Emerson Electric Co.
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+ FollowMarket Cap$92.99B
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Earnings Call Q4 2026
November 4, 2026 - AI Summary
2026 delivered strong performance; momentum into 2027
- Q4: Underlying sales +7% (volume +4 pts); orders +14%; backlog ended at $8.2B (+11% YoY); book-to-bill 1.01.
- Profitability: Adjusted segment EBITDA margin 29.1% (+160 bps); adjusted EPS $1.86 (+15% YoY).
- Full-year 2026: Underlying sales +4%; adjusted EPS $6.59 (+10% YoY); free cash flow $3.5B (+9%).
- Good: Demand strength was broad-based—especially Software & Systems (orders +18%, underlying sales +14%) and Intelligent Devices (orders +13%, sales +4%).
Guidance for 2027 (core forecast)
- Underlying sales growth: ~+5% for the full year (also ~+5% for Q1 and full-year).
- Margin: Adjusted segment EBITDA margin expected ~29% (about +80 bps YoY).
- Earnings & cash flow: Adjusted EPS $7.25 (~+10% YoY); free cash flow $3.8B–$3.9B.
- Capital allocation (shareholder returns): Expect to return ~$3.8B in 2027: $2.5B share repurchases + $1.3B dividends; dividend per share increase +7% to $0.16.
- Important nuance: Plan assumes ~2% price realization (after a more favorable pricing setup in 2026 partly due to tariff refunds being excluded from adjusted results).
What’s driving the upside: software + growth verticals + energy security
- Software & Systems acceleration: Q4 margin expansion benefited from volume, price-cost, and mix; ACV (annual contract value) grew 10.1% to $1.7B.
- Growth verticals: +21% YoY in 2026 and now comprise ~27% of sales; expected low double-digit growth in 2027 tied to electrification, energy security, and nearshoring.
- Energy demand story: Strong Q4 orders and backlog supported by power, LNG, aerospace & defense; management highlighted continued visibility in LNG and power/grid modernization.
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$98.62
40.7% downside
Current Fair Value
40.7% downsideOvervalued by 40.7% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $92.99 Billion |
|---|---|
| Enterprise Value | $103.36 Billion |
| Annual dividend | $2.26 |
| Dividend yield | 1.36% |
| Earnings per Share | $4.8 |
| Beta | 1.21 |
| Outstanding Shares | 558,800,000 |
Return
| Return on Equity | 12.95% |
|---|---|
| Return on Assets | 6.42% |
| Return on Invested Capital | 12.35% |
Valuation & Multiples
| P/E Ratio | 34.73 |
|---|---|
| PEG | 206.79 |
| Price to Sales | 5.04 |
| Price to Book Ratio | 4.5 |
| Enterprise Value to Revenue | 5.45 |
| Enterprise Value to EBIT | 26.41 |
| Enterprise Value to Net Income | 38 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 0.59 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS
$1.86
Est. $1.85Revenue
$5.20 B
Est. $5.11 BNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
$1.61
Consensus analyst estimateRevenue Estimate
$4.59 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.68, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.6832▲ 7.94% |
|---|---|
| Total Calls | 3,700▼ 99.86% |
| Total Puts | 2,528▼ 99.84% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 18.43%▼ 64.41% |
|---|---|
| Total Invested | $15.95B▼ 75.88% |
| Investors Holding | 1,439▼ 926.00% |
About Emerson Electric Co.
71,000 employees
CEO: David Farr
Headquartered in Saint Louis, Missouri, Emerson Electric Co. is a long-standing technology and engineering enterprise, founded in 1890. The company delivers an extensive range of solutions to industrial, commercial, and residential clien...