Emerson Electric (EMR)
Market Price (4/2/2026): $132.39 | Market Cap: $74.4 BilSector: Industrials | Industry: Electrical Components & Equipment
Emerson Electric (EMR)
Market Price (4/2/2026): $132.39Market Cap: $74.4 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%, CFO LTM is 3.0 Bil, FCF LTM is 2.6 Bil Low stock price volatilityVol 12M is 33% Megatrend and thematic driversMegatrends include Automation & Robotics, Smart Grids & Grid Modernization, Water Infrastructure, and Electrification of Everything. Show more. | Weak multi-year price returns2Y Excs Rtn is -4.5% | Key risksEMR key risks include [1] integration challenges and [2] increased debt stemming from its recent major acquisitions of National Instruments and Aspen Technology. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%, CFO LTM is 3.0 Bil, FCF LTM is 2.6 Bil |
| Low stock price volatilityVol 12M is 33% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Smart Grids & Grid Modernization, Water Infrastructure, and Electrification of Everything. Show more. |
| Weak multi-year price returns2Y Excs Rtn is -4.5% |
| Key risksEMR key risks include [1] integration challenges and [2] increased debt stemming from its recent major acquisitions of National Instruments and Aspen Technology. |
Qualitative Assessment
AI Analysis | Feedback
Emerson Electric (EMR) stock has remained largely at the same level since 12/31/2025 because of the following key factors:
1. Strong Q1 2026 Earnings and Raised Full-Year Guidance Offset by Cash Flow Decline: Emerson reported adjusted earnings per share (EPS) of $1.46 for the first quarter of fiscal 2026, exceeding analyst expectations of $1.41, and its revenue of $4.35 billion largely met market forecasts. The company also raised its full-year 2026 adjusted EPS guidance to a range of $6.40-$6.55, signaling confidence in future profitability. However, these positive financial results were counterbalanced by a 10% year-over-year decrease in operating cash flow to $699 million and a 13% year-over-year decline in free cash flow to $602 million. This mix of strong earnings and guidance against declining cash flow likely contributed to a balanced investor reaction.
2. Robust Order Growth and Strategic Automation Focus Tempered by Margin Compression: The company demonstrated strong operational momentum with a 9% year-over-year increase in underlying orders, driven by longer-cycle project bookings, particularly in high-growth verticals such as Power and LNG, which provides positive visibility for future revenue streams. Emerson is actively focusing on accelerating innovation and advancing software-defined automation. Despite this, the company experienced a decrease in its pretax margin by 80 basis points to 17.8% and a 30 basis point reduction in its adjusted segment EBITA margin to 27.7%, indicating some pressure on profitability.
Show more
1. Strong Q1 2026 Earnings and Raised Full-Year Guidance Offset by Cash Flow Decline: Emerson reported adjusted earnings per share (EPS) of $1.46 for the first quarter of fiscal 2026, exceeding analyst expectations of $1.41, and its revenue of $4.35 billion largely met market forecasts. The company also raised its full-year 2026 adjusted EPS guidance to a range of $6.40-$6.55, signaling confidence in future profitability. However, these positive financial results were counterbalanced by a 10% year-over-year decrease in operating cash flow to $699 million and a 13% year-over-year decline in free cash flow to $602 million. This mix of strong earnings and guidance against declining cash flow likely contributed to a balanced investor reaction.
2. Robust Order Growth and Strategic Automation Focus Tempered by Margin Compression: The company demonstrated strong operational momentum with a 9% year-over-year increase in underlying orders, driven by longer-cycle project bookings, particularly in high-growth verticals such as Power and LNG, which provides positive visibility for future revenue streams. Emerson is actively focusing on accelerating innovation and advancing software-defined automation. Despite this, the company experienced a decrease in its pretax margin by 80 basis points to 17.8% and a 30 basis point reduction in its adjusted segment EBITA margin to 27.7%, indicating some pressure on profitability.
Show more
Stock Movement Drivers
Fundamental Drivers
The 0.1% change in EMR stock from 12/31/2025 to 4/1/2026 was primarily driven by a 0.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 12312025 | 4012026 | Change |
|---|---|---|---|
| Stock Price ($) | 132.21 | 132.37 | 0.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18,015 | 18,186 | 0.9% |
| Net Income Margin (%) | 12.7% | 12.7% | -0.1% |
| P/E Multiple | 32.4 | 32.2 | -0.9% |
| Shares Outstanding (Mil) | 562 | 562 | 0.1% |
| Cumulative Contribution | 0.1% |
Market Drivers
12/31/2025 to 4/1/2026| Return | Correlation | |
|---|---|---|
| EMR | 0.1% | |
| Market (SPY) | -5.4% | 62.4% |
| Sector (XLI) | 6.0% | 78.4% |
Fundamental Drivers
The 1.7% change in EMR stock from 9/30/2025 to 4/1/2026 was primarily driven by a 16.6% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 4012026 | Change |
|---|---|---|---|
| Stock Price ($) | 130.11 | 132.37 | 1.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,779 | 18,186 | 2.3% |
| Net Income Margin (%) | 14.9% | 12.7% | -14.8% |
| P/E Multiple | 27.6 | 32.2 | 16.6% |
| Shares Outstanding (Mil) | 562 | 562 | 0.1% |
| Cumulative Contribution | 1.7% |
Market Drivers
9/30/2025 to 4/1/2026| Return | Correlation | |
|---|---|---|
| EMR | 1.7% | |
| Market (SPY) | -2.9% | 63.5% |
| Sector (XLI) | 7.0% | 77.4% |
Fundamental Drivers
The 22.7% change in EMR stock from 3/31/2025 to 4/1/2026 was primarily driven by a 26.5% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4012026 | Change |
|---|---|---|---|
| Stock Price ($) | 107.85 | 132.37 | 22.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,550 | 18,186 | 3.6% |
| Net Income Margin (%) | 13.7% | 12.7% | -7.5% |
| P/E Multiple | 25.4 | 32.2 | 26.5% |
| Shares Outstanding (Mil) | 568 | 562 | 1.2% |
| Cumulative Contribution | 22.7% |
Market Drivers
3/31/2025 to 4/1/2026| Return | Correlation | |
|---|---|---|
| EMR | 22.7% | |
| Market (SPY) | 16.3% | 74.8% |
| Sector (XLI) | 26.8% | 81.9% |
Fundamental Drivers
The 60.8% change in EMR stock from 3/31/2023 to 4/1/2026 was primarily driven by a 212.5% change in the company's P/E Multiple.| (LTM values as of) | 3312023 | 4012026 | Change |
|---|---|---|---|
| Stock Price ($) | 82.30 | 132.37 | 60.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 14,021 | 18,186 | 29.7% |
| Net Income Margin (%) | 33.3% | 12.7% | -61.8% |
| P/E Multiple | 10.3 | 32.2 | 212.5% |
| Shares Outstanding (Mil) | 584 | 562 | 3.9% |
| Cumulative Contribution | 60.8% |
Market Drivers
3/31/2023 to 4/1/2026| Return | Correlation | |
|---|---|---|
| EMR | 60.8% | |
| Market (SPY) | 63.3% | 66.0% |
| Sector (XLI) | 69.5% | 75.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EMR Return | 18% | 6% | 4% | 30% | 9% | -1% | 83% |
| Peers Return | 37% | -10% | 26% | 25% | 25% | 7% | 156% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 74% |
Monthly Win Rates [3] | |||||||
| EMR Win Rate | 75% | 50% | 50% | 50% | 42% | 67% | |
| Peers Win Rate | 68% | 35% | 50% | 57% | 58% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| EMR Max Drawdown | -3% | -20% | -18% | -6% | -24% | -7% | |
| Peers Max Drawdown | -5% | -32% | -9% | -9% | -19% | -4% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HON, ETN, ROK, JCI, PH. See EMR Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/1/2026 (YTD)
How Low Can It Go
| Event | EMR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -30.9% | -25.4% |
| % Gain to Breakeven | 44.7% | 34.1% |
| Time to Breakeven | 505 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -51.1% | -33.9% |
| % Gain to Breakeven | 104.5% | 51.3% |
| Time to Breakeven | 238 days | 148 days |
| 2018 Correction | ||
| % Loss | -29.3% | -19.8% |
| % Gain to Breakeven | 41.5% | 24.7% |
| Time to Breakeven | 701 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -57.3% | -56.8% |
| % Gain to Breakeven | 134.0% | 131.3% |
| Time to Breakeven | 647 days | 1,480 days |
Compare to HON, ETN, ROK, JCI, PH
In The Past
Emerson Electric's stock fell -30.9% during the 2022 Inflation Shock from a high on 9/2/2021. A -30.9% loss requires a 44.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Emerson Electric (EMR)
Emerson Electric Co. designs and manufactures technology and engineering products for industrial, commercial, and consumer markets worldwide. The company operates through Automation Solutions and Commercial & Residential Solutions segments. The Automation Solutions segment offers measurement and analytical instrumentation, industrial valves and equipment, and process control software and systems. It serves the oil and gas, refining, chemicals, power generation, life sciences, food and beverage, automotive, pulp and paper, metals and mining, and municipal water supplies markets. The Commercial & Residential Solutions segment offers residential and commercial heating and air conditioning products, such as residential and variable speed scroll compressors; system protector and flow control devices; standard, programmable, and Wi-Fi thermostats; monitoring equipment and electronic controls for gas and electric heating systems; gas valves for furnaces and water heaters; ignition systems for furnaces; sensors and thermistors for home appliances; and temperature sensors and controls. The company also provides reciprocating, scroll, and screw compressors; precision flow controls; system diagnostics and controls; and environmental control systems for use in medical, food processing, and cold storage applications. In addition, this segment offers air conditioning, refrigeration, and lighting control technologies, as well as facility design and product management, site commissioning, facility monitoring, and energy modeling services; and professional and homeowner tools, and appliance solutions. The company was formerly known as The Emerson Electric Manufacturing Company and changed its name to Emerson Electric Co. in 2000. Emerson Electric Co. was incorporated in 1890 and is headquartered in St. Louis, Missouri.
AI Analysis | Feedback
Emerson Electric is like Honeywell for industrial automation and climate control.
Imagine a combination of Rockwell Automation for factory controls and Johnson Controls for building solutions.
AI Analysis | Feedback
- Industrial Automation Products: Emerson provides measurement and analytical instrumentation, industrial valves and equipment, and process control software and systems for diverse industrial markets.
- HVACR Products: The company offers residential and commercial heating, ventilation, air conditioning, and refrigeration products, including compressors, thermostats, and system controls.
- Professional and Homeowner Tools: Emerson manufactures a variety of hand and power tools for both professional tradespeople and general consumer use.
- Appliance Solutions: The company develops components and integrated solutions for various home appliances.
- Facility Management Services: Emerson offers services such as facility design, product management, site commissioning, facility monitoring, and energy modeling.
AI Analysis | Feedback
Emerson Electric Co. (EMR) primarily sells its technology and engineering products and services to other companies (B2B) across a wide range of industrial, commercial, and residential markets.
Due to the highly diversified nature of Emerson's business and its extensive customer base, specific names of major individual customer companies are not typically disclosed publicly. However, Emerson's major customers are the companies operating in the following industries and sectors:
- Industrial Process Industries: Companies in sectors such as oil and gas, refining, chemicals, power generation, life sciences, food and beverage, automotive, pulp and paper, metals and mining, and municipal water supplies. These customers utilize Emerson's measurement and analytical instrumentation, industrial valves, process control software, and systems.
- Heating, Ventilation, and Air Conditioning (HVAC) & Refrigeration Manufacturers: Original Equipment Manufacturers (OEMs) that produce residential and commercial heating and air conditioning units, as well as refrigeration systems. These companies integrate Emerson's compressors, thermostats, system protector and flow control devices, and other electronic controls.
- Appliance Manufacturers: Companies that produce home appliances, utilizing Emerson's sensors, thermistors, and other control components.
- Specialized Industrial Applications: Businesses in medical equipment manufacturing, food processing, and cold storage applications, which rely on Emerson's specialized compressors, precision flow controls, and environmental control systems.
- Commercial Facilities and Service Providers: Businesses requiring facility design, product management, site commissioning, monitoring, and energy modeling services, as well as those that purchase professional tools.
AI Analysis | Feedback
nullAI Analysis | Feedback
Lal Karsanbhai, President and Chief Executive Officer
Lal Karsanbhai became President and Chief Executive Officer of Emerson in February 2021. He joined Emerson in 1995 as an international planner and has held various business development and planning positions. Before his CEO appointment, he led Emerson's Automation Solutions business, focusing on strategies, technologies, and innovations to enhance industrial operations.
Mike Baughman, Executive Vice President and Chief Financial Officer
Mike Baughman was appointed Executive Vice President and Chief Financial Officer in May 2023. He joined Emerson in 2017 as vice president and controller. With over 35 years of finance experience, Baughman previously spent 14 years at Baxter International, where he held various corporate finance and accounting roles, during which Baxter International was active in mergers and acquisitions and underwent a split into two companies. He also spent 16 years at PricewaterhouseCoopers, becoming a partner and specializing in transactions and auditing, and assisted corporate and private equity clients with buy-side and sell-side diligence and acquisition integration.
Ram Krishnan, Executive Vice President and Chief Operating Officer
Ram Krishnan became Executive Vice President and Chief Operating Officer of Emerson in February 2021. He joined Emerson in 1994 as a project engineer and has held numerous management positions, including president of Climate Technologies in Asia and group president of flow solutions. He was also group president of final control following the $3.15 billion acquisition of Pentair's valves and controls business.
Michael Train, Senior Vice President and Chief Sustainability Officer
Michael Train was named Emerson's first Chief Sustainability Officer in March 2021. He began his career at Emerson in 1991 as an international planner. Throughout his tenure, he has held various leadership roles, including president of Emerson Process Management Asia-Pacific and executive president of Emerson's Automation Solutions business.
AI Analysis | Feedback
The key risks to Emerson Electric's business are multifaceted, stemming from the highly competitive and evolving industrial automation landscape, the complexities of integrating significant acquisitions, and exposure to global economic and geopolitical uncertainties.
- Intense Competitive Pressures and Rapid Technological Advancements: Emerson operates in a highly competitive industrial automation industry, facing formidable rivals such as Siemens, Honeywell, Schneider Electric, ABB, and Rockwell Automation. These competitors continually vie for market share, employing aggressive pricing strategies and investing heavily in research and development. The success of Emerson's new products relies on customer acceptance, and rapid technological changes, including the increasing adoption of AI, IoT, and industrial software, could lead to unpredictable product transitions and shortened life cycles, challenging Emerson's market position.
- Integration Risks and Increased Debt from Strategic Acquisitions: Emerson has undertaken significant acquisitions, such as Aspen Technology and National Instruments, as part of its strategy to become a pure-play industrial automation entity. These acquisitions introduce substantial integration risks, including the challenge of aligning corporate cultures, integrating diverse systems and processes, and realizing anticipated synergies. Failure to effectively manage these integrations could lead to operational disruptions and negatively impact the company's financial performance. Furthermore, these transactions have increased Emerson's debt levels, impacting its financial flexibility in the short term.
- Economic Fluctuations, Geopolitical Risks, and Supply Chain Vulnerabilities: As a global company with operations in numerous countries and significant sales in both mature and emerging markets, Emerson is highly exposed to economic fluctuations. These include changes in government regulations, trade policies, currency fluctuations, and broader economic slowdowns that can delay large industrial projects and affect demand. Geopolitical tensions, natural disasters, and public health concerns can disrupt global production facilities and supply chains, impacting Emerson's ability to source materials and components, leading to production delays, increased costs, and potential loss of customers and revenue. The company's automation segment also remains sensitive to oil and gas market fluctuations.
AI Analysis | Feedback
null
AI Analysis | Feedback
Emerson Electric (EMR) operates in diverse markets, with its main products and services falling under Automation Solutions and Commercial & Residential Solutions segments. The addressable market sizes for these key offerings are outlined below:
Automation Solutions Segment
-
Industrial Valves and Equipment:
- The global industrial valves market was valued at approximately USD 76.2 billion in 2023 and is projected to reach USD 100.9 billion by 2030. Other estimates place the global market size at USD 86.67 billion in 2025, with a projection to reach USD 273.49 billion by 2035. Another report valued it at USD 82.9 billion in 2025, expected to grow to USD 136.0 billion by 2034. The market was also estimated at USD 73.9 billion in 2025, with a forecast to grow to USD 149.1 billion in 2035.
-
Process Control Software and Systems (Advanced Process Control - APC):
- The global advanced process control market size was estimated at USD 2.17 billion in 2023 and is projected to reach USD 4.55 billion by 2030. Other figures suggest a global market size of USD 2.34 billion in 2025, predicted to increase to USD 5.58 billion by 2035. Another source reported the market as USD 1.83 billion in 2024, projected to reach USD 3.39 billion by 2033.
-
Measurement and Analytical Instrumentation:
- The global analytical instrumentation market size was estimated at USD 55.00 billion in 2024 and is anticipated to reach USD 90.48 billion by 2033. Another valuation placed the global market size at USD 58.96 billion in 2025, with projections to reach USD 98.68 billion by 2034. A different report indicated a market size of USD 41.8 billion in 2025, growing to USD 71.9 billion in 2035.
Commercial & Residential Solutions Segment
-
Residential and Commercial Heating and Air Conditioning Products (HVAC Systems):
- The global HVAC market was estimated at USD 263.6 billion in 2023 and is projected to reach USD 346.7 billion by the end of 2028. Other reports indicate the market is projected to grow from USD 328.6 billion in 2025 to USD 577.5 billion by 2035. Another estimate sets the global HVAC systems market size at USD 258.96 billion in 2025, projected to reach USD 445.73 billion by 2033. The market is also projected to grow from USD 299.28 billion in 2025 to USD 407.77 billion by 2030.
-
Residential and Variable Speed Scroll Compressors:
- The global scroll compressors market size was USD 7.55 billion in 2025, with projections to grow to USD 10.64 billion in 2030. The scroll heat pump compressors market was valued at over USD 5.8 billion in 2023.
-
Professional and Homeowner Tools:
- The global tools market (which includes power tools and hand tools) was estimated at USD 42.50 billion in 2023 and is projected to reach USD 61.84 billion by 2030. The global Professional Power Tools and Household Power Tools market size was valued at USD 36.7 billion in 2025 and is projected to grow to USD 53.9 billion by 2034. For residential hand and power tools specifically, the market was valued at USD 34.37 billion in 2024 and is projected to reach USD 46.02 billion by 2032.
AI Analysis | Feedback
Emerson Electric (EMR) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives and market tailwinds:
- Increased Demand for Industrial Automation and Expansion in Key High-Growth Verticals: Emerson anticipates significant organic growth from its leadership in industrial automation, driven by customers investing in autonomous operations. The company is particularly focused on secular tailwinds in key growth verticals such as power, liquefied natural gas (LNG), life sciences, semiconductors, and aerospace & defense.
- Innovation and Growth in Software and AI-enabled Products: A core driver for Emerson is its expanding software-defined technology stack and continuous innovation. This includes the development and adoption of new software products like Nigel.ai for test automation and DeltaV version 16, as well as consistent growth in the annual contract value of its software offerings. The integration of AI capabilities into its solutions is also expected to enhance its leadership in automation.
- Strong Orders, Backlog, and Geographic Strength: Emerson has reported robust underlying orders growth and a substantial backlog, providing strong visibility for future revenue. This demand is particularly strong in specific geographic regions, with North America, India, and the Middle East & Africa consistently highlighted as areas experiencing robust demand for Emerson's automation technology.
AI Analysis | Feedback
Share Repurchases
- Emerson Electric's annual share buybacks were $2 billion in 2023, $435 million in 2024, and $1.167 billion in 2025.
- The company has a plan to return $10 billion to shareholders by 2028, which includes a recently announced $250 million buyback.
Outbound Investments
- In October 2023, Emerson acquired National Instruments (NI) for an equity value of $8.2 billion to diversify its technology into test and measurement automation.
- Emerson completed the acquisition of all outstanding shares of AspenTech in March 2025, after initially acquiring a 55% majority stake in 2022. The transaction for the remaining shares valued AspenTech at a market capitalization of $17 billion.
- In August 2023, Emerson announced definitive agreements to acquire Afag (electric linear motion, feeding, and handling automation solutions) and Flexim (clamp-on ultrasonic flow measurement) to enhance factory automation and measurement capabilities.
Capital Expenditures
- Emerson's capital expenditures averaged 2.7% of revenue for fiscal years 2020 through 2024, with projections to remain at 2-2.5% of sales for upcoming years.
- Annual capital expenditures were $431 million for fiscal year 2025.
- The primary focus of capital expenditures is recapitalizing facilities in North America (including Mexico) and expanding into the Middle East, other parts of Asia, and Eastern Europe, supporting the company's automation strategy and R&D investment.
Latest Trefis Analyses
Trade Ideas
Select ideas related to EMR.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | NSP | Insperity | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03312026 | TNC | Tennant | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03272026 | ADP | Automatic Data Processing | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.0% | 1.0% | 0.0% |
| 03272026 | HURN | Huron Consulting | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.0% | 4.0% | 0.0% |
| 03272026 | TRU | TransUnion | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.2% | 5.2% | 0.0% |
| 11302023 | EMR | Emerson Electric | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 25.9% | 52.0% | -1.3% |
| 03312020 | EMR | Emerson Electric | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 39.0% | 95.0% | -4.1% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 296.88 |
| Mkt Cap | 99.3 |
| Rev LTM | 22,214 |
| Op Inc LTM | 3,953 |
| FCF LTM | 2,957 |
| FCF 3Y Avg | 2,599 |
| CFO LTM | 3,380 |
| CFO 3Y Avg | 3,009 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.7% |
| Rev Chg 3Y Avg | 5.5% |
| Rev Chg Q | 8.9% |
| QoQ Delta Rev Chg LTM | 1.9% |
| Op Mgn LTM | 18.5% |
| Op Mgn 3Y Avg | 18.1% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 16.6% |
| CFO/Rev 3Y Avg | 15.9% |
| FCF/Rev LTM | 14.3% |
| FCF/Rev 3Y Avg | 13.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 99.3 |
| P/S | 4.5 |
| P/EBIT | 26.4 |
| P/E | 32.5 |
| P/CFO | 30.2 |
| Total Yield | 3.8% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 3.3% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -8.5% |
| 3M Rtn | 8.9% |
| 6M Rtn | 11.4% |
| 12M Rtn | 39.3% |
| 3Y Rtn | 91.6% |
| 1M Excs Rtn | -3.1% |
| 3M Excs Rtn | 12.4% |
| 6M Excs Rtn | 13.0% |
| 12M Excs Rtn | 23.4% |
| 3Y Excs Rtn | 35.6% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Final Control | 4,204 | 3,970 | 3,607 | ||
| Measurement & Analytical | 4,061 | 3,595 | 3,215 | ||
| Control Systems & Software | 3,935 | 2,606 | 2,398 | ||
| Discrete Automation | 2,506 | 2,635 | 2,612 | ||
| Test & Measurement | 1,464 | 0 | |||
| Safety & Productivity | 1,390 | 1,388 | 1,402 | ||
| Eliminations/interest | -68 | -71 | -86 | -28 | -13 |
| AspenTech | 1,042 | 656 | 319 | ||
| Automation Solutions | 11,292 | 11,155 | |||
| Climate Technologies | 4,748 | 3,980 | |||
| Tools & Home Products | 1,905 | 1,663 | |||
| Total | 17,492 | 15,165 | 13,804 | 18,236 | 16,785 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Control Systems & Software | 15,903 | 2,151 | 1,700 | ||
| Test & Measurement | 9,210 | 0 | |||
| Final Control | 5,706 | 5,614 | 4,805 | ||
| Corporate and other (includes assets held-for-sale) | 5,607 | 13,226 | 6,879 | 4,025 | 4,076 |
| Measurement & Analytical | 4,122 | 3,976 | 4,395 | ||
| Discrete Automation | 2,470 | 2,493 | 2,284 | ||
| Safety & Productivity | 1,228 | 1,238 | 1,125 | ||
| AspenTech | 14,048 | 14,484 | 2,089 | ||
| Automation Solutions | 13,734 | 14,250 | |||
| Climate Technologies | 3,269 | 3,065 | |||
| Tools & Home Products | 1,598 | 1,491 | |||
| Total | 44,246 | 42,746 | 35,672 | 24,715 | 22,882 |
Price Behavior
Price Behavior
| Market Price | $132.37 | |
| Market Cap ($ Bil) | 74.4 | |
| First Trading Date | 06/01/1972 | |
| Distance from 52W High | -17.8% | |
| 50 Days | 200 Days | |
| DMA Price | $143.14 | $136.25 |
| DMA Trend | up | indeterminate |
| Distance from DMA | -7.5% | -2.8% |
| 3M | 1YR | |
| Volatility | 38.5% | 33.0% |
| Downside Capture | 0.78 | 0.94 |
| Upside Capture | 177.85 | 136.65 |
| Correlation (SPY) | 59.2% | 73.3% |
EMR Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.70 | 1.78 | 1.82 | 1.57 | 1.29 | 1.20 |
| Up Beta | 0.90 | 1.12 | 1.55 | 0.91 | 1.08 | 1.15 |
| Down Beta | 1.95 | 2.25 | 2.26 | 1.93 | 1.44 | 1.29 |
| Up Capture | 88% | 155% | 189% | 179% | 167% | 155% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 9 | 21 | 36 | 73 | 144 | 403 |
| Down Capture | 193% | 173% | 146% | 139% | 124% | 105% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 13 | 21 | 27 | 53 | 108 | 346 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EMR | |
|---|---|---|---|---|
| EMR | 22.8% | 33.0% | 0.66 | - |
| Sector ETF (XLI) | 26.9% | 19.5% | 1.10 | 81.9% |
| Equity (SPY) | 16.4% | 18.9% | 0.68 | 74.8% |
| Gold (GLD) | 53.1% | 27.9% | 1.52 | 14.3% |
| Commodities (DBC) | 16.2% | 17.6% | 0.77 | 32.4% |
| Real Estate (VNQ) | 2.2% | 16.5% | -0.04 | 53.2% |
| Bitcoin (BTCUSD) | -17.4% | 44.1% | -0.31 | 32.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EMR | |
|---|---|---|---|---|
| EMR | 10.6% | 26.6% | 0.38 | - |
| Sector ETF (XLI) | 12.9% | 17.2% | 0.59 | 77.7% |
| Equity (SPY) | 12.0% | 17.0% | 0.55 | 67.8% |
| Gold (GLD) | 22.2% | 17.8% | 1.02 | 12.7% |
| Commodities (DBC) | 12.2% | 18.8% | 0.53 | 29.5% |
| Real Estate (VNQ) | 3.5% | 18.8% | 0.09 | 48.6% |
| Bitcoin (BTCUSD) | 5.7% | 56.6% | 0.32 | 23.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EMR | |
|---|---|---|---|---|
| EMR | 12.1% | 28.8% | 0.45 | - |
| Sector ETF (XLI) | 13.5% | 19.9% | 0.60 | 81.2% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 71.2% |
| Gold (GLD) | 14.2% | 15.9% | 0.75 | 2.4% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 36.6% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.21 | 53.0% |
| Bitcoin (BTCUSD) | 66.5% | 66.8% | 1.06 | 15.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/3/2026 | 3.4% | 6.7% | -6.1% |
| 11/5/2025 | -3.8% | -6.0% | 0.2% |
| 8/6/2025 | -4.7% | -5.4% | -4.9% |
| 5/7/2025 | 2.4% | 13.3% | 14.7% |
| 2/5/2025 | -2.3% | -0.6% | -8.5% |
| 11/5/2024 | 7.2% | 17.7% | 22.8% |
| 8/7/2024 | -7.6% | -3.4% | -6.8% |
| 5/8/2024 | 4.9% | 6.5% | -0.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 14 | 12 |
| # Negative | 12 | 9 | 11 |
| Median Positive | 3.7% | 6.6% | 9.7% |
| Median Negative | -3.8% | -5.4% | -6.1% |
| Max Positive | 10.4% | 17.7% | 22.8% |
| Max Negative | -7.6% | -7.6% | -9.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/03/2026 | 10-Q |
| 09/30/2025 | 11/10/2025 | 10-K |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 02/05/2025 | 10-Q |
| 09/30/2024 | 11/12/2024 | 10-K |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/07/2024 | 10-Q |
| 09/30/2023 | 11/13/2023 | 10-K |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/08/2023 | 10-Q |
| 09/30/2022 | 11/14/2022 | 10-K |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Karsanbhai, Surendralal Lanca | President & CEO | Direct | Sell | 12042025 | 133.00 | 7,263 | 965,979 | 26,106,836 | Form |
| 2 | Train, Michael H | SVP & Chief Sustain Officer | Direct | Sell | 5132025 | 119.44 | 28,305 | 3,380,749 | 27,789,985 | Form |
| 3 | Karsanbhai, Surendralal Lanca | President & CEO | Trust | Sell | 5092025 | 113.33 | 16,698 | 1,892,384 | 18,694,581 | Form |
| 4 | Blinn, Mark A | Direct | Sell | 2092026 | 152.62 | 2,876 | 438,930 | 1,153,029 | Form | |
| 5 | Piazza, Nicholas J | Senior VP & CPO | Direct | Sell | 2112026 | 159.07 | 6,703 | 1,066,245 | 5,036,786 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.