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. Revenue growth accelerated to 7.0% in ...
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 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 5, 2025 | $1.62+0.0% vs $1.62 | $4.9B-0.9% vs $4.9B |
New facility expands Emerson footprint across the region Emerson plans to open first certified flow calibration lab in Qatar, helping regional customers reduce operational disruptions and accelerate time-to-market. The new facility demonstrates Emerson's commitment to in-country value creation and economic development.
Dividend Kings have a 50+ year track record of increasing dividends, showcasing resilience through economic challenges. I rank the Dividend Kings using my 9F Quality Scores, blending qualitative and quantitative factors for a robust, investment-grade assessment. ADP stands out as the best total-return candidate. It is undervalued, high-quality, and offering a strong projected dividend growth rate and Adjusted Chowder Number.
In the closing of the recent trading day, Emerson Electric (EMR) stood at $147.4, denoting a +1.08% move from the preceding trading day.
EMR, NDSN and ZBRA offer double-digit short-term upside, backed by automation demand and solid growth prospects.
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 |
|---|---|---|---|---|---|---|---|
| $154.25 | $86.4B | 38.18 | 3% | 12.73% | 9.59% | 1.36% | |
| $211.85 | $67.14B | 14.39 | 7.85% | 22.73% | 41.21% | — | |
| $427.19 | $47.54B | 55.70 | 0.97% | 13.38% | 32.94% | — | |
| $442.49 | $171.82B | 42.30 | 10.33% | 12.76% | 19.51% | — | |
| $245.41 | $56.25B | 38.35 | 6.63% | 20.04% | 14.55% | — | |
| $55.49 | $8.97B | 14.01 | 2.28% | 16.24% | 17.13% | — |
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
Get notified when EMR posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Emerson Electric Co. (EMR) stock FAQ — growth, dividends, profitability & financials explained
Emerson Electric Co. (EMR) reported $18.64B in revenue for fiscal year 2025. This represents a 67% increase from $11.15B in 1996.
Emerson Electric Co. (EMR) grew revenue by 3.0% over the past year. Growth has been modest.
Yes, Emerson Electric Co. (EMR) is profitable, generating $2.58B in net income for fiscal year 2025 (12.7% net margin).
Yes, Emerson Electric Co. (EMR) pays a dividend with a yield of 1.36%. This makes it attractive for income-focused investors.
Emerson Electric Co. (EMR) has a return on equity (ROE) of 9.6%. This is below average, suggesting room for improvement.
Emerson Electric Co. (EMR) generated $3.46B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
