Emerson Electric (NYSE:EMR) Issues Q3 2026 Earnings Guidance

Key Points

• Guidance update: Emerson set Q3 2026 EPS guidance at $1.65–$1.70 (consensus $1.68) with revenue around $4.8B, and raised FY2026 EPS guidance to $6.45–$6.55 (analysts expect ~6.5).
• Shares jumped about 2.2% to $138.46 on the news, trading 4.14M shares versus an average of 3.28M; the stock carries a market cap of $77.8B and a P/E of 33.85.
• Analyst sentiment is mixed—12 Buys, 10 Holds and 1 Sell—with a MarketBeat consensus rating of Hold and an average price target of $162.38.

Emerson Electric (NYSE:EMR - Get Free Report) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 1.650-1.700 for the period, compared to the consensus EPS estimate of 1.680. The company issued revenue guidance of $4.8B-, compared to the consensus revenue estimate of $4.8 billion. Emerson Electric also updated its FY 2026 guidance to 6.450-6.550 EPS.

Emerson Electric Stock Up 2.2%

NYSE EMR traded up $3.00 on Tuesday, reaching $138.46. 4,138,479 shares of the stock traded hands, compared to its average volume of 3,284,868. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.62 and a current ratio of 0.84. The company has a fifty day moving average price of $138.85 and a 200-day moving average price of $138.98. The company has a market cap of $77.81 billion, a price-to-earnings ratio of 33.85, a PEG ratio of 2.19 and a beta of 1.26. Emerson Electric has a 12 month low of $106.53 and a 12 month high of $165.15.

Emerson Electric (NYSE:EMR - Get Free Report) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, meeting analysts' consensus estimates of $1.54. The business had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.59 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. As a group, research analysts forecast that Emerson Electric will post 6.5 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

EMR has been the subject of a number of research analyst reports. Wolfe Research decreased their target price on Emerson Electric from $176.00 to $169.00 and set an "outperform" rating for the company in a research report on Wednesday, April 8th. Loop Capital lifted their target price on Emerson Electric from $155.00 to $180.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Jefferies Financial Group initiated coverage on Emerson Electric in a research report on Tuesday, March 31st. They issued a "buy" rating and a $175.00 price target for the company. Wells Fargo & Company reduced their price target on Emerson Electric from $160.00 to $135.00 and set an "equal weight" rating for the company in a research report on Wednesday, April 1st. Finally, Evercore boosted their price target on Emerson Electric from $170.00 to $185.00 and gave the stock an "outperform" rating in a research report on Thursday, February 5th. Twelve equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $162.38.

Insider Activity at Emerson Electric

In related news, VP Nicholas J. Piazza sold 6,703 shares of the company's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the transaction, the vice president directly owned 31,664 shares of the company's stock, valued at $5,036,792.48. This represents a 17.47% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Matthew S. Levatich sold 1,476 shares of the company's stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the transaction, the director directly owned 24,349 shares in the company, valued at $3,948,433.84. This represents a 5.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,879 shares of company stock valued at $2,116,818 in the last ninety days. Corporate insiders own 0.23% of the company's stock.

Institutional Trading of Emerson Electric

Several large investors have recently added to or reduced their stakes in EMR. Motiv8 Investments LLC purchased a new stake in Emerson Electric during the 4th quarter valued at about $27,000. IFC & Insurance Marketing Inc. purchased a new stake in Emerson Electric during the 4th quarter valued at about $27,000. Darwin Wealth Management LLC purchased a new stake in Emerson Electric during the 2nd quarter valued at about $29,000. Quattro Advisors LLC purchased a new stake in Emerson Electric during the 4th quarter valued at about $30,000. Finally, Kemnay Advisory Services Inc. purchased a new stake in Emerson Electric during the 4th quarter valued at about $30,000. Hedge funds and other institutional investors own 74.30% of the company's stock.

Emerson Electric Company Profile

Emerson Electric Co is a global technology and engineering company that designs and manufactures products and provides services for industrial, commercial and consumer markets. Founded in 1890, the company is headquartered in St. Louis, Missouri, and has built a long-standing presence in automation, control and climate-related technologies. Emerson's offerings are aimed at improving productivity, energy efficiency and reliability for a wide range of end markets.

Emerson operates through two principal platforms—Automation Solutions and Commercial & Residential Solutions—providing process automation systems, measurement and analytical instrumentation, valves and actuators, control software, and related aftermarket services, alongside products for heating, ventilation and refrigeration, residential and commercial climate controls, tools and storage solutions.

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