Emerson Electric Co.: EPS $1.86 vs $1.85 expected; revenue $5.20B vs $5.11B
Key Facts
Q4 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.86 | 1.85 | +0.5% | 1.62 |
| Revenue (USD bn) | 5.20 | 5.11 | +1.8% | 4.86 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 4, 2026 | Q4 FY2026 | 1.86 | 1.85 | +0.5% | 5.20 | 5.11 | +1.8% |
| Aug 4, 2026 | Q3 FY2026 | 1.71 | 1.68 | +1.8% | 4.87 | 4.80 | +1.4% |
| May 5, 2026 | Q2 FY2026 | 1.54 | 1.53 | +0.7% | 4.56 | 4.59 | −0.7% |
| Feb 3, 2026 | Q1 FY2026 | 1.46 | 1.42 | +2.8% | 4.35 | 4.35 | 0.0% |
| Nov 5, 2025 | Q4 FY2025 | 1.62 | 1.62 | 0.0% | 4.86 | 4.90 | −0.9% |
| Aug 6, 2025 | Q3 FY2025 | 1.52 | 1.51 | +0.7% | 4.55 | 4.60 | −1.0% |
| May 7, 2025 | Q2 FY2025 | 1.48 | 1.41 | +5.0% | 4.43 | 4.39 | +1.0% |
| Feb 5, 2025 | Q1 FY2025 | 1.38 | 1.28 | +7.8% | 4.18 | 4.22 | −1.0% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Emerson Electric Co. results: EPS $1.86 vs $1.85 expected; revenue $5.20B vs $5.11B. The results cover the company's Q4 FY2026. EPS came in above analysts' estimate by 0.5%; revenue above the estimate by 1.8%.
Revenue was up 7.1% from $4.86 billion a year earlier (Q4 FY2025). EPS was up 14.8% from $1.62 a year earlier. On its record, EPS topped analysts' estimates in 6 of 7 earlier comparable reports.
What the results mean
Emerson Electric Co.’s results reflect broad demand for automation solutions. Management linked order growth to long-cycle project activity in its growth verticals and described demand across business groups and regions. Industrial project activity is therefore an important driver for understanding the company’s performance.
Sales growth accompanied improved profitability and operating cash flow, indicating that business growth translated into earnings and cash generation. Management also highlighted its software-defined automation technology portfolio, which helps customers optimize operations, alongside a robust backlog.
What to watch on the earnings call: The nature of long-cycle projects supporting orders, demand across business groups and regions, the timing of backlog conversion into sales, the role of software in automation, and the factors supporting margins and earnings conversion into cash alongside working capital needs.
For the full analysis of Emerson Electric Co. stock — valuation, scores and financial statements — see the stock page linked with this story.