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Emerson Electric: Encouraging Turnaround Meets Valuation Hurdles
Seeking Alpha· 2026-01-15 13:45
I last covered Emerson Electric ( EMR ) nearly a year ago following their Q1 2025 earnings. At that time the stock traded for about $122 per share, and I rated the stock a Hold, based onI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with the Seeking A ...
Emerson Electric's Comeback: A 'Boring' Business Setting Up For Solid Long-Term Returns
Seeking Alpha· 2026-01-14 08:21
Core Viewpoint - Emerson Electric Co. (EMR) is characterized as a "buy-and-forget" business, indicating its stable and less volatile nature in the market [1]. Group 1: Company Analysis - The analysis focuses on high-quality companies that can outperform the market over the long run due to their competitive advantages, referred to as economic moats [1]. - The emphasis is on companies located in Europe and North America, without restrictions on market capitalization, covering both large-cap and small-cap companies [1]. - The author has an academic background in sociology, holding a Master's Degree with a focus on organizational and economic sociology, which may influence the analytical perspective [1].
Emerson Schedules First Quarter 2026 Earnings Release and Conference Call
Prnewswire· 2026-01-13 21:15
ST. LOUIS, Jan. 13, 2026 /PRNewswire/ -- Emerson (NYSE: EMR) will report its first quarter results after market close on Tuesday, February 3, 2026. Emerson senior management will discuss the results during an investor conference call that same day, beginning at 4:30 p.m. Eastern Time, 3:30 p.m. Central Time. All interested parties may listen to the live conference call and view presentation slides, which will be posted in advance of the call, by going to the Investors area of Emerson's website at https://i ...
What to Expect From Emerson Electric's Q1 2026 Earnings Report
Yahoo Finance· 2026-01-09 18:17
Core Viewpoint - Emerson Electric Co. is poised to report its fiscal Q1 earnings for 2026, with analysts projecting a profit increase, reflecting a positive outlook for the company [1][2]. Financial Performance - Analysts expect Emerson to report a profit of $1.41 per share for fiscal Q1 2026, which is a 2.2% increase from $1.38 per share in the same quarter last year [2]. - For the full fiscal year 2026, ending in September, the expected profit is $6.44 per share, representing a 7.3% increase from $6 per share in fiscal 2025 [3]. - EPS is projected to grow further to $6.98 in fiscal 2027, indicating an 8.4% year-over-year growth [3]. Stock Performance - Over the past 52 weeks, Emerson's shares have increased by 19.6%, outperforming the S&P 500 Index's return of 17.5%, but lagging behind the State Street Industrial Select Sector SPDR ETF's 21.7% increase [4]. - On January 5, shares closed up 5.2% following an upgrade from UBS Group AG, which raised its price target to $168, citing expectations for accelerated earnings growth [5]. Analyst Ratings - The overall rating for Emerson's stock is "Moderate Buy," with 16 out of 25 analysts recommending "Strong Buy," one suggesting "Moderate Buy," seven indicating "Hold," and one advising "Moderate Sell" [6]. - The mean price target for Emerson is $153.92, suggesting a potential upside of 7% from current levels [6].
Fed appoints regional bank board chairs and vice chairs
Reuters· 2026-01-09 18:13
The Federal Reserve Board on Friday announced the chairs and vice chairs of its 12 regional banks for this year, a list that includes Emerson Electric Co's chief executive Lal Karsanbhai as chair of the St. Louis Fed, and Liberty Mutual Insurance CEO Tim Sweeney as deputy chair of the Boston Fed. ...
电气设备与多元工业 2026 展望:循环往复,预计再迎强劲一年- Electrical Equipment & Multi-Industry 2026 OUTLOOK - Rinse, Repeat; Expecting another strong year
2026-01-08 10:42
ab 4 January 2026 Powered by YES UBS Evidence Lab US Electrical Equipment & Multi-Industry 2026 OUTLOOK - Rinse, Repeat; Expecting another strong year This report presents our 2026 UBS Multi-Industry Outlook. We have also published our detailed 4Q Preview note, released concurrently with this report. We expect 2026 to be another strong year for Industrial equities We are positive on Industrial equities in 2026, and think last year's outperformance (XLI +18% vs. S&P +16%) can repeat in the New Year. We proje ...
Emerson Named 2026 'Industrial IoT Company of the Year'
Prnewswire· 2026-01-07 15:00
IoT Breakthrough Awards recognizes company for innovation, driving future of AI-enabled autonomous operations th ST. LOUIS, Jan. 7, 2026 /PRNewswire/ -- Emerson (NYSE: EMR) today announced it has been named the '2026 Industrial IoT Company of the Year' in the 10 annual IoT Breakthrough Awards. With its 2025 acquisition of Aspen Technology, Emerson completed its transformation into a global automation leader with a future-ready technology portfolio spanning intelligent devices, secure control systems and ent ...
Strength Seen in Emerson Electric (EMR): Can Its 5.2% Jump Turn into More Strength?
ZACKS· 2026-01-06 13:31
Emerson Electric Co. (EMR)  shares soared 5.2% in the last trading session to close at $142.85. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1.1% loss over the past four weeks.Emerson’s rally is primarily driven by optimism over strong momentum in Intelligent Devices segment. Within the segment, EMR is seeing strength in the Final Control business, driven by solid momentum in power end markets. Also, robust growth across the A ...
瑞银上调艾默生电气(EMR.US)至“买入”,看好EPS重回两位数增长之路
智通财经网· 2026-01-06 06:29
展望2026年以后,瑞银预测公司每股收益(EPS)将恢复两位数增长,支撑因素包括中个位数的有机增 长、约40%的边际利润率以及资本回报。费舍尔表示,随着净债务趋势降至息税折旧摊销前利润 (EBITDA)的2倍以下,瑞银现在假设未来三年公司将进行60亿美元的股票回购,这将有助于提振收益。 "我们看到了实现年度每股收益两位数增长的道路,"他写道,并预测2028财年每股收益将超过8美元, 比2025财年高出约35%。 瑞银还将估值作为此次评级上调的关键因素之一。尽管该行认为艾默生电气的投资资本回报率正在改 善,但其股价仍低于工业板块ETF的估值水平。 "估值应紧密跟随投资资本回报率的趋势,"费舍尔说,这表明持续的业绩执行和资本配置可能在一段时 间内支持估值重估,尽管瑞银在基本假设中并未纳入这一因素。 瑞银研究分析师史蒂文·费舍尔设定了168美元的目标价,这意味着较近期股价有超过20%的上涨空间。 他表示,相对于订单增长势头,艾默生的业绩指引显得保守。 "艾默生对2026财年有机增长(+4%)的指引远低于其最近的实际订单增长(+6%),这可能导致其2026财年 前持续向上修正预期,"费舍尔在1月4日致客户的报告中写道 ...
Emerson Electric (EMR) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-12-31 23:50
Company Performance - Emerson Electric (EMR) stock decreased by 1.9% to $132.72, underperforming the S&P 500, which fell by 0.74% [1] - Over the past month, EMR shares appreciated by 2.62%, outperforming the Industrial Products sector's gain of 0.6% and the S&P 500's gain of 0.79% [1] Upcoming Earnings - Emerson Electric is expected to report an EPS of $1.41, reflecting a 2.17% growth compared to the same quarter last year [2] - Revenue is anticipated to be $4.34 billion, indicating a 4.05% increase from the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $6.46 per share and revenue at $18.87 billion, representing increases of +7.67% and +4.76% respectively from the previous year [3] - Recent analyst estimate revisions suggest a positive outlook for the company's business [3] Valuation Metrics - Emerson Electric has a Forward P/E ratio of 20.93, which is lower than the industry average Forward P/E of 24.96 [6] - The company has a PEG ratio of 2.2, compared to the Manufacturing - Electronics industry's average PEG ratio of 2.01 [7] Industry Context - The Manufacturing - Electronics industry, part of the Industrial Products sector, holds a Zacks Industry Rank of 28, placing it in the top 12% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]