US · Industrials · Specialty Industrial Machinery
EPS came in at 1.86 against a street estimate of 1.85 — a beat of 0.5%.
Analysts rate Emerson Electric Company a buy (20 buy, 8 hold, 2 sell out of 30) with an average price target of $174.82.
CONFIDENT Emerson beat Q3 expectations with 6% underlying sales growth, 140 bps margin expansion to 28.5%, and 13% EPS growth to $1.71. Raised FY26 guidance to 3.5% underlying growth and $6.55 EPS. Strong orders (+7%), power and semiconductor momentum, but Middle East conflict caused ~$25M Q3 headwind. Q3 FY26 North America (U.S. +10%) and Asia led growth. Middle East better than expected despite $25M headwind; repair work underway, customer ops at ~75% capacity. Europe, China showing early signs of improvement with positive orders. Analysts pressed on market share vs. organic growth in semiconductors/power (confirmed participation gains), Middle East recovery timing (expect drag into early 2027), and software segment growth trajectory (6–9% range with up-cycle potential). Management emphasized order momentum and long-cycle visibility over concerns about macro softness. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.76% |
| Vanguard Capital Management, LLC | 6.56% |
| State Street Corp | 4.96% |
| Bank of America Corp | 3.29% |
| Vanguard Portfolio Management, LLC | 2.39% |
| Geode Capital Management, LLC | 2.26% |
| Morgan Stanley - Brokerage Accounts | 2.15% |
| JPMorgan Chase & Co | 1.93% |
| Document | Date |
|---|---|
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Fiscal 2026 net sales were $18,982 million, up 5% from $18,016 million; fourth-quarter sales were $5,201 million, up 7%. • Fiscal | 2026-11-04 |
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Emerson’s fiscal 2026 results were restated to reflect adoption of mark-to-market accounting for defined benefit pension and other | 2026-10-13 |
| Quarterly report · Q3 FY2026 EMERSON ELECTRIC CO. - Q3 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net Sales (9 months): $13,781 million in 2026 vs. $13,161 million in | 2026-08-04 |
| Results announced · Q4 FY2026 EMERSON Q3 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales Q3 2026: $4,873 million, +7% vs Q3 2025 ($4,553 million) • Underlying Sales Growth Q3: | 2026-08-04 |
| Quarterly report · Q2 FY2026 EMERSON ELECTRIC CO. – Q2 FY2026 (ENDED MARCH 31, 2026) SUMMARY HEADLINE NUMBERS • Net sales (6 months): $8,908 million (vs. $8,608 million prior ye | 2026-05-05 |
| Results announced · Q3 FY2026 EMERSON Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales Q2 2026: $4,562 million, up 3% reported / 0.5% underlying vs Q2 2025 ($4,432 million) • | 2026-05-05 |
| Material agreement · Q2 FY2026 EMERSON ELECTRIC CO. - FORM 8-K SUMMARY HEADLINE NUMBERS • $2 billion 364-Day Credit Facility entered into on February 10, 2026 • Facility expires F | 2026-02-13 |
| Shareholder vote results · Q2 FY2026 EMERSON ELECTRIC CO. - 8-K FILING SUMMARY HEADLINE NUMBERS • Annual Meeting of Shareholders held February 3, 2026 • Total votes cast: approximately | 2026-02-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.59 / share ex-date Nov 13, 2026 · pay Dec 10, 2026 | 2026-11-13 |
| Dividend | $0.56 / share ex-date Aug 14, 2026 · pay Sep 10, 2026 | 2026-08-14 |
| Dividend | $0.56 / share ex-date May 15, 2026 · pay Jun 10, 2026 | 2026-05-15 |
| Dividend | $0.56 / share ex-date Feb 13, 2026 · pay Mar 10, 2026 | 2026-02-13 |
| Dividend | $0.56 / share ex-date Nov 14, 2025 · pay Dec 10, 2025 | 2025-11-14 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Emerson Electric Company — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.