EMERSON ELECTRIC CO
EMR · Electronic & Other Electrical Equipment (No Computer Equip) · 560.1M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $1.8B (gross $2.0B, SBC $250M)
Reference price $141.22 · est. market cap ~$79.1B — last insider sale, 2026-06-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85Wide-moat automation franchise refocused on higher-growth software, with top-decile FCF and strong margins.
Strengths
- Top-decile FCF ($2.67B, 95.7th pct) and FCF margin (74.7th), net margin 12.7% (77.4th), ROA 5.5% (79.4th)
- Process-automation moat (switching costs) plus AspenTech/NI software, with strong margin and cash conversion
Risks
- ROE only 11.3% (63.8th pct) and weak liquidity (current/quick ratios ~22nd pct)
- Headline revenue/net-income growth is acquisition-inflated rather than organic; integration risk
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
52.8%
Net margin
12.7%
Return on equity
11.3%
Return on assets
5.5%
Revenue growth (QoQ)
5.0%
Net-income growth
16.5%
Debt / equity
0.6×
Current ratio
0.9×
Free cash flow
$2.7B
Tangible book value
-$7.4B
Stock comp / revenue
1.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Krishnan Ram R. | Sell | 12K | $141.22 |
| 2026-04-06 | Train Michael H. | Tax withheld | 5.3K | $131.61 |
| 2026-03-10 | Karsanbhai Surendralal Lanca | Sell | 5.7K | $142.32 |
| 2026-03-09 | Krishnan Ram R. | Gift | 6.7K | — |
| 2026-03-09 | Krishnan Ram R. | Gift | 6.7K | — |
| 2026-02-10 | LEVATICH MATTHEW S | Sell | 1.5K | $162.16 |
| 2026-02-09 | Piazza Nicholas J. | Sell | 6.7K | $159.07 |
| 2026-02-09 | Krishnan Ram R. | Tax withheld | 5.3K | $159.06 |
| 2026-02-05 | Karsanbhai Surendralal Lanca | Gift | 5.6K | — |
| 2026-02-05 | BLINN MARK A | Sell | 1.4K | $152.44 |
| 2026-02-05 | BLINN MARK A | Sell | 1.5K | $152.79 |
| 2026-02-05 | Karsanbhai Surendralal Lanca | Gift | 5.6K | — |
| 2026-02-03 | McKelvey James Morgan Jr. | Grant | 1.3K | — |
| 2026-02-03 | BUTLER CALVIN JR | Grant | 1.3K | — |
| 2026-02-03 | Turley James S | Grant | 1.3K | — |
| 2026-02-03 | BOLTEN JOSHUA B. | Grant | 1.3K | — |
| 2026-02-03 | FLACH GLORIA A | Grant | 1.3K | — |
| 2026-02-03 | LEVATICH MATTHEW S | Grant | 1.3K | — |
| 2026-02-03 | Craighead Martin S | Grant | 1.3K | — |
| 2026-02-03 | BLINN MARK A | Grant | 1.3K | — |
| 2026-02-03 | Lee Lori M | Grant | 1.3K | — |
| 2026-02-02 | Karsanbhai Surendralal Lanca | Tax withheld | 4.4K | $148.12 |
| 2026-01-02 | Tang Michael | Tax withheld | 2.2K | $134.53 |
| 2026-01-02 | Tang Michael | Tax withheld | 4.6K | $134.53 |
| 2025-12-15 | Karsanbhai Surendralal Lanca | Gift | 3.1K | — |
| 2025-12-15 | Karsanbhai Surendralal Lanca | Gift | 3.1K | — |
| 2025-12-10 | Krishnan Ram R. | Gift | 39K | — |
| 2025-12-10 | Krishnan Ram R. | Gift | 39K | — |
| 2025-12-08 | Baughman Michael J | Gift | 4.0K | — |
| 2025-12-04 | Karsanbhai Surendralal Lanca | Gift | 2.3K | — |
| 2025-12-03 | Karsanbhai Surendralal Lanca | Option exercise | 10K | $45.50 |
| 2025-12-03 | Karsanbhai Surendralal Lanca | Tax withheld | 3.0K | $133.00 |
| 2025-12-03 | Karsanbhai Surendralal Lanca | Sell | 7.3K | $133.00 |
| 2025-12-02 | Karsanbhai Surendralal Lanca | Tax withheld | 1.7K | $131.41 |
| 2025-12-02 | Karsanbhai Surendralal Lanca | Option exercise | 4.8K | $45.50 |
| 2025-11-25 | Karsanbhai Surendralal Lanca | Gift | 116K | — |
| 2025-11-25 | Karsanbhai Surendralal Lanca | Grant | 116K | — |
| 2025-11-12 | Krishnan Ram R. | Gift | 77 | — |
| 2025-11-06 | Piazza Nicholas J. | Tax withheld | 859 | $132.71 |
| 2025-11-06 | Ramnath Vidya | Tax withheld | 293 | $132.71 |
| 2025-11-06 | Zornio Peter | Tax withheld | 480 | $132.71 |
| 2025-11-06 | Krishnan Ram R. | Tax withheld | 4.3K | $132.71 |
| 2025-11-06 | Flavin Lisa | Tax withheld | 1.0K | $132.71 |
| 2025-11-06 | Karsanbhai Surendralal Lanca | Tax withheld | 10K | $132.71 |
| 2025-11-06 | Train Michael H. | Tax withheld | 1.4K | $132.71 |
| 2025-11-06 | Baughman Michael J | Tax withheld | 2.0K | $132.71 |
| 2025-11-04 | Zornio Peter | Tax withheld | 403 | $138.31 |
| 2025-11-04 | Piazza Nicholas J. | Tax withheld | 903 | $138.31 |
| 2025-11-04 | Ramnath Vidya | Tax withheld | 295 | $138.31 |
| 2025-11-04 | Krishnan Ram R. | Tax withheld | 3.6K | $138.31 |
| 2025-11-04 | Flavin Lisa | Tax withheld | 842 | $138.31 |
| 2025-11-04 | Karsanbhai Surendralal Lanca | Tax withheld | 9.0K | $138.31 |
| 2025-11-04 | Train Michael H. | Tax withheld | 1.2K | $138.31 |
| 2025-11-04 | Tang Michael | Tax withheld | 1.2K | $138.31 |
| 2025-11-04 | Baughman Michael J | Tax withheld | 2.0K | $138.31 |
| 2025-11-03 | Piazza Nicholas J. | Grant | 6.0K | — |
| 2025-11-03 | Piazza Nicholas J. | Tax withheld | 2.7K | $139.46 |
| 2025-11-03 | Piazza Nicholas J. | Grant | 6.0K | — |
| 2025-11-03 | Ramnath Vidya | Grant | 10K | — |
| 2025-11-03 | Ramnath Vidya | Tax withheld | 2.5K | $139.46 |
| 2025-11-03 | Ramnath Vidya | Grant | 3.2K | — |
| 2025-11-03 | Zornio Peter | Grant | 11K | — |
| 2025-11-03 | Zornio Peter | Tax withheld | 4.2K | $139.46 |
| 2025-11-03 | Zornio Peter | Grant | 1.9K | — |
| 2025-11-03 | Krishnan Ram R. | Grant | 48K | — |
| 2025-11-03 | Krishnan Ram R. | Tax withheld | 21K | $139.46 |
| 2025-11-03 | Krishnan Ram R. | Grant | 27K | — |
| 2025-11-03 | Krishnan Ram R. | Tax withheld | 2.2K | $139.46 |
| 2025-11-03 | Flavin Lisa | Grant | 20K | — |
| 2025-11-03 | Flavin Lisa | Tax withheld | 8.7K | $139.46 |
| 2025-11-03 | Flavin Lisa | Grant | 5.1K | — |
| 2025-11-03 | Karsanbhai Surendralal Lanca | Grant | 164K | — |
| 2025-11-03 | Karsanbhai Surendralal Lanca | Tax withheld | 72K | $139.46 |
| 2025-11-03 | Karsanbhai Surendralal Lanca | Grant | 54K | — |
| 2025-11-03 | Train Michael H. | Grant | 28K | — |
| 2025-11-03 | Train Michael H. | Tax withheld | 13K | $139.46 |
| 2025-11-03 | Train Michael H. | Grant | 5.0K | — |
| 2025-11-03 | Tang Michael | Grant | 7.1K | — |
| 2025-11-03 | Baughman Michael J | Grant | 36K | — |
| 2025-11-03 | Baughman Michael J | Tax withheld | 16K | $139.46 |
| 2025-11-03 | Baughman Michael J | Grant | 14K | — |
| 2025-05-12 | Train Michael H. | Sell | 28K | $119.44 |
| 2025-05-08 | Karsanbhai Surendralal Lanca | Sell | 17K | $113.33 |
| 2025-02-12 | BLINN MARK A | Sell | 20 | $125.24 |
| 2025-02-12 | LEVATICH MATTHEW S | Sell | 1.9K | $125.05 |
| 2025-02-10 | BLINN MARK A | Sell | 1.9K | $125.71 |
| 2025-02-04 | BLINN MARK A | Grant | 1.5K | — |
| 2025-02-04 | Lee Lori M | Grant | 1.5K | — |
| 2025-02-04 | FLACH GLORIA A | Grant | 1.5K | — |
| 2025-02-04 | Turley James S | Grant | 1.5K | — |
| 2025-02-04 | McKelvey James Morgan Jr. | Grant | 1.5K | — |
| 2025-02-04 | Lourenco Leticia Goncalves | Grant | 1.5K | — |
| 2025-02-04 | LEVATICH MATTHEW S | Grant | 1.5K | — |
| 2025-02-04 | Craighead Martin S | Grant | 1.5K | — |
| 2025-02-04 | BUTLER CALVIN JR | Grant | 1.5K | — |
| 2025-02-04 | BOLTEN JOSHUA B. | Grant | 1.5K | — |
| 2025-01-02 | Tang Michael | Tax withheld | 1.4K | $123.37 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-05 | ResultsExec/director changeReg FDExhibits | filing ↗ |
| 2026-02-13 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-02-06 | Shareholder vote | filing ↗ |
| 2026-02-03 | ResultsExhibits | filing ↗ |
| 2025-11-20 | ResultsExhibits | filing ↗ |
| 2025-11-14 | Exec/director change | filing ↗ |
| 2025-11-05 | ResultsOtherExhibits | filing ↗ |
| 2025-08-06 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-05 | 2026-05-05 | 0000032604-26-000034 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0000032604-26-000035 ↗ |
| 8-K | 2026-02-13 | 2026-02-10 | 0000032604-26-000022 ↗ |
| 8-K | 2026-02-06 | 2026-02-03 | 0000032604-26-000017 ↗ |
| 10-Q | 2026-02-03 | 2025-12-31 | 0000032604-26-000007 ↗ |
| 8-K | 2026-02-03 | 2026-02-03 | 0000032604-26-000006 ↗ |
| 8-K | 2025-11-20 | 2025-11-20 | 0000032604-25-000094 ↗ |
| 8-K | 2025-11-14 | 2025-11-13 | 0000032604-25-000091 ↗ |
| 10-K | 2025-11-10 | 2025-09-30 | 0000032604-25-000087 ↗ |
| 8-K | 2025-11-05 | 2025-11-03 | 0000032604-25-000079 ↗ |
| 8-K | 2025-08-06 | 2025-08-06 | 0000032604-25-000075 ↗ |
| 10-Q | 2025-08-06 | 2025-06-30 | 0000032604-25-000076 ↗ |