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Emerson Electric Company (EMR)
NYSE:EMR
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.54Last Year’s EPS
1.48Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely constructive tone: strong order growth (9%), backlog expansion, prominent wins (Ovation, AI data center, Sempra LNG), solid profitability (27.7% adjusted segment EBITDA margin) and raised EPS guidance support a positive operational narrative. Offsetting risks include an accounting-driven software renewal headwind that dents near-term revenue and margins, regional softness in China and parts of Europe, and margin pressure in certain groups. On balance, the positives (broad order momentum, large project wins, margin outperformance, and improved EPS guidance) meaningfully outweigh the lowlights, though near-term execution and regional demand will be important to monitor.Company Guidance
Order Momentum and Backlog Growth
Underlying orders grew 9% year-over-year (fourth consecutive quarter of strong order growth); twelve-month orders up 6%; backlog ended the quarter at $7.9 billion, up 9% YoY; book-to-bill was 1.13 and the project funnel is $11.1 billion.
Strong Performance in Key Growth Areas
Software & Systems orders up 23% YoY and Test & Measurement orders up 20% YoY; Ovation orders up 74% (large project wins, including behind-the-meter data centers); Test & Measurement sales up 11% YoY; growth verticals collectively up 14% with Power up 17%.
Revenue and Sales Start of Year
Underlying sales were up 2% YoY in Q1 (including a roughly 1-point drag from a software contract renewal dynamic); Americas up 3% with U.S. up 6%; Middle East & Africa up 9%; India up 22%.
Profitability and EPS Performance
Adjusted segment EBITDA margin came in at 27.7% (above expectations); adjusted EPS was $1.46, a 6% increase YoY; operations excluding software renewal drag delivered $0.10 of incremental EPS in Q1.
Raised EPS Guidance and Reiterated Targets
Raised bottom and midpoint of full-year adjusted EPS guidance to $6.40–$6.55; reiterated full-year targets including ~5.5% sales growth, ~4% underlying sales growth, and adjusted segment EBITDA margin of ~28%; reiterated long-term 2028 targets (e.g., $21B revenue, 30% adjusted segment EBITDA margin).
Cash Return and Share Repurchase Activity
Completed $250 million of share repurchases in Q1; committed to return approximately $2.2 billion to shareholders in 2026 (about $1.2 billion dividends and $1.0 billion repurchases); long-term plan to return $10 billion (70% of cumulative cash) through $6B repurchases and $4B dividends.
Software Annual Contract Value (ACV) and Product Wins
ACV grew 9% YoY to $1.6 billion; company expects ACV growth of 10%+ in 2026. Product and technology wins include Nigel.ai recognition, DeltaV version 16 release, IoT Company of the Year award, strategic collaboration with Roche, and selection on major projects (1.7 GW AI data center automation, Sempra Port Arthur LNG Phase 2, space/satellite test wins).
Cash Flow and Free Cash Flow Outlook
Q1 free cash flow was $202 million with a 14% margin, slightly above expectations; company expects full-year free cash flow growth of ~10% at greater than 18% margin.
EMR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EMR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $151.52 | $156.72 | +3.43% |
Nov 05, 2025 | $136.62 | $131.37 | -3.84% |
Aug 06, 2025 | $138.88 | $132.32 | -4.72% |
May 07, 2025 | $105.52 | $108.06 | +2.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Emerson Electric Company (EMR) report earnings?
Emerson Electric Company (EMR) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Emerson Electric Company (EMR) earnings time?
Emerson Electric Company (EMR) earnings time is at May 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EMR EPS forecast?
EMR EPS forecast for the fiscal quarter 2026 (Q2) is 1.54.