EMR

AI Research

Q1 EPS $1.46 Beats + $250M Buyback → Full-Year EPS Guide Raised to $6.40-$6.55 Despite Soft Europe/China

Emerson Electric reported Q1 2026 EPS of $1.46, exceeding the $1.41 consensus estimate, with revenue meeting projections at $4.35 billion, and raised full-year EPS guidance to $6.40-$6.55 with 4% annual sales growth and expected H2 acceleration. The company announced a $250 million share repurchase and targets returning $10 billion to shareholders by 2028, though CEO Surendralal Karsanbhai sold 5,700 shares for $811,224 on March 10, 2026. Eighteen analysts rate EMR as Buy with an average $166.66 price target, but softness in European and Chinese markets represents the key risk, with the stock trading at $133.09.