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Emerson Electric (EMR)

Market Price (3/3/2026): $151.01 | Market Cap: $84.8 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Emerson Electric (EMR)

Market Price (3/3/2026): $151.01
Market Cap: $84.8 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive cash flow generation
CFO/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		 Key risks
EMR key risks include [1] integration challenges and [2] increased debt stemming from its recent major acquisitions of National Instruments and Aspen Technology.
1 Low stock price volatility
Vol 12M is 33%		 
2 Megatrend and thematic drivers
Megatrends include Automation & Robotics, Smart Grids & Grid Modernization, Water Infrastructure, and Electrification of Everything. Show more.		 
0 Attractive cash flow generation
CFO/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
1 Low stock price volatility
Vol 12M is 33%
2 Megatrend and thematic drivers
Megatrends include Automation & Robotics, Smart Grids & Grid Modernization, Water Infrastructure, and Electrification of Everything. Show more.
3 Key risks
EMR key risks include [1] integration challenges and [2] increased debt stemming from its recent major acquisitions of National Instruments and Aspen Technology.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Emerson Electric (EMR) stock has gained about 15% since 11/30/2025 because of the following key factors:

1. Strong Earnings Performance and Upbeat Future Outlook.

Emerson Electric consistently exceeded earnings expectations and provided a positive outlook for future performance. In November 2025, the company reported a 9% increase in adjusted earnings per share (EPS) for both the fourth quarter and the full fiscal year 2025. Following this, in February 2026, Emerson announced first-quarter fiscal 2026 adjusted EPS of $1.46, surpassing estimates by $0.05. Concurrently, the company raised its full-year fiscal 2026 EPS guidance to a range of $6.40-$6.55, exceeding the analysts' average expectation of $5.96.

2. Strategic Transformation Towards High-Growth Automation and Software.

Emerson's ongoing strategic shift to become a pure-play industrial automation company, moving away from non-core businesses, has been well-received. This transformation is expected to result in two-thirds of its revenue originating from recurring software services through "Project Beyond," indicating robust profitability and sustained organic growth rates of 4-7% annually. Furthermore, at its November 2025 Investor Conference, Emerson outlined ambitious 2028 financial targets, including $21 billion in net sales (a 5% organic compound annual growth rate) and $8.00 in adjusted EPS (a 10% compound annual growth rate).

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Stock Movement Drivers

Fundamental Drivers

The 14.5% change in EMR stock from 11/30/2025 to 3/2/2026 was primarily driven by a 13.3% change in the company's P/E Multiple.
(LTM values as of)113020253022026Change
Stock Price ($)132.87152.0814.5%
Change Contribution By: 
Total Revenues ($ Mil)18,01518,1860.9%
Net Income Margin (%)12.7%12.7%-0.1%
P/E Multiple32.637.013.3%
Shares Outstanding (Mil)5625620.1%
Cumulative Contribution14.5%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/2/2026
ReturnCorrelation
EMR14.5% 
Market (SPY)0.4%58.4%
Sector (XLI)16.4%71.8%

Fundamental Drivers

The 16.2% change in EMR stock from 8/31/2025 to 3/2/2026 was primarily driven by a 33.2% change in the company's P/E Multiple.
(LTM values as of)83120253022026Change
Stock Price ($)130.93152.0816.2%
Change Contribution By: 
Total Revenues ($ Mil)17,77918,1862.3%
Net Income Margin (%)14.9%12.7%-14.8%
P/E Multiple27.837.033.2%
Shares Outstanding (Mil)5625620.1%
Cumulative Contribution16.2%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/2/2026
ReturnCorrelation
EMR16.2% 
Market (SPY)6.7%57.6%
Sector (XLI)18.2%70.7%

Fundamental Drivers

The 27.1% change in EMR stock from 2/28/2025 to 3/2/2026 was primarily driven by a 31.0% change in the company's P/E Multiple.
(LTM values as of)22820253022026Change
Stock Price ($)119.62152.0827.1%
Change Contribution By: 
Total Revenues ($ Mil)17,55018,1863.6%
Net Income Margin (%)13.7%12.7%-7.5%
P/E Multiple28.237.031.0%
Shares Outstanding (Mil)5685621.2%
Cumulative Contribution27.1%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/2/2026
ReturnCorrelation
EMR27.1% 
Market (SPY)16.5%75.7%
Sector (XLI)32.6%81.0%

Fundamental Drivers

The 94.7% change in EMR stock from 2/28/2023 to 3/2/2026 was primarily driven by a 278.2% change in the company's P/E Multiple.
(LTM values as of)22820233022026Change
Stock Price ($)78.12152.0894.7%
Change Contribution By: 
Total Revenues ($ Mil)14,02118,18629.7%
Net Income Margin (%)33.3%12.7%-61.8%
P/E Multiple9.837.0278.2%
Shares Outstanding (Mil)5845623.9%
Cumulative Contribution94.7%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/2/2026
ReturnCorrelation
EMR94.7% 
Market (SPY)79.7%65.9%
Sector (XLI)84.9%74.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
EMR Return18%6%4%30%9%14%110%
Peers Return37%-10%26%25%25%17%180%
S&P 500 Return27%-19%24%23%16%0%83%

Monthly Win Rates [3]
EMR Win Rate75%50%50%50%42%67% 
Peers Win Rate68%35%50%57%58%53% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
EMR Max Drawdown-3%-20%-18%-6%-24%0% 
Peers Max Drawdown-5%-32%-9%-9%-19%-2% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 

[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 3/2/2026 (YTD)

How Low Can It Go

Unique KeyEventEMRS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-30.9%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven44.7%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven505 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-51.1%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven104.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven238 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-29.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven41.5%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven701 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-57.3%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven134.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven647 days1,480 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.

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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

Here are 1-3 brief analogies to describe Emerson Electric (EMR):
  • It's like Honeywell for industrial automation, providing the essential technology that makes factories and plants run efficiently.
  • Think of it as Siemens' industrial division, building the crucial control systems and software for everything from power plants to chemical facilities.
  • It's like the Microsoft of industrial operations, supplying the intelligence and control systems that make manufacturing plants smart and productive.

AI Analysis | Feedback

  • Measurement & Analytical Instruments: Devices used to monitor and analyze process variables such as pressure, temperature, flow, and gas composition in industrial settings.
  • Valves & Actuators: Control, shutoff, and relief valves along with the devices (actuators) that open and close them, essential for managing fluid flow in pipelines and processes.
  • Industrial Control Systems: Distributed Control Systems (DCS), Programmable Logic Controllers (PLC), and other solutions for automating and optimizing plant operations.
  • Fluid Control & Pneumatics: Products like solenoid valves, cylinders, and air preparation units that manage the flow of liquids and gases in industrial automation applications.
  • Asset Management Software: Software tools that enable predictive maintenance, improve asset reliability, and optimize plant performance for industrial operations.

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Emerson Electric (EMR) - Major Customers

Emerson Electric (EMR) primarily operates as a Business-to-Business (B2B) company, selling its products, technologies, and services to other businesses rather than directly to individual consumers. Its customer base is highly diversified across numerous industrial, commercial, and residential markets globally.

Due to the vast and fragmented nature of its customer base, Emerson Electric does not typically disclose specific "major customers" by name in its public filings, as no single customer or small group of customers accounts for a significant portion of its total revenue. Instead, Emerson serves thousands of companies across various sectors. Its customers generally fall into the following categories:

  • Industrial Process Companies: These are large enterprises in sectors that rely heavily on automation, control systems, and operational technologies to manage complex processes. Key industries include:
    • Oil & Gas (e.g., exploration, production, refining, transportation companies)
    • Chemical and Petrochemical manufacturers
    • Power Generation (e.g., utilities, independent power producers)
    • Mining and Metals companies
    • Pharmaceutical and Life Sciences companies
    • Food & Beverage producers
    • Water and Wastewater treatment facilities
    • Pulp & Paper mills
  • Discrete Manufacturing Companies: Businesses involved in the production of distinct, countable items, often utilizing precision automation and assembly solutions. These include:
    • Automotive manufacturers
    • Packaging companies
    • Electronics manufacturers
    • Material handling system integrators
  • Commercial & Residential Equipment Manufacturers (OEMs): Companies that integrate Emerson's components (such as compressors, thermostats, valves, and heating elements) into their finished products. These often include:
    • Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR) system manufacturers
    • Appliance manufacturers
    • Foodservice equipment manufacturers
  • Contractors, Distributors, and Wholesalers: These businesses purchase Emerson products (e.g., professional tools under brands like RIDGID and Greenlee, or HVACR components) and then sell or install them for their own commercial and residential end-users.

While Emerson provides crucial technologies and services to these companies, it does not have publicly disclosed "major customers" in the sense of a few dominant revenue sources.

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Lal Karsanbhai President and Chief Executive Officer

Lal Karsanbhai became the President and Chief Executive Officer of Emerson in February 2021, after a 26-year career with the company. He joined Emerson in 1995 as an international planner and advanced through various business development and leadership positions. Karsanbhai served as President of Emerson's Fisher regulator technologies from 2008 to 2012 and led the Automation Solutions business from October 2018 until his appointment as CEO. Notably, before joining Emerson, he was a helicopter pilot.

Mike Baughman Executive Vice President and Chief Financial Officer

Mike Baughman was promoted to Executive Vice President and Chief Financial Officer of Emerson in May 2023. He joined Emerson in 2017 as vice president and controller. Prior to Emerson, he spent 14 years in various corporate finance and accounting roles at Baxter International, where the company was involved in mergers and acquisitions and a company split. Baughman began his career with PricewaterhouseCoopers (PwC) for 16 years, including five years as a partner, specializing in transactions and auditing. In this role, he gained experience assisting corporate and private equity clients with buy-side and sell-side due 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 roles, including president of Climate Technologies in Asia. Krishnan was also chief operating officer of final control and group president of final control, following the acquisition of Pentair's valves and controls business in 2017.

Michael H. Train Senior Vice President and Chief Sustainability Officer

Michael H. Train was named Emerson's first Chief Sustainability Officer in March 2021. He began his career with Emerson in 1991 as an International Planner and has held various senior positions, including President of Emerson Japan and Korea, President of Emerson Process Management Asia Pacific, and President of Emerson's Automation Solutions business. He also served as President of Emerson from 2018 to 2021.

Michael Tang Senior Vice President, Secretary and Chief Legal Officer

Michael Tang serves as the Senior Vice President, Secretary and Chief Legal Officer at Emerson.

AI Analysis | Feedback

Key Risks to Emerson Electric (EMR)

The key risks to Emerson Electric's business operations primarily stem from competitive market pressures and technological disruption, supply chain vulnerabilities, and integration challenges coupled with increased debt from strategic acquisitions.

1. Competitive Market Pressures and Technological Disruption

Emerson Electric operates in highly competitive global markets where continuous innovation and adaptability to rapid technological changes are paramount. The emergence of new competitors and swift technological advancements can quickly render existing products obsolete, challenging Emerson's market position. To maintain its competitive edge, the company must consistently innovate and adapt.

2. Supply Chain Vulnerabilities

Emerson's reliance on a global supply chain for essential raw materials, such as steel, electronics, and rare earth metals, exposes it to significant vulnerabilities. Disruptions caused by natural disasters, geopolitical tensions, trade disputes, or volatility in market prices for these materials can adversely affect the company's ability to maintain consistent production levels and stable cost structures.

3. Integration Risks and Increased Debt from Acquisitions

Emerson has undertaken significant strategic acquisitions, including National Instruments and Aspen Technology. These acquisitions present substantial risks related to the effective integration of diverse corporate cultures, systems, and processes, as well as the successful realization of anticipated synergies. Furthermore, these strategic moves have led to increased debt levels and financial leverage, which pose a risk to the company's balance sheet.

AI Analysis | Feedback

The increasing prevalence of open-source industrial automation platforms, coupled with the growing capabilities of cloud-native industrial software solutions and the drive for greater interoperability (e.g., through initiatives like the Open Process Automation Forum), presents an emerging threat. This trend challenges the traditional proprietary, vertically integrated model prevalent in industrial control systems, potentially commoditizing specialized hardware and software components from companies like Emerson Electric and shifting value towards open ecosystems, software-defined control, and pure cloud service providers.

AI Analysis | Feedback

Emerson Electric (symbol: EMR) operates in significant addressable markets through its two primary business segments: Automation Solutions and Commercial & Residential Solutions.

Automation Solutions

This segment focuses on providing automation technologies and services, including measurement and analytical instruments, valves, control systems, and industrial software, to various industries such as oil and gas, power generation, and chemical processing.

  • The global industrial automation market size was valued at approximately USD 206.33 billion in 2024 and is projected to reach USD 378.57 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 10.8% from 2025 to 2030. Other estimates place the global industrial automation market at USD 221.64 billion in 2025, projected to reach USD 325.51 billion by 2030, reflecting a 7.99% CAGR.

Commercial & Residential Solutions

This segment delivers products and services for building automation, climate technologies (heating, ventilation, and air conditioning - HVAC), and refrigeration technologies.

  • The global HVAC systems market size was estimated at USD 241.52 billion in 2024 and is projected to reach USD 445.73 billion by 2033, growing at a CAGR of 7.0% from 2025 to 2033. Another report estimates the global HVAC system market size at USD 289.99 billion in 2024, predicted to increase to approximately USD 407.77 billion in 2030, expanding at a CAGR of 6.4% from 2025 to 2030.
  • The global commercial refrigeration market size was valued at USD 85.6 billion in 2024 and is expected to reach USD 161 billion by 2034, growing at a CAGR of 6.6% during 2025 to 2034.

AI Analysis | Feedback

Emerson Electric (EMR) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market tailwinds:

  1. Software-Centric Transformation and Project Beyond: Emerson is undergoing a significant shift from hardware-centric to software-defined automation, exemplified by its "Project Beyond" initiative and the Enterprise Operations Platform (EOP). This strategy aims to unify data from operational technology (OT) silos into an AI-enabled ecosystem, integrating legacy systems with newer tools like AspenTech's optimization software. The goal is to significantly increase the contribution of software to total revenue, boosting margins and recurring revenue streams.
  2. Growth in Industrial Automation via "Boundless Automation": The company is capitalizing on the expanding demand for advanced automation solutions across diverse industries, including process controls, hybrid, and discrete automation systems. Emerson's "Boundless Automation" initiative is central to this effort, focusing on innovation and developing new, high-margin products and services within the automation sector.
  3. Leveraging the Energy Transition, particularly LNG: Emerson's strategic exposure to the global energy transition, especially in liquefied natural gas (LNG) and pipeline infrastructure, is a critical growth driver. The company is positioned to benefit from substantial anticipated spending in energy infrastructure, with automation playing a vital role in decarbonization efforts.
  4. Strategic Acquisitions and Portfolio Optimization: Emerson has been actively transforming its business by acquiring key industrial software companies such as AspenTech and National Instruments, while divesting non-core assets. These strategic acquisitions are intended to strengthen its software capabilities, expand its presence in process automation, and generate significant cost synergies, thereby enhancing its ability to provide comprehensive solutions.
  5. Expansion in Key End Markets and Secular Tailwinds: The company anticipates continued positive momentum and growth driven by significant capital investments in various secular growth markets. These include power, LNG, life sciences, semiconductor, and aerospace & defense sectors, which are expected to drive sustainable growth for Emerson's portfolio.

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Share Repurchases

  • In November 2025, the Board authorized the repurchase of up to 50 million shares over the next several years, in addition to approximately 20 million shares remaining from a March 2020 authorization of 60 million shares.
  • Emerson plans to return approximately $1.0 billion through share repurchases in fiscal year 2026.
  • The company's repurchase of common stock averaged -$959.8 million annually for fiscal years ending September 2020 to 2024.

Share Issuance

  • No information is available regarding the dollar amount of shares issued.

Inbound Investments

  • No information is available regarding large inbound investments made in the company by third-parties.

Outbound Investments

  • In March 2025, Emerson completed the acquisition of all outstanding shares of AspenTech not already owned by Emerson, following an initial combination of Emerson’s industrial software businesses with AspenTech in May 2022.
  • Emerson completed the acquisition of NI (National Instruments) in October 2023, diversifying its technology into test and measurement automation.
  • As part of its portfolio transformation, Emerson divested its majority stake in the Climate Technologies business in May 2023 and the InSinkErator business in November 2022.

Capital Expenditures

  • Capital expenditures were $431 million for the fourth quarter of fiscal year 2025 and $419 million for the fourth quarter of fiscal year 2024.
  • Emerson Electric's capital expenditures averaged 2.7% of revenue for fiscal years ending September 2020 to 2024.
  • Expected capital expenditures are projected to remain at 2–2.5% of revenue, supporting the company's automation strategy and R&D investment.

Better Bets vs. Emerson Electric (EMR)

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Trade Ideas

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Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
EFX_2272026_Monopoly_xInd_xCD_Getting_Cheaper02272026EFXEquifaxMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		0.0%0.0%0.0%
LZ_2202026_Dip_Buyer_High_CFO_Margins_ExInd_DE02202026LZLegalZoom.comDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap		7.2%7.2%-5.0%
ADP_2132026_Dip_Buyer_ValueBuy02132026ADPAutomatic Data ProcessingDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		1.1%1.1%-3.0%
TREX_2132026_Dip_Buyer_ValueBuy02132026TREXTrexDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-3.2%-3.2%-5.9%
PCTY_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026PCTYPaylocityDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap		-0.6%-0.6%-4.8%
EMR_11302023_Insider_Buying_GTE_1Mil_EBITp+DE_V211302023EMREmerson ElectricInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		25.9%52.0%-1.3%
EMR_3312020_Dip_Buyer_ValueBuy03312020EMREmerson ElectricDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		39.0%95.0%-4.1%

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Peer Comparisons

Peers to compare with:

Financials

EMRHONETNROKJCIPHMedian
NameEmerson .Honeywel.Eaton Rockwell.Johnson .Parker H. 
Mkt Price152.08248.04377.40412.15145.461,011.41312.72
Mkt Cap85.4157.6146.746.388.9127.6108.3
Rev LTM18,18640,67026,6338,56623,96720,46122,214
Op Inc LTM3,6137,6925,0491,5433,1544,2933,953
FCF LTM2,5756,1643,3221,2351,2983,3392,948
FCF 3Y Avg2,0325,2123,1141,1131,7463,1652,573
CFO LTM3,0207,4854,1041,4141,6963,7413,380
CFO 3Y Avg2,4496,3363,8811,3172,1863,5693,009

Growth & Margins

EMRHONETNROKJCIPHMedian
NameEmerson .Honeywel.Eaton Rockwell.Johnson .Parker H. 
Rev Chg LTM3.6%7.5%8.2%5.8%3.4%2.8%4.7%
Rev Chg 3Y Avg9.1%5.2%9.7%3.4%4.8%6.2%5.7%
Rev Chg Q4.1%7.0%10.1%11.9%6.8%9.1%8.0%
QoQ Delta Rev Chg LTM0.9%1.7%2.5%2.7%1.6%2.2%1.9%
Op Mgn LTM19.9%18.9%19.0%18.0%13.2%21.0%18.9%
Op Mgn 3Y Avg18.0%19.5%17.8%16.7%11.6%19.7%17.9%
QoQ Delta Op Mgn LTM0.3%-0.9%0.1%1.0%1.2%0.3%0.3%
CFO/Rev LTM16.6%18.4%15.4%16.5%7.1%18.3%16.6%
CFO/Rev 3Y Avg13.9%16.4%15.8%15.3%9.6%17.8%15.5%
FCF/Rev LTM14.2%15.2%12.5%14.4%5.4%16.3%14.3%
FCF/Rev 3Y Avg11.5%13.5%12.6%12.9%7.7%15.8%12.8%

Valuation

EMRHONETNROKJCIPHMedian
NameEmerson .Honeywel.Eaton Rockwell.Johnson .Parker H. 
Mkt Cap85.4157.6146.746.388.9127.6108.3
P/S4.73.95.55.43.76.25.1
P/EBIT24.617.929.238.736.027.928.6
P/E37.025.737.446.826.236.136.5
P/CFO28.321.135.832.752.434.133.4
Total Yield3.1%5.8%2.9%3.4%4.6%3.5%3.5%
Dividend Yield0.4%1.9%0.3%1.3%0.8%0.7%0.8%
FCF Yield 3Y Avg2.8%3.9%2.7%3.0%3.5%4.0%3.3%
D/E0.20.20.10.10.10.10.1
Net D/E0.10.20.10.10.10.10.1

Returns

EMRHONETNROKJCIPHMedian
NameEmerson .Honeywel.Eaton Rockwell.Johnson .Parker H. 
1M Rtn3.9%9.6%7.4%-1.9%22.0%8.1%7.7%
3M Rtn15.7%31.0%11.1%6.1%27.0%18.4%17.0%
6M Rtn16.2%21.2%8.4%20.9%37.0%34.0%21.0%
12M Rtn27.1%26.2%30.3%45.7%72.4%52.7%38.0%
3Y Rtn88.2%42.5%120.8%43.4%137.1%190.9%104.5%
1M Excs Rtn2.5%10.9%7.8%-1.8%22.2%8.1%7.9%
3M Excs Rtn15.1%30.2%9.4%4.0%24.5%16.6%15.9%
6M Excs Rtn8.1%14.3%0.7%13.1%29.0%26.9%13.7%
12M Excs Rtn11.4%9.9%14.2%29.8%57.9%38.4%22.0%
3Y Excs Rtn24.1%-27.7%56.5%-22.9%73.5%128.4%40.3%

Comparison Analyses

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Final Control4,2043,9703,607  
Measurement & Analytical4,0613,5953,215  
Control Systems & Software3,9352,6062,398  
Discrete Automation2,5062,6352,612  
Test & Measurement1,4640   
Safety & Productivity1,3901,3881,402  
Eliminations/interest-68-71-86-28-13
AspenTech 1,042656319 
Automation Solutions   11,29211,155
Climate Technologies   4,7483,980
Tools & Home Products   1,9051,663
Total17,49215,16513,80418,23616,785


Assets by Segment
$ Mil20252024202320222021
Control Systems & Software15,9032,1511,700  
Test & Measurement9,2100   
Final Control5,7065,6144,805  
Corporate and other (includes assets held-for-sale)5,60713,2266,8794,0254,076
Measurement & Analytical4,1223,9764,395  
Discrete Automation2,4702,4932,284  
Safety & Productivity1,2281,2381,125  
AspenTech 14,04814,4842,089 
Automation Solutions   13,73414,250
Climate Technologies   3,2693,065
Tools & Home Products   1,5981,491
Total44,24642,74635,67224,71522,882


Price Behavior

Price Behavior
Market Price$152.08 
Market Cap ($ Bil)85.4 
First Trading Date06/01/1972 
Distance from 52W High-5.9% 
   50 Days200 Days
DMA Price$145.74$134.75
DMA Trendupup
Distance from DMA4.4%12.9%
 3M1YR
Volatility33.6%32.4%
Downside Capture140.14136.62
Upside Capture226.66140.13
Correlation (SPY)58.7%75.8%
EMR Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta1.871.871.871.521.281.18
Up Beta1.512.031.721.151.081.15
Down Beta2.912.292.081.701.431.25
Up Capture205%228%244%182%174%160%
Bmk +ve Days9203170142431
Stock +ve Days13273775145406
Down Capture133%109%139%139%120%104%
Bmk -ve Days12213054109320
Stock -ve Days8142449106344

[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
EMR29.0%32.6%0.81-
Sector ETF (XLI)34.5%19.2%1.4281.1%
Equity (SPY)18.4%19.3%0.7575.7%
Gold (GLD)86.5%25.7%2.415.8%
Commodities (DBC)16.5%17.1%0.7333.1%
Real Estate (VNQ)7.1%16.6%0.2452.3%
Bitcoin (BTCUSD)-22.3%45.0%-0.4334.2%

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
EMR14.3%26.4%0.51-
Sector ETF (XLI)16.0%17.2%0.7577.4%
Equity (SPY)13.6%17.0%0.6367.2%
Gold (GLD)23.9%17.2%1.1410.3%
Commodities (DBC)11.1%19.0%0.4729.7%
Real Estate (VNQ)5.1%18.8%0.1748.5%
Bitcoin (BTCUSD)6.2%56.8%0.3323.1%

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
EMR14.9%28.7%0.53-
Sector ETF (XLI)15.1%19.8%0.6781.1%
Equity (SPY)15.3%17.9%0.7371.0%
Gold (GLD)15.6%15.6%0.840.9%
Commodities (DBC)8.9%17.6%0.4236.8%
Real Estate (VNQ)6.5%20.7%0.2853.0%
Bitcoin (BTCUSD)65.1%66.8%1.0515.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date2132026
Short Interest: Shares Quantity16.8 Mil
Short Interest: % Change Since 131202615.5%
Average Daily Volume5.7 Mil
Days-to-Cover Short Interest2.9 days
Basic Shares Quantity561.8 Mil
Short % of Basic Shares3.0%

Returns Analyses

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/3/20263.4%6.7% 
11/5/2025-3.8%-6.0%0.2%
8/6/2025-4.7%-5.4%-4.9%
5/7/20252.4%13.3%14.7%
2/5/2025-2.3%-0.6%-8.5%
11/5/20247.2%17.7%22.8%
8/7/2024-7.6%-3.4%-6.8%
5/8/20244.9%6.5%-0.9%
...
SUMMARY STATS   
# Positive111412
# Negative12910
Median Positive3.7%6.6%9.7%
Median Negative-3.8%-5.4%-5.9%
Max Positive10.4%17.7%22.8%
Max Negative-7.6%-7.6%-9.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202502/03/202610-Q
09/30/202511/10/202510-K
06/30/202508/06/202510-Q
03/31/202505/07/202510-Q
12/31/202402/05/202510-Q
09/30/202411/12/202410-K
06/30/202408/07/202410-Q
03/31/202405/08/202410-Q
12/31/202302/07/202410-Q
09/30/202311/13/202310-K
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202202/08/202310-Q
09/30/202211/14/202210-K
06/30/202208/09/202210-Q
03/31/202205/04/202210-Q

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Karsanbhai, Surendralal LancaPresident & CEODirectSell12042025133.007,263965,97926,106,836Form
2Train, Michael HSVP & Chief Sustain OfficerDirectSell5132025119.4428,3053,380,74927,789,985Form
3Karsanbhai, Surendralal LancaPresident & CEOTrustSell5092025113.3316,6981,892,38418,694,581Form
4Blinn, Mark A DirectSell2142025125.24202,5051,149,703Form
5Levatich, Matthew S DirectSell2132025125.051,867233,4723,073,028Form

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