Emerson Electric (NYSE:EMR) Issues FY 2026 Earnings Guidance

Emerson Electric (NYSE:EMR) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 6.450-6.550 for the period, compared to the consensus EPS estimate of 6.490. The company issued revenue guidance of $18.8B-, compared to the consensus revenue estimate of $18.9 billion. Emerson Electric also updated its Q3 2026 guidance to 1.650-1.700 EPS.

Emerson Electric Price Performance

Shares of EMR stock traded up $3.00 during mid-day trading on Tuesday, reaching $138.46. The stock had a trading volume of 4,138,793 shares, compared to its average volume of 2,695,124. Emerson Electric has a 12-month low of $106.53 and a 12-month high of $165.15. The company has a market cap of $77.81 billion, a P/E ratio of 33.85, a price-to-earnings-growth ratio of 2.16 and a beta of 1.26. The business has a 50-day simple moving average of $138.85 and a 200 day simple moving average of $138.98. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 EPS for the quarter, hitting analysts’ consensus estimates of $1.54. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The firm had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.59 billion. During the same quarter last year, the business posted $1.48 EPS. The firm’s quarterly revenue was up 2.9% compared to the same quarter last year. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. On average, sell-side analysts anticipate that Emerson Electric will post 6.5 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on EMR. TD Cowen cut shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target on the stock. in a research report on Friday, January 9th. Deutsche Bank Aktiengesellschaft cut shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price target on the stock. in a research report on Thursday, February 5th. HSBC lifted their price target on shares of Emerson Electric from $165.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Morgan Stanley lifted their price target on shares of Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research report on Friday, January 9th. Finally, Evercore boosted their price target on Emerson Electric from $170.00 to $185.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $162.38.

Insider Activity

In related news, Director Matthew S. Levatich sold 1,476 shares of the company’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total transaction of $239,348.16. Following the completion of the transaction, the director directly owned 24,349 shares in the company, valued at $3,948,433.84. This represents a 5.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total value of $811,224.00. Following the transaction, the chief executive officer owned 281,393 shares of the company’s stock, valued at approximately $40,047,851.76. The trade was a 1.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 13,879 shares of company stock worth $2,116,818. 0.23% of the stock is currently owned by insiders.

Trending Headlines about Emerson Electric

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: Quarterly EPS matched consensus at $1.54 and rose versus a year ago, signaling stable earnings execution and removing an earnings surprise risk for investors. Read More.
• Positive Sentiment: Emerson reaffirmed/updated FY‑2026 EPS guidance to $6.45–$6.55 and Q3 EPS guidance to $1.65–$1.70, roughly in line with consensus, which reduces downside surprise risk around the back half of the year. Read More.
• Positive Sentiment: Board strengthening: Jennifer Newstead (Apple SVP & General Counsel) was elected to the board, a governance/credibility positive that investors often view favorably. Read More.
• Positive Sentiment: Dividend declared: Emerson announced a quarterly cash dividend of $0.555 per share, supporting income-oriented investor demand. Read More.
• Neutral Sentiment: Company posted detailed press materials and a conference call/slide deck for Q2 results — useful for digging into segment performance and margin commentary but neutral until new information emerges. Read More.
• Negative Sentiment: Revenue narrowly missed estimates: Q2 revenue was $4.56B versus ~$4.59B expected, a slight top-line shortfall that could limit upside if it signals softer demand in parts of the portfolio. Read More.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Motiv8 Investments LLC acquired a new stake in shares of Emerson Electric in the fourth quarter valued at $27,000. IFC & Insurance Marketing Inc. acquired a new stake in shares of Emerson Electric in the fourth quarter valued at $27,000. Darwin Wealth Management LLC acquired a new stake in shares of Emerson Electric in the second quarter valued at $29,000. Quattro Advisors LLC acquired a new stake in shares of Emerson Electric in the fourth quarter valued at $30,000. Finally, Kemnay Advisory Services Inc. purchased a new stake in shares of Emerson Electric during the fourth quarter valued at $30,000. Institutional investors and hedge funds own 74.30% of the company’s stock.

Emerson Electric Company Profile

Emerson Electric Co is a global technology and engineering company that designs and manufactures products and provides services for industrial, commercial and consumer markets. Founded in 1890, the company is headquartered in St. Louis, Missouri, and has built a long-standing presence in automation, control and climate-related technologies. Emerson’s offerings are aimed at improving productivity, energy efficiency and reliability for a wide range of end markets.

Emerson operates through two principal platforms—Automation Solutions and Commercial & Residential Solutions—providing process automation systems, measurement and analytical instrumentation, valves and actuators, control software, and related aftermarket services, alongside products for heating, ventilation and refrigeration, residential and commercial climate controls, tools and storage solutions.