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Just reported
Q4 FY2026 results
From Emerson Electric's results release of November 4, 2026; its quarterly report has since been filed.
Revenue
Actual
$5.2B
+7.1% y/y
+6.7% q/qGuided
—
No guide given
EPS, GAAP
Actual
$1.33
+23% y/y
+3.9% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes Emerson Electric is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Specialty Industrial Machinery
Graded A or B and worth $2B or more: A first, then the largest.
GEVGE Vernova Inc.$213.9BA+
ETNEaton Corporation Plc$140BA+
ITWIllinois Tool Works Inc.$82BA+
CMICummins Inc.$63.5BA
AMEAmetek, Inc.$54.9BA+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
UPSUnited Parcel Service, Inc.Oct 27, 2026CBGraded C, now B
CSXCSX CorporationOct 21, 2026CAGraded C, now A
CPCanadian Pacific Kansas City Ltd.Oct 29, 2026BAGraded B, now A
URIUnited Rentals, Inc.Oct 21, 2026CAGraded C, now A
WCNWaste Connections, Inc.Oct 22, 2026BAGraded B, now A
How it makes money
- Intelligent Devices: valves, measurement instruments and other industrial equipment55%
- Software & Systems: plant-control, optimization and automated test systems34%
- Safety & Productivity: professional tools11%
Shares of revenue are estimates for three months ended June 30, 2026, not figures from a filing.
Competes with
- ABBABB Ltd.
- HONHoneywell International Inc.F
- Size
- $72.2B
- Margin
- 21.0%
- ROKRockwell Automation, Inc.A
- Size
- $45.1B
- Margin
- 15.7%
- SIEGYSiemens AG
What it sells6
Control valves and related equipment
Valves, actuators and regulators that control or stop the flow of liquids and gases in industrial processes.
Measurement instruments
Devices that measure properties such as pressure, temperature, flow, liquid level and water quality, and send that information to control systems.
Plant-control and safety systems
Systems, including DeltaV and Ovation, that gather plant data and adjust equipment such as valves, pumps and motors; safety systems help protect people and facilities.
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Industrial optimization software
Software for modeling, planning and improving industrial operations, including digital twins and tools for monitoring equipment performance.
Automated test and measurement systems
Software-connected instruments and data-collection systems that companies use to test products during development and production.
Professional electrical and pipe-working tools
Tools such as pipe cutters, drain inspection cameras, electrical cable cutters and conduit benders.
Who buys it4
- Process and hybrid manufacturers, including companies in chemicals, energy, life sciences, food and beverage, and metals and mining; most products are sold through Emerson's direct sales force, with independent representatives and distributors also used.
- Discrete manufacturers, including companies in automotive, medical, packaging and semiconductor industries, that buy automation equipment and control systems.
- Power producers and utilities that buy plant-control, measurement and safety equipment.
- Companies developing and making products that buy automated test and measurement systems.
What it stands on, and what could break it
What the business leans on
- 1Manufacturing requires materials and components including steel, cast iron, electronics, rare earth metals, aluminum and brass. Emerson says it seeks multiple sources for major materials, but disruptions or price increases could still affect costs and production.
- 2Sales depend in part on industrial customers' spending on plant upgrades, new projects and maintenance.
- 3Production depends on factories around the world, with most located outside the United States; disruption at those sites can delay shipments.
- 4Software sales can vary with the timing of customer contract renewals.
What could go wrong
- 1Competition and failure to develop or market new products could reduce demand or put pressure on prices across Emerson's product lines.
- 2Shortages or price increases for materials and components, or disruption at overseas production sites, could raise costs and delay customer orders.
- 3A cyberattack, data breach or failure in specialized equipment or software could disrupt customer operations and harm Emerson's business and reputation.
About Emerson Electric Co.
Emerson makes equipment that measures and controls industrial processes, such as the flow of liquids and gases through a plant. Its software and control systems use information from that equipment to help operators run plants, power facilities and other industrial operations. It also sells automated testing equipment for companies developing products and tools for electrical and pipe work.
- Head office
- St. Louis, Missouri
- Founded
- 1890
- Employees
- Approximately 71,000 (September 30, 2025, high)
- Listed on
- NYSE
- Financial year ends
- September 30
Built from Emerson Electric Co.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.