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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Emerson Electric (EMR) is 6/10.
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.
Scored from Emerson Electric’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.62B | +12.9% | $1.73 | +41.8% | 51.3% | 17.1% | 21.6% | $916M |
| FY2025 Q1 | $4.17B | +1.4% | $1.02 | +313.5% | 53.5% | 18.7% | 14.0% | $694M |
| FY2025 Q2 | $4.43B | +1.3% | $0.86 | -1.7% | 53.5% | 19.4% | 10.9% | $154M |
| FY2025 Q3 | $4.55B | +3.9% | $1.04 | +81.7% | 52.6% | 19.9% | 12.9% | $977M |
| FY2025 Q4 | $4.86B | +5.1% | $1.12 | -35.3% | 51.9% | 20.2% | 13.1% | $842M |
| FY2026 Q1 | $4.35B | +4.1% | $1.07 | +4.5% | 53.2% | 19.9% | 13.9% | $602M |
| FY2026 Q2 | $4.56B | +2.9% | $1.10 | +28.2% | 53.1% | 19.8% | 13.5% | $694M |
| FY2026 Q3 | $4.87B | +7.0% | $1.28 | +23.1% | 54.5% | 20.5% | 14.7% | $1.32B |