Emerson Electric Co. (EMR) Earnings Call Transcripts

Emerson Electric Co.'s Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal year 2026, Emerson Electric Co. (EMR:US) reported strong financial performance, with revenue growth of 6% year-over-year, driven by robust demand in its automation and software segments. Adjusted earnings per share (EPS) increased 13% to $1.71, exceeding management's expectations. The company raised its full-year guidance for sales growth to 5% and adjusted EPS to $6.55, reflecting better-than-expected performance and healthy demand trends, particularly in North America and Asia. Management highlighted a strong project funnel, particularly in semiconductor and power sectors, which positions the company well for continued growth.

Reported metrics

Guidance from management

Management raised full-year sales growth expectations to 5% and adjusted EPS guidance to $6.55, reflecting strong demand trends and better-than-expected performance in Q3.

What management said

No. Thanks, Deane. So just first of all, yes, we're very aware of the facilities that were impacted None of those facilities had an Emerson or innovation control system in them. So that's first and foremost. Secondly, cybersecurity spend has been a significant driver of upgrades in control systems, both in power generation and in water systems. And we continue to see that Deane as a significant driver on a forward ba...

Well, that was taken out of our adjusted. So it's been removed. And the tariff landscape has obviously been changing some tariffs have come off, some tariffs outcome on when we look at the year, we certainly got a net benefit that was largely eaten up by other inflation that was above and beyond the model that we had when we started the year. So a little bit of a tailwind to the bottom line. which was what we talked ...

What analysts pressed on

Analysts expressed concerns about the ongoing geopolitical situation in the Middle East and its potential impact on future orders. There were also questions regarding the sustainability of growth in the semiconductor and power sectors amid potential market fluctuations.

Main topics on the call

• Revenue Growth and Guidance — Emerson reported underlying sales growth of 6% in Q3, with management raising full-year sales growth expectations to 5%. The adjusted EPS guidance was also raised to $6.55, reflecting strong demand trends and better-than...
• Strong Demand in Automation and Software — Demand in the automation sector was robust, with underlying orders growing 7%. The software and systems segment saw a 11% increase in underlying sales, driven by significant growth in test and measurement and control sys...
• Middle East Market Dynamics — Despite ongoing geopolitical challenges, Emerson's performance in the Middle East exceeded expectations. Management noted that repair work is underway, and the demand environment is constructive, with large projects movi...
• Project Funnel Growth — Emerson's project funnel grew to $12.4 billion, up 8% year-over-year, with significant contributions from the semiconductor and power sectors. Management indicated that approximately 80% of new orders came from growth ve...

Read the full Emerson Electric Co. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 46 Emerson Electric Co. earnings call transcripts on record, spanning February 4, 2020 to August 4, 2026. Based on this history, Emerson Electric Co. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EMR

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Electrical Equipment

Calls on record

46

First call

February 4, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly