View ValuationEmerson Electric 将来の成長Future 基準チェック /26Emerson Electric利益と収益がそれぞれ年間12.8%と5.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.9% 13.2%なると予測されています。主要情報12.8%収益成長率13.20%EPS成長率Electrical 収益成長19.0%収益成長率5.6%将来の株主資本利益率21.85%アナリストカバレッジGood最終更新日22 Jun 2026今後の成長に関する最新情報お知らせ • Feb 04+ 1 more updateEmerson Provides Earnings Guidance for the Second Quarter and Fiscal Year of 2026Emerson provided earnings guidance for the second quarter and fiscal year of 2026. For the quarter, the company expects Net Sales Growth of 3% to 4%. Earnings Per Share is expected to be in the range of $1.06 to $1.11. For the year, the company expects Net Sales Growth of 5.5%. Earnings Per Share is expected to be in the range of $4.78 to $4.93.お知らせ • Nov 05+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the First Quarter and Full Year of 2026Emerson Electric Co. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects reported net sales growth to be approximately 4%. Earnings per share to be approximately $0.98. For the full year, the company expects reported net sales growth to be approximately 5.5%. Earnings per share to be between $4.73 to $4.93.お知らせ • Aug 06Emerson Electric Co. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year 2025Emerson Electric Co. provided earnings guidance for the fourth quarter of 2025 and fiscal year 2025. For the quarter, the company expects Net Sales Growth of 5.5% to 6.5%. Earnings Per Share of $1.13 to $1.17. For the year, the company expects Net Sales Growth of approx. 3.5%. Earnings Per Share of ~$4.08.お知らせ • May 07+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the Third Quarter of 2025 and Fiscal Year 2025Emerson Electric Co. provided earnings guidance for the third quarter of 2025 and fiscal year 2025. For the quarter, the company expects Net Sales Growth of 4.5% to 5.5%. Earnings Per Share of $1.04 to $1.08. For the year, the company expects Net Sales Growth of approx. 4%. Earnings Per Share of $4.05 to $4.20.お知らせ • Nov 06+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the First Quarter and Fiscal Year of 2025Emerson Electric Co. provided earnings guidance for the first quarter and fiscal year of 2025. For the quarter, the company expects Net Sales Growth in the range of 2.5% to 3.5%. Earnings Per Share is expected to be in the range of $0.89 to $0.94. For the year, the company expects Net Sales Growth in the range of 3.5% to 5.5%. Earnings Per Share is expected to be in the range of $4.42 to $4.62.すべての更新を表示Recent updatesナラティブの更新 • Jun 22EMR: Long Term Energy Projects And Industrial AI Partnerships Will Shape ReturnsEmerson Electric's analyst price target has been nudged slightly lower by less than $1 as analysts balance mixed ratings and revised targets, while also noting that the company has exposure to long-term demand trends and limited software risk from AI. Analyst Commentary Recent research on Emerson Electric highlights a mix of enthusiasm about its exposure to long-term demand trends and caution around execution risks and valuation, which helps explain the small adjustment in the overall analyst price target picture.ライブニュース • Jun 17Emerson Electric Stock Rises as Aramco Partnership Advances Industrial AI and Corrosion TechEmerson Electric has entered a research and development collaboration with Saudi Aramco to co-develop advanced corrosion management solutions for industrial assets. Under the agreement, Emerson will contribute its ultrasonic online corrosion monitoring, wireless connectivity tools and continuous data collection technology, while Aramco will provide technical expertise and intellectual property. The partnership targets the digitalization of corrosion management workflows and reflects Emerson’s broader push into industrial AI applications, alongside other recent AI-focused partnerships such as its work with SiMa.ai. This collaboration underscores Emerson Electric’s effort to embed more digital and AI-based capabilities into its core industrial offerings, which may strengthen its position with large energy and process industry customers. Investors may want to watch how effectively Emerson converts these technical partnerships into commercial contracts and whether the R&D efforts lead to products that can be scaled across multiple end markets.ライブニュース • Jun 08Emerson Electric Targets Industrial AI Market With SiMa.ai Chip IntegrationEmerson Electric has formed a collaboration with SiMa.ai to integrate SiMa.ai’s Machine Learning System on Chip into Emerson’s industrial PCs. The joint offering is designed to bring AI processing directly to industrial environments that require rugged hardware. Emerson is targeting opportunities in the Industrial AI market, which is projected to reach US$153.9b by 2030. This move signals Emerson’s intent to position its hardware portfolio around AI-enabled automation and real-time data processing inside factories and other industrial settings. Investors may want to watch how quickly Emerson converts this partnership into commercial deployments and whether it can stand out against other industrial suppliers pursuing similar AI opportunities.ナラティブの更新 • Jun 07EMR: AI And Industrial Partnerships Will Shape Future Automation Execution OutcomesEmerson Electric's analyst price target has been adjusted by about $2 to roughly $203 as analysts weigh mixed recent target changes alongside updated assumptions on growth, margins and future P/E expectations. Analyst Commentary Recent research on Emerson Electric reflects a mix of views, but several bullish analysts have highlighted constructive angles on valuation, execution and growth potential.Recent Insider Transactions • Jun 03Executive VP & COO recently sold US$1.6m worth of stockOn the 1st of June, Ram Krishnan sold around 12k shares on-market at roughly US$141 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ram's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Jun 01Executive VP & COO notifies of intention to sell stockRam Krishnan intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$141, it would amount to US$1.6m. Since September 2025, Ram's direct individual holding has increased from 142.09k shares to 226.56k. Company insiders have collectively sold US$3.2m more than they bought, via options and on-market transactions in the last 12 months.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Calvin Butler was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 29Emerson Electric Co. Appoints Zenab Abbas as Marketing Director for Middle East & AfricaZenab Abbas has joined Emerson as Marketing Director for the Middle East & Africa, focusing on brand strategy and business growth in the region. Zenab Abbas has been appointed as Marketing Director for Middle East & Africa (MEA) at Emerson. Abbas shared the update through a LinkedIn post, expressing excitement about beginning a new journey with the company. In her new role, she will lead marketing initiatives and brand strategy across the region, focusing on business growth. Before joining Emerson, Abbas built extensive experience in B2B marketing, strategic communications and regional brand management. Zenab Abbas is a senior B2B Marketing Director with over 10 years' experience leading regional marketing across the Middle East, Africa, Europe and Asia Pacific, primarily within complex, industrial and technology-led sectors such as critical infrastructure, cloud, AI. She specialises in building scalable go-to-market strategies, demand generation frameworks and customer engagement programmes that translate complex portfolios into clear, outcome-led value propositions. In the past, she has led regional marketing programmes, working across direct sales teams and extended ecosystems including strategic alliances, distributors, resellers and consultants.ナラティブの更新 • May 24EMR: AI Automation Upside Is Expected To Outweigh New Competitive ThreatNarrative Update Emerson Electric's updated analyst price target edges lower by about $1 to $163.72 as analysts fine-tune fair value, discount rate, revenue growth, profit margin, and future P/E inputs following a mix of recent target increases and cuts across the Street. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some bullish analysts lifting price targets and ratings, while bearish analysts trim targets or flag short term downside risk.お知らせ • May 14+ 1 more updateEmerson Unveils AI-Ready Test Automation PlatformEmerson announced the expansion of NI Nigel AI across its test software portfolio, introducing new prompt-based code generation in the NI LabVIEW+ Suite and further evolving the NI platform into an integrated, AI-ready test automation platform. These enhancements will allow aerospace, semiconductor, transportation and other mission-critical customers to develop, test and deliver products to market faster while meeting strict reliability and safety requirements. Nigel AI is a test-optimized AI technology designed to operate within the rigor and constraints of test engineering environments. The enhancements, expected to be available later in 2026, will enable engineers to further accelerate test development while maintaining transparency and control. Nigel AI will also expand across its full software portfolio, including NI FlexLogger, NI InstrumentStudio, NI TestStand and NI SystemLink, providing context-aware guidance across the test lifecycle – from development and reuse to validation and deployment. Built to support the growing complexity and automation demands of modern technology, the NI platform unifies modular hardware, open software and a data foundation designed for scale. By embedding AI into everyday engineering tools, Emerson enables engineering teams to move faster and make better decisions without compromising measurement integrity or system reliability. At the hardware level, the NI platform delivers low size, weight and power consumption while ensuring high configurability and supporting diverse signals, precise timing and high-performance data movement for demanding test applications. NI software connects operating environments and computing technologies, allowing test workflows to evolve and incorporate AI naturally over time. A shared data foundation simplifies the capture, management and reuse of measurement data, enabling analytics, collaboration and long-term system optimization across teams and sites. During NI Connect keynote presentations, companies including NVIDIA, Alstom, Valeo, Zap Energy and Cyth Systems shared how they are using Emerson's NI test and measurement technologies to accelerate development and validation of next-generation products.お知らせ • May 12Emerson Introduces AspenTech AVA AI Platform For Industrial CompaniesEmerson introduced the AspenTech AVA AI platform, specifically designed for industrial companies to accelerate AI adoption across the enterprise for measurable business impact. Offering agentic, domain-aware AI capabilities, AVA delivers the agility, efficiency and autonomy companies need to respond faster to operating conditions, continuously improve performance using trusted domain context and act with greater confidence through AI-assisted recommendations embedded directly in operations. AVA embeds decades of Emerson industrial expertise and first-principles models directly into its operational skills and workflows while leveraging large language models. In doing so, AVA enables companies to deploy the power of generative AI as a trusted operational capability and to build an enterprise operations platform that connects data, context and decision-making across the organization. Designed to be data-source agnostic and built upon existing automation infrastructure, AVA leverages the AspenTech Inmation Data Platform that organizes and contextualizes fragmented OT data across cloud, edge and on-premise environments. The Inmation Data Platform ensures AVA has reliable, real-time visibility into operations, while the company's proven first-principles models and decades of industrial expertise provide the intelligence needed to interpret conditions, evaluate options and support better decisions in real operating environments. Beyond improving operational decision-making, AVA supports the next generation of digital-native professionals stepping into operation roles, providing consistent, expert-informed guidance. By embedding AI-assisted decision support directly into operational workflows, AVA delivers a more intuitive, responsive and autonomous user experience that aligns with how today's workforce expects to interact with technology, while ensuring reliable execution across the enterprise at scale. AVA is available with four high-value operational optimization and decision-support advisors. To help industrial companies explore how AVA's agentic workflows can be applied within their own operating environments, Emerson offers AspenTech.ai, a web-based interactive experience where industry professionals can engage directly with AVA, examine AI-assisted decision-support use cases and access Emerson's AspenTech solution resources relevant to their operations.Declared Dividend • May 11Second quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 15th May 2026 Payment date: 10th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07+ 2 more updatesEmerson Announces Appointment of Jennifer Newstead to Board of Directors, Effective August 3, 2026Emerson on May 5, 2026 announced the election of Jennifer Newstead, Senior Vice President and General Counsel at Apple, to its Board of Directors, effective August 3, 2026. She will serve on the Compensation Committee and the Corporate Governance and Nominating Committee. With Newstead's appointment, the Emerson Board will expand to 11 members. With decades of experience spanning both the public and private sectors, Newstead brings comprehensive expertise in policy, corporate governance, government affairs, litigation and compliance to the Emerson Board. Newstead joined Apple's executive team in 2026 as Senior Vice President and General Counsel, overseeing all legal matters. Prior to Apple, Newstead served as Chief Legal Officer and General Counsel at Meta for more than six years, and she held several senior roles across the U.S. government earlier in her career. Jennifer Newstead is Senior Vice President and General Counsel at Apple, where she oversees all of the company's legal matters, including corporate governance, intellectual property, litigation and securities compliance, global security and privacy. Prior to joining Apple in January 2026, she served as Chief Legal Officer at Meta, formerly Facebook, responsible for all global legal and corporate governance matters on behalf of the company. Prior to joining Meta in 2019, Newstead served in senior roles in the U.S. government, most recently as the Senate-confirmed legal adviser of the U.S. Department of State, where she advised on issues of domestic and international law affecting the conduct of U.S. foreign relations. She previously served as General Counsel of the White House Office of Management and Budget and as a Principal Deputy Assistant Attorney General at the U.S. Department of Justice. In the private sector, Newstead spent 12 years as a partner at Davis Polk & Wardwell LLP, advising technology, media and financial services firms on litigation and regulatory matters. Newstead serves on the Board of Trustees at the National Constitution Center, is a member of the Executive Committee at the Association of General Counsel and serves on the Advisory Committee on International Law at the U.S. Department of State. She graduated magna cum laude from Harvard University, where she received her A.B., and received her J.D. from Yale Law School. Following law school, Newstead clerked for Justice Stephen Breyer of the United States Supreme Court and Judge Laurence Silberman of the U.S. Court of Appeals for the DC Circuit. She previously served as an adjunct professor of law at Georgetown University Law Center.Reported Earnings • May 06Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: US$1.10 (up from US$0.86 in 2Q 2025). Revenue: US$4.56b (up 2.9% from 2Q 2025). Net income: US$618.0m (up 27% from 2Q 2025). Profit margin: 14% (up from 11% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.ナラティブの更新 • May 06EMR: AI Disruption Risk Will Likely Cap Future Share UpsideNarrative Update The analyst price target for Emerson Electric has been revised higher by about $1 to reflect updated assumptions on discount rate, more conservative revenue growth, a higher profit margin outlook, and a slightly lower future P/E multiple, consistent with the mixed but generally constructive tone in recent research where several firms raised targets while others turned more cautious in the near term. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some firms lifting price targets while others are more cautious on execution and valuation risk.Seeking Alpha • May 06Emerson Electric: Not An AI Infrastructure CompanySummary Emerson Electric Co. is a mature industrial company with slow growth, limited exposure to AI-driven data center capex, and a premium valuation. EMR's recent quarter showed 3% revenue and 4% earnings growth, reflecting dependence on broad macro drivers rather than high-growth sectors. Despite solid margins and over $3bn FCF, EMR's serial M&A and portfolio strategy have not enhanced growth or returns. I rate EMR stock a Sell due to its high valuation (20x P/E, 2.4x PEG) relative to modest 8–10% EPS growth and strategic limitations. Read the full article on Seeking Alphaナラティブの更新 • Apr 22EMR: AI Disruption Risk Will Shape Future Automation And Software Execution OutcomesAnalyst price targets for Emerson Electric have been adjusted modestly, with mixed recent research that includes several target cuts from Wells Fargo and Barclays alongside multiple target increases and rating changes. The updated target is $205.00 as analysts balance AI related competitive risks with company specific drivers.お知らせ • Apr 15Emerson Electric Co. to Report Q2, 2026 Results on May 05, 2026Emerson Electric Co. announced that they will report Q2, 2026 results After-Market on May 05, 2026ナラティブの更新 • Apr 08EMR: AI Disruption Risk Will Shape Future High Margin Automation UpsideEmerson Electric's analyst fair value estimate has been adjusted slightly higher from $204 to $205, as analysts balance modestly different assumptions for revenue growth, margins, and future P/E, alongside a wide range of recent price target changes and mixed views on AI related risks to its high margin hardware and software exposure. Analyst Commentary Street research on Emerson Electric over the past few months reflects a wide range of opinions, with some firms trimming price targets or flagging shorter term concerns and others lifting targets or adjusting ratings as they update their models.ナラティブの更新 • Mar 25EMR: AI Automation Demand And High Margins Will Drive Future UpsideEmerson Electric's analyst price targets have generally moved higher, with several firms lifting their views by $4 to $30 to reflect updated expectations around AI driven demand and software exposure, while also flagging emerging competitive risks in high margin hardware and automation software. Analyst Commentary Bullish analysts are focusing on Emerson Electric's mix of high margin automation hardware and software, with several research notes pointing to AI related demand as an important theme in recent price target updates.ナラティブの更新 • Mar 10EMR: AI Exposure And High Margins Will Support Future UpsideEmerson Electric's updated analyst price target holds steady at $204. Analysts are balancing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E with a mix of recent target raises and downgrades that reflect both AI driven opportunity and competitive risk in high margin industrial hardware and software.ナラティブの更新 • Feb 24EMR: Higher Long Term Margins And P/E Framework Will Support UpsideWe are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.Recent Insider Transactions Derivative • Feb 13President notifies of intention to sell stockSurendralal Karsanbhai intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$148, it would amount to US$3.3m. For the year to September 2019, Surendralal's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Surendralal's direct individual holding has increased from 350.95k shares to 474.38k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Feb 12Senior VP & Chief People Officer recently sold US$1.1m worth of stockOn the 9th of February, Nick Piazza sold around 7k shares on-market at roughly US$159 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months.ナラティブの更新 • Feb 09EMR: Fair Outlook Weighs AI Demand Resilience Against Aspen Execution OverhangThe analyst price target for Emerson Electric has been raised by about US$9. Analysts cited adjustments in their models that include slightly higher projected revenue growth, modestly stronger profit margins, and a small change in the discount rate, while keeping future P/E assumptions broadly similar.Declared Dividend • Feb 06First quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 13th February 2026 Payment date: 10th March 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 04First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$1.08 (up from US$1.03 in 1Q 2025). Revenue: US$4.35b (up 4.1% from 1Q 2025). Net income: US$605.0m (up 3.4% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.8%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 04+ 1 more updateEmerson Provides Earnings Guidance for the Second Quarter and Fiscal Year of 2026Emerson provided earnings guidance for the second quarter and fiscal year of 2026. For the quarter, the company expects Net Sales Growth of 3% to 4%. Earnings Per Share is expected to be in the range of $1.06 to $1.11. For the year, the company expects Net Sales Growth of 5.5%. Earnings Per Share is expected to be in the range of $4.78 to $4.93.ナラティブの更新 • Jan 26EMR: Fair Outlook Balances AI Demand Support And Aspen Execution RisksOur analyst price target for Emerson Electric has been nudged higher to about US$156 from roughly US$154, reflecting updated Street views that balance slightly softer revenue growth assumptions with modestly stronger profitability and a similar long term P/E framework. This is supported by recent price target revisions from multiple firms and ongoing debate about near term upside.お知らせ • Jan 14Emerson Electric Co. to Report Q1, 2026 Results on Feb 03, 2026Emerson Electric Co. announced that they will report Q1, 2026 results After-Market on Feb 03, 2026ナラティブの更新 • Jan 10EMR: Fair Outlook Balances AI Demand Opportunities And Execution RisksAnalysts have lifted their fair value estimate for Emerson Electric by about US$2.87 to roughly US$153.71. This change reflects updated expectations for slightly higher margins and valuation multiples, along with recent price target moves that have trended toward US$145 to US$150, even as some research highlights valuation limits and execution timing.ナラティブの更新 • Dec 26EMR: Long-Term Margin Expansion Will Support Bullish Upside From Current LevelsAnalysts modestly reduced their price target on Emerson Electric to $150 from $151. The change reflects updated models that incorporate slightly lower long term revenue growth assumptions, a higher discount rate, and a modestly higher future earnings multiple.ナラティブの更新 • Dec 12EMR: Future Margins And Order Visibility Will Likely Restrain Share UpsideAnalysts have modestly reduced their price target on Emerson Electric to approximately $120.65 from about $109.01, citing updated post earnings modeling that reflects slightly higher expected growth, a richer future valuation multiple, and a modestly lower profit margin outlook. Analyst Commentary JPMorgan recently trimmed its price target on Emerson Electric to $150 from $151 while maintaining a Neutral rating, signaling a more tempered outlook following the fiscal Q4 report.お知らせ • Nov 27Emerson Electric Co., Annual General Meeting, Feb 03, 2026Emerson Electric Co., Annual General Meeting, Feb 03, 2026.分析記事 • Nov 08Emerson Electric (NYSE:EMR) Has Announced That It Will Be Increasing Its Dividend To $0.555Emerson Electric Co. ( NYSE:EMR ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Nov 07Fourth quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 14th November 2025 Payment date: 10th December 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.03 (up from US$2.83 in FY 2024). Revenue: US$18.0b (up 3.0% from FY 2024). Net income: US$2.29b (up 41% from FY 2024). Profit margin: 13% (up from 9.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.お知らせ • Nov 05+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the First Quarter and Full Year of 2026Emerson Electric Co. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects reported net sales growth to be approximately 4%. Earnings per share to be approximately $0.98. For the full year, the company expects reported net sales growth to be approximately 5.5%. Earnings per share to be between $4.73 to $4.93.お知らせ • Oct 15Emerson Electric Co. to Report Q4, 2025 Results on Nov 05, 2025Emerson Electric Co. announced that they will report Q4, 2025 results Pre-Market on Nov 05, 2025分析記事 • Oct 01Why Emerson Electric Co. (NYSE:EMR) Could Be Worth WatchingLet's talk about the popular Emerson Electric Co. ( NYSE:EMR ). The company's shares saw significant share price...お知らせ • Sep 23Emerson Introduces AI-Enabled Guidance to Support Industrial ResilienceEmerson introduced Guardian Virtual Advisor, an AI-powered software solution to support end-to-end lifecycle management. Emerson's Guardian Virtual Advisor combines AI with deep domain expertise to help customers rapidly evaluate and enhance the performance of their automation systems, driving smarter decisions and operational excellence. Lifecycle services provide a comprehensive approach for industrial customers to support and maintain operations throughout the entire lifecycle of a plant - helping them maximize uptime, address operational inefficiencies and protect their automation investments. Frost & Sullivan estimates the industrial space has more than $1 trillion in operational losses globally, driving greater demand for lifecycle services. For over two decades, Emerson's Guardian Digital Platform has accumulated a vast repository of troubleshooting information - but searching articles and reference documents is a manual approach that slows down quick responses to developing issues like performing system maintenance or managing security updates or new software releases. Guardian Virtual Advisor is an intuitive, AI-powered application where users can enter natural language questions and receive an easy-to-understand answer and a link to the appropriate reference documents. Currently available to manage DeltaV distributed control systems, Guardian Virtual Advisor will be extended to include Emerson's other automation platforms, such as AMS and Ovation. The Guardian Digital Platform and Guardian Virtual Advisor will play an increasingly critical role in accelerating time-to-market, reducing costs, maximizing asset utilization and eliminating operational risks.ナラティブの更新 • Sep 04Digital Automation And AI Adoption Will Fuel Global ModernizationDespite stable process markets, solid demand, and improved margin outlook following Emerson's portfolio shift, consensus analyst price targets remain unchanged at $149.69, reflecting more realistic market expectations and increased conviction in the company's long-term growth. Analyst Commentary Market expectations for Emerson's process and industrial capex outlook have become more realistic, supported by stable process markets expected into 2026.分析記事 • Aug 11Emerson Electric (NYSE:EMR) Has Affirmed Its Dividend Of $0.5275The board of Emerson Electric Co. ( NYSE:EMR ) has announced that it will pay a dividend on the 10th of September, with...Reported Earnings • Aug 07Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$1.03 (up from US$0.60 in 3Q 2024). Revenue: US$4.55b (up 3.9% from 3Q 2024). Net income: US$580.0m (up 69% from 3Q 2024). Profit margin: 13% (up from 7.9% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 07Emerson Electric Co. announces Quarterly dividend, payable on September 10, 2025Emerson Electric Co. announced Quarterly dividend of USD 0.5275 per share payable on September 10, 2025, ex-date on August 15, 2025 and record date on August 15, 2025.お知らせ • Aug 06Emerson Electric Co. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year 2025Emerson Electric Co. provided earnings guidance for the fourth quarter of 2025 and fiscal year 2025. For the quarter, the company expects Net Sales Growth of 5.5% to 6.5%. Earnings Per Share of $1.13 to $1.17. For the year, the company expects Net Sales Growth of approx. 3.5%. Earnings Per Share of ~$4.08.分析記事 • Aug 05We Think Emerson Electric (NYSE:EMR) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jul 22Emerson Expands AI Capabilities into Test and Measurement Software PortfolioEmerson announced the company's Nigel™? AI Advisor is now enabled in its test software. This innovation - the company's first step in integrating test-optimized AI technology into its trusted portfolio of software and automation products - will provide engineers greater proficiency with software tools that address the increasing complexity of test and measurement across industries like semiconductor, transportation, and electronics. Built on large language models and taught to understand NI software, Nigel is a trusted advisor that helps engineers increase their productivity while maintaining control of their test environment. This new technology helps engineers use its test software, NI LabVIEW™? and NI TestStand™?, more efficiently by analyzing code and providing recommendations for improvements when developing and executing tests. Nigel enables users to ask questions via plain language prompts to get detailed suggestions for utilizing hundreds of functions, all while protecting user data through a secure cloud platform. First introduced to attendees at this year's NI Connect conference, Nigel AI Advisor is the initial release fueled by Emerson's investment in integrating AI capabilities into its broad portfolio of NI test and measurement software. NI LabVIEW and NI TestStand are both included in Emerson's NI LabVIEW+ Suite, which also includes other purpose-built software tools that work together to help engineers automate measurements, analysis and tests. Emerson plans to further integrate Nigel into its other test software products to help engineers save time and resources for higher-level tasks. As large language models advance and Emerson continues to refine for test and measurement specific tasks, Nigel AI Advisor will accelerate in intelligence and advance even greater possibilities within the field.お知らせ • Jul 16Emerson Electric Co. to Report Q3, 2025 Results on Aug 06, 2025Emerson Electric Co. announced that they will report Q3, 2025 results Pre-Market on Aug 06, 2025お知らせ • Jul 15Emerson Introduces First GenAI-Enabled Automation for Power and Water IndustriesEmerson has announced the launch of the Ovation™? AI-enabled Virtual Advisor - the first generative artificial intelligence (GenAI) advisor integrated into an automation system specifically designed for the power and water industries. The addition of an AI-enabled virtual advisor as part of Emerson's Ovation 4.0 Automation Platform delivers real-time insights to increase efficiency, detect anomalies, forecast maintenance issues and empower strategic decision-making. Emerson's Ovation Virtual Advisor embeds localized GenAI to provide dynamic system guidance and contextual support. The new solution helps users quickly gain access to Ovation system documentation, perform troubleshooting, proactively address maintenance issues and uncover optimization opportunities - all through natural language interaction. As part of a growing suite of Emerson's AI-based tools, the system capitalizes on Emerson's deep power and water domain expertise to enable future AI-powered insights to help optimize processes and equipment performance. Secure by design, the advisor uses local, pre-trained AI models based on Emerson and customer-provided system information that capture qualitative behavior at the control layer to ensure safe and accurate results. The AI models that power the Ovation Virtual Assistant can be further customized and tuned by uploading domain-specific data and operator feedback - helping customers make better operational and business decisions to drive competitive advantage.お知らせ • Jun 30+ 1 more updateEmerson Electric Co.(NYSE:EMR) dropped from Russell 1000 Defensive IndexEmerson Electric Co.(NYSE:EMR) dropped from Russell 1000 Defensive Index分析記事 • Jun 26Shareholders Should Be Pleased With Emerson Electric Co.'s (NYSE:EMR) PriceWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...お知らせ • May 22Emerson's Expanded Ai Portfolio Paves the Way for More Optimized Autonomous OperationsEmerson is empowering manufacturers across every industry to drive toward optimized autonomous operations with the most advanced industrial artificial intelligence (AI) and data solutions for online, mission-critical applications. Emerson's extensive AI portfolio - supported by its recent acquisition of the Aspen Technology business and built on decades of domain expertise - will help organizations implement AI solutions that deliver consistent, sustainable value. AI tools have reached an inflection point as open AI frameworks and foundational models trained on vast amounts of data have become more robust and accessible. However, while today's companies see industrial AI as an essential tool to help automate workflows, eliminate complexity and increase agility, the unsecure and reliable nature of public generative AI (GenAI) technologies is not suitable for high-availability, mission-critical industrial manufacturing. Emerson tackles this challenge with an AI portfolio featuring local models with embedded knowledge and guidance grounded in first principles. These physics- and engineering-based models eliminate the potential for tools to generate the impossible, unrealistic and unsafe results that plague AI technologies that are not fit-for-purpose. Leveraging local, customizable, industry-specific models provides more interpretable, trusted results and eliminates the need to expose sensitive data to public cloud architectures. Emerson's AI tools provide users with powerful automated engineering workflows. Emerson's AspenTech Optiplant®? AI Equipment Layout leverages GenAI to quickly and easily provide multiple viable design options for greenfield and brownfield plants. Users provide their requirements to AI that rapidly presents multiple options to fulfill them, enabling engineers to more efficiently select layouts that are not only suitable for performance but also meet additional non-functional requirements such as buffer zones, safety and proximity, and more. DeltaV™? Revamp uses AI to accelerate a low-risk transition of legacy control and safety system configuration to a modern DeltaV system, informed by data gathered from thousands of modernization projects across every industry. The AI tools in Emerson's DeltaV Revamp analyze information learned from each control system update to further improve the core database for increased speed, accuracy and agility with each modernization. AspenTech Strategic Planning for Sustainability Pathways™? leverages GenAI technology to navigate complex options and pathways to help companies more easily develop long-term strategies for decarbonization. In addition, Aspen Virtual Advisor (AVA), an AI-driven advisor built into Emerson technologies, provides expert operational guidance to users across a wide range of experience levels as they navigate sophisticated tools used for design, planning, scheduling and automation of operations. Today, AVA leverages deep knowledge of Aspen PIMS™? planning software and Aspen DMC3™? adaptive process control software, allowing users to ask natural language questions to identify process bottlenecks or find ways to achieve specific goals. Other virtual advisors, like those built into Emerson's Ovation™? 4.0 Automation Platform and Guardian™? Digital Platform, provide the tools users need to visually translate and simplify complex issues to easily understand what is happening in their control system. At its Emerson Exchange 2025 conference on May 20 in San Antonio, the company announced Project Beyond, the company announced Project Beyond. Project Beyond, the industry's first software-defined, OT-ready digital platform that will deploy and manage Emerson's suite of new AI applications and models. Project Beyond, the company will deploy and manage Emerson's Suite of new AI applications and models.お知らせ • May 20Emerson's Project Beyond to Modernize and Seamlessly Integrate the Industrial Automation Technology StackEmerson is pioneering a new software-defined enterprise operations platform - dubbed Project Beyond - that will fundamentally change today's approach to industrial automation. Emerson's Project Beyond will deliver the industry's first software-defined, OT-ready digital platform that seamlessly integrates and optimizes industrial operations. Leveraging innovations in software-defined control, data management, zero-trust cybersecurity and artificial intelligence, Emerson's new platform will help automation investments deliver value without adding complexity. The speed of technology and industrial artificial intelligence (AI) advancements, combined with increased computing power needs and the unprecedented volume and complexity of siloed data generated across industrial assets, requires a new, cost-efficient way for companies to leverage automation across the enterprise while protecting existing investments. Emerson's Project Beyond will tackle this challenge by creating a flexible, scalable and secure platform that connects today's existing automation installed base with modern technologies to empower continuous, enterprise-wide visibility, optimization and, eventually, autonomous operations. Project Beyond will also provide a consistent platform to deploy and manage new AI applications and models, along with contextualized data, to unlock unimagined flexibility, safety, sustainability and performance for essential industries such as energy, power, life sciences, chemical and mining. The building blocks of Project Beyond include: Modern Computing Environments: Project Beyond will unify the latest in on-premise edge computing with the power of the cloud to deliver unparalleled data analytics. Networking & Connectivity: Secure connectors, APIs and software interfaces that allow connectivity of existing OT systems, devices and legacy I/O to the platform as well as the ability to connect the platform to IT environments. DataOps: A powerful data fabric weaving together all OT assets, from devices to entire systems, turning contextualized data and codified knowledge into digital intelligence around operations. App Marketplace: A catalogue of applications, curated for an organization's unique needs, collected in a single marketplace for easy access and deployment. AI Orchestration: An orchestration engine that will manage the deployment and lifecycle of AI agents enabling the future human/AI hybrid workforce. Zero-Trust Security Architecture: A security plane that secures every access, device, application, connection and data within the platform. Designed as a data-centric platform, the enterprise operations platform enables a more flexible deployment of even more powerful mission-critical functionality, such as the new DeltaV IQ Controller. This software-defined controller will run on commercial, off-the-shelf servers, bringing increased scalability, flexibility, resiliency and extensibility to enterprise operations.Recent Insider Transactions Derivative • May 13Insider notifies of intention to sell stockMichael Train intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of May. If the sale is conducted around the recent share price of US$119, it would amount to US$3.4m. Since September 2024, Michael's direct individual holding has increased from 272.51k shares to 274.67k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 11President recently sold US$1.9m worth of stockOn the 8th of May, Surendralal Karsanbhai sold around 17k shares on-market at roughly US$113 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Surendralal has been a net seller over the last 12 months, reducing personal holdings by US$8.7m.Recent Insider Transactions Derivative • May 09President notifies of intention to sell stockSurendralal Karsanbhai intends to sell 19k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$112, it would amount to US$2.2m. For the year to September 2019, Surendralal's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Surendralal's direct individual holding has increased from 290.91k shares to 367.28k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • May 09Second quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 16th May 2025 Payment date: 10th June 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • May 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.86 (down from US$0.88 in 2Q 2024). Revenue: US$4.43b (up 1.3% from 2Q 2024). Net income: US$485.0m (down 3.2% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • May 07+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the Third Quarter of 2025 and Fiscal Year 2025Emerson Electric Co. provided earnings guidance for the third quarter of 2025 and fiscal year 2025. For the quarter, the company expects Net Sales Growth of 4.5% to 5.5%. Earnings Per Share of $1.04 to $1.08. For the year, the company expects Net Sales Growth of approx. 4%. Earnings Per Share of $4.05 to $4.20.Seeking Alpha • Apr 23Emerson Electric: Buy The Dip On This Dividend AristocratSummary Emerson Electric's price dip in recent months creates an attractive entry point. It trades below its historical average PE and has strong fundamentals and growth prospects. EMR's leadership in automation solutions, high margins, and strategic acquisitions position it well to benefit from rising global power demand and energy transition trends. Record gross and EBITDA margins, solid EPS growth, and a healthy balance sheet underscore EMR's high-quality status in industrial automation and energy solutions. With a safe dividend yield of 2.1%, strong profitability, and multiple growth levers, EMR offers potential for double-digit total returns at its current valuation. Read the full article on Seeking Alphaお知らせ • Apr 16Emerson Electric Co. to Report Q2, 2025 Results on May 07, 2025Emerson Electric Co. announced that they will report Q2, 2025 results Pre-Market on May 07, 2025お知らせ • Mar 13+ 1 more updateEmerson Electric Co. Announces Resignation of Leticia Gonçalves Lourenco from Board of DirectorsIn accordance with the Emerson Electric Co. Statement of Corporate Governance Principles and Practices, Leticia Gonçalves Lourenco tendered her resignation from the Board of Directors (the “Board”) following a change in company and position relating to her principal occupation. On March 10, 2025, the Board accepted her resignation, effective immediately.Buy Or Sell Opportunity • Mar 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$117. The fair value is estimated to be US$149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has declined by 4.8%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Seeking Alpha • Feb 24Emerson Electric: Investors Should Be PatientSummary Emerson Electric Co. is a diversified technology and engineering company with two major segments: Intelligent Devices and Software & Control. The company employs around 73,000 people globally and has a market cap exceeding $70 billion. Over the past decade, Emerson Electric has returned approximately 175%, or about 10.7% annually. Despite a long history of dividend growth, it has been weak in recent years. Read the full article on Seeking AlphaDeclared Dividend • Feb 07First quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 14th February 2025 Payment date: 10th March 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 05First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$1.03 (up from US$0.25 in 1Q 2024). Revenue: US$4.18b (up 1.4% from 1Q 2024). Net income: US$585.0m (up 312% from 1Q 2024). Profit margin: 14% (up from 3.4% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jan 15Emerson Electric Co. to Report Q1, 2025 Results on Feb 05, 2025Emerson Electric Co. announced that they will report Q1, 2025 results Pre-Market on Feb 05, 2025お知らせ • Dec 02Emerson Electric Co., Annual General Meeting, Feb 04, 2025Emerson Electric Co., Annual General Meeting, Feb 04, 2025.Recent Insider Transactions • Nov 17President recently sold US$6.8m worth of stockOn the 13th of November, Surendralal Karsanbhai sold around 52k shares on-market at roughly US$131 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Surendralal's only on-market trade for the last 12 months.New Risk • Nov 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.2% net profit margin). Significant insider selling over the past 3 months (US$2.7m sold).New Risk • Nov 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.2% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (9.2% net profit margin). Significant insider selling over the past 3 months (US$2.7m sold).Recent Insider Transactions • Nov 11Insider recently sold US$2.7m worth of stockOn the 6th of November, Michael Train sold around 22k shares on-market at roughly US$126 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.7m more than they bought in the last 12 months.お知らせ • Nov 07Emerson Electric Co. (NYSE:EMR) submitted a proposal to acquire the remaining 42.59% shares in Aspen Technology, Inc. (NasdaqGS:AZPN) for $6.6 billion.Emerson Electric Co. (NYSE:EMR) submitted a proposal to acquire the remaining 42.59% shares in Aspen Technology, Inc. (NasdaqGS:AZPN) for $6.6 billion on November 5, 2024. Emerson submitted a proposal to the board of directors of Aspen to acquire all outstanding shares of common stock of AspenTech not already owned by the Company for $240 per share in cash. The proposal implies a fully diluted market capitalization for AspenTech of $15.3 billion and an Enterprise Value of $15.1 billion. The proposed transaction follows Emerson’s 55% majority investment in AspenTech, which was completed in 2022. Emerson currently owns approximately 57% of AspenTech’s outstanding shares of common stock. Upon completion of the transaction, AspenTech would become a wholly owned subsidiary of Emerson. The proposal is not subject to any financing condition and would be financed from cash on hand, committed lines of credit and/or other available sources of financing. Emerson expects the impact of this proposed transaction with synergies to be neutral to Adjusted EPS in fiscal 2025. Goldman Sachs & Co. LLC and Centerview Partners LLC are serving as financial advisors to Emerson, and Phillip R. Mills, Cheryl Chan, Travis Triano, Michael Mollerus, Corey M. Goodman, Frank J. Azzopardi, Ronan P. Harty and John B. Meade of Davis Polk & Wardwell LLP is serving as legal advisors.Declared Dividend • Nov 07Third quarter dividend increased to US$0.53Dividend of US$0.53 is 0.5% higher than last year. Ex-date: 15th November 2024 Payment date: 10th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$127, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 6x in the Electrical industry in the US. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$113 per share.Seeking Alpha • Nov 06Emerson Q4: Acquiring All Shares Of Aspen Technology - Strong BuySummary I reiterate a “Strong Buy” rating on Emerson Electric Co. with a one-year target price of $150 per share, driven by its strategic acquisition of Aspen Technology, Inc. The full acquisition of Aspen Technology is expected to be value-accretive, enhancing Emerson’s market position by integrating hardware with leading industrial software solutions. Emerson’s Q4 results showed 4% organic revenue growth and a strategic focus on expanding its industrial software business, anticipating double-digit ACV growth. A key risk includes potential demand challenges in China, but overall, I favor Emerson’s move to consolidate Aspen Technology, strengthening its leadership in the industrial software market. Read the full article on Seeking Alphaお知らせ • Nov 06+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the First Quarter and Fiscal Year of 2025Emerson Electric Co. provided earnings guidance for the first quarter and fiscal year of 2025. For the quarter, the company expects Net Sales Growth in the range of 2.5% to 3.5%. Earnings Per Share is expected to be in the range of $0.89 to $0.94. For the year, the company expects Net Sales Growth in the range of 3.5% to 5.5%. Earnings Per Share is expected to be in the range of $4.42 to $4.62.業績と収益の成長予測NYSE:EMR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/202820,9873,5654,3144,827169/30/202719,8783,1423,8334,306299/30/202618,8422,7563,5093,988283/31/202618,3162,4383,1153,558N/A12/31/202518,1872,3052,5753,020N/A9/30/202518,0162,2852,6673,098N/A6/30/202517,7802,2082,7413,172N/A3/31/202517,6071,9722,7623,192N/A12/31/202417,5502,0343,2693,694N/A9/30/202417,4921,6182,9133,332N/A6/30/202416,9631,8441,1851,605N/A3/31/202416,5292,1409081,309N/A12/31/202315,9092,120253634N/A9/30/202315,1652,280274637N/A6/30/202314,9671,9812,2032,497N/A3/31/202314,4861,5652,1632,443N/A12/31/202214,0211,4662,5322,817N/A9/30/202213,8041,8842,6232,922N/A6/30/202214,8592,0692,1302,560N/A3/31/202216,0912,4722,4262,925N/A12/31/202117,2312,6052,7583,290N/A9/30/202112,9321,3923,1713,575N/A6/30/202117,8472,3563,3903,949N/A3/31/202117,0642,1283,1513,686N/A12/31/202016,7952,0842,9213,467N/A9/30/202016,7851,9652,5453,083N/A6/30/202017,1981,9592,5303,058N/A3/31/202017,9682,1642,6173,162N/A12/31/201918,3762,167N/A3,107N/A9/30/201918,3722,306N/A3,006N/A6/30/201918,2892,206N/A2,826N/A3/31/201918,0612,314N/A2,804N/A12/31/201817,7392,276N/A2,768N/A9/30/201817,4082,203N/A2,892N/A6/30/201816,9552,082N/A2,722N/A3/31/201816,5381,777N/A2,446N/A12/31/201715,8641,671N/A2,121N/A9/30/201715,2641,643N/A1,912N/A6/30/201714,7611,626N/A2,015N/A3/31/201714,3961,660N/A2,085N/A12/31/201614,4011,651N/A2,632N/A9/30/201614,5221,590N/A2,881N/A6/30/201610,3491,566N/A3,025N/A3/31/201612,1781,689N/A2,806N/A12/31/201513,9992,295N/A2,445N/A9/30/201516,2492,517N/A2,529N/A6/30/201523,2972,472N/A2,836N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: EMRの予測収益成長率 (年間12.8% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: EMRの収益 ( 12.8% ) US市場 ( 18.5% ) よりも低い成長が予測されています。高成長収益: EMRの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: EMRの収益 ( 5.6% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: EMRの収益 ( 5.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: EMRの 自己資本利益率 は、3年後には高くなると予測されています ( 21.9 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/24 20:31終値2026/06/24 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Emerson Electric Co. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48 アナリスト機関David HeasmanAccountability Research CorporationJohn EadeArgus Research CompanyMichael HalloranBaird45 その他のアナリストを表示
お知らせ • Feb 04+ 1 more updateEmerson Provides Earnings Guidance for the Second Quarter and Fiscal Year of 2026Emerson provided earnings guidance for the second quarter and fiscal year of 2026. For the quarter, the company expects Net Sales Growth of 3% to 4%. Earnings Per Share is expected to be in the range of $1.06 to $1.11. For the year, the company expects Net Sales Growth of 5.5%. Earnings Per Share is expected to be in the range of $4.78 to $4.93.
お知らせ • Nov 05+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the First Quarter and Full Year of 2026Emerson Electric Co. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects reported net sales growth to be approximately 4%. Earnings per share to be approximately $0.98. For the full year, the company expects reported net sales growth to be approximately 5.5%. Earnings per share to be between $4.73 to $4.93.
お知らせ • Aug 06Emerson Electric Co. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year 2025Emerson Electric Co. provided earnings guidance for the fourth quarter of 2025 and fiscal year 2025. For the quarter, the company expects Net Sales Growth of 5.5% to 6.5%. Earnings Per Share of $1.13 to $1.17. For the year, the company expects Net Sales Growth of approx. 3.5%. Earnings Per Share of ~$4.08.
お知らせ • May 07+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the Third Quarter of 2025 and Fiscal Year 2025Emerson Electric Co. provided earnings guidance for the third quarter of 2025 and fiscal year 2025. For the quarter, the company expects Net Sales Growth of 4.5% to 5.5%. Earnings Per Share of $1.04 to $1.08. For the year, the company expects Net Sales Growth of approx. 4%. Earnings Per Share of $4.05 to $4.20.
お知らせ • Nov 06+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the First Quarter and Fiscal Year of 2025Emerson Electric Co. provided earnings guidance for the first quarter and fiscal year of 2025. For the quarter, the company expects Net Sales Growth in the range of 2.5% to 3.5%. Earnings Per Share is expected to be in the range of $0.89 to $0.94. For the year, the company expects Net Sales Growth in the range of 3.5% to 5.5%. Earnings Per Share is expected to be in the range of $4.42 to $4.62.
ナラティブの更新 • Jun 22EMR: Long Term Energy Projects And Industrial AI Partnerships Will Shape ReturnsEmerson Electric's analyst price target has been nudged slightly lower by less than $1 as analysts balance mixed ratings and revised targets, while also noting that the company has exposure to long-term demand trends and limited software risk from AI. Analyst Commentary Recent research on Emerson Electric highlights a mix of enthusiasm about its exposure to long-term demand trends and caution around execution risks and valuation, which helps explain the small adjustment in the overall analyst price target picture.
ライブニュース • Jun 17Emerson Electric Stock Rises as Aramco Partnership Advances Industrial AI and Corrosion TechEmerson Electric has entered a research and development collaboration with Saudi Aramco to co-develop advanced corrosion management solutions for industrial assets. Under the agreement, Emerson will contribute its ultrasonic online corrosion monitoring, wireless connectivity tools and continuous data collection technology, while Aramco will provide technical expertise and intellectual property. The partnership targets the digitalization of corrosion management workflows and reflects Emerson’s broader push into industrial AI applications, alongside other recent AI-focused partnerships such as its work with SiMa.ai. This collaboration underscores Emerson Electric’s effort to embed more digital and AI-based capabilities into its core industrial offerings, which may strengthen its position with large energy and process industry customers. Investors may want to watch how effectively Emerson converts these technical partnerships into commercial contracts and whether the R&D efforts lead to products that can be scaled across multiple end markets.
ライブニュース • Jun 08Emerson Electric Targets Industrial AI Market With SiMa.ai Chip IntegrationEmerson Electric has formed a collaboration with SiMa.ai to integrate SiMa.ai’s Machine Learning System on Chip into Emerson’s industrial PCs. The joint offering is designed to bring AI processing directly to industrial environments that require rugged hardware. Emerson is targeting opportunities in the Industrial AI market, which is projected to reach US$153.9b by 2030. This move signals Emerson’s intent to position its hardware portfolio around AI-enabled automation and real-time data processing inside factories and other industrial settings. Investors may want to watch how quickly Emerson converts this partnership into commercial deployments and whether it can stand out against other industrial suppliers pursuing similar AI opportunities.
ナラティブの更新 • Jun 07EMR: AI And Industrial Partnerships Will Shape Future Automation Execution OutcomesEmerson Electric's analyst price target has been adjusted by about $2 to roughly $203 as analysts weigh mixed recent target changes alongside updated assumptions on growth, margins and future P/E expectations. Analyst Commentary Recent research on Emerson Electric reflects a mix of views, but several bullish analysts have highlighted constructive angles on valuation, execution and growth potential.
Recent Insider Transactions • Jun 03Executive VP & COO recently sold US$1.6m worth of stockOn the 1st of June, Ram Krishnan sold around 12k shares on-market at roughly US$141 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ram's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Jun 01Executive VP & COO notifies of intention to sell stockRam Krishnan intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$141, it would amount to US$1.6m. Since September 2025, Ram's direct individual holding has increased from 142.09k shares to 226.56k. Company insiders have collectively sold US$3.2m more than they bought, via options and on-market transactions in the last 12 months.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Calvin Butler was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 29Emerson Electric Co. Appoints Zenab Abbas as Marketing Director for Middle East & AfricaZenab Abbas has joined Emerson as Marketing Director for the Middle East & Africa, focusing on brand strategy and business growth in the region. Zenab Abbas has been appointed as Marketing Director for Middle East & Africa (MEA) at Emerson. Abbas shared the update through a LinkedIn post, expressing excitement about beginning a new journey with the company. In her new role, she will lead marketing initiatives and brand strategy across the region, focusing on business growth. Before joining Emerson, Abbas built extensive experience in B2B marketing, strategic communications and regional brand management. Zenab Abbas is a senior B2B Marketing Director with over 10 years' experience leading regional marketing across the Middle East, Africa, Europe and Asia Pacific, primarily within complex, industrial and technology-led sectors such as critical infrastructure, cloud, AI. She specialises in building scalable go-to-market strategies, demand generation frameworks and customer engagement programmes that translate complex portfolios into clear, outcome-led value propositions. In the past, she has led regional marketing programmes, working across direct sales teams and extended ecosystems including strategic alliances, distributors, resellers and consultants.
ナラティブの更新 • May 24EMR: AI Automation Upside Is Expected To Outweigh New Competitive ThreatNarrative Update Emerson Electric's updated analyst price target edges lower by about $1 to $163.72 as analysts fine-tune fair value, discount rate, revenue growth, profit margin, and future P/E inputs following a mix of recent target increases and cuts across the Street. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some bullish analysts lifting price targets and ratings, while bearish analysts trim targets or flag short term downside risk.
お知らせ • May 14+ 1 more updateEmerson Unveils AI-Ready Test Automation PlatformEmerson announced the expansion of NI Nigel AI across its test software portfolio, introducing new prompt-based code generation in the NI LabVIEW+ Suite and further evolving the NI platform into an integrated, AI-ready test automation platform. These enhancements will allow aerospace, semiconductor, transportation and other mission-critical customers to develop, test and deliver products to market faster while meeting strict reliability and safety requirements. Nigel AI is a test-optimized AI technology designed to operate within the rigor and constraints of test engineering environments. The enhancements, expected to be available later in 2026, will enable engineers to further accelerate test development while maintaining transparency and control. Nigel AI will also expand across its full software portfolio, including NI FlexLogger, NI InstrumentStudio, NI TestStand and NI SystemLink, providing context-aware guidance across the test lifecycle – from development and reuse to validation and deployment. Built to support the growing complexity and automation demands of modern technology, the NI platform unifies modular hardware, open software and a data foundation designed for scale. By embedding AI into everyday engineering tools, Emerson enables engineering teams to move faster and make better decisions without compromising measurement integrity or system reliability. At the hardware level, the NI platform delivers low size, weight and power consumption while ensuring high configurability and supporting diverse signals, precise timing and high-performance data movement for demanding test applications. NI software connects operating environments and computing technologies, allowing test workflows to evolve and incorporate AI naturally over time. A shared data foundation simplifies the capture, management and reuse of measurement data, enabling analytics, collaboration and long-term system optimization across teams and sites. During NI Connect keynote presentations, companies including NVIDIA, Alstom, Valeo, Zap Energy and Cyth Systems shared how they are using Emerson's NI test and measurement technologies to accelerate development and validation of next-generation products.
お知らせ • May 12Emerson Introduces AspenTech AVA AI Platform For Industrial CompaniesEmerson introduced the AspenTech AVA AI platform, specifically designed for industrial companies to accelerate AI adoption across the enterprise for measurable business impact. Offering agentic, domain-aware AI capabilities, AVA delivers the agility, efficiency and autonomy companies need to respond faster to operating conditions, continuously improve performance using trusted domain context and act with greater confidence through AI-assisted recommendations embedded directly in operations. AVA embeds decades of Emerson industrial expertise and first-principles models directly into its operational skills and workflows while leveraging large language models. In doing so, AVA enables companies to deploy the power of generative AI as a trusted operational capability and to build an enterprise operations platform that connects data, context and decision-making across the organization. Designed to be data-source agnostic and built upon existing automation infrastructure, AVA leverages the AspenTech Inmation Data Platform that organizes and contextualizes fragmented OT data across cloud, edge and on-premise environments. The Inmation Data Platform ensures AVA has reliable, real-time visibility into operations, while the company's proven first-principles models and decades of industrial expertise provide the intelligence needed to interpret conditions, evaluate options and support better decisions in real operating environments. Beyond improving operational decision-making, AVA supports the next generation of digital-native professionals stepping into operation roles, providing consistent, expert-informed guidance. By embedding AI-assisted decision support directly into operational workflows, AVA delivers a more intuitive, responsive and autonomous user experience that aligns with how today's workforce expects to interact with technology, while ensuring reliable execution across the enterprise at scale. AVA is available with four high-value operational optimization and decision-support advisors. To help industrial companies explore how AVA's agentic workflows can be applied within their own operating environments, Emerson offers AspenTech.ai, a web-based interactive experience where industry professionals can engage directly with AVA, examine AI-assisted decision-support use cases and access Emerson's AspenTech solution resources relevant to their operations.
Declared Dividend • May 11Second quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 15th May 2026 Payment date: 10th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07+ 2 more updatesEmerson Announces Appointment of Jennifer Newstead to Board of Directors, Effective August 3, 2026Emerson on May 5, 2026 announced the election of Jennifer Newstead, Senior Vice President and General Counsel at Apple, to its Board of Directors, effective August 3, 2026. She will serve on the Compensation Committee and the Corporate Governance and Nominating Committee. With Newstead's appointment, the Emerson Board will expand to 11 members. With decades of experience spanning both the public and private sectors, Newstead brings comprehensive expertise in policy, corporate governance, government affairs, litigation and compliance to the Emerson Board. Newstead joined Apple's executive team in 2026 as Senior Vice President and General Counsel, overseeing all legal matters. Prior to Apple, Newstead served as Chief Legal Officer and General Counsel at Meta for more than six years, and she held several senior roles across the U.S. government earlier in her career. Jennifer Newstead is Senior Vice President and General Counsel at Apple, where she oversees all of the company's legal matters, including corporate governance, intellectual property, litigation and securities compliance, global security and privacy. Prior to joining Apple in January 2026, she served as Chief Legal Officer at Meta, formerly Facebook, responsible for all global legal and corporate governance matters on behalf of the company. Prior to joining Meta in 2019, Newstead served in senior roles in the U.S. government, most recently as the Senate-confirmed legal adviser of the U.S. Department of State, where she advised on issues of domestic and international law affecting the conduct of U.S. foreign relations. She previously served as General Counsel of the White House Office of Management and Budget and as a Principal Deputy Assistant Attorney General at the U.S. Department of Justice. In the private sector, Newstead spent 12 years as a partner at Davis Polk & Wardwell LLP, advising technology, media and financial services firms on litigation and regulatory matters. Newstead serves on the Board of Trustees at the National Constitution Center, is a member of the Executive Committee at the Association of General Counsel and serves on the Advisory Committee on International Law at the U.S. Department of State. She graduated magna cum laude from Harvard University, where she received her A.B., and received her J.D. from Yale Law School. Following law school, Newstead clerked for Justice Stephen Breyer of the United States Supreme Court and Judge Laurence Silberman of the U.S. Court of Appeals for the DC Circuit. She previously served as an adjunct professor of law at Georgetown University Law Center.
Reported Earnings • May 06Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: US$1.10 (up from US$0.86 in 2Q 2025). Revenue: US$4.56b (up 2.9% from 2Q 2025). Net income: US$618.0m (up 27% from 2Q 2025). Profit margin: 14% (up from 11% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブの更新 • May 06EMR: AI Disruption Risk Will Likely Cap Future Share UpsideNarrative Update The analyst price target for Emerson Electric has been revised higher by about $1 to reflect updated assumptions on discount rate, more conservative revenue growth, a higher profit margin outlook, and a slightly lower future P/E multiple, consistent with the mixed but generally constructive tone in recent research where several firms raised targets while others turned more cautious in the near term. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some firms lifting price targets while others are more cautious on execution and valuation risk.
Seeking Alpha • May 06Emerson Electric: Not An AI Infrastructure CompanySummary Emerson Electric Co. is a mature industrial company with slow growth, limited exposure to AI-driven data center capex, and a premium valuation. EMR's recent quarter showed 3% revenue and 4% earnings growth, reflecting dependence on broad macro drivers rather than high-growth sectors. Despite solid margins and over $3bn FCF, EMR's serial M&A and portfolio strategy have not enhanced growth or returns. I rate EMR stock a Sell due to its high valuation (20x P/E, 2.4x PEG) relative to modest 8–10% EPS growth and strategic limitations. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 22EMR: AI Disruption Risk Will Shape Future Automation And Software Execution OutcomesAnalyst price targets for Emerson Electric have been adjusted modestly, with mixed recent research that includes several target cuts from Wells Fargo and Barclays alongside multiple target increases and rating changes. The updated target is $205.00 as analysts balance AI related competitive risks with company specific drivers.
お知らせ • Apr 15Emerson Electric Co. to Report Q2, 2026 Results on May 05, 2026Emerson Electric Co. announced that they will report Q2, 2026 results After-Market on May 05, 2026
ナラティブの更新 • Apr 08EMR: AI Disruption Risk Will Shape Future High Margin Automation UpsideEmerson Electric's analyst fair value estimate has been adjusted slightly higher from $204 to $205, as analysts balance modestly different assumptions for revenue growth, margins, and future P/E, alongside a wide range of recent price target changes and mixed views on AI related risks to its high margin hardware and software exposure. Analyst Commentary Street research on Emerson Electric over the past few months reflects a wide range of opinions, with some firms trimming price targets or flagging shorter term concerns and others lifting targets or adjusting ratings as they update their models.
ナラティブの更新 • Mar 25EMR: AI Automation Demand And High Margins Will Drive Future UpsideEmerson Electric's analyst price targets have generally moved higher, with several firms lifting their views by $4 to $30 to reflect updated expectations around AI driven demand and software exposure, while also flagging emerging competitive risks in high margin hardware and automation software. Analyst Commentary Bullish analysts are focusing on Emerson Electric's mix of high margin automation hardware and software, with several research notes pointing to AI related demand as an important theme in recent price target updates.
ナラティブの更新 • Mar 10EMR: AI Exposure And High Margins Will Support Future UpsideEmerson Electric's updated analyst price target holds steady at $204. Analysts are balancing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E with a mix of recent target raises and downgrades that reflect both AI driven opportunity and competitive risk in high margin industrial hardware and software.
ナラティブの更新 • Feb 24EMR: Higher Long Term Margins And P/E Framework Will Support UpsideWe are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.
Recent Insider Transactions Derivative • Feb 13President notifies of intention to sell stockSurendralal Karsanbhai intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$148, it would amount to US$3.3m. For the year to September 2019, Surendralal's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Surendralal's direct individual holding has increased from 350.95k shares to 474.38k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Feb 12Senior VP & Chief People Officer recently sold US$1.1m worth of stockOn the 9th of February, Nick Piazza sold around 7k shares on-market at roughly US$159 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months.
ナラティブの更新 • Feb 09EMR: Fair Outlook Weighs AI Demand Resilience Against Aspen Execution OverhangThe analyst price target for Emerson Electric has been raised by about US$9. Analysts cited adjustments in their models that include slightly higher projected revenue growth, modestly stronger profit margins, and a small change in the discount rate, while keeping future P/E assumptions broadly similar.
Declared Dividend • Feb 06First quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 13th February 2026 Payment date: 10th March 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 04First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$1.08 (up from US$1.03 in 1Q 2025). Revenue: US$4.35b (up 4.1% from 1Q 2025). Net income: US$605.0m (up 3.4% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.8%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 04+ 1 more updateEmerson Provides Earnings Guidance for the Second Quarter and Fiscal Year of 2026Emerson provided earnings guidance for the second quarter and fiscal year of 2026. For the quarter, the company expects Net Sales Growth of 3% to 4%. Earnings Per Share is expected to be in the range of $1.06 to $1.11. For the year, the company expects Net Sales Growth of 5.5%. Earnings Per Share is expected to be in the range of $4.78 to $4.93.
ナラティブの更新 • Jan 26EMR: Fair Outlook Balances AI Demand Support And Aspen Execution RisksOur analyst price target for Emerson Electric has been nudged higher to about US$156 from roughly US$154, reflecting updated Street views that balance slightly softer revenue growth assumptions with modestly stronger profitability and a similar long term P/E framework. This is supported by recent price target revisions from multiple firms and ongoing debate about near term upside.
お知らせ • Jan 14Emerson Electric Co. to Report Q1, 2026 Results on Feb 03, 2026Emerson Electric Co. announced that they will report Q1, 2026 results After-Market on Feb 03, 2026
ナラティブの更新 • Jan 10EMR: Fair Outlook Balances AI Demand Opportunities And Execution RisksAnalysts have lifted their fair value estimate for Emerson Electric by about US$2.87 to roughly US$153.71. This change reflects updated expectations for slightly higher margins and valuation multiples, along with recent price target moves that have trended toward US$145 to US$150, even as some research highlights valuation limits and execution timing.
ナラティブの更新 • Dec 26EMR: Long-Term Margin Expansion Will Support Bullish Upside From Current LevelsAnalysts modestly reduced their price target on Emerson Electric to $150 from $151. The change reflects updated models that incorporate slightly lower long term revenue growth assumptions, a higher discount rate, and a modestly higher future earnings multiple.
ナラティブの更新 • Dec 12EMR: Future Margins And Order Visibility Will Likely Restrain Share UpsideAnalysts have modestly reduced their price target on Emerson Electric to approximately $120.65 from about $109.01, citing updated post earnings modeling that reflects slightly higher expected growth, a richer future valuation multiple, and a modestly lower profit margin outlook. Analyst Commentary JPMorgan recently trimmed its price target on Emerson Electric to $150 from $151 while maintaining a Neutral rating, signaling a more tempered outlook following the fiscal Q4 report.
お知らせ • Nov 27Emerson Electric Co., Annual General Meeting, Feb 03, 2026Emerson Electric Co., Annual General Meeting, Feb 03, 2026.
分析記事 • Nov 08Emerson Electric (NYSE:EMR) Has Announced That It Will Be Increasing Its Dividend To $0.555Emerson Electric Co. ( NYSE:EMR ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Nov 07Fourth quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 14th November 2025 Payment date: 10th December 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.03 (up from US$2.83 in FY 2024). Revenue: US$18.0b (up 3.0% from FY 2024). Net income: US$2.29b (up 41% from FY 2024). Profit margin: 13% (up from 9.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Nov 05+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the First Quarter and Full Year of 2026Emerson Electric Co. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects reported net sales growth to be approximately 4%. Earnings per share to be approximately $0.98. For the full year, the company expects reported net sales growth to be approximately 5.5%. Earnings per share to be between $4.73 to $4.93.
お知らせ • Oct 15Emerson Electric Co. to Report Q4, 2025 Results on Nov 05, 2025Emerson Electric Co. announced that they will report Q4, 2025 results Pre-Market on Nov 05, 2025
分析記事 • Oct 01Why Emerson Electric Co. (NYSE:EMR) Could Be Worth WatchingLet's talk about the popular Emerson Electric Co. ( NYSE:EMR ). The company's shares saw significant share price...
お知らせ • Sep 23Emerson Introduces AI-Enabled Guidance to Support Industrial ResilienceEmerson introduced Guardian Virtual Advisor, an AI-powered software solution to support end-to-end lifecycle management. Emerson's Guardian Virtual Advisor combines AI with deep domain expertise to help customers rapidly evaluate and enhance the performance of their automation systems, driving smarter decisions and operational excellence. Lifecycle services provide a comprehensive approach for industrial customers to support and maintain operations throughout the entire lifecycle of a plant - helping them maximize uptime, address operational inefficiencies and protect their automation investments. Frost & Sullivan estimates the industrial space has more than $1 trillion in operational losses globally, driving greater demand for lifecycle services. For over two decades, Emerson's Guardian Digital Platform has accumulated a vast repository of troubleshooting information - but searching articles and reference documents is a manual approach that slows down quick responses to developing issues like performing system maintenance or managing security updates or new software releases. Guardian Virtual Advisor is an intuitive, AI-powered application where users can enter natural language questions and receive an easy-to-understand answer and a link to the appropriate reference documents. Currently available to manage DeltaV distributed control systems, Guardian Virtual Advisor will be extended to include Emerson's other automation platforms, such as AMS and Ovation. The Guardian Digital Platform and Guardian Virtual Advisor will play an increasingly critical role in accelerating time-to-market, reducing costs, maximizing asset utilization and eliminating operational risks.
ナラティブの更新 • Sep 04Digital Automation And AI Adoption Will Fuel Global ModernizationDespite stable process markets, solid demand, and improved margin outlook following Emerson's portfolio shift, consensus analyst price targets remain unchanged at $149.69, reflecting more realistic market expectations and increased conviction in the company's long-term growth. Analyst Commentary Market expectations for Emerson's process and industrial capex outlook have become more realistic, supported by stable process markets expected into 2026.
分析記事 • Aug 11Emerson Electric (NYSE:EMR) Has Affirmed Its Dividend Of $0.5275The board of Emerson Electric Co. ( NYSE:EMR ) has announced that it will pay a dividend on the 10th of September, with...
Reported Earnings • Aug 07Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$1.03 (up from US$0.60 in 3Q 2024). Revenue: US$4.55b (up 3.9% from 3Q 2024). Net income: US$580.0m (up 69% from 3Q 2024). Profit margin: 13% (up from 7.9% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 07Emerson Electric Co. announces Quarterly dividend, payable on September 10, 2025Emerson Electric Co. announced Quarterly dividend of USD 0.5275 per share payable on September 10, 2025, ex-date on August 15, 2025 and record date on August 15, 2025.
お知らせ • Aug 06Emerson Electric Co. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year 2025Emerson Electric Co. provided earnings guidance for the fourth quarter of 2025 and fiscal year 2025. For the quarter, the company expects Net Sales Growth of 5.5% to 6.5%. Earnings Per Share of $1.13 to $1.17. For the year, the company expects Net Sales Growth of approx. 3.5%. Earnings Per Share of ~$4.08.
分析記事 • Aug 05We Think Emerson Electric (NYSE:EMR) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jul 22Emerson Expands AI Capabilities into Test and Measurement Software PortfolioEmerson announced the company's Nigel™? AI Advisor is now enabled in its test software. This innovation - the company's first step in integrating test-optimized AI technology into its trusted portfolio of software and automation products - will provide engineers greater proficiency with software tools that address the increasing complexity of test and measurement across industries like semiconductor, transportation, and electronics. Built on large language models and taught to understand NI software, Nigel is a trusted advisor that helps engineers increase their productivity while maintaining control of their test environment. This new technology helps engineers use its test software, NI LabVIEW™? and NI TestStand™?, more efficiently by analyzing code and providing recommendations for improvements when developing and executing tests. Nigel enables users to ask questions via plain language prompts to get detailed suggestions for utilizing hundreds of functions, all while protecting user data through a secure cloud platform. First introduced to attendees at this year's NI Connect conference, Nigel AI Advisor is the initial release fueled by Emerson's investment in integrating AI capabilities into its broad portfolio of NI test and measurement software. NI LabVIEW and NI TestStand are both included in Emerson's NI LabVIEW+ Suite, which also includes other purpose-built software tools that work together to help engineers automate measurements, analysis and tests. Emerson plans to further integrate Nigel into its other test software products to help engineers save time and resources for higher-level tasks. As large language models advance and Emerson continues to refine for test and measurement specific tasks, Nigel AI Advisor will accelerate in intelligence and advance even greater possibilities within the field.
お知らせ • Jul 16Emerson Electric Co. to Report Q3, 2025 Results on Aug 06, 2025Emerson Electric Co. announced that they will report Q3, 2025 results Pre-Market on Aug 06, 2025
お知らせ • Jul 15Emerson Introduces First GenAI-Enabled Automation for Power and Water IndustriesEmerson has announced the launch of the Ovation™? AI-enabled Virtual Advisor - the first generative artificial intelligence (GenAI) advisor integrated into an automation system specifically designed for the power and water industries. The addition of an AI-enabled virtual advisor as part of Emerson's Ovation 4.0 Automation Platform delivers real-time insights to increase efficiency, detect anomalies, forecast maintenance issues and empower strategic decision-making. Emerson's Ovation Virtual Advisor embeds localized GenAI to provide dynamic system guidance and contextual support. The new solution helps users quickly gain access to Ovation system documentation, perform troubleshooting, proactively address maintenance issues and uncover optimization opportunities - all through natural language interaction. As part of a growing suite of Emerson's AI-based tools, the system capitalizes on Emerson's deep power and water domain expertise to enable future AI-powered insights to help optimize processes and equipment performance. Secure by design, the advisor uses local, pre-trained AI models based on Emerson and customer-provided system information that capture qualitative behavior at the control layer to ensure safe and accurate results. The AI models that power the Ovation Virtual Assistant can be further customized and tuned by uploading domain-specific data and operator feedback - helping customers make better operational and business decisions to drive competitive advantage.
お知らせ • Jun 30+ 1 more updateEmerson Electric Co.(NYSE:EMR) dropped from Russell 1000 Defensive IndexEmerson Electric Co.(NYSE:EMR) dropped from Russell 1000 Defensive Index
分析記事 • Jun 26Shareholders Should Be Pleased With Emerson Electric Co.'s (NYSE:EMR) PriceWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
お知らせ • May 22Emerson's Expanded Ai Portfolio Paves the Way for More Optimized Autonomous OperationsEmerson is empowering manufacturers across every industry to drive toward optimized autonomous operations with the most advanced industrial artificial intelligence (AI) and data solutions for online, mission-critical applications. Emerson's extensive AI portfolio - supported by its recent acquisition of the Aspen Technology business and built on decades of domain expertise - will help organizations implement AI solutions that deliver consistent, sustainable value. AI tools have reached an inflection point as open AI frameworks and foundational models trained on vast amounts of data have become more robust and accessible. However, while today's companies see industrial AI as an essential tool to help automate workflows, eliminate complexity and increase agility, the unsecure and reliable nature of public generative AI (GenAI) technologies is not suitable for high-availability, mission-critical industrial manufacturing. Emerson tackles this challenge with an AI portfolio featuring local models with embedded knowledge and guidance grounded in first principles. These physics- and engineering-based models eliminate the potential for tools to generate the impossible, unrealistic and unsafe results that plague AI technologies that are not fit-for-purpose. Leveraging local, customizable, industry-specific models provides more interpretable, trusted results and eliminates the need to expose sensitive data to public cloud architectures. Emerson's AI tools provide users with powerful automated engineering workflows. Emerson's AspenTech Optiplant®? AI Equipment Layout leverages GenAI to quickly and easily provide multiple viable design options for greenfield and brownfield plants. Users provide their requirements to AI that rapidly presents multiple options to fulfill them, enabling engineers to more efficiently select layouts that are not only suitable for performance but also meet additional non-functional requirements such as buffer zones, safety and proximity, and more. DeltaV™? Revamp uses AI to accelerate a low-risk transition of legacy control and safety system configuration to a modern DeltaV system, informed by data gathered from thousands of modernization projects across every industry. The AI tools in Emerson's DeltaV Revamp analyze information learned from each control system update to further improve the core database for increased speed, accuracy and agility with each modernization. AspenTech Strategic Planning for Sustainability Pathways™? leverages GenAI technology to navigate complex options and pathways to help companies more easily develop long-term strategies for decarbonization. In addition, Aspen Virtual Advisor (AVA), an AI-driven advisor built into Emerson technologies, provides expert operational guidance to users across a wide range of experience levels as they navigate sophisticated tools used for design, planning, scheduling and automation of operations. Today, AVA leverages deep knowledge of Aspen PIMS™? planning software and Aspen DMC3™? adaptive process control software, allowing users to ask natural language questions to identify process bottlenecks or find ways to achieve specific goals. Other virtual advisors, like those built into Emerson's Ovation™? 4.0 Automation Platform and Guardian™? Digital Platform, provide the tools users need to visually translate and simplify complex issues to easily understand what is happening in their control system. At its Emerson Exchange 2025 conference on May 20 in San Antonio, the company announced Project Beyond, the company announced Project Beyond. Project Beyond, the industry's first software-defined, OT-ready digital platform that will deploy and manage Emerson's suite of new AI applications and models. Project Beyond, the company will deploy and manage Emerson's Suite of new AI applications and models.
お知らせ • May 20Emerson's Project Beyond to Modernize and Seamlessly Integrate the Industrial Automation Technology StackEmerson is pioneering a new software-defined enterprise operations platform - dubbed Project Beyond - that will fundamentally change today's approach to industrial automation. Emerson's Project Beyond will deliver the industry's first software-defined, OT-ready digital platform that seamlessly integrates and optimizes industrial operations. Leveraging innovations in software-defined control, data management, zero-trust cybersecurity and artificial intelligence, Emerson's new platform will help automation investments deliver value without adding complexity. The speed of technology and industrial artificial intelligence (AI) advancements, combined with increased computing power needs and the unprecedented volume and complexity of siloed data generated across industrial assets, requires a new, cost-efficient way for companies to leverage automation across the enterprise while protecting existing investments. Emerson's Project Beyond will tackle this challenge by creating a flexible, scalable and secure platform that connects today's existing automation installed base with modern technologies to empower continuous, enterprise-wide visibility, optimization and, eventually, autonomous operations. Project Beyond will also provide a consistent platform to deploy and manage new AI applications and models, along with contextualized data, to unlock unimagined flexibility, safety, sustainability and performance for essential industries such as energy, power, life sciences, chemical and mining. The building blocks of Project Beyond include: Modern Computing Environments: Project Beyond will unify the latest in on-premise edge computing with the power of the cloud to deliver unparalleled data analytics. Networking & Connectivity: Secure connectors, APIs and software interfaces that allow connectivity of existing OT systems, devices and legacy I/O to the platform as well as the ability to connect the platform to IT environments. DataOps: A powerful data fabric weaving together all OT assets, from devices to entire systems, turning contextualized data and codified knowledge into digital intelligence around operations. App Marketplace: A catalogue of applications, curated for an organization's unique needs, collected in a single marketplace for easy access and deployment. AI Orchestration: An orchestration engine that will manage the deployment and lifecycle of AI agents enabling the future human/AI hybrid workforce. Zero-Trust Security Architecture: A security plane that secures every access, device, application, connection and data within the platform. Designed as a data-centric platform, the enterprise operations platform enables a more flexible deployment of even more powerful mission-critical functionality, such as the new DeltaV IQ Controller. This software-defined controller will run on commercial, off-the-shelf servers, bringing increased scalability, flexibility, resiliency and extensibility to enterprise operations.
Recent Insider Transactions Derivative • May 13Insider notifies of intention to sell stockMichael Train intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of May. If the sale is conducted around the recent share price of US$119, it would amount to US$3.4m. Since September 2024, Michael's direct individual holding has increased from 272.51k shares to 274.67k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 11President recently sold US$1.9m worth of stockOn the 8th of May, Surendralal Karsanbhai sold around 17k shares on-market at roughly US$113 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Surendralal has been a net seller over the last 12 months, reducing personal holdings by US$8.7m.
Recent Insider Transactions Derivative • May 09President notifies of intention to sell stockSurendralal Karsanbhai intends to sell 19k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$112, it would amount to US$2.2m. For the year to September 2019, Surendralal's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Surendralal's direct individual holding has increased from 290.91k shares to 367.28k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • May 09Second quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 16th May 2025 Payment date: 10th June 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • May 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.86 (down from US$0.88 in 2Q 2024). Revenue: US$4.43b (up 1.3% from 2Q 2024). Net income: US$485.0m (down 3.2% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • May 07+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the Third Quarter of 2025 and Fiscal Year 2025Emerson Electric Co. provided earnings guidance for the third quarter of 2025 and fiscal year 2025. For the quarter, the company expects Net Sales Growth of 4.5% to 5.5%. Earnings Per Share of $1.04 to $1.08. For the year, the company expects Net Sales Growth of approx. 4%. Earnings Per Share of $4.05 to $4.20.
Seeking Alpha • Apr 23Emerson Electric: Buy The Dip On This Dividend AristocratSummary Emerson Electric's price dip in recent months creates an attractive entry point. It trades below its historical average PE and has strong fundamentals and growth prospects. EMR's leadership in automation solutions, high margins, and strategic acquisitions position it well to benefit from rising global power demand and energy transition trends. Record gross and EBITDA margins, solid EPS growth, and a healthy balance sheet underscore EMR's high-quality status in industrial automation and energy solutions. With a safe dividend yield of 2.1%, strong profitability, and multiple growth levers, EMR offers potential for double-digit total returns at its current valuation. Read the full article on Seeking Alpha
お知らせ • Apr 16Emerson Electric Co. to Report Q2, 2025 Results on May 07, 2025Emerson Electric Co. announced that they will report Q2, 2025 results Pre-Market on May 07, 2025
お知らせ • Mar 13+ 1 more updateEmerson Electric Co. Announces Resignation of Leticia Gonçalves Lourenco from Board of DirectorsIn accordance with the Emerson Electric Co. Statement of Corporate Governance Principles and Practices, Leticia Gonçalves Lourenco tendered her resignation from the Board of Directors (the “Board”) following a change in company and position relating to her principal occupation. On March 10, 2025, the Board accepted her resignation, effective immediately.
Buy Or Sell Opportunity • Mar 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$117. The fair value is estimated to be US$149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has declined by 4.8%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Seeking Alpha • Feb 24Emerson Electric: Investors Should Be PatientSummary Emerson Electric Co. is a diversified technology and engineering company with two major segments: Intelligent Devices and Software & Control. The company employs around 73,000 people globally and has a market cap exceeding $70 billion. Over the past decade, Emerson Electric has returned approximately 175%, or about 10.7% annually. Despite a long history of dividend growth, it has been weak in recent years. Read the full article on Seeking Alpha
Declared Dividend • Feb 07First quarter dividend of US$0.53 announcedShareholders will receive a dividend of US$0.53. Ex-date: 14th February 2025 Payment date: 10th March 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 05First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$1.03 (up from US$0.25 in 1Q 2024). Revenue: US$4.18b (up 1.4% from 1Q 2024). Net income: US$585.0m (up 312% from 1Q 2024). Profit margin: 14% (up from 3.4% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jan 15Emerson Electric Co. to Report Q1, 2025 Results on Feb 05, 2025Emerson Electric Co. announced that they will report Q1, 2025 results Pre-Market on Feb 05, 2025
お知らせ • Dec 02Emerson Electric Co., Annual General Meeting, Feb 04, 2025Emerson Electric Co., Annual General Meeting, Feb 04, 2025.
Recent Insider Transactions • Nov 17President recently sold US$6.8m worth of stockOn the 13th of November, Surendralal Karsanbhai sold around 52k shares on-market at roughly US$131 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Surendralal's only on-market trade for the last 12 months.
New Risk • Nov 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.2% net profit margin). Significant insider selling over the past 3 months (US$2.7m sold).
New Risk • Nov 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.2% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (9.2% net profit margin). Significant insider selling over the past 3 months (US$2.7m sold).
Recent Insider Transactions • Nov 11Insider recently sold US$2.7m worth of stockOn the 6th of November, Michael Train sold around 22k shares on-market at roughly US$126 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.7m more than they bought in the last 12 months.
お知らせ • Nov 07Emerson Electric Co. (NYSE:EMR) submitted a proposal to acquire the remaining 42.59% shares in Aspen Technology, Inc. (NasdaqGS:AZPN) for $6.6 billion.Emerson Electric Co. (NYSE:EMR) submitted a proposal to acquire the remaining 42.59% shares in Aspen Technology, Inc. (NasdaqGS:AZPN) for $6.6 billion on November 5, 2024. Emerson submitted a proposal to the board of directors of Aspen to acquire all outstanding shares of common stock of AspenTech not already owned by the Company for $240 per share in cash. The proposal implies a fully diluted market capitalization for AspenTech of $15.3 billion and an Enterprise Value of $15.1 billion. The proposed transaction follows Emerson’s 55% majority investment in AspenTech, which was completed in 2022. Emerson currently owns approximately 57% of AspenTech’s outstanding shares of common stock. Upon completion of the transaction, AspenTech would become a wholly owned subsidiary of Emerson. The proposal is not subject to any financing condition and would be financed from cash on hand, committed lines of credit and/or other available sources of financing. Emerson expects the impact of this proposed transaction with synergies to be neutral to Adjusted EPS in fiscal 2025. Goldman Sachs & Co. LLC and Centerview Partners LLC are serving as financial advisors to Emerson, and Phillip R. Mills, Cheryl Chan, Travis Triano, Michael Mollerus, Corey M. Goodman, Frank J. Azzopardi, Ronan P. Harty and John B. Meade of Davis Polk & Wardwell LLP is serving as legal advisors.
Declared Dividend • Nov 07Third quarter dividend increased to US$0.53Dividend of US$0.53 is 0.5% higher than last year. Ex-date: 15th November 2024 Payment date: 10th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$127, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 6x in the Electrical industry in the US. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$113 per share.
Seeking Alpha • Nov 06Emerson Q4: Acquiring All Shares Of Aspen Technology - Strong BuySummary I reiterate a “Strong Buy” rating on Emerson Electric Co. with a one-year target price of $150 per share, driven by its strategic acquisition of Aspen Technology, Inc. The full acquisition of Aspen Technology is expected to be value-accretive, enhancing Emerson’s market position by integrating hardware with leading industrial software solutions. Emerson’s Q4 results showed 4% organic revenue growth and a strategic focus on expanding its industrial software business, anticipating double-digit ACV growth. A key risk includes potential demand challenges in China, but overall, I favor Emerson’s move to consolidate Aspen Technology, strengthening its leadership in the industrial software market. Read the full article on Seeking Alpha
お知らせ • Nov 06+ 1 more updateEmerson Electric Co. Provides Earnings Guidance for the First Quarter and Fiscal Year of 2025Emerson Electric Co. provided earnings guidance for the first quarter and fiscal year of 2025. For the quarter, the company expects Net Sales Growth in the range of 2.5% to 3.5%. Earnings Per Share is expected to be in the range of $0.89 to $0.94. For the year, the company expects Net Sales Growth in the range of 3.5% to 5.5%. Earnings Per Share is expected to be in the range of $4.42 to $4.62.
