Core Viewpoint - KeyBanc upgraded Emerson Electric Co. to "Overweight" and raised its price target from $155 to $185, reflecting positive sentiment towards the company's future performance [1][6]. Stock Performance - The current stock price of Emerson is $157.32, which is a 3.43% increase from the previous value, with fluctuations between $154.40 and $160.11 on the day [2]. - Over the past year, the stock reached a high of $160.13 and a low of $90.06, with a market capitalization of approximately $88.46 billion [2]. Options Trading Activity - Emerson has seen a significant increase in options trading, with 3,480 call options purchased, representing a 95% increase compared to the typical volume of 1,789 call options, indicating heightened investor interest [3][6]. Insider Transactions - CEO Surendralal Lanca Karsanbhai sold 7,263 shares at an average price of $133 per share, totaling around $966,000, resulting in a 3.57% decrease in his ownership position [4][6]. - Company insiders currently own 0.23% of Emerson's stock, while institutional investors and hedge funds are adjusting their stakes [5]. Trading Volume - Today's trading volume for Emerson is 9,699,161 shares, indicating active trading and interest in the stock [5].

On CNBC's “Halftime Report Final Trades,” Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, picked the iShares Biotechnology ETF (NYSE:IBB) , and recommended staying long on biotech.Jenny Van Leeuwen Harrington, chief executive officer of Gilman Hill Asset Management, LLC, said Amcor plc (NYSE:AMCR) reported great quarterly earnings and has a 5.5% yield.Amcor, on Feb. 3, reported second-quarter earnings of 86 cents per share, which beat the analyst consensus estimate of 85 cents ...

本文源自：金融界AI电报 大和资本市场：将艾默生电气(EMR.N)目标价从153美元上调至177美元。 ...

Key Takeaways EMR posted Q1 adjusted EPS of $1.46, topping estimates and rising 6% year over year.EMR's Intelligent Devices sales rose 4% year over year, led by gains in Final Control and Sensors.EMR sees Q2 EPS of $1.50-$1.55 and forecasts FY26 adjusted EPS between $6.40 and $6.55.Emerson Electric Co. (EMR) reported first-quarter fiscal 2026 (ended Dec. 31, 2025) adjusted earnings of $1.46 per share, which surpassed the Zacks Consensus Estimate of $1.41. The bottom line increased 6% year over year.Emerson’ ...

格隆汇2月4日｜艾默生电气公布2026财年第一季度业绩，净销售额同比增长约4%至43.5亿美元，符合 分析师预期；调整后每股盈利1.46美元，超过分析师预期的1.41美元。期内，软件及系统业务的销售额 同比增长5%至14. 5亿美元。公司上调2026年盈利指引，预计调整后每股收益将在6.4至6.55美元之间， 此前预期为6.35至6.55美元。 ...

Core Viewpoint - Emerson Electric (EMR.US) reported strong Q1 earnings, exceeding profit expectations while revenue met Wall Street forecasts [1][4]. Financial Performance - Adjusted earnings per share for the quarter were $1.46, surpassing the consensus estimate of $1.41 [1]. - Revenue reached $4.35 billion, reflecting a year-over-year growth of 4.1%, aligning with analyst expectations [1]. - Net profit increased from $585 million ($1.02 per share) in the previous year to $605 million ($1.07 per share) [3]. Operational Highlights - Core orders grew by 9% year-over-year, marking the fourth consecutive quarter of growth [4]. - Net sales increased by 4% compared to the previous year, with core sales rising by 2% [4]. - Operating cash flow decreased by 10% to $699 million, while free cash flow fell by 13% to $602 million, attributed to working capital timing and higher interest expenses [4]. Shareholder Returns and Future Outlook - Emerson Electric plans to return approximately $2.2 billion to shareholders through $1 billion in stock buybacks and $1.2 billion in dividends [4]. - The company announced a quarterly cash dividend of $0.555 per share, payable on March 10 to shareholders on record as of February 13 [4]. - For fiscal year 2026, Emerson forecasts adjusted earnings per share between $6.40 and $6.55, with net sales expected to grow by about 5.5% due to sustained demand for automation technology in North America, India, the Middle East, and Africa [4]. Company Background - Founded in 1890, Emerson Electric has evolved from being North America's first fan manufacturer to a leader in the industrial automation sector through strategic acquisitions [4]. - The company operates in seven segments, offering a wide range of automation software, power tools, valves, instruments, and switches [4]. - Recently, Emerson divested its climate technology and consumer products businesses to focus more on industrial automation, aligning with long-term trends aimed at reducing accidents and enhancing manufacturing efficiency [4]. Market Position - Emerson Electric has a market capitalization of $85.53 billion, emphasizing its commitment to innovation and efficiency in the industrial products sector [5]. - The company's price-to-earnings ratio stands at 37.65, close to a 10-year high, while its price-to-sales ratio is 4.78 and price-to-book ratio is 4.22, both near historical peaks [5].

艾默生电气预测，2026 财年调整后每股收益为 6.40 美元至 6.55 美元(此前指引为6.35美元至6.55美元)， 净销售额增长约 5.5%，原因是北美、印度、中东和非洲对其自动化技术的需求持续增长。 艾默生电气成立于1890年，最初是北美首家电风扇制造商，如今已通过战略收购发展成为工业自动化领 域的领军企业。公司业务分为七大板块，提供种类繁多的自动化软件、电动工具以及阀门、仪表、开关 等硬件产品。近期，艾默生电气剥离了气候技术和消费品业务，以更加专注于工业自动化，此举符合旨 在减少事故、提高生产效率的长期制造业发展趋势。 艾默生电气市值达855.3亿美元，是一家工业领域企业，专注于工业产品行业。公司的战略定位和发展 历程彰显了其致力于工业自动化领域创新和效率提升的承诺。该公司市盈率为 37.65，接近 10 年来的最 高水平;市销率为4.78，市净率为 4.22，均接近历史高位。 智通财经APP获悉，工业自动化公司艾默生电气(EMR.US)公布了第一财季业绩，盈利超出预期，营收 符合华尔街的预测。截至12月31日的季度调整后每股收益为1.46美元，高于华尔街普遍预期的1.41美 元。营收为43.5亿 ...

Emerson Electric (EMR) came out with quarterly earnings of $1.46 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $1.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.47%. A quarter ago, it was expected that this maker of process controls systems, valves and analytical instruments would post earnings of $1.62 per share when it actually produced earnings of $1.62, delivering n ...

Financial Data and Key Metrics Changes - Emerson's underlying sales growth was 2% year-over-year, with adjusted segment EBITDA margin at 27.7% and adjusted earnings per share at $1.46, reflecting a 6% increase year-over-year [10][19][24] - The backlog ended the quarter at $7.9 billion, up 9% year-over-year, with a book-to-bill ratio of 1.13 [19][63] Business Line Data and Key Metrics Changes - Software and systems reported a 3% underlying sales growth, driven by test and measurement, which grew 11% [19][23] - Intelligent devices grew 2%, while safety and productivity increased by 1% [19][24] - Ovation business saw a significant increase of 74% in orders, driven by large project wins [14][40] Market Data and Key Metrics Changes - North America orders were up 18%, with strong performance in power and LNG sectors [38][97] - The Middle East and Africa experienced a 9% growth, while Europe and China showed ongoing softness [14][38][75] Company Strategy and Development Direction - Emerson aims to return $10 billion to shareholders through share repurchase and dividends, with a focus on organic growth and operational excellence [7][11] - The company is aligned with secular tailwinds such as electrification, energy security, and nearshoring, expecting these to drive growth over the next three years [5][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2026 targets, supported by a good start to the year and operational excellence [10][11] - The company anticipates continued strong demand in North America, India, and the Middle East, while acknowledging challenges in Europe and China [14][75] Other Important Information - Emerson was named the 2026 Industrial IoT Company of the Year, highlighting its leadership in industrial IoT technology [11] - The company released DeltaV version 16, enhancing its software-defined automation vision [12] Q&A Session Summary Question: Can you break down the 9% order growth in Q1 between process and hybrid? - Management noted that power orders were driven by modernization and behind-the-meter power generating capacity at data centers, with significant growth in test and measurement orders [34][36][40] Question: What is the expected impact of AI on software growth? - Management believes AI capabilities will accelerate growth in software offerings, with minimal disruption expected [41][43] Question: Are the orders in power pushing beyond this year into multi-year phases? - Management confirmed confidence in backlog timing supporting sales into 2027, particularly in power and LNG sectors [46][47] Question: What is the outlook for weak verticals like chemicals? - Management indicated continued flat activity in Europe, particularly in chemicals, with a bearish outlook for China [75][76] Question: What is the opportunity in Venezuela? - Management acknowledged a long-established history in Venezuela and plans to mobilize for potential growth, particularly in power generation [104][106] Question: Any updates on tariffs and mitigation activity? - Management reported some positive developments regarding tariffs, particularly with China, while noting challenges with Mexico [115] Question: What are the green shoots in China? - Management highlighted good activity in the test and measurement space and broad portfolio business, despite overall softness [117]

Emerson Electric (NYSE:EMR) Q1 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsChigusa Katoku - VP in Equity Research for Electrical Equipment, Machinery, and Multi‑Industry SectorsDoug Ashby - Director of Investor RelationsJeffrey Sprague - Founder and Managing PartnerLal Karsanbhai - President and CEOMike Baughman - EVP and CFORam Krishnan - EVP and COOConference Call ParticipantsAndrew Obin - Managing Director and Senior Analyst for U.S. Multi‑Industry and Machinery SectorAndy Kaplow ...