EMR
Emerson Electric Co.

Emerson Electric Co.EMR

Industrials · Specialty Industrial Machinery
154.19USD
+1.63%
Sep 23, 2026
EMR overview ready
Comprehensive Industrial Automation Provider Spanning Sensors to Control Systems
Emerson is a broad automation enabler: it supplies the industrial control stack from sensors, valves and actuators to distributed control systems, programmable automation, asset-optimization software and test platforms.
Narrative is still early
Exposed to the Industrial Automation and Autonomous Operations narrative through Process Automation, Industrial Software and Autonomous Operations — enabling supplier.
An early price trend
Longer-term context reads established trend, with a near-term setup of daily advance.
Demanding valuation
The price embeds expectations that run ahead of what comparable businesses command.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Exposure to global industrial capital expenditure cycles.
Market Sep 22Filing Jun 30Price action Sep 22Research Aug 19

Conviction Level

NarrativeHeat6.7ThemeHeat7.4PriceAction7.7Valuation3.0CompanyPosition9.3
Price
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Price Action

An early price trend
Longer-term context reads established trend, with a near-term setup of daily advance.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$86.0B
Avg Volume (60D)
2.7M
60 sessions
Revenue Growth YoY
+3.0%
FY2025 vs FY2024
Gross Margin
+51.1%
Trailing twelve months
Operating Margin
+20.6%
Trailing twelve months
Free Cash Flow Yield
+4.0%
Distance from 200DMA
+7.9%
Next Earnings
2026-11-04
P/E
33.4x
EV / Sales
5.2x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads expensive.
Emerson Electric Co. has an Expensive valuation stance because the price embeds expectations that run ahead of what comparable businesses command. It trades at a 4.0% free-cash-flow yield and 5.2x revenue, which require sustained delivery to be justified.

Company Research

Thesis
Emerson is a broad automation enabler: it supplies the industrial control stack from sensors, valves and actuators to distributed control systems, programmable automation, asset-optimization software and test platforms.
Opportunity
Moderate opportunity
Manufacturers and process-industry operators are investing in control systems, operational software, sensing, analytics and AI-enabled workflows to raise throughput, reliability, safety, energy efficiency and labor productivity.
Key risk
Exposure to global industrial capital expenditure cycles.

Narrative & Theme

Industrial Automation and Autonomous Operations
Part of Process Automation, Industrial Software and Autonomous Operations, with moderate fit.
EMR has a real and direct exposure to industrial automation and autonomous operations, but this is a separate broad narrative from the promoted AI-compute, grid-capacity and other active narratives.
Narrative HeatNeutral6.7 / 10
Theme HeatHeating up7.4 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Industrials · Specialty Industrial Machinery
What they do

Emerson Electric Co. designs, manufactures, and sells industrial technology and software solutions globally, operating through segments focused on control systems, automation, measurement, and safety products.

How it earns

The company generates revenue primarily through transactional sales of industrial equipment and software solutions to various industries.

Products & services
Control valves and actuators
Measurement and analytical instruments
Discrete automation products
Control systems and software
Test and measurement equipment
Customers & end markets
Process industries
Hybrid industries
Industrial manufacturers
Market position

Emerson is a market leader in specialty industrial machinery and automation solutions.

Demand drivers
Medium cyclicality

Business is influenced by industrial capital spending cycles and global economic conditions.

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