Emerson Electric Co. · EMR · Next earnings

Emerson Electric Co. reports Wednesday, Nov 4, 2026

EMR reports before market open with consensus EPS at $1.84 and revenue at $5.10B. Last quarter: Emerson Edges Past EPS, Raises Guidance Amid $8.2B Backlog

Reports Before market open45 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.84 Calendar consensus
Consensus revenue $5.10B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where EMR left off: FY2026 Q2

Full report

Emerson Edges Past EPS, Raises Guidance Amid $8.2B Backlog

EPS surprise +0.7% Reported $1.54 vs $1.53
Revenue surprise -0.7% Reported $4.56B vs $4.59B
Stock move +6.9% Event window
Subsequent drift -4.0% Up to 20 sessions

Full-year adjusted EPS guidance tightened from $6.40-$6.55 to $6.45-$6.55, lifting the floor by $0.05. Sales growth guidance was modestly lowered to approximately 3% due to Middle East conflict headwinds and China weakness. The $2.2B capital return target for fiscal 2026 was maintained. Guidance sentiment shifted from 'maintained' in Q1 to 'raised' in Q2.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Ongoing Middle East geopolitical conflict affecting sales and logistics.
  • Weak demand in China, particularly in the over-capacity chemical sector.
  • Inflationary pressures and higher freight costs partially offset by pricing discipline.
  • Potential impact of tariff changes including IEBA removal and Section 1 and 232 tariffs.
  • Soft automotive demand in Europe.

Questions analysts left open

  • Duration and magnitude of the Middle East rebuild opportunity remains uncertain.
  • Reasons behind weak China performance and outlook for the chemical segment.
  • Sustainability of margin expansion amid lower sales growth.
  • Timing and revenue contribution of AI-driven software offerings.
  • Impact of tariff adjustments and freight cost inflation on profitability.

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Recent EMR quarters

All EMR earnings
+6.9%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.