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Sentiment · FY2026 Q3
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andy Kaplowitz | Citigroup | 12 (0%) |
| Jeff Sprague | Vertical Research Partners | 11 (9%) |
| Deane Dray | RBC Capital Markets | 9 (0%) |
| Andrew Obin | Bank of America | 7 (14%) |
| Joe O'Dea | Wells Fargo | 6 (0%) |
| Julian Mitchell | Barclays | 6 (17%) |
| Scott Davis | Melius Research | 6 (17%) |
| Steve Tusa | JPMorgan | 6 (0%) |
| Nigel Coe | Wolfe Research | 6 (50%) |
| Andrew Buscaglia | BNP Paribas | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 1 | 12 (0%) |
| Vertical Research Partners | 1 | 11 (9%) |
| RBC Capital Markets | 1 | 9 (0%) |
| Bank of America |
| 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 |
| 2 |
| 8 (13%) |
| JPMorgan | 2 | 7 (0%) |
| Wolfe Research | 1 | 6 (50%) |
| Barclays | 1 | 6 (17%) |
| Melius Research | 1 | 6 (17%) |
| -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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 | Revenue Growth | Capex Investment | Margin | Competitive Dynamics | Macroeconomic | Cost Pressure | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 1 | 3 | 1 | 1 | 1 | 1 | |
| 2025Q1 | 5 | 2 | 4 | 3 | 1 | 4 | ||
| 2025Q2 | 4 | 2 | 1 | 2 | 1 | |||
| 2025Q3 | 6 | 1 | 2 | 2 | 3 | 1 | 1 | |
| 2025Q4 | 8 | 5 | 4 | 2 | 2 | |||
| 2026Q1 | 7 | 3 | 3 | 3 | 2 | 1 | 1 | |
| 2026Q2 | 6 | 5 | 3 | 5 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 8 | 5 | 4 | 6 | 8 | 7 | 6 |
| Revenue Growth | 1 | 2 | 1 | 5 | 3 | 5 | |
| Capex Investment | 3 | 2 | 2 | 4 | 3 | 3 | |
| 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 |
What EMR and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Emerson Electric Co. was chosen by NextDecade for the Train 4 and 5 expansion to the 12 million tons per annum in capacity.”
NextDecade is expanding LNG capacity (Train 4 and 5) and selected Emerson to supply instruments, valves and analytical systems, signaling continued LNG buildout.
“Emerson Electric Co. was selected by Encore, the largest electric delivery company in Texas, to enable the delivery of reliable power to more than 13 million residents.”
Encore, a Texas electric delivery utility, is investing to modernize and scale its distribution grid using AspenTech DGM to prepare for growing Texas demand.
“Emerson Electric Co. recently deployed an AI-driven optimization solution for Aramco, one of the world’s leading integrated energy and chemicals companies.”
Aramco is an Emerson customer, deploying Emerson's Aspen Hybrid Models across its refinery planning network in one of the world's largest multisite optimization models.
| 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 | +8.8% | |
| 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% |