Reading the tape
NYSE: EMR
Emerson Electric Co.
Industrials · Industrial - Machinery
Market Cap
$77.29B
52w High
$165.15
52w Low
$106.53
P/E
33.40
Volume
2.76M
Outstanding Shares
562.30M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 29.9%Revenue (TTM): 3.62%FCF (TTM): -21.23%P/FCF: 95th pct
What changed
The stock rose 29.9% over the last year. Revenue grew 3.62% over the trailing twelve months. Operating margin moved from 17.57% to 19.87%. Free cash flow declined 21.23% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 19.87%. A decisive move in revenue — currently up 3.62% — would be the clearest signal to resolve the ambiguity.
Company profile
Emerson Electric Co., a technology and engineering company, provides various solutions for customers in industrial, commercial, and residential markets in the Americas, Asia, the Middle East, Africa, and Europe.
CEOSurendralal Lanca Karsanbhai
SectorIndustrials
IndustryIndustrial - Machinery
Employees73,000
IPO dateJun 1, 1972
Valuation
Forward P/E—
EV/EBITDA17.78
Enterprise value$86.04B
Stock splits
Dec 12, 2006↑ Forward
Every 1 shares became 2
Mar 11, 1997↑ Forward
Every 1 shares became 2
Sep 11, 1987↑ Forward
Every 1 shares became 3
Aug 21, 1973↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth4.1%
Gross margin52.75%▲4.02%vs FY2024
Operating margin19.87%▲28.63%vs FY2024
ROE11.31%▲24.29%vs FY2024
Analyst consensus
RatingBuy
Target price$161.92▲17.80%
21
Buy
17
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 5, 2026
Q2 FY26 · EPS est $1.54 · Revenue est $4.59B
View
Dividends
$2.17/shareQuarterlyDividend Aristocrat · 49yrSafeEMR pays a dividend with a 1.58% dividend yield, 49 consecutive years of growth, growing at 1.5% annually, covered 2.2× by free cash flow.
Dividend Yield
1.58%
Annual Div / Share
$2.17
5yr CAGR
+1.5%
Doubles every ~46.7yr
Payout Ratio
52.03%
Safe
Dividend Growth Rate
3yr CAGR
+1.51%
5yr CAGR
+1.5%
10yr CAGR
+1.37%
Dividend Safety
9/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$2.17+2.9%
2024$2.10+0.7%
2023$2.09+1.0%
2022$2.07+1.5%
2021$2.04+1.5%
2020$2.01+1.5%
2019$1.98+1.5%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$16/yr
$1/mo
In 5 yrs
$17/yr+8%
$1/mo
In 10 yrs
$18/yr+16%
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$16/yr $1/mo | $17/yr+8% $1/mo | $18/yr+16% $2/mo |
Yield-on-cost grows from 1.58% → 1.83% over 10yr
Analysis
Dividend Strengths
Dividend Aristocrat
EMR has raised its dividend for 49 consecutive years — qualifying as a Dividend Aristocrat, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 2.2× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.