Emerson Electric is executing a successful portfolio transformation toward higher-margin software and automation solutions, evidenced by Q3 2026 gross margin of 54.5% and operating margin of 20.5%, both up year-over-year.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 7.0% in Q3 2026 with gross margin expanding to 54.5% and operating margin reaching 20.5%, reflecting strong pricing power and operating leverage.
Emerson Electric has transformed into the world's leading industrial automation business, providing critical systems for power plants, LNG terminals, life sciences, and AI data centers.
Jefferies upgraded Emerson Electric citing strong order momentum and a robust backlog of approximately $7.90 billion.
The company has strong free cash flow guidance, with targets to generate $12 billion in cumulative free cash flow from 2026 to 2028.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $1.86+0.5% vs $1.85 | $5.2B+1.8% vs $5.1B |
Q3 2026 Aug 4, 2026 | $1.71+1.8% vs $1.68 | $4.9B+1.4% vs $4.8B |
Q2 2026 May 5, 2026 | $1.54+0.7% vs $1.53 | $4.6B-0.7% vs $4.6B |
Q1 2026 Feb 3, 2026 | $1.46+2.8% vs $1.42 | $4.3B-0.0% vs $4.3B |
Retirees chasing big yields often get burned, so these four companies took a different route: raising payouts every year for over six decades. Which one has the most cushion, and which carries a risk that could rattle your portfolio?
Emerson Electric is positioned for durable, margin-accretive growth driven by industrial reshoring and global energy expansion. EMR's improving margin profile, strong cash generation, and shareholder returns through buybacks and dividends enhance its investment case. I reiterate my 'Buy' rating with a $200 price target, supported by robust LNG, semiconductor, pharma, and aerospace market tailwinds.
Emerson Electric NYSE: EMR reported fourth-quarter sales and earnings growth above its expectations and forecast continued gains in fiscal 2027, citing strong demand for automation in power, liquefied natural gas and other growth markets.
Emerson has lifted its payout for 71 straight years, yet a 30% run in the stock has squeezed the yield to a sliver.
Benchmark EMR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Emerson Electric Co. (EMR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $162.35 | $90.93B | 33.84 | 5.36% | 14.14% | 13.14% | 1.36% | |
| $220.05 | $69.74B | 9.96 | 7.85% | 20.98% | 36.04% | 4.21% | |
| $375.86 | $41.82B | 29.64 | 7.76% | 15.67% | 39.07% | 1.47% | |
| $341.72 | $132.69B | 34.15 | 10.33% | 12.19% | 19.34% | 1.22% | |
| $228.67 | $52.41B | 32.25 | 6.63% | 19.91% | 14.66% | 0.54% | |
| $68.12 | $11.01B | 17.84 | 2.28% | 15.44% | 16.02% | 1.46% |
Emerson Electric Co. (EMR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Emerson Electric Co. (EMR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 5, 2026·SEC
Feb 13, 2026·SEC
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Emerson Electric Co. (EMR) stock FAQ — growth, dividends, profitability & financials explained
Emerson Electric Co. (EMR) reported $18.98B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 54% more than the $12.30B of fiscal year 1997.
Emerson Electric Co. (EMR) grew revenue by 5.4% over the trailing twelve months, compared with the twelve months before.
Yes. Emerson Electric Co. (EMR) earned $2.69B in net income over the trailing twelve months (a 14.1% net margin).
Yes. Emerson Electric Co. (EMR) pays a dividend that yields 1.36% at the current price, a moderate yield.
Emerson Electric Co. (EMR) had a return on equity (ROE) of 13.1% over the trailing twelve months. That is in line with the market's typical 10-15%.
Emerson Electric Co. (EMR) generated $3.54B in free cash flow over the trailing twelve months.
