undamentalytics Newsletter
Sign in

Emerson Electric (EMR) stock

Add to watchlist

Add holding +

NYSE: EMR NYSE Electrical Components & Equipment Next results ~November 4, 2026

B+ Fundamentals grade

Emerson Electric is a US-listed company in the electrical components & equipment industry. Its financial year ends in September.

Stock price today

Loading chart…

Third-party market data · may be delayed

Fair value per share

~$69

Cash-flow model

Base case. Range ~$47–$99 across our lower- and higher-growth cases (1.2%–11.2% a year).

Price vs value

Overvalued

The price is above our entire value range; our base value is 58% below it.

Price used: $165.96, November 2, 2026

Emerson Electric valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter Emerson Electric files

Where Emerson Electric stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $18.6bn, up 4.8% on a year earlier, faster than 4.0% a quarter earlier. Free-cash-flow margin rose to 18.6% from 15.4% a year earlier. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 2 of our 5 financial-health checks. Our cash-flow model value is $80.37 a share, against a share price of $160. At that price, our model says the market is pricing in about 17.7% a year of cash-flow growth for five years, faster than the 7.6% a year revenue growth it has delivered.

Source: 10-Q filed August 4, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Emerson Electric's trailing-twelve-month revenue grew 4.8% year on year, with a free-cash-flow margin of 18.6%. Where it stands out: gross margin of 53.2% ranks 2 of 54 electrical components & equipment companies we cover.

Our discounted-cash-flow model values the business at ~$69 per share in the base case (~$47–$99 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 26.2% while net income fell 2.8%: a 29pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Priced above our value. The share price of $165.96 is 58% above our value per share of $69.
  • Volatile shares. Over the past year the shares showed annualised volatility of 32% and a beta of 1.5 against the S&P 500.

Latest results: FY2026 Q3

Filed August 4, 2026
Earnings per share
$1.71 against an average estimate of $1.68: beat by 2.0%
Revenue
$4.87bn, up 7.0% on a year earlier
Share reaction
-0.8% in the first session after the results on October 13, 2026, against -1.1% for the S&P 500
Next report
November 4, 2026; average EPS estimate $1.85

Emerson Electric's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.6%
  • 1 week+2.6%
  • 1 month+2.7%
  • This year+26.5%
  • 1 year+20.8%
  • 5 years+92.3%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$18.6B
Net margin
13.8%
EPS (TTM, diluted)
$4.58

Growth

Revenue growth
+4.8%
Change in growth rate
+0.8 pts
Share count change
−0.9%

Cash

Free cash flow (TTM)
$3.5B
FCF margin
18.6%
Stock pay % of revenue
0.7%

Earnings

Last results
October 13, 2026
Next results (est.)
January 12, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Insider trade
  3. Deal
  4. Insider trade
  5. Leadership
  6. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Emerson Electric valuation models and calculator

What the price is pricing in

The share price implies about 19.2% a year of cash-flow growth for five years.That is faster than the 7.6% a year revenue growth Emerson Electric has delivered.

  • Priced in19.2%
  • Last 12 months4.8%
  • 3 years a year7.6%
  • 5 years a year7.6%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($166.12, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Sell12-month view
12-month price target
~$69
Price used
$166.12close November 3, 2026
Implied change
▼ 58%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Emerson Electric's free cash flow after stock-based pay with after-tax interest added back ($2.4B, FY2026 Q3 TTM), growing 5.8% and 6% in the next two years (forecasts, guidance and its record), then back to 6.2% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$47–~$99 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Emerson Electric's free cash flow after stock-based pay ( $2.4B, FY2026 Q3 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Emerson Electric as an operating company, with every model that fits that kind of business. Cost of equity 10.9%: the 10-year Treasury yield (4.9%) plus a beta of 1.33 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$69 ~$47–$99 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$130 ~$100–$180 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$170 ~$130–$230 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$120 ~$110–$140 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$110 ~$69–$170 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Emerson Electric with Electrical Components & Equipment in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −30%
  • Revenue growth 5 points higher ▲ +39%
  • Free-cash-flow margin 1 point lower ▼ −6%
  • Last year's free-cash-flow margin change, if it persists ▲ +26%
  • Discount rate 1 point higher ▼ −18%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $42$64$93$132$182$247
8.5% $27$43$64$92$128$174
10% $18$31$47$68$95$130

Valuation multiples over time Market data may be delayed

At fiscal year end 2016201720182019202020212022202320242025Now
Share price$42.70$50.88$63.80$57.43$58.04$85.33$67.84$91.60$105.90$129.15$165.96
Market value$27.6bn$32.7bn$40.5bn$35.6bn$35.2bn$51.4bn$40.5bn$52.9bn$60.8bn$73.2bn$93.5bn
+ Net debt (− = net cash)$3.5bn$1.6bn$3.7bn$4.2bn$4.2bn$4.3bn$8.6bn$106m$4.1bn$11.6bn$10.9bn
Enterprise value$31.1bn$34.3bn$44.2bn$39.9bn$39.4bn$55.7bn$49.0bn$53.0bn$64.9bn$84.8bn$104.4bn
Multiples
Price / sales 1.9x2.1x2.3x1.9x2.1x4.0x2.9x3.5x3.5x4.1x5.0x
Price / earnings 16.9x21.6x18.4x15.5x17.9x22.3x12.5x4.0x30.9x31.9x36.3x
Price / free cash flow 11.3x22.8x17.8x14.8x13.8x16.2x15.4x193.0x20.9x27.4x27.0x
EV / EBITDA ———————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

78 /100

Strong moat

How hard Emerson Electric's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 16 / 20

    Cash operating profit has been a median 12.7% of total assets over 10 years.

  • Pricing power 13 / 20

    Gross margin has been a median 43.2%, moving by 4.4 percentage points (standard deviation) across 10 years.

  • Durability 13 / 20

    Net margin has been a median 12.8%; its worst year was 9.8%.

  • Cash conversion 17 / 20

    Free cash flow was positive in 10 of 10 years, at a median 14.7% of revenue.

  • Discipline 19 / 20

    The diluted share count fell 6.4% over five years; stock-based pay has been a median 0.9% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, before the open. Analysts expect revenue of $5.1bn and EPS of $1.85 (range $1.81 to $1.88) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $6.56 +9% $18.9bn +5%
Next $7.27 +11% $20.0bn +6%

Next year's EPS estimate has moved +1.3% in 90 days, across 29 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +0.9% on 90 days ago. In the last 30 days, 6 analysts raised Emerson Electric's forecast and 1 cut it.

Consensus EPS forecast Emerson Electric, last 90 days
$6.40 $6.60 $6.80 $7.00 $7.20 $7.40 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $6.51 Current fiscal year, 60 days ago: $6.56 Current fiscal year, 30 days ago: $6.56 Current fiscal year, 7 days ago: $6.56 Current fiscal year, Now: $6.56 $6.56 Next fiscal year, 90 days ago: $7.17 Next fiscal year, 60 days ago: $7.24 Next fiscal year, 30 days ago: $7.26 Next fiscal year, 7 days ago: $7.28 Next fiscal year, Now: $7.27 $7.27

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $6.51$7.17
60 days ago $6.56$7.24
30 days ago $6.56$7.26
7 days ago $6.56$7.28
Now $6.56$7.27

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $1.68 $1.71 +2.0%
Mar 2026 $1.53 $1.54 +0.4%
Dec 2025 $1.41 $1.46 +3.4%
Sept 2025 $1.62 $1.62 +0.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, October 13, 2026

No numeric guidance in Emerson Electric's latest earnings release (filed October 13, 2026). Some companies give their outlook only on the earnings call.

How earlier guidance turned out

  • Earnings Per Share, 2026 Q3 guided $1.22 to $1.27 Above range: $1.28

How our valuation uses these forecasts

Our cash-flow model grows Emerson Electric's revenue by +5.8% next year and +6.0% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+5.7%, weight 70%) and the company's own record (+6.2%, weight 30%) . How the weights are set.

Analyst recommendations

30 analysts, Oct 2026
Buy2067%
Hold827%
Sell27%

Monthly trend

  1. Oct 2026416830
  2. Sep 2026416830
  3. Aug 2026415829
  4. Jul 2026415829

Counts of recommendations published by analysts covering Emerson Electric, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
1.7%
of tradable shares
Days to cover
3.67
at average volume
Short interest, 1 month
+13%
to October 15, 2026
Held by institutions
83%
of shares
Held by insiders
0.3%
of shares
Employees
71,000
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +20.8%

$137.41 on October 31, 2025 to $165.96

ThenNowEffect
Revenue (last 12 months) $17.8bn $18.6bn +4.8%
Net margin 14.9% 13.8% −7.3%
P/E multiple 29.5x 36.3x +23.1%
Share count 569m 563m +0.9%

Biggest factor: p/e multiple.

Last 3 years +90.2%

$87.24 on November 3, 2023 to $165.96

ThenNowEffect
Revenue (last 12 months) $15.0bn $18.6bn +24.5%
Net margin 83.3% 13.8% −83.4%
P/E multiple 4.1x 36.3x +790.9%
Share count 582m 563m +3.3%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
EMR+18%+6%+4%+30%+9%+27%
Industry peers (median)−6%−34%−18%−8%+14%−36%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
EMR75%50%50%50%42%82%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
EMR−18%−25%−20%−17%−28%−23%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 51% from January 16, 2020 to March 23, 2020. Getting back needed a 103% gain, reached on November 9, 2020, 231 days after the low.

Price behaviour

52-week range
$122.34 – $170.74
From 52-week high
−2.8%
vs 50-day average
+5.5%
vs 200-day average
+13.3%
Volatility (1 year)
32%
Beta vs S&P 500
1.54

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±5.1%
After a week
7 up, 5 down
typical move ±6.1%
After a month
6 up, 5 down
typical move ±7.0%
Results releasedNext dayS&P 500 next day5 days21 days
October 13, 2026 −0.8% −1.1% −1.2% —
August 4, 2026 +4.9% +1.6% +6.2% −3.5%
May 5, 2026 +9.2% +2.2% +1.3% +5.3%
February 3, 2026 +5.8% −1.3% +8.8% −3.9%
November 20, 2025 0.0% −0.5% +4.1% +5.3%
November 5, 2025 −4.5% −0.7% −3.8% +0.2%
August 6, 2025 −5.5% +0.7% −4.0% −5.3%
May 7, 2025 +4.8% +1.1% +13.2% +15.6%
February 5, 2025 −0.2% +0.8% −2.5% −6.7%
November 5, 2024 +15.5% +3.7% +16.9% +21.8%
August 7, 2024 −2.9% +1.6% −4.0% −8.4%
May 8, 2024 +7.6% +0.6% +6.9% +1.0%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Emerson Electric’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Implied vs realised volatility

Options look rich

Option prices imply clearly more movement than the shares have shown. That strengthens the case for selling options.

  • Implied is 1.64× the last 60 days’ realised volatility , richer than 98% of the 229 stocks we screen today.
  • Puts are priced 3 points richer than calls (25-delta): the market is paying up for downside protection, which favours selling puts over calls.
  • Why: implied is 1.64x 60-day realised, above 1-year realised, and in the top 20% of our coverage today.

Our rule for “rich”: implied at least 1.2× 60-day realised (beyond measurement noise), above 1-year realised (not just a calm spell), and in the top 20% of our coverage that day. Never with results inside the option’s life. These are our conventions, built on research showing option prices usually imply more movement than follows, most when the gap is wide. How we judge this.

Cash-secured put

Not offered: rated Sell.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

EMR Emerson Electric Grade B+ $166.33

Own 100 shares, sell the $180 call expiring December 18, 2026 (46 days) for $2.75 a share — $275 per contract.

Previous session · Bid $2.75, ask $3.20, quoted Mon 2 Nov, 17:22 New York time with EMR at $166.33. Option prices move with the shares: check the live chain at your broker before trading.

  • If EMR ends below $180: you keep your shares and the $275 — 1.6% extra on the position, 13.1% a year at that pace.
  • If it ends above $180: your shares are sold at $180, a total return of 9.9% including the premium — at or above our value of ~$69.
$1.6k $0 −$3.3k Break-even $163.58 Price $166.33 ← Our value ~$69
Profit or loss per contract at expiry, by share price (including the shares bought at today's price).
Premium
$275
Annualised
13.1%
Break-even
$163.58
Max gain
$1,642.5
Chance of selling
~29%

Collar

Own the shares, buy the $155 put and sell the $180 call, both expiring December 18, 2026 (46 days).

  • Net cost of $1.35 a share ($135 per contract of 100 shares).
  • Worst case at expiry: -7.6%, if the shares fall below $155 (-6.8% from today).
  • Best case at expiry: +7.4%, if the shares rise above $180 (+8.2%); gains beyond that go to the call buyer.

Offered because the shares trade at or above our fair value of $69.00: a way to hold on with a floor under the price, paid for by giving up upside the model does not expect. Strikes near 25-delta; the put at its ask and the call at its bid. Protection has a cost over time: research on protective puts finds they have usually lowered returns.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Emerson Electric in five measures

Fundamentals grade B+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Emerson Electric
$15B $16B $17B $18B $19B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $15.2B Revenue (TTM), FY24 Q1: $15.9B Revenue (TTM), FY24 Q2: $16.5B Revenue (TTM), FY24 Q3: $17B Revenue (TTM), FY24 Q4: $17.5B Revenue (TTM), FY25 Q1: $17.6B Revenue (TTM), FY25 Q2: $17.6B Revenue (TTM), FY25 Q3: $17.8B Revenue (TTM), FY25 Q4: $18B Revenue (TTM), FY26 Q1: $18.2B Revenue (TTM), FY26 Q2: $18.3B Revenue (TTM), FY26 Q3: $18.6B $18.6B

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $15.2B
FY24 Q1 $15.9B
FY24 Q2 $16.5B
FY24 Q3 $17B
FY24 Q4 $17.5B
FY25 Q1 $17.6B
FY25 Q2 $17.6B
FY25 Q3 $17.8B
FY25 Q4 $18B
FY26 Q1 $18.2B
FY26 Q2 $18.3B
FY26 Q3 $18.6B
Revenue growth, TTM YoY Emerson Electric
0% 5% 10% 15% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: 9.9% Revenue growth, TTM YoY, FY24 Q1: 13.5% Revenue growth, TTM YoY, FY24 Q2: 14.1% Revenue growth, TTM YoY, FY24 Q3: 13.3% Revenue growth, TTM YoY, FY24 Q4: 15.3% Revenue growth, TTM YoY, FY25 Q1: 10.3% Revenue growth, TTM YoY, FY25 Q2: 6.5% Revenue growth, TTM YoY, FY25 Q3: 4.8% Revenue growth, TTM YoY, FY25 Q4: 3.0% Revenue growth, TTM YoY, FY26 Q1: 3.6% Revenue growth, TTM YoY, FY26 Q2: 4.0% Revenue growth, TTM YoY, FY26 Q3: 4.8% 4.8%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 9.9%
FY24 Q1 13.5%
FY24 Q2 14.1%
FY24 Q3 13.3%
FY24 Q4 15.3%
FY25 Q1 10.3%
FY25 Q2 6.5%
FY25 Q3 4.8%
FY25 Q4 3.0%
FY26 Q1 3.6%
FY26 Q2 4.0%
FY26 Q3 4.8%
FCF margin (TTM) Emerson Electric
0% 5% 10% 15% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 1.8% FCF margin (TTM), FY24 Q1: 1.6% FCF margin (TTM), FY24 Q2: 5.5% FCF margin (TTM), FY24 Q3: 7.0% FCF margin (TTM), FY24 Q4: 16.7% FCF margin (TTM), FY25 Q1: 18.6% FCF margin (TTM), FY25 Q2: 15.7% FCF margin (TTM), FY25 Q3: 15.4% FCF margin (TTM), FY25 Q4: 14.8% FCF margin (TTM), FY26 Q1: 14.2% FCF margin (TTM), FY26 Q2: 17.0% FCF margin (TTM), FY26 Q3: 18.6% 18.6%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 1.8%
FY24 Q1 1.6%
FY24 Q2 5.5%
FY24 Q3 7.0%
FY24 Q4 16.7%
FY25 Q1 18.6%
FY25 Q2 15.7%
FY25 Q3 15.4%
FY25 Q4 14.8%
FY26 Q1 14.2%
FY26 Q2 17.0%
FY26 Q3 18.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ billions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Sept 2009 2010 Sept 2010 2011 Sept 2011 2012 Sept 2012 2013 Sept 2013 2014 Sept 2014 2015 Sept 2015 2016 Sept 2016 2017 Sept 2017 2018 Sept 2018 2019 Sept 2019 2020 Sept 2020 2021 Sept 2021 2022 Sept 2022 2023 Sept 2023 2024 Sept 2024 2025 Sept 2025 LTM Jun 2026
Income
Revenue 20.1 21.0 24.2 24.4 24.7 17.7 16.2 14.5 15.3 17.4 18.4 16.8 12.9 13.8 15.2 17.5 18.0 18.6
Gross profit 7.6 8.3 9.6 9.8 10.0 10.2 7.0 6.3 6.4 7.4 7.8 7.0 7.6 6.3 7.4 8.9 9.5 9.9
Net income 1.7 2.2 2.5 2.0 2.0 2.1 2.7 1.6 1.5 2.2 2.3 2.0 2.3 3.2 13.2 2.0 2.3 2.6
Diluted EPS $2.27 $2.84 $3.27 $2.67 $2.76 $3.03 $3.99 $2.52 $2.35 $3.46 $3.71 $3.24 $3.82 $5.41 $22.88 $3.43 $4.04 $4.58
Growth (year on year)
Revenue −15.4% +4.7% +15.1% +0.8% +1.1% −28.1% −8.4% −10.6% +5.1% +14.0% +5.5% −8.6% −23.0% +6.7% +9.9% +15.3% +3.0% +4.8%
Net income −28.5% +25.5% +14.6% −20.6% +1.8% +7.1% +26.2% −39.7% −7.2% +45.1% +4.7% −14.8% +17.2% +40.3% +309.1% −85.1% +16.5% −2.8%
Diluted EPS −25.8% +25.1% +15.1% −18.3% +3.4% +9.8% +31.7% −36.8% −6.7% +47.2% +7.2% −12.7% +17.9% +41.6% +322.9% −85.0% +17.8% −1.9%
Margins
Gross margin 37.6% 39.6% 39.5% 40.0% 40.3% 57.3% 43.1% 43.1% 42.0% 42.7% 42.5% 41.8% 58.5% 45.7% 49.0% 50.8% 52.8% 53.2%
Net margin 8.6% 10.3% 10.2% 8.1% 8.1% 12.1% 16.7% 11.3% 9.9% 12.7% 12.6% 11.7% 17.8% 23.4% 87.2% 11.3% 12.7% 13.8%
Free-cash-flow margin 12.7% 13.2% 10.7% 9.8% 12.0% 17.1% 11.9% 16.8% 9.4% 13.1% 13.1% 15.2% 24.5% 19.0% 1.8% 16.7% 14.8% 18.6%
Cash flow
Cash from operations 3.1 3.3 3.2 3.1 3.6 3.7 2.5 2.9 1.9 2.9 3.0 3.1 3.6 2.9 0.6 3.3 3.1 3.9
Capital spending 0.5 0.5 0.6 0.7 0.7 0.7 0.6 0.4 0.5 0.6 0.6 0.5 0.4 0.3 0.4 0.4 0.4 0.5
Free cash flow 2.6 2.8 2.6 2.4 3.0 3.0 1.9 2.4 1.4 2.3 2.4 2.5 3.2 2.6 0.3 2.9 2.7 3.5
Stock-based pay 0.1 0.2 0.1 0.1 0.2 0.1 0.0 0.1 0.1 0.2 0.1 0.1 0.2 0.1 0.3 0.3 0.3 0.1
Free cash flow after stock pay 2.5 2.6 2.5 2.3 2.8 2.9 1.9 2.3 1.3 2.1 2.3 2.4 3.0 2.5 0.0 2.7 2.4 3.3
Balance sheet
Cash 1.6 1.6 2.1 2.4 3.3 3.1 3.1 3.2 3.1 1.1 1.5 3.3 2.4 1.8 8.1 3.6 1.5 2.2
Total debt 4.6 5.1 5.2 5.3 5.6 6.0 6.8 6.6 4.7 4.8 5.7 7.5 6.7 10.4 8.2 7.7 13.1 13.1
Net debt (negative = net cash) 3.0 3.5 3.1 2.9 2.4 2.9 3.8 3.5 1.6 3.7 4.2 4.2 4.3 8.6 0.1 4.1 11.6 10.9
Diluted shares 759m 757m 754m 735m 723m 704m 677m 647m 643m 635m 621m 607m 602m 596m 577m 574m 567m 563m
Returned to shareholders
Dividends 1.0 1.0 1.0 1.2 1.2 1.2 1.3 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2
Buybacks 0.7 0.1 0.9 0.8 1.1 1.0 2.5 0.6 0.4 1.0 1.3 0.9 0.5 0.5 2.0 0.4 1.2 0.9
Total returned 1.7 1.1 2.0 2.0 2.3 2.3 3.8 1.8 1.6 2.2 2.5 2.2 1.7 1.7 3.2 1.6 2.4 2.2

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 5 checks passed · June 30, 2026
What it owns · $42.2bn
Short-term assets $9.7bnLonger-term assets $32.6bn
What it owes, and who funded it · $31.2bn
Short-term liabilities $10.8bnShareholders' equity $20.4bn
  • Short-term assets cover short-term liabilities $9.7bn of assets due within a year against $10.8bn of liabilities due within a year.
  • Short-term assets cover long-term liabilities Not assessable from the reported split. Not assessable.
  • More cash than debt $2.2bn of cash against $13.1bn of debt.
  • Debt below 40% of shareholders' equity Debt is 64% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 85% to 64% over five years.
  • A year's operating cash flow covers at least 20% of debt $3.9bn of operating cash flow against $13.1bn of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Emerson Electric's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$918M
Dividends (TTM)
$1.2B
Returned to shareholders
62%
of free cash flow
Buybacks, last 3 fiscal years
$3.6B
Diluted share count
−0.9%
year over year
Total shareholder yield
2.3%
dividends 1.3% + buybacks 1.0% of market value
Dividend payout ratio
48%
of net income paid out
Sales & admin spending
28.1%
of revenue
Days sales outstanding
60 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in electrical components & equipment
Last 12 months unless stated EMR VRT ETN ROK AME RRX Median
Revenue, last 12 months $18.6bn $13.1bn $30.0bn $9.0bn $7.9bn $6.1bn $154m
Revenue growth, last 12 months 4.8% 35.3% 15.5% 11.3% 12.7% 3.5% 10.6%
Revenue growth, 3-year average 7.6% 25.4% 10.8% 1.3% 7.0% 2.9% 9.2%
Revenue growth, latest quarter 7.0% 61.2% 21.4% 7.9% 15.0% 4.2% 10.2%
Gross margin 53.2% 38.1% 35.9% 49.1% 36.4% 37.8% 29.3%
Operating margin — 20.1% 14.4% 22.7% 25.9% 11.7% −17.7%
Operating margin, 3-year average — 17.9% — — 25.9% 10.1% −32.6%
Net margin 13.8% 16.0% 12.8% 13.4% 20.0% 5.4% −23.4%
Cash from operations / revenue 21.0% 27.9% 16.5% 19.3% 24.9% 9.2% −6.5%
Free-cash-flow margin 18.6% 23.9% 13.1% 16.8% 23.2% 7.7% −11.0%
Free-cash-flow margin, 3-year average 13.7% 17.4% 12.7% 15.0% 23.9% 10.4% −6.8%
Stock pay / revenue 0.7% 0.4% — 1.0% 0.6% 0.5% 2.5%
Change in share count −0.9% 0.1% −1.3% −0.9% −0.6% 0.3% 10.0%

Median of all 57 companies we cover in electrical components & equipment. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

57 electrical components & equipment companies
Measure Company Peer median Rank
Revenue growth Growth 4.8% 10.6% 36 of 57
Change in growth rate Growth +0.8pp +0.0pp 27 of 57
Gross margin Profitability 53.2% 29.3% 2 of 54
Net margin Profitability 13.8% -23.4% 7 of 57
Free-cash-flow margin Cash generation 18.6% -8.8% 5 of 56
Stock pay as % of revenue Cash generation 0.7% 2.8% 11 of 50
Long-term debt as % of assets Balance sheet 17.8% 17.8% 21 of 40
Change in share count Balance sheet -0.9% 10.0% 5 of 46
Days sales outstanding Balance sheet 60 days 72 days 19 of 50

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to September 30, 2025
Geography
Region Revenue YoY
United States $7.5B ▲ 5.5%
China $1.8B ▼ 3.8%

These categories overlap or exclude eliminations, so shares aren't shown.

From Emerson Electric's 10-K filed November 10, 2025, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$65.8B
Institutions reporting
2,275
Shares held vs prior quarter
▲ 1.0%
Positions opened / closed
159 / 88

Top buyers and sellers, Q2 2026: 1,037 institutions bought and 885 sold ; the biggest buyer was Price T Rowe Associates Inc (+5.9M shares) and the biggest seller Jpmorgan Chase & Co (−4.1M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $6.2B 43.3M 9.4% ▲ 3.5%
Vanguard Capital Management LLC $5.2B 36.6M 8.0% ▲ 0.2%
State Street Corp $4B 27.7M 6.0% ▲ 1.5%
Bank Of America Corp $2.6B 18.4M 4.0% ▼ 7.9%
Vanguard Portfolio Management LLC $1.9B 13.3M 2.9% ▲ 1.7%
Geode Capital Management, LLC $1.8B 12.6M 2.7% ▲ 0.5%
Morgan Stanley $1.7B 12.0M 2.6% ▲ 3.1%
Jpmorgan Chase & Co $1.5B 10.8M 2.3% ▼ 27.8%
Wells Fargo & Company $1.4B 9.8M 2.1% ▼ 2.0%
Fisher Asset Management, LLC $1.3B 9.4M 2.1% ▲ 11.2%
Price T Rowe Associates Inc $1.3B 8.7M 1.9% ▲ 212.1%
Wellington Management Group LLP $1.2B 8.5M 1.8% ▼ 12.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Emerson Electric's complete shareholder register. Values are as reported by the filers ; 16 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $7.9M 9 trades by 6 insiders · 0% under pre-set plans
Net ▼ $7.9M net selling
Insider Date Trade Shares Price Value
Karsanbhai Surendralal Lanca President & CEO August 11, 2026 Sell 9,650 $161.91 $1.6M
Train Michael H. SVP & Chief Sustain Officer August 6, 2026 Sell 7,329 $158.99 $1.2M
Krishnan Ram R. Executive Vice Pres & COO June 1, 2026 Sell 11,500 $141.22 $1.6M
Karsanbhai Surendralal Lanca President & CEO March 10, 2026 Sell 5,700 $142.32 $811,227
Levatich Matthew S Director February 10, 2026 Sell 1,476 $162.16 $239,349
Piazza Nicholas J. Senior VP & CPO February 9, 2026 Sell 6,703 $159.07 $1.1M
Blinn Mark A Director February 5, 2026 Sell 1,476 $152.79 $225,518
Blinn Mark A Director February 5, 2026 Sell 1,400 $152.44 $213,412
Karsanbhai Surendralal Lanca President & CEO December 3, 2025 Sell 7,263 $133.00 $965,979

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 75 trades and filings

In the last 12 months, 2 members of Congress disclosed 1 purchase and 4 sales of Emerson Electric shares.

  • Kevin Hern(R-OK 1):Sale (partial), $15,001 - $50,000, traded September 17, 2026, filed October 13, 2026
  • Kevin Hern(R-OK 1):Sale (partial), $1,001 - $15,000, traded September 14, 2026, filed September 25, 2026
  • Kevin Hern(R-OK 1):Sale (partial), $15,001 - $50,000, traded September 14, 2026, filed September 25, 2026

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 12, 2027 estimated from the company's past filing pattern, not announced

  • October 13, 2026
  • August 4, 2026
  • May 5, 2026
  • February 3, 2026
  • November 20, 2025
  • November 5, 2025

Recent SEC filings

Data status

When each part of this page on Emerson Electric was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Emerson Electric in brief

What does Emerson Electric do?
Emerson Electric is a US-listed company in the electrical components & equipment industry. Its financial year ends in September.
What is Emerson Electric's stock ticker?
Emerson Electric trades under the ticker EMR on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Emerson Electric's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Emerson Electric reported revenue of $18.6B, 4.8% higher than a year earlier, according to its SEC filings.
What is Emerson Electric's free cash flow?
Emerson Electric's free-cash-flow margin is 18.6% of revenue over the trailing twelve months, ranking 5 of the 56 electrical components & equipment companies we cover.
What is Emerson Electric's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Emerson Electric's free cash flow after stock-based pay gives ~$69 per share in the base case, and ~$47–$99 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Emerson Electric's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Capital Management LLC and State Street Corp. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Emerson Electric buying back stock, and does it pay a dividend?
Emerson Electric spent $918M on share repurchases over the trailing twelve months, and its diluted share count fell 0.9% over the year.
What is Emerson Electric's market cap?
On November 2, 2026, Emerson Electric's market capitalisation was about $93.5B, with a price-to-earnings ratio of 36.3 and net debt of $10.9B. Market figures come from third-party market data and may be delayed.
Does Emerson Electric pay a dividend?
Yes: Emerson Electric paid $1.2B in dividends over the trailing twelve months, a dividend yield of 1.33% and a payout ratio of 47.8%.
How much debt does Emerson Electric have?
Emerson Electric's debt-to-equity ratio is 64.3%, from its latest balance sheet (85.1% five years earlier). The financial health section below sets out its other solvency checks.
Who are Emerson Electric's competitors?
In our Electrical Components & Equipment peer group, the companies closest to Emerson Electric are Vertiv, Eaton Corporation, Rockwell Automation, Ametek and Regal Rexnord Corp. The side-by-side comparison below sets their revenue, margins and growth against Emerson Electric's.
Are insiders buying or selling Emerson Electric stock?
Over the last 12 months, Emerson Electric's directors and officers reported 0 open-market purchases and 9 sales on Form 4. The insider trading page charts every trade.
When is Emerson Electric's next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Emerson Electric announces its own schedule.