Emerson Electric Forecasts 8% EPS Growth, Trades Near $150 Target
Emerson Electric shares gained about 18% in 2025, below its 10-year average total return of roughly 30% per year. The company forecasted fiscal 2026 EPS growth of about 8%, trades near a $150 consensus target, and has a 68-year streak of dividend increases.
1. First Quarter 2026 Earnings Release and Conference Call Scheduled
Emerson announced that it will report results for its fiscal first quarter 2026 after market close on Tuesday, February 3, 2026. Senior management will host a conference call the same day, beginning at 4:30 p.m. Eastern Time (3:30 p.m. Central Time), to discuss operational performance, segment results and forward guidance. This call represents the company’s first formal update on its autonomous automation product lines and services since closing its 2025 fiscal year in November.
2. Webcast Access and Replay Information
Investors may access the live webcast and accompanying presentation slides by registering in advance through the Investors section of Emerson’s website (https://ir.emerson.com). Slides will be posted prior to the start of the call. A replay of the webcast will remain available for three months following the live event, enabling shareholders and analysts to review management commentary and supplemental data on segment revenue trends, order backlogs and margin expectations.
3. Strategic Outlook, Dividend Profile and Analyst Expectations
Emerson enters 2026 with a forecast of approximately 8% earnings-per-share growth for its fiscal year, driven by continued demand for control systems, software and instrumentation across energy, chemical and process manufacturing markets. The company’s stock appreciated by roughly 18% in 2025, reflecting resilience in its recurring-revenue businesses. Emerson has increased its dividend per share for 68 consecutive years, underscoring its commitment to returning cash to shareholders. Analysts have highlighted Emerson’s visibility into multi-year capital expenditure programs—spanning grid resilience, alternative energy production and industrial modernization—as a key driver of sustainable revenue growth.