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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Andy Kaplowitz | Citigroup | 11 | 0% |
| Jeff Sprague | Vertical Research Partners | 10 | 10% |
| Deane Dray | RBC Capital Markets | 8 | 0% |
| Steve Tusa | JPMorgan | 6 | 0% |
| Joe O'Dea | Wells Fargo | 6 | 0% |
| Julian Mitchell | Barclays | 6 | 17% |
| Nigel Coe | Wolfe Research | 6 | 50% |
| Andy Obin | Bank of America | 6 | 17% |
| Scott Davis | Melius Research | 5 | 20% |
| Andy Buscaglia | BNP Paribas | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 1 | 11 | 0% |
| Vertical Research Partners | 1 | 10 | 10% |
| RBC Capital Markets | 1 | 8 | 0% |
| Bank of America |
| 2 |
| 7 |
| 14% |
| JPMorgan | 2 | 7 | 0% |
| Wolfe Research | 1 | 6 | 50% |
| Barclays | 1 | 6 | 17% |
| Wells Fargo | 1 | 6 | 0% |
Emerson delivered 5% underlying sales growth and adjusted EPS of $1.54 in Q2, with growth verticals surging 22% driven by power and T&M exceeding expectations at 12%. Software ACV grew 9% supporting the 10%+ target, and backlog rose 9% supporting second-half acceleration. The Middle East conflict disrupted sales and operations, and China weakness deepened on chemical overcapacity, but management raised EPS guidance to $6.45-$6.55 despite the revenue headwinds.
Demand | Capex Investment | Revenue Growth | Margin | Competitive Dynamics | Macroeconomic | Cost Pressure | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 3 | 1 | 1 | 1 | 1 | 1 | |
| 2025Q1 | 5 | 2 | 4 | 3 | 1 | 4 | ||
| 2025Q2 | 4 | 2 | 1 | 2 | 1 | |||
| 2025Q3 | 6 | 2 | 1 | 2 | 3 | 1 | 1 | |
| 2025Q4 | 8 | 4 | 5 | 2 | 2 | |||
| 2026Q1 | 7 | 3 | 3 | 3 | 2 | 1 | 1 | |
| 2026Q2 | 6 | 3 | 5 | 5 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 8 | 5 | 4 | 6 | 8 | 7 | 6 |
| Capex Investment | 3 | 2 | 2 | 4 | 3 | 3 | |
| Revenue Growth | 1 | 2 | 1 | 5 | 3 | 5 | |
| Margin | 1 | 4 | 1 | 2 | 3 | 5 | |
| Competitive Dynamics | 1 | 3 | 2 | 3 | 2 | ||
| Macroeconomic | 1 | 1 | 1 | 2 | 3 | ||
| Cost Pressure | 4 | 1 | 1 | 1 | |||
| Cloud & AI | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EMR Emerson Electric | 6 | +2.9% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |