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Emerson Electric
Emerson Electric (EMR) investor relations material
Emerson Electric Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary18 Feb, 2026
Software and AI integration
Achieved 9% ACV growth last quarter, targeting 10%+ for the year, driven by integration of AI into core software products and strong customer demand for embedded AI solutions.
Three key differentiators: deep domain expertise, mission-critical applications in regulated industries, and a usage-based economic model protect against generic AI threats.
Released new AI-powered products like Ovation Virtual Advisor and Aspen Virtual Advisor, with over $100 million in outstanding quotations.
Increased R&D investment in software to accelerate innovation and maintain competitive advantage.
Customers are actively including the company in their AI roadmaps, seeking support for operational improvements.
Business performance and growth drivers
U.S. market is the primary growth engine, supported by strong industrial policy and activity in semiconductors, aerospace, energy, life sciences, and power.
Middle East and emerging markets like India and Africa are rapidly growing, offsetting weakness in China and Europe.
Power segment saw 74% order growth, with significant opportunities in modernization, data centers, and future greenfield projects.
MRO (maintenance, repair, and operations) remains stable, representing about two-thirds of sales and growing at mid-single digits.
Test and measurement business achieved 20% order growth and 29% segment EBITDA, with cost synergies realized and ongoing R&D investment in AI tools.
Regional and sector trends
U.S. posted 18% growth, with all verticals performing well; Middle East and Asia (outside China) also strong, while Europe and China remain soft.
Life sciences seeing U.S. expansions for new drugs, with larger nearshoring investments expected to materialize through 2027–2028.
Investments in Saudi Arabia and India are expanding manufacturing capacity to meet demand.
Venezuela represents a potential future growth opportunity, with infrastructure and security being monitored.
What specific AI products drive commercial success?
India/Middle East growth offsetting China slowdown
Evolve commercial engine for C-suite software sales
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Next Emerson Electric earnings date
Q2 20266 May, 2026
Emerson Electric
Next Emerson Electric earnings date
Q2 20266 May, 2026
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Frequently asked questions
Manufacturing Giant
Emerson Electric is an American manufacturing company with global operations that provides a wide range of products and services in the industrial, commercial, and consumer markets. It operates in two main business segments: Automation Solutions, which caters to industrial processes and includes measurement instrumentation, valves, and process control systems; and Commercial & Residential Solutions, which provides a variety of products and services for heating, air conditioning, and refrigeration. The company is headquartered in Ferguson, Missouri, and is listed on the NYSE.
Evolving With the Times
Emerson Electric was established in 1890 in St. Louis, Missouri, by Civil War Union veteran John Wesley Emerson. Initially, the company was involved in the production of electric motors and fans, capitalizing on the burgeoning electrical age. During the mid-20th century, Emerson started diversifying its portfolio through acquisitions, expanding into a broader range of products and services, including tools, electrical components, and engineering services. This strategic expansion continued into the latter part of the century and the new millennium, as Emerson shifted focus towards process control systems and software, and climate technologies. A list of companies among Emerson Electric’s competitors includes Honeywell, Schneider Electric, and ABB, to name a few.
Automation Solutions
Within its Automation Solutions business arm, Emerson Electric specializes in providing advanced technologies and services designed to automate industrial processes. This division delivers a broad array of products, including measurement and analytical instrumentation, valves, actuators, regulators, and control and safety systems. Automation Solutions also encompasses a suite of related software and services for process optimization, asset management, and consulting, catering to sectors such as oil and gas, chemicals, power generation, life sciences, and food and beverage.
Commercial & Residential Solutions
The Commercial & Residential Solutions segment of Emerson Electric focuses on providing a wide range of products and services that cater to the comfort, safety, and efficiency needs of both commercial and residential environments. This division manufactures climate technologies, including heating, ventilation, air conditioning, and refrigeration solutions. Additionally, it supplies tools, home products, and appliance solutions that support contractors and residents in the maintenance, repair, and management of their spaces.
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