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EMEMR

Emerson Electric Co.

$EMR·$91B·Industrial - Machinery·Industrials
$160.97-0.7%YTD+21.7%1Y+24.5%
Price updated 8m ago·X counts updated 5d ago
EMEMR
$EMREmerson Electric Co.
$160.97-0.73%82 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $EMR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

82X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EMR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 58% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-07

Emerson Electric Q3'26 revenue $4.87B beat $4.80B (+7% YoY), adjusted EPS $1.71 beat $1.68 (+13% YoY), free cash flow $1.32B crushed $1B (+36%), and underlying sales growth +6% beat +4.75%. Management raised FY26 guidance for adjusted EPS to ~$6.55 and FCF to ~$3.6B. Posters note the 10-year anniversary of Emerson's carve-out of what became Vertiv (now $93B market cap versus EMR $84B). Group with PH, XLI, ITW and ETN as industrial leaders.

Read what X is saying about $EMR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EMR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Emerson at a 52-week high with raised FY guide and $3.6B FCF — the quiet industrial compounder's AI build-out moment.

Emerson Electric is a global industrial-automation and process-management leader with specific exposure to the AI-datacenter and energy-infrastructure build-out. The 2026 story is a quiet re-rate meeting specific guidance validation.

  • The P&L is strong and reaccelerating: Q3'26 revenue grew to $4.87B (+7% YoY, $70M beat), adjusted EPS $1.71 beat $1.68 (+13% YoY), FCF $1.32B crushed $1B (+36%), and underlying sales +6% beat +4.75% — these are the kind of beats-and-raise that re-rate industrial compounders.
  • The specific institutional signal is the guidance raise: FY26 EPS raised to ~$6.55 and FCF to ~$3.6B — numbers that reflect sustained operating leverage from both the automation footprint and specific AI-data-center-adjacent exposure (parallel to the Vertiv spin-off which now has a $93B market cap vs EMR $84B).

At 89% of its 52-week range and 12% above the 200-day going into Nov 4 earnings, the setup is late-cycle but supported by the just-raised guide. Another clean EPS beat plus continued FCF generation is the trigger; a soft Discrete Automation or any process-industry capex pullback is the invalidation.

Agrees with X sentimentThe Q3 beat-and-raise with specific EPS and FCF guide-up numbers is grounded data. The Vertiv-carve-out market-cap comparison is a reasonable narrative anchor showing EMR's lingering value in a comparable business.

What to watch: Nov 4 Q4 earnings — underlying sales growth, Discrete Automation segment, FCF trajectory, FY27 EPS and FCF guide. Clean beat plus FY27 guide is the trigger; soft Discrete Automation is the invalidation.

On the calendar: 2026-11-04 — Q4 earnings

event ahead 30dindustrial compounder

Read the AI verdict on $EMR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes process automation systems, flow measurement, and industrial software for oil and gas, chemicals, and power industries.

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 · Industrials

No material change from last week — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $EMR

Neutral — Makes process automation systems, flow measurement, and industrial software for oil and gas, chemicals, and power industries.

Industry benchmark

32-name peer basket
+16.3%YTD
-13.2%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
Q2 2026Aug 4, 2026$1.71$1.68+1.8%
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%
Next earningsWed, Nov 4·consensus EPS $1.85

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

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.9B$18.8B – $19.1B$6.56$6.52 – $6.5921
FY27$19.9B$19.6B – $20.4B$7.30$7.16 – $7.4621
FY28$21.0B$20.2B – $21.7B$8.08$7.20 – $8.6019
FY29$22.2B$21.5B – $22.8B$8.94$8.65 – $9.224
FY30$23.0B$22.4B – $23.5B$9.42$9.09 – $9.722

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.1.0×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.90%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.+3.7%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.+11.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 556.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.β1.215-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.

Recent transactions

SellAug 11Karsanbhai Surendralal LancaCEO9.7K sh$1.6MSellAug 6Michael H. TrainSVP & Chief Sustain Officer7.3K sh$1.2MSellJun 1Ram R. KrishnanCOO11.5K sh$1.6M
+ 2 other (1 inkind · 1 award) in window

See when $EMR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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

3New insider — initial holdingsAug 253
AI summary

Emerson Electric Co. (EMR) filed a Form 3 initial beneficial ownership statement for Sabyaschi Mitra, Group President, as of August 15, 2026, at 8027 Forsyth Blvd., St. Louis, MO. The filing establishes Mitra's initial equity ownership baseline as a new Section 16 reporting executive officer. Routine officer filing for the global industrial automation and technology company.

3New insider — initial holdingsAug 253
AI summary

Emerson Electric Co. (EMR) filed a Form 3 initial beneficial ownership statement for Rudra Sengupta, SVP Chief Technology and AI Officer, as of August 15, 2026, at 8027 Forsyth Blvd., St. Louis, MO. This is a companion to the Sabyaschi Mitra Form 3 on the same date, indicating multiple new executive appointments at Emerson. Routine initial officer ownership filing.

3New insider — initial holdingsAug 53
AI summary

Jennifer Newstead filed an initial Form 3 on August 5, 2026, reporting her appointment as a Director of Emerson Electric Co. (EMR) as of August 3, 2026. Newstead beneficially owns no Emerson securities at the time of filing. A Power of Attorney (Exhibit 24) was filed alongside the Form 3. This is a routine Section 16 administrative filing confirming a new board member appointment at the industrial automation and software company, with no financial or strategic implications.

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

EMR reported second quarter results of Emerson Electric Co. (the “C financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 6 other (2 earnings 8-Ks · 2 10-Qs · 1 SD · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Should You Invest in Emerson Electric (EMR) Based on Bullish Wall Street Views?zacks.com·1d agoEmerson Electric Co. $EMR Shares Acquired by First Citizens Bank & Trust Co.defenseworld.net·2d agoHere's Why It is Appropriate to Invest in Emerson Right Nowzacks.com·2d agoEmerson Schedules Fourth Quarter and Full Year 2026 Earnings Release and Conference Callprnewswire.com·2d agoAre You Looking for a Top Momentum Pick? Why Emerson Electric (EMR) is a Great Choicezacks.com·3d ago

In themes

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Voices on X · last 7 days

No standout posts about $EMR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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