Emerson Electric
Connects industrial sensors and valves with control software, optimization tools, and automated testing.
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Profile
Supplies valves, sensors, control systems, industrial software, test platforms, and professional tools for process, hybrid, and discrete industries. Revenue spans the Americas, Europe, Asia, the Middle East, and Africa, while demand follows industrial investment and technology refresh cycles.
Supplies industrial automation across five segments: Control Systems & Software, Test & Measurement, Sensors, Final Control, and Safety & Productivity. DeltaV and Ovation manage plant processes; AspenTech software models and optimizes assets; NI platforms automate product testing. Rosemount and Micro Motion instruments measure process conditions, while Fisher, ASCO, and Bettis valves and actuators regulate flow. RIDGID and Greenlee tools serve mechanical and electrical trades.
Links field devices, controls, software, and test platforms for process, hybrid, and discrete industries, including energy, chemicals, power, life sciences, food, automotive, and semiconductors. The Americas provide roughly half of sales, with the balance across Asia, the Middle East, Africa, and Europe. Demand follows industrial investment and technology refresh cycles; most manufacturing sites sit outside the United States, and production uses globally sourced metals and electronic components.
Company facts
Categories
Key statistics
Year to date +14.3% · Average volume (30d) 2.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Morgan Stanley | Reiterate | Underweight | $125 | $135 | |
| Aug 24, 2026 | DA Davidson | Reiterate | Neutral | $145 | $155 | |
| Aug 14, 2026 | Bernstein | Reiterate | Outperform | $169 | $186 | |
| Aug 7, 2026 | BMO Capital | Reiterate | Market Perform | $150 | $175 | |
| Aug 5, 2026 | Robert W. Baird | Target | $168 | $171 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q3 FY26 | $1.68 | $1.71 | +1.8% | $4.80B | $4.87B | +1.4% | +2.29% |
| May 5, 2026Q2 FY26 | $1.53 | $1.54 | +0.7% | $4.59B | $4.56B | −0.7% | +6.94% |
| Feb 3, 2026Q1 FY26 | $1.42 | $1.46 | +2.8% | $4.35B | $4.35B | 0.0% | +3.43% |
| Nov 5, 2025Q4 FY25 | $1.62 | $1.62 | 0.0% | $4.90B | $4.86B | −0.9% | −0.72% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.43B | $4.55B | $4.86B | $4.35B | $4.56B | $4.87B | |
| Gross profit | $2.37B | $2.39B | $2.52B | $2.31B | $2.42B | $2.66B | |
| Operating income | $859.0M | $908.0M | $982.0M | $864.0M | $901.0M | $1.00B | |
| Net income | $485.0M | $586.0M | $636.0M | $605.0M | $618.0M | $718.0M | |
| Diluted EPS | $0.86 | $1.04 | $1.12 | $1.07 | $1.10 | $1.28 | |
| Gross margin | 53.5% | 52.6% | 51.9% | 53.2% | 53.1% | 54.5% | |
| Operating margin | 19.4% | 19.9% | 20.2% | 19.9% | 19.8% | 20.5% |
Fiscal years (4-quarter sums)FY21 $18.24B · FY22 $15.27B · FY23 $15.17B · FY24 $17.49B · FY25 $18.02B
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.18B · Total debt $13.80B · Total assets $42.21B · Shareholders' equity $20.38B
Dividends
Raised for 52 straight years — most recently to $0.555 from $0.5275 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 14, 2026 | Aug 14 | Sep 10 | $0.555 | |
| May 15, 2026 | May 15 | Jun 10 | $0.555 | |
| Feb 13, 2026 | Feb 13 | Mar 10 | $0.555 | |
| Nov 14, 2025 | Nov 14 | Dec 10 | $0.555 | raised from $0.5275 |
| Aug 15, 2025 | Aug 15 | Sep 10 | $0.5275 | |
| May 16, 2025 | May 16 | Jun 10 | $0.5275 | |
| Feb 14, 2025 | Feb 14 | Mar 10 | $0.5275 | |
| Nov 15, 2024 | Nov 15 | Dec 10 | $0.5275 | raised from $0.525 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 560.10M · Float 558.50M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 43.27M | 7.72% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 36.59M | 6.53% | 13F | Aug 13, 2026 |
| State Street Corp | 27.68M | 4.94% | 13F | Aug 7, 2026 |
| Bank of America Corp /DE/ | 18.37M | 3.28% | 13F | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 13.31M | 2.38% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Surendralal Lanca Karsanbhai | director, officer: President & CEO | −9,650 | $161.91 |
| Aug 6, 2026 | Michael H. Train | officer: SVP & Chief Sustain Officer | −7,329 | $158.99 |
| Jun 1, 2026 | Ram R. Krishnan | officer: Executive Vice Pres & COO | −11,500 | $141.22 |
| Mar 10, 2026 | Surendralal Lanca Karsanbhai | director, officer: President & CEO | −5,700 | $142.32 |
| Feb 10, 2026 | Matthew S. Levatich | director | −1,476 | $162.16 |
Peers
- Honeywell Technologies
Broadest overlap in DCS, simulation, instruments, and safety systems
- Rockwell Automation
Pure-play US rival in discrete/hybrid automation, DCS, and industrial software
- Keysight Technologies
Leading T&M rival contesting NI/LabVIEW in automated test and instruments
- Ralliant
Tektronix and Fluke parent contesting NI/EMR in precision test and measurement
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Emerson Electric | $156.00 | +0.53% | $86.93B | 34.0 | 22.0 | 4.7 | +7.0% |
| Honeywell Technologies | $217.85 | +0.18% | $68.91B | 8.4 | 23.7 | 1.9 | −49.9% |
| Rockwell Automation | $435.15 | +0.99% | $47.94B | 40.5 | 29.8 | 5.3 | +7.9% |
| Keysight Technologies | $319.97 | +0.09% | $54.68B | 44.1 | 24.0 | 8.3 | +36.5% |
| Ralliant | $61.41 | −0.45% | $6.83B | — | 20.0 | 3.1 | +12.8% |
| Median | 40.5 | 23.9 | 4.2 | +10.4% |