WallStSmart
EMR

Emerson Electric Company

NYSE: EMR · INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY

$136.56
-1.34% today

Updated 2026-04-29

Market cap
$79.44B
P/E ratio
34.56
P/S ratio
4.37x
EPS (TTM)
$4.09
Dividend yield
1.50%
52W range
$101 – $165
Volume
2.9M

Emerson Electric Company (EMR) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$136.56
Consensus
$156.47
+14.58%
2030 Target
$513.63
+276.12%
DCF
32 analysts:
7 Buy9 Hold2 Sell

Management guidance

Emerson has provided FY2026 revenue guidance of $19.14B (6.26% growth from FY2025's $18.02B). Management highlighted strong order momentum (+9% YoY in Q1 FY2026) and expects earnings growth to accelerate from low-single-digits in H1 to low-double-digits by year-end FY2026. CEO outlined plans to return $10B to shareholders through buybacks and dividends, signaling confidence in cash generation.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$856.05
$24.1B Rev × 20x P/S
Base case (2030)
$513.63
$24.1B Rev × 12x P/S
Bear case (2030)
$342.42
$24.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$15.2B$17.5B$18.0B$19.1B$20.2B$21.4B$22.7B$24.1B
Revenue growth15.3%3.0%6.3%5.5%5.9%6.1%6.0%
EPS$4.45$5.49$1.46$6.58$7.25$7.95$8.70$9.52
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$408.27$434.61$460.95$487.29$513.63

Catalysts & risks

Growth catalysts
+ AI infrastructure demand and digital automation adoption driving orders +9% YoY
+ $2B Louisiana Green Fuels automation contract win (first-of-its-kind carbon-neutral power plant with CCS)
+ Nearshoring and energy security trends favoring North American manufacturing automation
+ AspenTech acquisition integration and software-as-a-service recurring revenue expansion
+ Strong backlog conversion in H2 FY2026 and into FY2027
Key risks
- China market weakness and European softness offsetting North American strength
- Tariff and foreign exchange headwinds impacting margins
- AspenTech execution risk and software integration challenges
- Valuation concerns (P/E 32.4x vs historical averages, Simply Wall St DCF fair value $93.06)
- Slowdown in industrial capex if economic growth decelerates

Methodology

Emerson Electric Company's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 32 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.