusted earnings per share between $6.45 and $6.55, with projected free cash flow of $3.5 to $3.6 billion.
Feb 3, 2026	mda_quarterly	Net sales for the first quarter of fiscal 2026 rose 4% to $4.3 billion, with adjusted diluted earnings per share increasing 6% to $1.46. Underlying sales grew 2%, as a 3% price increase was offset by a 1% volume decline linked to the timing of software renewals. Geographically, growth was strongest in the U.S. (+6%), while China sales declined 5%. Software & Systems sales increased 5%, driven by a 14% surge in Test & Measurement due to demand in aerospace, defense, and semiconductors. Intelligent Devices sales grew 4%, supported by strength in Final Control within the power sector. Safety & Productivity sales rose 3%. Gross margin contracted 0.3 percentage points to 53.2%, pressured by tariffs and software renewal timing. The One Big Beautiful Bill Act increased the effective tax rate by approximately 1 percentage point. Free cash flow totaled $602 million, and the company established a new $3 billion revolving backup credit facility. For full-year fiscal 2026, EMR projects net sales growth of approximately 5.5% and adjusted earnings per share between $6.40 and $6.55, with planned shareholder returns of $2.2 billion through dividends and repurchases.
Nov 10, 2025	business	Emerson Electric Co. is a global technology and software company specializing in automation solutions for process, hybrid, and discrete manufacturers. The company is executing a strategic portfolio transformation to prioritize higher-growth, higher-margin industrial technology. Key acquisitions include National Instruments for $8.2 billion to enhance automated test and measurement capabilities and the full acquisition of AspenTech for $7.2 billion to strengthen its Control Systems & Software segment. To streamline operations, Emerson divested its InSinkErator business for $3.0 billion and its Climate Technologies business (Copeland) to Blackstone in transactions totaling approximately $14 billion. Emerson serves diverse end markets, including chemical, power, renewables, life sciences, automotive, and semiconductors. Geographically, 2025 sales were concentrated in the Americas (51%), followed by Asia, Middle East & Africa (30%, including 10% from China), and Europe (19%). The company focuses on helping clients optimize operations and reduce emissions while managing critical risks related to cybersecurity, compliance, and sustainability.

Filed

Item

Context

May 5, 2026

mda_quarterly

Net sales for the second quarter of fiscal 2026 rose 3% to $4.6 billion, with adjusted diluted earnings per share increasing 4% to $1.54. Underlying sales growth of 0.5% was constrained by a 2% negative impact from software renewal timing and a 1% drag from the Middle East conflict. Gross margin declined 40 basis points to 53.1%, pressured by tariffs and software renewal timing, though the company may be eligible for IEEPA tariff refunds following a U.S. Supreme Court ruling. Within Software & Systems, Test & Measurement sales grew 16% driven by aerospace, defense, and semiconductor demand, while Control Systems & Software faced renewal timing headwinds despite strength in power and life sciences. Intelligent Devices sales grew 2%, with Americas-based power and LNG growth offsetting a 13% decline in China. Safety & Productivity sales rose 5% through pricing actions. The One Big Beautiful Bill Act increased the current effective tax rate but is expected to provide a benefit in fiscal 2027. For the full year 2026, the company forecasts net sales growth of approximately 4.5% and adjusted earnings per share between $6.45 and $6.55, with projected free cash flow of $3.5 to $3.6 billion.

Feb 3, 2026

mda_quarterly

Net sales for the first quarter of fiscal 2026 rose 4% to $4.3 billion, with adjusted diluted earnings per share increasing 6% to $1.46. Underlying sales grew 2%, as a 3% price increase was offset by a 1% volume decline linked to the timing of software renewals. Geographically, growth was strongest in the U.S. (+6%), while China sales declined 5%. Software & Systems sales increased 5%, driven by a 14% surge in Test & Measurement due to demand in aerospace, defense, and semiconductors. Intelligent Devices sales grew 4%, supported by strength in Final Control within the power sector. Safety & Productivity sales rose 3%. Gross margin contracted 0.3 percentage points to 53.2%, pressured by tariffs and software renewal timing. The One Big Beautiful Bill Act increased the effective tax rate by approximately 1 percentage point. Free cash flow totaled $602 million, and the company established a new $3 billion revolving backup credit facility. For full-year fiscal 2026, EMR projects net sales growth of approximately 5.5% and adjusted earnings per share between $6.40 and $6.55, with planned shareholder returns of $2.2 billion through dividends and repurchases.

Nov 10, 2025

business

Emerson Electric Co. is a global technology and software company specializing in automation solutions for process, hybrid, and discrete manufacturers. The company is executing a strategic portfolio transformation to prioritize higher-growth, higher-margin industrial technology. Key acquisitions include National Instruments for $8.2 billion to enhance automated test and measurement capabilities and the full acquisition of AspenTech for $7.2 billion to strengthen its Control Systems & Software segment. To streamline operations, Emerson divested its InSinkErator business for $3.0 billion and its Climate Technologies business (Copeland) to Blackstone in transactions totaling approximately $14 billion. Emerson serves diverse end markets, including chemical, power, renewables, life sciences, automotive, and semiconductors. Geographically, 2025 sales were concentrated in the Americas (51%), followed by Asia, Middle East & Africa (30%, including 10% from China), and Europe (19%). The company focuses on helping clients optimize operations and reduce emissions while managing critical risks related to cybersecurity, compliance, and sustainability.

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EMR filing events and research context

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