Emerson Electric Co.
$140.17+0.8%YTD+4.4%1Y-0.9%
Mentions · last 7 days
1,069+2%
Price updated 5m ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $EMR, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Industrial - Machinery sits in its cycle right now — and what that implies for $EMR.
Industrial - Machinery
No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.
What this means for $EMR
Partial — Makes process automation systems, flow measurement, and industrial software for oil and gas, chemicals, and power industries; this segment overlaps with the AI power density capex and robotic warehouse automation demand but is not the dominant revenue driver.
Industry benchmark
23-name peer basket
+29.6%YTD
+69.9%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
31.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
7.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
20.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
12.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
52.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$1.54$1.53+0.7%
Q4 2025Feb 3, 2026$1.46$1.42+2.8%
Q3 2025Nov 5, 2025$1.62$1.620.0%
Q2 2025Aug 6, 2025$1.52$1.51+0.7%
Next earningsTue, Aug 4·consensus EPS $1.68
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.6B+2.9%53.1%19.8%$1.10$694.0M
Q1 FY26$4.3B+4.1%53.2%19.9%$1.08$602.0M
Q4 FY25$4.9B+5.1%51.9%20.2%$1.13$842.0M
Q3 FY25$4.6B+3.9%52.6%19.9%$1.04$977.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$18.8B$18.8B – $18.9B$6.51$6.45 – $6.5620
FY27$19.9B$19.5B – $20.0B$7.21$6.98 – $7.3721
FY28$20.9B$20.9B – $21.0B$8.03$7.17 – $8.8216
FY29$22.7B$22.4B – $23.0B$9.25$9.08 – $9.398
FY30$24.9B$24.6B – $25.2B$10.87$10.67 – $11.048
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 558.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.245-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KOfficer or director changeMay 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary
8-KMaterial agreementFeb 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KShareholder voteFeb 68-K — Item 5.07: Shareholder vote
+ 8 other (2 10-Qs · 2 13Gs · 2 11-Ks · 1 SD) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Emerson Automates Refinery Scheduling to Improve Margins, Respond Faster to Market VolatilityEmerson Schedules Third Quarter 2026 Earnings Release and Conference CallLEQEMBI® Real-World LEADER Study Presented at AAIC® 2026 Finds Over 75% of Early Alzheimer's Patients Enrolled in the Study Remained Stable and Nearly 7% Improved Over an Average of 17 Months of TreatMore than 75% of Leqembi®-treated patients remained stable and nearly 7% improved over an average of 17 months of treatment in real-world LEADER study data presented at AAIC® 2026Emerson Electric (EMR) Declines More Than Market: Some Information for Investors
In themes
Explore the broader themes this ticker is being talked about under.
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Voices on X · last 7 days
No standout posts about $EMR on X in the last 7 days.