EMR $166.38 -0.32%

EMR · Emerson Electric Co

Track EMR — free

$166.38 -0.54 (-0.32%) At close · Nov 13

Ex-dividend: $0.595 · Nov 13, 2026 Return incl. dividend (before tax) +0.03%

Play latest call Q4 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$91.28B

548.60M

Volume · Nov 13 1.87M Avg daily vol (3M) 2.58M

All webcasts

Earnings call · FY2026 Q1

Emerson Electric Co (EMR) Q1 2026 Earnings Call

Concluded Feb 3, 2026

Feb 3, 2026

Period: FY2026 Q1
Runtime: —
Sources: 3 artifacts

Revenue $4.35B +4.1% YoY

Diluted EPS $1.08 +4.9% YoY

Gross margin 53.2% -0.3 pp YoY

Net income $607.00M +3.6% YoY

Open full screen Slides 22 8-K 10-Q

Executive readout · one minute

Webcast research workspace

Read the call alongside every captured source. slides, 8-K earnings release, 10-Q stay in one workspace.

Software growth and DeltaV 46 2026 guidance reiteration and EPS raise 27 Test and Measurement / NI / Nigel AI 27 Geographic mix - softness in Europe and China 24 Underlying orders and demand momentum 24 Automation transformation and value creation framework 16

Management tone

Confident

Net tone +65 · low hedging

Grounding quotes

“Underlying sales met expectations and were up 2% year over year. Momentum continued in Test and Measurement, up 11% year over year, and our 20%, driven by the secular demand for power.”
“Profitability exceeded expectations with an adjusted segment EBITDA margin of 27.7% and adjusted earnings per share of $1.46.”
“We remain confident in achieving our 2028 targets: the $21 billion top line, 40% incrementals that delivered a 30% adjusted segment EBITDA margin, $8 of adjusted EPS, and a 20% free cash flow margin.”

Forward guidance

7 guided metrics

Management's latest ranges and targets are included below.

Research coverage

3 live sources

Open each available source without leaving this research workspace.

Research materials

Open the source you need; every reader stays inside this workspace.

Presentation 22 pages 8-K earnings release Filed Feb 3, 2026 10-Q report Filed Feb 3, 2026 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed Feb 3, 2026.

Metric	Period	Guided	Basis	Actual
Net Sales Growth table 2026 Q2	2026 Q2	3% – 4%	GAAP	—
Earnings Per Share table 2026 Q2	2026 Q2	$1.06 – $1.11	GAAP	$1.10 within
Adjusted Earnings Per Share table 2026 Q2	2026 Q2	$1.50 – $1.55	Non-GAAP	—
Net Sales Growth table 2026	2026	5.5%	GAAP	—
Earnings Per Share table 2026	2026	$4.78 – $4.93	GAAP	$4.79 within
Adjusted Earnings Per Share table 2026	2026	$6.40 – $6.55	Non-GAAP	—
Share Repurchase table 2026	2026	$1B	—	—

Quarter detail

How the reported period landed and where the business moved.

Result vs. guidance

Diluted EPS Above

Revenue · products & services

Intelligent Devices$2.39B +3.6% YoY

Software and Systems$1.45B +5.1% YoY

Capital returned

Buybacks: $250.00M
Shares repurchased: 1.89M
Dividend / share: $0.56

Read transcripts like this one from Claude, ChatGPT or your own code with the earnings call transcript API →