Feed / EMR

Emerson Electric Co.

EMR

Industrials · 148.42 -1.3% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Emerson Electric Co.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company-1.3% todayVolume comparison unavailable
Market group0 of 12 activeSpecialty Industrial Machinery · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • EMR's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if EMR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Specialty Industrial Machinery

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • EMR's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements35
Verified relationships4
Evidence supporting the case
  • Net margin changed +1.5 percentage points in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

148.42
6m+6.3%12m+12.4%24m+48.5%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$12.9B-23.0%-0.8%
2022-09-30$13.8B+6.7%-0.9%
2023-09-30$15.2B+9.9%-3.2%
2024-09-30$17.5B+15.3%-0.6%
2025-09-30$18.0B+3.0%-1.3%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitypositive · 1 filings
Free cash flow from continuing operations of $2,401 in the first nine months of fiscal 2025 (operating cash flow of $2,664 less capital expenditures of $263) increased $408 compared to free cash flow of $1,993 in 2024 (operating cash flow of $2,244 less capit…
10-Q · Aug 6, 2025
Demand and volumemixed · 1 filings
Control Systems & Software sales increased $198, or 7 percent, reflecting robust growth at AspenTech and favorable demand in process and power end markets across all geographies.
10-Q · Aug 6, 2025
Macroeconomic conditionsmixed · 1 filings
Earnings for Intelligent Devices were $2,115, an increase of $96, or 5 percent, and margin increased 0.8 percentage points to 23.5 percent, reflecting favorable price less net material inflation.
10-Q · Aug 6, 2025
Restructuring and cost reductionsnegative · 1 filings
Earnings for Software and Control increased $421, up 184 percent, and margin increased 9.7 percentage points, reflecting leverage on higher Control Systems & Software sales, higher price, savings from cost reduction actions (primarily at Test & Measurement),…
10-Q · Aug 6, 2025

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

148.42-1.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for EMR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for EMR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind EMR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BXBlackstone Inc.partnerAug 6, 2025

As a part of this transaction, Emerson received a note receivable with a face value of $ 2.25 billion and retained a 40 percent non-controlling common equity interest in a new standalone joint venture between Emerson and Blackstone named Copeland.

Depended on by

LIILennox International Inc.supplierFeb 17, 2026

Refrigeration Products - Hussmann Corporation; Paloma Industries, Inc.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

EMR is currently a Follower in the organic co-movement group Specialty Industrial Machinery. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.