Analysis: Emerson Electric Co.

US:EMR

Why is Emerson Electric Co. stock rising?

  • Emerson raised its fiscal 2026 outlook, now expecting 5% reported sales growth, 3.5% underlying sales growth and adjusted EPS of about $6.55, reflecting stronger U.S. demand and resilient growth-vertical orders.
  • Emerson won a retrofit award from CFE, Mexico's largest power producer and national utility, to modernize control systems at a 2.1-gigawatt power plant using its Ovation platform.
  • Emerson was selected by China Nuclear Power Engineering Company to supply critical pressurizer pilot-operated safety valves for a new Hualong-1 pressurized water reactor in Guangdong province that will add 2.4 gigawatts of nuclear capacity.
  • Emerson will provide NI Semiconductor Test Systems to a leading Taiwan-based semiconductor manufacturer, supporting faster product roadmaps aimed at the AI market.
  • Emerson expects newer greenfield power capacity, including gas-fired plants in North America and behind-the-meter data-center generation, to begin contributing more meaningfully starting in fiscal Q4 and into early fiscal 2027.

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