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Emerson Electric (NYSE:EMR) 2026 Conference February 18, 2026 08:50 AM ET Company ParticipantsLal Karsanbhai - President and CEOMichael Baughman - EVP and CFOModeratorWe're gonna get started again. We are really excited to have Emerson with us today. We've got Lal Karsanbhai, who's the President and CEO of Emerson, and Mike Baughman, who is the CFO. Lal, as I walk over to you, it's been a year since you closed the acquisition of the remaining shares of AspenTech, almost a year. And I know you had a vision, ...

Group 1: Partnership and Technology Implementation - Emerson has been selected by Enagás to provide digital management solutions for Spain's energy supply stability and security [1] - Enagás is utilizing AspenTech OSI monarch SCADA and OSI Continua Pipeline Management tools for real-time energy calculations and gas tracking [2] - The digital technologies support Enagás' goal of integrating renewable gases like biomethane and hydrogen into the existing network [3] Group 2: System Enhancements and Strategic Goals - The AspenTech cloud-hosted SCADA solution aims to improve system maintenance, strengthen cybersecurity, and enhance utility operations [4] - Emerson's solutions provide Enagás with full visibility across mission-critical systems, supporting the natural gas supply for the future [5] - Enagás has announced a profit after tax of €339.1 million and an EBITDA of €675.7 million for 2025, with a 7.4% increase in demand for transported natural gas [5] Group 3: Future Projections - Enagás forecasts a recurring profit after tax of around €235 million and EBITDA of around €620 million for 2026, with an investment target of €225 million [6] - The company aims to achieve a net debt target of nearly €2.4 billion [6]

Question-and-Answer SessionMaybe start off with -- you had a very strong end to the calendar year on order intake. Maybe help us understand some of the main drivers of that. Are you optimistic that order strength broadly at least can continue kind of into the first half of this year?Surendralal KarsanbhaiPresident, CEO & Director Yes. Why don't I start, and I'll pass it on to Mike here on this. Yes. So trailing 3-month orders 9%, trailing 12-month orders at 6%, backlog increased 9% in the Q, and it certainl ...

Summary of Emerson Electric FY Conference Call (February 17, 2026) Company Overview - **Company**: Emerson Electric (NYSE: EMR) - **Key Executives**: Lal Karsanbhai (President and CEO), Mike Baughman (CFO) Key Industry Insights - **Order Intake**: Strong end to the calendar year with trailing 3-month orders at 9% and trailing 12-month orders at 6% [3][4] - **Backlog**: Increased by 9% in the quarter, indicating confidence in executing the company's plan [3] - **Growth Vectors**: Significant strength in power generation, LNG, semiconductor growth, life sciences, and aerospace and defense [3][14] - **Geographic Growth**: Concentrated in the United States, Arabian Peninsula, Brazil, Japan, and Southeast Asia [3] Financial Performance - **Power Generation**: Ovation business up 74% in the quarter; total power business up 20% [14] - **MRO Orders**: Mid-single-digit range, supportive of ongoing business growth [4][12] - **Software Renewal Impact**: 2% drag from software renewal dynamic in the first half, underlying growth expected at 4%-6% [12][13] - **ACV Growth**: Grew 9% in the first quarter; expected high single-digit growth in the second quarter [38] Market Challenges - **China and Europe**: No expected recovery in China; weak market conditions in Europe [6] - **Automotive Sector**: Weakness noted in the U.S. automotive market, reflecting a global trend [18] - **Chemical Industry**: Bulk chemicals facing overcapacity issues, expected to take 6-12 months to correct [18][25] Strategic Focus - **Investment in LNG**: Over 50% of global LNG installations run by DeltaV; significant growth opportunities in this sector [28][29] - **AI Integration**: Emerson's software is designed to integrate AI applications, focusing on deep domain expertise and mission-critical applications [30][31][33] - **Pricing Power**: 2.5 points of pricing power expected; ability to manage price increases effectively [44][46] Future Outlook - **Capital Deployment**: Focus on returning cash to shareholders through dividends and share repurchases; potential for bolt-on acquisitions in key verticals [61][62] - **Profitability Improvement**: Expected 240 basis points of margin improvement; confidence in achieving 40% operating leverage in the future [55][58] Additional Insights - **Customer Demand**: Strong demand for AI applications embedded in existing software offerings [33][34] - **Market Positioning**: Emerson's technology positioned well to serve heavily regulated industries, providing a competitive advantage [31][32] - **Innovation**: Continuous innovation in test and measurement and other verticals to maintain market leadership [22][24] This summary encapsulates the key points discussed during the conference call, highlighting Emerson Electric's performance, market conditions, strategic focus, and future outlook.

Emerson to Present at Citi's 2026 Global Industrial Tech and Mobility Conference [Accessibility Statement] Skip NavigationST. LOUIS, Feb. 11, 2026 /PRNewswire/ -- Emerson (NYSE: EMR) today announced President and Chief Executive Officer, Lal Karsanbhai, and Chief Financial Officer, Mike Baughman, will present at Citi's 2026 Global Industrial Tech and Mobility Conference on Wednesday, February 18th in Miami Beach, Florida. The presentation will begin at 8:50 a.m. Eastern Time, 7:50 a.m. Central Time.The audi ...

Emerson to Present at Barclays 43rd Annual Industrial Select Conference [Accessibility Statement] Skip NavigationST. LOUIS, Feb. 10, 2026 /PRNewswire/ -- Emerson (NYSE: EMR) today announced President and Chief Executive Officer, Lal Karsanbhai, and Chief Financial Officer, Mike Baughman, will present at the Barclays 43rd Annual Industrial Select Conference on Tuesday, February 17th in Miami Beach, Florida. The presentation will begin at 10:25 a.m. Eastern Time, 9:25 a.m. Central Time.The audio will be webca ...

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].

Group 1: Investment Recommendations - Odyssey Capital Advisors recommends staying long on the iShares Biotechnology ETF (NYSE:IBB) [1] - Gilman Hill Asset Management highlights Amcor plc (NYSE:AMCR) for its strong quarterly earnings and a 5.5% yield [1] - Virtus Investment Partners suggests Emerson Electric Co. (NYSE:EMR) as a solid industrial investment [3] Group 2: Company Earnings Reports - Amcor reported second-quarter earnings of 86 cents per share, exceeding the analyst consensus estimate of 85 cents per share, but quarterly sales of $5.449 billion fell short of the consensus estimate of $5.576 billion [2] - Emerson Electric reported first-quarter adjusted EPS of $1.46, beating the analyst consensus estimate of $1.41, while quarterly sales of $4.346 billion were slightly below the consensus estimate of $4.347 billion [4] Group 3: Stock Performance - iShares Biotechnology ETF gained 0.1% on Wednesday [5] - Amcor shares increased by 8.1% to close at $48.56 during the session [5] - Vanguard Emerging Markets Stock Index Fund fell by 0.6% on Wednesday [5] - Emerson Electric shares rose by 3.4% to settle at $157.32 during the session [5]

Core Viewpoint - Daiwa Capital Markets has raised the target price for Emerson Electric (EMR.N) from $153 to $177 [1] Company Summary - The target price adjustment reflects a positive outlook on Emerson Electric's performance and potential growth in the market [1]