EMR

Emerson's stock price has been influenced by several key events in the past six months. In Q1 Fiscal Year 2026, Emerson reported an adjusted EPS of $1.46, surpassing estimates, but revenue fell slightly below consensus. In Q2 Fiscal Year 2026, Emerson reported an adjusted EPS of $1.54, matching estimates, but revenue missed expectations. The company updated its full-year 2026 adjusted EPS guidance to $6.45-$6.55, citing stronger margins and robust industrial automation and software demand, but lowered its full-year 2026 sales growth forecast from 5.5% to 4.5% due to external factors. The conflict in the Middle East caused an approximate 1-point hit to underlying sales in Q2 FY2026, with an expected $100 million more disruption for the year. Emerson highlighted strong industrial software momentum, with Annual Contract Value (ACV) reaching $1.64 billion. Underlying orders were up 5% in Q2, backlog increased 9% to $8.2 billion, and the project funnel was valued at $11.2 billion. Emerson has repurchased $542 million year-to-date towards a planned ~$2.2 billion capital return. The stock has seen a 25.74% change over the past year, with a 52-week range between $112.00 and $165.15.