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 ...

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]

Core Insights - Emerson Electric reported quarterly earnings of $1.62 per share, matching the Zacks Consensus Estimate, and showing an increase from $1.48 per share a year ago [1] - The company posted revenues of $4.86 billion for the quarter ended September 2025, which was 0.6% below the Zacks Consensus Estimate, but up from $4.62 billion year-over-year [2] - Emerson Electric has surpassed consensus EPS estimates three times over the last four quarters, while it has only topped revenue estimates once in the same period [2] Earnings Performance - The earnings surprise for the previous quarter was +0.66%, with actual earnings of $1.52 per share compared to an expected $1.51 [1] - The current consensus EPS estimate for the upcoming quarter is $1.48, with expected revenues of $4.39 billion, and for the current fiscal year, the EPS estimate is $6.51 on revenues of $18.92 billion [7] Stock Performance and Outlook - Emerson Electric shares have increased by approximately 11.1% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The company's Zacks Rank is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Context - The Manufacturing - Electronics industry, to which Emerson Electric belongs, is currently ranked in the top 17% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8]

Core Insights - Franklin Electric reported quarterly earnings of $1.3 per share, exceeding the Zacks Consensus Estimate of $1.27 per share, and showing an increase from $1.17 per share a year ago, resulting in an earnings surprise of +2.36% [1] - The company achieved revenues of $581.71 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.32% and up from $531.44 million year-over-year [2] Earnings Performance - Over the last four quarters, Franklin Electric has surpassed consensus EPS estimates three times [2] - The company had a favorable trend in estimate revisions ahead of the earnings release, currently holding a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.90 on revenues of $510 million, and for the current fiscal year, it is $4.16 on revenues of $2.12 billion [7] - The outlook for the Manufacturing - Electronics industry, where Franklin Electric operates, is positive, ranking in the top 26% of over 250 Zacks industries, suggesting potential for strong performance [8] Market Comparison - Franklin Electric shares have increased by about 1.1% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [3] - Emerson Electric, a competitor in the same industry, is expected to report quarterly earnings of $1.62 per share, reflecting a year-over-year change of +9.5% [9]

Core Insights - Emerson Electric (EMR) stock closed at $129.77, showing a +1.24% change, outperforming the S&P 500 which declined by 0.16% [1] - Over the past month, EMR shares have decreased by 5.51%, underperforming the Industrial Products sector's loss of 0.75% and the S&P 500's gain of 1.14% [2] Earnings Performance - Upcoming earnings per share (EPS) for Emerson Electric are projected at $1.61, reflecting an 8.78% increase year-over-year, with quarterly revenue expected to be $4.89 billion, up 5.93% from the previous year [3] - For the full year, earnings are estimated at $6 per share and revenue at $18.05 billion, indicating a +9.29% change in earnings and no change in revenue from the prior year [4] Analyst Estimates and Stock Performance - Recent changes in analyst estimates are crucial for understanding near-term business trends, with positive revisions indicating optimism about the business outlook [4] - The Zacks Rank system, which considers estimate changes, currently ranks Emerson Electric at 3 (Hold), with a 0.19% increase in the consensus EPS estimate over the past month [5][6] Valuation Metrics - Emerson Electric has a Forward P/E ratio of 19.79, which is lower than the industry average Forward P/E of 23.15, suggesting a valuation discount [7] - The company has a PEG ratio of 2.23, compared to the Manufacturing - Electronics industry average PEG ratio of 1.91, indicating a higher expected earnings growth trajectory relative to its peers [8] Industry Context - The Manufacturing - Electronics industry, part of the Industrial Products sector, holds a Zacks Industry Rank of 80, placing it in the top 33% of over 250 industries [9] - Research indicates that industries in the top 50% of the Zacks Rank outperform those in the bottom half by a factor of 2 to 1 [9]

Company Performance - Emerson Electric closed at $129.02, reflecting a -4.9% change from the previous day, underperforming the S&P 500's daily loss of 0.13% [1] - Over the past month, Emerson Electric's shares gained 2.91%, while the Industrial Products sector and the S&P 500 gained 1.77% and 2.71%, respectively [1] Upcoming Earnings - Analysts expect Emerson Electric to report earnings of $1.62 per share, indicating a year-over-year growth of 9.46% [2] - The revenue forecast for the upcoming earnings report is $4.9 billion, representing a 6.05% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $6 per share and revenue at $18.06 billion, showing year-over-year changes of +9.29% and +3.27%, respectively [3] - Recent changes in analyst estimates may indicate shifting business trends, with positive revisions suggesting optimism about the company's outlook [3] Zacks Rank and Valuation - Emerson Electric currently holds a Zacks Rank of 3 (Hold), with a recent upward shift of 0.07% in the Zacks Consensus EPS estimate [5] - The company has a Forward P/E ratio of 22.6, which is lower than the industry average of 22.86, suggesting it is trading at a discount [6] - Emerson Electric's PEG ratio stands at 2.64, compared to the industry average of 1.82, indicating a higher valuation relative to its projected earnings growth [6] Industry Context - The Manufacturing - Electronics industry, part of the Industrial Products sector, has a Zacks Industry Rank of 154, placing it in the bottom 38% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Emerson Electric reported quarterly earnings of $1.52 per share, exceeding the Zacks Consensus Estimate of $1.51 per share, and showing an increase from $1.43 per share a year ago [1][2] Financial Performance - The company achieved revenues of $4.55 billion for the quarter ended June 2025, which was 0.6% below the Zacks Consensus Estimate, but an increase from $4.38 billion year-over-year [3] - Over the last four quarters, Emerson Electric has surpassed consensus EPS estimates four times and topped revenue estimates twice [2][3] Stock Performance - Emerson Electric shares have increased approximately 13.4% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [4] - The current Zacks Rank for Emerson Electric is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.63 on revenues of $4.9 billion, and for the current fiscal year, it is $6.00 on revenues of $18.09 billion [8] - The outlook for the Manufacturing - Electronics industry is positive, with the industry currently ranking in the top 26% of over 250 Zacks industries [9]

Company Performance - Eaton reported quarterly earnings of $2.95 per share, exceeding the Zacks Consensus Estimate of $2.92 per share, and up from $2.73 per share a year ago, representing an earnings surprise of +1.03% [1] - The company posted revenues of $7.03 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.45%, compared to $6.35 billion in the same quarter last year [2] - Over the last four quarters, Eaton has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Performance - Eaton shares have increased approximately 15.9% since the beginning of the year, outperforming the S&P 500's gain of 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is $3.10 on revenues of $7.05 billion, and for the current fiscal year, it is $12.02 on revenues of $27.37 billion [7] Industry Outlook - The Manufacturing - Electronics industry, to which Eaton belongs, is currently in the top 25% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact stock performance [5][8]

分组1 - Franklin Electric reported quarterly earnings of $1.31 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, and showing an increase from $1.26 per share a year ago, resulting in an earnings surprise of +2.34% [1] - The company achieved revenues of $587.43 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.60%, compared to $543.26 million in the same quarter last year [2] - Over the last four quarters, Franklin Electric has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 4.2% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current consensus EPS estimate for the coming quarter is $1.29 on revenues of $564.5 million, and for the current fiscal year, it is $4.11 on revenues of $2.1 billion [7] - The Manufacturing - Electronics industry, to which Franklin Electric belongs, is currently ranked in the top 17% of over 250 Zacks industries, indicating a favorable outlook [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Emerson Electric (EMR) - Emerson Electric currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Price Performance - EMR shares have increased by 4.95% over the past week, outperforming the Zacks Manufacturing - Electronics industry, which rose by 2.76% [5] - Over the past month, EMR's price change is 9.29%, significantly higher than the industry's 1.94% [5] - In the last quarter, EMR shares rose by 38.12%, and over the past year, they gained 26.59%, compared to the S&P 500's increases of 25.34% and 13.06%, respectively [6] Trading Volume - The average 20-day trading volume for EMR is 2,865,039 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, 6 earnings estimates for EMR have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $5.93 to $6.01 [9] - For the next fiscal year, 5 estimates have also moved higher, with no downward revisions [9] Conclusion - Considering the strong momentum indicators and positive earnings outlook, EMR is classified as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for near-term investment [11]