Emerson Electric Co (EMR) Q1 2026 Earnings Call

Concluded Feb 3, 2026

Feb 3, 2026 0 turns

Period: FY2026 Q1
Runtime: —
Sources: 2 artifacts

8-K 10-Q

Executive readout · one minute

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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.”

Research coverage

2 live sources

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Revenue $4.35B +4.1% YoY

Net income $605.00M +3.4% YoY

Research materials

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

Quarter detail

How the reported period landed and where the business moved.

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

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