Emerson Electric (EMR) Earnings Analysis

Emerson Electric (EMR) reported results in line with expectations in Q2 FY2026 on revenue of $4.6B versus the $4.6B estimate (+2.9% YoY) and EPS of $1.54. The next Emerson Electric (EMR) earnings date is Aug 5, 2026. Below is the full Emerson Electric earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Emerson Electric (EMR) Earnings Analysis — key stats

Next earnings dateAug 5, 2026
Latest reported quarterQ2 FY2026
Earnings verdictIn line
EPS beat rate3 of last 8 (quarters above estimate)
Avg next-day move±6.0% (over the last 8 reports)
Post-earnings directionUp 4 / Down 4 (of the last 8 reports)
Implied move (next report)±10.5% (options-derived · into Aug 5, 2026)
Institutional ownership81.0% (13F as of 2026-03-31)
Top 10 holders35.1% (of shares outstanding)
Insider activity2 buys / 10 sells (recent Form 4 filings)
Revenue$4.6B (vs $4.6B est · -0.7% surprise · +2.9% YoY)
EPS$1.54 (vs $1.53 est · +0.7% surprise · +27.7% YoY)
Share price$141.56 (+1.8%)
Market cap$79.3B

Emerson Electric (EMR) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q2 2026$4.6B vs $4.6B est$1.54 vs $1.53 est+0.7%+9.2%In line
Q1 2026$4.3B vs $4.3B est$1.46 vs $1.42 est+2.8%+5.8%Mixed
Q4 2025$4.9B vs $4.9B est$1.62 vs $1.62 est+0.0%-4.5%In line
Q3 2025$4.6B vs $4.6B est$1.52 vs $1.51 est+0.7%-5.5%In line
Q2 2025$4.4B vs $4.4B est$1.48 vs $1.41 est+5.0%+4.8%Mixed
Q1 2025$4.2B vs $4.2B est$1.38 vs $1.28 est+7.8%-0.2%Mixed
Q4 2024$4.6B vs $4.6B est$1.48 vs $1.47 est+0.7%+15.5%In line
Q3 2024$4.4B vs $4.4B est$1.43 vs $1.41 est+1.4%-2.9%In line

Top institutional holders

Holder% outstandingSharesValueQoQ change
BLACKROCK, INC.7.4%41.8M$5.5B+2.9%
6.5%36.5M$4.8B+100.0%
STATE STREET CORP4.9%27.3M$3.6B-0.8%
BANK OF AMERICA CORP /DE/3.5%19.9M$2.6B+13.1%
JPMORGAN CHASE & CO2.6%14.9M$1.8B-22.8%
2.3%13.1M$1.7B+100.0%
GEODE CAPITAL MANAGEMENT, LLC2.2%12.5M$1.6B+1.8%
MORGAN STANLEY2.1%11.7M$1.5B-1.3%
WELLS FARGO & COMPANY/MN1.8%10.0M$1.3B-8.1%
WELLINGTON MANAGEMENT GROUP LLP1.7%9.6M$1.3B-25.9%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Krishnan Ram R.officer: Executive Vice Pres & COO2026-06-01Sell12K$1.6M
Train Michael H.officer: SVP & Chief Sustain Officer2026-04-06Sell5K$695711
Karsanbhai Surendralal Lancadirector, officer: President & CEO2026-03-10Sell6K$811227
Krishnan Ram R.officer: Executive Vice Pres & COO2026-03-09Buy7K
Krishnan Ram R.officer: Executive Vice Pres & COO2026-03-09Sell7K
LEVATICH MATTHEW Sdirector2026-02-10Sell1K$239349
Krishnan Ram R.officer: Executive Vice Pres & COO2026-02-09Sell5K$846014
Piazza Nicholas J.officer: Senior VP & CPO2026-02-09Sell7K$1.1M

What you'll find

Frequently asked questions

When is Emerson Electric's next earnings date?
Emerson Electric's (EMR) next scheduled earnings date is Aug 5, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Emerson Electric (EMR) beat or miss earnings?
In Q2 FY2026, Emerson Electric (EMR) posted in-line results — revenue of $4.6B versus the $4.6B estimate (-0.7% surprise) and EPS of $1.54 versus $1.53 expected (+0.7% surprise). Magnisto decodes every Emerson Electric (EMR) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Emerson Electric beat earnings estimates?
Over its last 8 reported quarters, Emerson Electric (EMR) beat Wall Street EPS estimates 3 times, most recently a in-line result in Q2 2026. Magnisto tracks every Emerson Electric (EMR) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Emerson Electric stock move after earnings?
Over its last 8 quarterly reports, Emerson Electric (EMR) moved an average of ±6.0% the day after earnings — ranging from -5.5% (Q3 2025) to +15.5% (Q4 2024). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Aug 5, 2026, options-implied volatility is pricing in a move of roughly ±10.5% (derived). Magnisto tracks the realized post-earnings move for every Emerson Electric (EMR) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Emerson Electric?
Institutions hold about 81.0% of Emerson Electric's (EMR) shares outstanding as of the 2026-03-31 13F quarter. Its largest institutional holders include BLACKROCK, INC. (7.4%), — (6.5%), STATE STREET CORP (4.9%). Magnisto lists Emerson Electric's (EMR) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Emerson Electric (EMR)?
In the most recent Form 4 filings Magnisto tracks, Emerson Electric (EMR) insiders recorded 2 purchases and 10 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Emerson Electric (EMR) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Emerson Electric (EMR), anchored to the current $141.56 share price, so you can weigh the bull, base and bear cases for Emerson Electric side by side.
Is Emerson Electric (EMR) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Emerson Electric fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.