Emerson Electric stock enters fiscal 2027 with stronger orders

Published on 11/12/2026 at 13:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Emerson Electric stock enters fiscal 2027 after stronger orders and higher profitability. Management targets about 5 percent sales growth.

Emerson enters fiscal 2027

Fourth-quarter sales increased 7 percent, while adjusted earnings per share rose 15 percent year over year.
Underlying orders advanced 14 percent, giving management stronger demand visibility for fiscal 2027.
Emerson targets about 5 percent sales growth and plans roughly 3.8 billion US dollars in shareholder returns.

Emerson Electric, US2910111044, Illustration mit AI erstellt.

Emerson reported stronger fourth-quarter results on November 4, 2026, and presented its initial fiscal 2027 outlook. The industrial automation group said underlying orders rose 14 percent in the quarter, while sales and profitability exceeded management's expectations. The figures were published in the company's release, reproduced by FT.com.

Orders strengthen the new year

Fourth-quarter net sales reached 5.201 billion US dollars, up 7 percent from 4.855 billion US dollars a year earlier. Underlying sales also increased 7 percent. Pretax earnings rose to 997 million US dollars from 760 million US dollars, lifting the pretax margin to 19.2 percent from 15.6 percent.

Adjusted earnings per share increased 15 percent to 1.86 US dollars from 1.62 US dollars. GAAP earnings per share from continuing operations rose 24 percent to 1.33 US dollars. Emerson's adjusted segment EBITA margin expanded to 29.1 percent from 27.5 percent, although adjusted figures exclude items including intangibles amortization and restructuring costs.

Demand was broad across the portfolio. Software and Systems sales grew 14 percent, led by Control Systems and Software and Test and Measurement, while Intelligent Devices sales increased 5 percent. For the full fiscal year, sales rose 5 percent to 18.982 billion US dollars, adjusted earnings per share climbed 10 percent to 6.59 US dollars and free cash flow increased 9 percent to 3.535 billion US dollars.

Guidance sets the next test

For fiscal 2027, management expects about 5 percent growth in both reported and underlying sales. Adjusted earnings per share is projected at roughly 7.25 US dollars, with free cash flow between 3.8 billion and 3.9 billion US dollars. The first-quarter adjusted earnings-per-share outlook is 1.58 to 1.62 US dollars.

Emerson plans to return approximately 3.8 billion US dollars to shareholders in fiscal 2027, including about 2.5 billion US dollars of share repurchases and 1.3 billion US dollars of dividends. The board also approved a 7 percent increase in the quarterly dividend to 0.595 US dollars per share, payable December 10 to shareholders of record November 13.

Emerson Electric stock traded at 151.08 euros on Lang & Schwarz at 13:38 CET on Thursday, November 12, 2026.