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Emerson Electric Co.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $91.4B | |
|---|---|---|
| Revenue (ttm) | 18.6B | |
| Net income (ttm) | 2.6B | |
| EPS (ttm) | $4.57 | |
| Shares out | 557.8M | |
| P/E (trailing) | 36.7x | |
| P/E (forward) | 21.5x | |
| Dividend | $2.22 (1.32%) | |
| Volume | 2,076,794 | |
| Beta | 1.21 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-09-30 | 2023-09-30 | 2024-09-30 | 2025-09-30 | 2026-09-30 | Trend |
| Revenue | $13.80B | $15.17B | $17.49B | $18.02B | — | +9.3% |
| Gross profit | $1.62B | $1.92B | $8.89B | $9.52B | — | +80.5% |
| Operating income | $2.66B | $3.16B | $2.34B | $3.32B | — | +7.7% |
| Net income | $3.23B | $13.22B | $1.97B | $2.29B | — | -10.8% |
| EPS (diluted) | $5.41 | $22.88 | $3.43 | $4.04 | $4.71 | -3.4% |
| EBITDA | $3.50B | $4.22B | $4.03B | $4.84B | — | +11.4% |
| R&D | $385.0M | $523.0M | $781.0M | $771.0M | — | +26.0% |
| SG&A | $3.61B | $4.19B | $5.14B | $5.10B | — | +12.2% |
Recent company headlines from major financial publishers.
The Bull scenario envisions accelerated manufacturing reshoring and plant electrification driving elevated adoption of DeltaV control systems and AspenTech software. With an estimated probability of 20.0%, this scenario generates a target of $139.93, representing an implied return of -14.2% relative to $163.11 (as of 2026-10-21). This pathway would be disconfirmed if discrete automation orders stall or if software attach rates slow on major projects.
The Base scenario reflects moderate growth across industrial automation, where customer commitments to efficiency and process reliability sustain demand. Under this central case, which carries a probability of 55.0%, the shares reach a target of $120.35, delivering an implied return of -26.2% from $163.11 (as of 2026-10-21). Disconfirmation would appear if book-to-bill ratios contract below parity for two consecutive quarters or if operating margins fail to progress.
| Ke ↓ / g → | 2.3% | 2.5% | 2.8% | 3.0% | 3.3% |
|---|---|---|---|---|---|
| 8.9% | $128 | $130 | $133 | $135 | $137 |
| 9.4% | $123 | $124 | $126 | $128 | $130 |
| 9.9% | $117 | $119 | $120 | $122 | $124 |
| 10.4% | $113 | $114 | $115 | $117 | $118 |
| 10.9% | $109 | $110 | $111 | $112 | $113 |
Upcoming earnings date and setup when available.
The rating each month's published research edition carried. A rating compares the price at analysis with the Fair value; it is not a record of whether the call was right.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
