Emerson's through-the-cycle value creation framework consists of 4-7% organic sales growth, 40% incremental margins, 10% adjusted earnings per share growth and 18-20% free cash flow margin. The company was named the 2026 Industrial IoT Company of the Year by IoT Breakthrough, marking the fourth time in five years it has received this recognition.
Cyborg Score Rationale
Emerson reported robust demand with underlying orders growth of 9% in the first quarter and achieved an adjusted segment EBITDA margin of 27.7%, exceeding expectations. The company plans to return $10 billion to shareholders through $6 billion of share repurchase and $4 billion of dividend payout by 2028.
Top Insights
FY2025 revenue was $18.02 billion, up 3%, with earnings of $2.29 billion, up 16.51%
2028 financial targets include $21 billion net sales and 30% adjusted segment EBITDA margin
Named 2026 Industrial IoT Company of the Year for the fourth time in five years
Investment in cloud analytics and AI positions company for smart automation solutions with differentiated products enhancing customer productivity
Named Competitors
Siemens Automation — Industrial automation and digitalization
ABB Robotics — Industrial robotics and automation
Honeywell Automation — Process control and automation systems
Moxa — Industrial networking and automation
Recent Developments
(Feb 2026) Reported Q1 FY2026 results with 9% orders growth and 27.7% adjusted EBITDA margin
(Feb 2026) Confirmed $10 billion shareholder return program through 2028 ($6B buyback, $4B dividends)
(Jan 2026) Named 2026 Industrial IoT Company of the Year by IoT Breakthrough
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