# Emerson Electric Co. (EMR)

> Source: Nexqual · https://nexqual.com/EMR · data as of 2026-10-22 20:02 UTC · cite as "Nexqual, Emerson Electric Co. (EMR), nexqual.com/EMR" · informational, not investment advice.

**Price:** USD 160.29 (-1.73% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 160.29 · day 154.52–162.04 · 52w 122.64–166.35 · market cap null · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $18.6B, net income $2.58B (13.8% margin), free cash flow $3.46B (SEC filings).
- 3 of 80 tracked superinvestors hold EMR (13F, Q2 2026): 0 new, 0 added, 3 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $4.4M; 3 not under a Rule 10b5-1 plan ($4.4M); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +22.2% vs S&P 500 +14.9%; 5Y +83.1% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 1.85, revenue estimate $5.12B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $12.9B | $13.8B | $15.2B | $17.5B | $18.0B | $18.6B |
| Gross profit | $7.56B | $6.31B | $7.43B | $8.88B | $9.52B | — |
| Net income | $2.30B | $3.23B | $13.2B | $1.97B | $2.29B | $2.58B |
| EPS (diluted) | $3.82 | $5.41 | $22.88 | $3.43 | $4.04 | — |
| Free cash flow | $3.17B | $2.62B | $274M | $2.91B | $2.67B | $3.46B |
| Gross margin | 58.5% | 45.7% | 49.0% | 50.8% | 52.8% | — |
| Net margin | 17.8% | 23.4% | 87.2% | 11.3% | 12.7% | 13.8% |
| Revenue growth | -23.0% | +6.7% | +9.9% | +15.3% | +3.0% | — |
| Cash + short-term investments | $2.35B | $1.80B | $8.05B | $3.59B | $1.54B | — |
| Total debt | $6.33B | $8.78B | $8.16B | $7.69B | $8.92B | — |
Fiscal years end Sep. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)

P/E at fiscal year-ends: Sep 2025 32.4x, Sep 2024 31.9x, Sep 2023 4.2x.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold EMR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Jensen Investment Management |  | 0.26% | $10.5M | Reduced -1.1% |
| Tweedy Browne |  | 0.09% | $1.3M | Reduced -2.2% |
| Mairs & Power | Mairs & Power Funds | 0.08% | $9.1M | Reduced -2.3% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-11 | Karsanbhai Surendralal Lanca | President & CEO | 9,650 | $1.6M | 2.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-06 | Train Michael H. | SVP & Chief Sustain Officer | 7,329 | $1.2M | 2.8% | No | Too little history (no open-market trades in 2023) |
| 2026-06-01 | Krishnan Ram R. | Executive Vice Pres & COO | 11,500 | $1.6M | 5.1% | No | Too little history (no open-market trades in 2024 or 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Morgan Stanley | Target raised | Underweight | $135 → $145 |
| 2026-10-15 | Mizuho | Target raised | Outperform | $173 → $180 |
| 2026-10-14 | RBC Capital | Target raised | Outperform | $179 → $188 |
| 2026-10-09 | JP Morgan | Target raised | Overweight | $169 → $184 |
| 2026-09-25 | TD Cowen | Target raised | Hold | $150 → $170 |
| 2026-09-25 | Wells Fargo | Initiated | Overweight | $177 |
| 2026-08-28 | Morgan Stanley | Target raised | Underweight | $125 → $135 |
| 2026-08-24 | DA Davidson | Target raised | Neutral | $145 → $155 |
| 2026-08-14 | Bernstein | Target raised | Outperform | $169 → $186 |
| 2026-08-05 | Citigroup | Target raised | Buy | $174 → $182 |
| 2026-08-05 | RBC Capital | Target raised | Outperform | $169 → $179 |
| 2026-08-05 | Evercore ISI Group | Target raised | Outperform | $185 → $190 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +22.2% | +83.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +22.3% | +12.8% |
| Volatility (annualized) | 31.6% | 26.8% |
| Max drawdown | -23.4% (Feb 2026→Mar 2026) | -28.4% (Nov 2024→Mar 2025) |

## Peers (Specialty Industrial Machinery)
ITW (Illinois Tool Works Inc.) USD 279.24 +0.88% · CMI (Cummins Inc.) USD 519.53 -4.18% · PH (Parker-Hannifin Corporation) USD 893.21 -6.78% · ETN (Eaton Corporation, PLC) USD 368.99 -6.33% · AME (AMETEK, Inc.) USD 238.82 -4.58% · ROK (Rockwell Automation, Inc.) USD 423.87 -3.34%

## More
Full page: https://nexqual.com/EMR · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Software & Systems | $1.20B | 24.6% | +7.1% |
| Intelligent Devices | $1.09B | 22.4% | +7.7% |
| Total revenue | $4.87B | 100% | — |
The lines above cover 47% of total revenue.

## Revenue by region (fiscal year ended 2025-09-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| United States | $7.48B | 41.5% | +5.5% |
| China | $1.83B | 10.2% | -3.8% |
| Total revenue | $18.02B | 100% | — |
The lines above cover 51.7% of total revenue.

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.85 | $1.83 | +1.4% | $5.12B | 22 |
| Next quarter (ends 2026-12-31) | $1.63 | $1.60 | +1.7% | $4.60B | 15 |
| Current fiscal year (ends 2026-09-30) | $6.56 | $6.51 | +0.8% | $18.90B | 28 |
| Next fiscal year (ends 2027-09-30) | $7.28 | $7.18 | +1.4% | $19.96B | 29 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-06 (includes earnings 2026-11-04): ±7.3%; earnings reaction alone ±5.1%; last 8 reports averaged ±4.4%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 33.1% | ±3.9% |
| 2026-11-06 | 14 | 45.1% | ±7.3% |
| 2026-11-13 | 21 | 40.2% | ±8.0% |
| 2026-11-20 | 28 | 38.5% | ±8.7% |
| 2026-11-27 | 35 | 37.2% | ±9.3% |
| 2026-12-04 | 42 | 35.2% | ±9.6% |
| 2026-12-18 | 56 | 34.4% | ±10.8% |
| 2027-01-15 | 84 | 33.0% | ±12.7% |