Emerson Electric CompanyNYSE: EMR
Industrials · Electrical Components & Equipment
$151.06
+1.38%
Vol: 2.0M
Research Digest
Thursday, June 18, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours. The Bernstein Outperform initiation and Saudi Aramco / L&T partnerships are dated early June or May, before the 2026-06-12 cutoff.
May 21Emerson released its 2025 Sustainability Report on May 20 highlighting a 49% emissions reduction and AI software advancesPositive▶
On May 20, 2026, Emerson Electric released its 2025 Sustainability Report, citing a 49% reduction in emissions and continued advancements in AI software. The release follows a flurry of recent corporate updates including the appointment of Apple General Counsel Jennifer Newstead to the board on May 5, an expansion of NI Nigel AI across the test software portfolio on May 13, and a global engineering partnership with L&T Technology Services on May 12. Shares had declined 3.5% to $132.82 on May 15 despite a Q2 EPS beat. The stock has a 1-year total return of 12.1%.
May 20Emerson Electric released its 2025 Sustainability Report on May 19 reporting a 49% cut in Scope 1+2 emissions since 2021, capping a month of AI-platform launches and higher 2026 guidance.Positive▶
Emerson Electric published its 2025 Sustainability Report on May 19, 2026, highlighting a 49% reduction in Scope 1 and Scope 2 greenhouse-gas emissions since 2021, along with energy-efficiency and workplace-safety progress. Earlier in May, Emerson reported Q2 FY26 sales of $4.56B and EPS of $1.54 (vs $1.53 consensus), raised its fiscal-2026 adjusted EPS outlook, and set 2028 targets of $21B in sales with 30% adjusted segment EBITA margin. The company also rolled out new AI capabilities, including NI Nigel AI prompt-based code generation in the LabVIEW+ Suite and upgrades to AspenTech AVA and Inmation OT Data Fabric, and announced a global systems-integration partnership with L&T Technology Services. Barclays raised its price target to $144 (from $140) and RBC to $169 (from $161) on May 7; Wells Fargo kept a Hold on May 9. The board also added Apple General Counsel Jennifer Newstead.
May 19Emerson expanded its NI Nigel AI across the test software portfolio on May 13, adding prompt-based code generation in LabVIEW+ for aerospace and semiconductor customers.Mixed▶
On May 13, 2026, Emerson Electric announced the expansion of NI Nigel AI across its test software portfolio, introducing prompt-based code generation in the NI LabVIEW+ Suite aimed at aerospace, semiconductor, and transportation customers seeking faster mission-critical product development. The move deepens Emerson's industrial AI positioning following Q2 2026 results showing $4.56B revenue and $1.54 adjusted EPS (slight beat), with FY26 EPS guidance raised to $4.79-$4.89. On May 5, Emerson elected Apple's General Counsel Jennifer Newstead to its board, a governance signal toward tech-savvy oversight. Analyst targets nudged higher (Barclays to $144, RBC to $169) though Wells Fargo reiterated Hold on May 9. Bear case: shares are down 3.5% on the latest session and 10.2% over 90 days, reflecting concerns the slight revenue miss and discretionary-spending caution could weigh on automation orders if industrial activity slows.
May 18Emerson Electric expanded NI Nigel AI across its test automation platform on May 13 following Q2 EPS beat at $1.54 and Apple General Counsel Jennifer Newstead's board appointment.Mixed▶
On May 13, 2026, Emerson announced expansion of NI Nigel AI across its test software portfolio, introducing prompt-based code generation in the NI LabVIEW+ Suite and evolving the NI platform into an integrated, AI-ready test automation platform. The company posted Q2 2026 adjusted EPS of $1.54 versus $1.53 expected, with revenue of $4.56 billion vs $4.59 billion expected (+2.9% YoY). U.S. business grew 9% while Asia/Middle East/Africa shrank 5% amid geopolitical headwinds. Management raised full-year EPS guidance to $4.79-$4.89. Jennifer Newstead, currently SVP and General Counsel at Apple, will join Emerson's Board effective August 3, 2026. Shares jumped 9.25% to $147.99 in after-hours following earnings but were down 3.5% in the last session and 10.2% over 90 days. Analyst actions in May: Wells Fargo Hold (May 9), Barclays raised PT to $144 from $140 (May 7), RBC Capital raised to $169 from $161 (May 7).
May 15Emerson Electric goes ex-dividend at $0.555/share May 15 while expanding its NI Nigel AI platform and a global engineering pact with L&T Technology Services.Positive▶
Emerson Electric's $0.555 quarterly cash dividend went ex-dividend on May 15, 2026. The company announced that its NI Nigel AI will expand across the NI test software portfolio with new prompt-based code generation in LabVIEW+ Suite. Emerson also disclosed a global engineering pact with L&T Technology Services on May 11. Multiple analyst price target increases were registered recently including Barclays to $144 and RBC Capital to $169. Sentiment is positive on AI/data-management strategic momentum, though Q2 2026 revenue had previously missed estimates.
May 14Emerson Electric announces expansion of NI Nigel AI across test software portfolio following a Q2 EPS beat and raised guidancePositive▶
On May 13, Emerson announced the expansion of NI Nigel AI across its NI test platform with prompt-based code generation in LabVIEW+ Suite, building on the May 5 Q2 FY2026 report. Q2 adjusted EPS of $1.54 beat the $1.53 consensus on sales of $4.56 billion (slightly below the $4.60B estimate), with underlying orders up 5% and GAAP EPS up 28% to $1.10. Emerson raised FY2026 EPS guidance to $4.79-$4.89 and announced Apple General Counsel Jennifer Newstead will join the board on August 3. Oncor selected AspenTech Digital Grid Management on May 12 to address growing Texas energy demand. The risk is Middle East geopolitical headwinds and software contract renewal timing.
May 13Emerson Electric announces L&T Technology Services global engineering pact and adds Apple General Counsel Jennifer Newstead to board following Q2 beat.Positive▶
Emerson announced a new global engineering partnership with L&T Technology Services to enhance its engineering capabilities, alongside the upcoming board appointment of Apple General Counsel Jennifer Newstead - signaling a sharpened focus on software/technology governance. Q2 2026 EPS of $1.54 topped $1.53 estimates with revenue of $4.56B (+2.9% YoY), and full-year EPS guidance was raised to $4.79-$4.89. EMR declared a $0.555 dividend with ex-date May 15. Analyst views are mixed: Barclays raised PT to $144, RBC Capital lifted to $169, Argus and BofA reiterated Buy, while TD Cowen and Wells Fargo are at Hold.
May 12Emerson launches Industrial AI Platform with AspenTech AVA on May 11 following Q2 EPS beat of $1.54 and FY2026 EPS guidance hike to $4.79-$4.89.Positive▶
Emerson reported Q2 sales of $4.562B and net income of $618M, with adjusted EPS of $1.54 (up 4%) near the top of guidance. Underlying orders rose 5% with Software/Systems orders up 18% and Test & Measurement up 12%; software ACV reached $1.64B (+9% YoY) and backlog hit $8.2B. The company raised FY2026 EPS guidance to $4.79-$4.89 and set new 2028 targets of $21B in net sales and 30% adjusted segment EBITA margin. Apple General Counsel Jennifer Newstead was appointed to the Board on May 5. On May 11, Emerson launched its Industrial AI Platform with AspenTech AVA to help customers improve operational reliability.
May 11Emerson Electric reported Q2 sales of $4.56B with adjusted EPS of $1.54 and added Apple General Counsel Jennifer Newstead to its board.Positive▶
Emerson Electric reported Q2 2026 sales of $4,562 million and net income of $618 million on May 5, 2026, with adjusted EPS of $1.54 (up 4%) and adjusted segment EBITDA margin of 27.6%, above internal expectations. Underlying orders rose 5%, with Software and Systems orders up 18% and Test and Measurement up 12% year-over-year. The company affirmed its $0.555 quarterly dividend and announced Jennifer Newstead, Apple's General Counsel, joined the board on May 5. Full-year 2026 EPS guidance was set at $4.79-$4.89 (some sources cite $6.45-$6.55), with revenue guidance of $18.8B (vs. $18.9B consensus). Risk: Europe sales declined 4% with continued auto/petrochemical weakness, and Asia/MEA shrank 5% amid Middle East tensions.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ETNEATON | $422.60 | +3.16% | +11.1% | 26.8x | 1.19 | $163.8B |
| EMREMERSON | $151.06 | +1.38% | +13.4% | 21.0x | 1.25 | $84.4B |
| AMEAMETEK | $237.21 | +2.57% | +5.7% | 26.9x | 1.00 | $54.4B |
| ROKROCKWELL | $474.10 | +3.36% | +8.6% | 32.6x | 1.56 | $52.7B |
| GNRCGENERAC | $279.21 | +4.11% | +13.8% | 25.1x | 1.91 | $16.4B |
| CATCATERPILLAR | $991.23 | +3.69% | +13.0% | 32.8x | 1.60 | $454.1B |
Key Fundamentals
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52-Week Range
Moving Averages
Price above both MAs — bullish structure.