Emerson Electric CompanyNYSE: EMR
Industrials · Electrical Components & Equipment
$137.47
-2.11%
Vol: 3.3M
Research Digest
Friday, May 1, 2026
Emerson Electric Q1 earnings May 5; recent analyst PT cuts on mixed growth forecasts.
Emerson Electric stock at $138.42, down 2.16% recently but up 14.74% over past month. Scheduled to report earnings May 5, 2026, with projected EPS $1.55 (+4.73% YoY) and FY $6.51 (+8.5%). Recent analyst actions: Wells Fargo lowered PT to $135 from $160, Barclays lowered to $140 from $145. Zacks Rank #3 (Hold). Aspen Technology acquisition for $265 per share continues to progress.
Previous Market Intelligence
13 daysApr 30Emerson Electric trades at $137.83; earnings due May 5 with $1.55 EPS expected; analysts rate Buy with $156.47 12-month PT.Neutral▶
Emerson Electric (EMR) is trading at $137.83 with earnings report scheduled for May 5, 2026. Analysts expect $1.55 EPS and $4.6 billion revenue. Recent performance shows 4.4% return in six months with sluggish 1.6% sales CAGR and underwhelming 5.3% revenue growth forecast. According to 16 analysts, the average rating is Buy with a 12-month PT of $156.47 (8.66% upside). Company announced 2028 financial targets of $21 billion net sales, 30% adjusted EBITA margin, and $8.00 EPS. Keybank increased its position by 35.1% in Q4, and the company announced a global reseller agreement with OPSWAT for cybersecurity integration.
Apr 16Emerson Electric wins $2B Louisiana Green Fuels automation contract; mixed analyst sentimentMixed▶
Emerson selected by Strategic Biofuels to automate US$2B Louisiana Green Fuels power facility (DeltaV platform + automation tech). Stock +7.8% in past week. Jefferies upgraded to Buy ($175 target); Wells Fargo cut to $135 (Equal Weight); Barclays also lowered to $140. Earnings May 5 with $1.55 EPS (+4.7% YoY). Mixed sentiment on growth vs. valuation concerns; strong order momentum offset by sluggish revenue.
Apr 15Emerson Electric Q1 2026 beat and full-year guidance raise triggered stock surge amid automation and electrification demand.Positive▶
Emerson Electric exceeded Q1 2026 earnings expectations with $1.08 EPS on $4.3B revenue and lifted full-year guidance to 6.40-6.55 EPS. Stock surged 7.8% over the past week. The company announced a $250M share repurchase program. TD Cowen downgraded to Hold at $150, while Daiwa upgraded target to $177 citing AI integration and electrification opportunities.
Apr 14Emerson Electric wins $2B Louisiana carbon-capture automation project; analyst sentiment mixed with RBC cutting target to $161.Mixed▶
Emerson Electric secured a major project win with Strategic Biofuels to automate a $2.00 billion Louisiana Green Fuels facility. Deployment of DeltaV Automation Platform demonstrates strong industrial automation demand. RBC downgraded from $176 to $161; Wells Fargo and Barclays also cut targets. Stock rose 9.16% over past 7 days to $144.46.
Apr 13Emerson Electric beats Q1 earnings and raises FY2026 guidance on strong automation demand.Positive▶
Emerson Electric posted Q1 EPS of $1.46 vs $1.41 consensus and $4.35B revenue, raising full-year adjusted EPS guidance to $6.40-$6.55. Strong demand for industrial automation and AI-enabled products drove results. Wells Fargo cut price target to $135 from $160, but the company was selected by Strategic Biofuels for Louisiana carbon capture projects.
Apr 10Emerson Electric beats Q1 earnings and raises FY2026 guidance despite analyst price target cuts.Positive▶
Emerson reported Q1 EPS of $1.46 (+3.55% beat) with raised FY2026 EPS guidance to $6.40-$6.55. Stock up 5.96% but analyst targets cut: Wells Fargo to $135 from $160, Barclays to $140 from $145. Jefferies upgraded from Hold to Buy. Stock at $134.64. May 6, 2026 earnings date confirmed.
Apr 9Emerson Electric raises FY2026 guidance to $6.40-$6.55 EPS; announces $250 million share repurchase.Positive▶
Emerson Electric reported Q1 2026 results beating expectations with adjusted EPS of $1.46 versus $1.41 consensus, and revenue of $4.35 billion meeting projections. The company raised full-year EPS guidance to $6.40-$6.55 from $6.35 floor and projected 4% annual sales growth with acceleration expected in H2 2026. Underlying orders grew 9% in Q1, the fourth consecutive quarter of strong growth. Ovation software posted 74% order growth, including a major win to automate a new 1.7-gigawatt AI data center. Jefferies upgraded EMR to Buy from Hold with $175 price target. Wolfe Research lowered price target to $169 from $176. Announced $250 million share repurchase plan as part of $10 billion shareholder return goal by 2028.
Apr 8Emerson Electric faces mixed analyst sentiment with recent downgradesNeutral▶
Emerson Electric received conflicting analyst signals with Wells Fargo and Barclays lowering price targets while Jefferies upgraded the stock from Hold to Buy. Trading at $132.66, the company advances in automation and renewable energy while managing insider selling pressure.
Apr 7Emerson beats Q1 2026 earnings, raises full-year guidance, launches $250M buybackPositive▶
Emerson Electric reported Q1 2026 EPS of $1.46, beating $1.41 estimate. Raised full-year EPS guidance to $6.40-$6.55 and unveiled $250M share repurchase program as part of goal to return $10B to shareholders by 2028. Stock trading at $131.73, down 5.7% post-announcement but up significant upside from 52-week low of $90.06. Barclays maintains Equal-Weight at $140. Jefferies assumes Buy from Hold. 25 analysts average target $166.52.
Apr 6Emerson Electric posts earnings beat; Jefferies upgrades to Buy with $175 price target on strong order momentumPositive▶
Emerson Electric posted first-quarter 2026 results exceeding earnings expectations and raised the bottom end of 2026 adjusted per-share profit forecast to $6.40–$6.55. Jefferies upgraded the company from Hold to Buy, raising price target from $160 to $175, citing strong order momentum across core growth markets. The company announced a $250 million share repurchase plan and targets returning $10 billion to shareholders by 2028. Despite strong fundamentals, stock declined 5.7% following earnings. China remains soft with orders down high single digits, and Europe is sluggish. New $2 billion renewable energy project underway.
Apr 3Emerson Electric posts strong Q1 EPS of $1.46 (beat estimate), raises FY2026 guidance, and secures $2B carbon-neutral power plant automation contract.Positive▶
Emerson reported Q1 2026 EPS of $1.46, beating $1.41 estimate, with revenue of $4.35B. Raised lower end of FY2026 adjusted EPS guidance. Underlying orders grew 9% YoY with North America up 18%. Strategic Biofuels selected Emerson to automate its $2B Louisiana Green Fuels facility. Jefferies upgraded stock to Buy with $175 PT.
Apr 2Emerson Electric beat Q1 EPS estimates and raised 2026 guidance; Jefferies upgraded to Buy with $175 PT.Positive▶
Emerson Electric reported Q1 2026 EPS of $1.46, beating consensus of $1.41 by 3.55%, and raised full-year 2026 EPS guidance. The company posted strong order momentum with a $7.9 billion backlog and guided to 5.5% FY2026 sales growth. Jefferies upgraded to Buy with a $175 price target citing backlog strength. However, Barclays and Deutsche Bank took more cautious stances with lower price targets. The company announced a $250 million share buyback as part of a $10 billion shareholder return goal by 2028.
Apr 1Jefferies upgrades Emerson to Buy with $175 target; Q1 earnings beat, EPS guidance raised, $250M buyback announced.Positive▶
Emerson Electric reported Q1 2026 EPS of $1.46, beating $1.41 estimates. Management raised full-year 2026 EPS guidance and announced a $250M share buyback. Jefferies upgraded to Buy from Hold with $175 PT. Evercore ISI maintains Outperform with $185 target.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ETNEATON | $425.67 | -1.70% | +19.0% | 28.0x | 1.16 | $168.0B |
| EMREMERSON | $137.47 | -2.11% | +5.9% | 19.6x | 1.28 | $78.9B |
| AMEAMETEK | $230.11 | -2.29% | +7.8% | 27.0x | 1.04 | $53.9B |
| ROKROCKWELL | $408.00 | -0.22% | +11.4% | 29.8x | 1.54 | $46.0B |
| GNRCGENERAC | $259.27 | +0.02% | +32.6% | 24.8x | 1.79 | $15.2B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.