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JPMorgan reiterates Overweight rating on Emerson ahead of earnings

EditorRachael Rajan
Published 07/02/2024, 05:24 am
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On Tuesday, JPMorgan (NYSE:JPM) maintained its Overweight rating on Emerson Electric Co. (NYSE:EMR), citing expectations for the company's first-quarter earnings per share (EPS) to surpass consensus estimates. The firm forecasts an EPS of $1.05, slightly ahead of the consensus at $1.03.

"The stock has underperformed the sector by 10% over the last 3 months, by 6% over the last 6 months and by 13% over the past 12 months and remains relatively cheap, we are long into the quarter, especially after the reset on sentiment following the ROK miss that we think was more company specific," said JPMorgan analysts.

Emerson's management had confirmed their previous statements regarding orders in December, expressing additional optimism about quotation activity. The company is anticipated to report growth in its backlog for the fiscal first quarter, following the usual seasonal decline in the fourth quarter.

Emerson has exhibited consistent, albeit modest, growth in its funnel for the year. This stability contrasts with the earnings miss by Rockwell Automation (NYSE:ROK), which JPMorgan attributes to company-specific factors rather than industry-wide issues. Emerson's incremental weakness in discrete markets is believed to be demand-driven, rather than a result of pre-ordering or over-inventorying. The company has also observed that the current economic cycle is less severe than previous ones, and with oil now constituting only 10% of their revenue, fluctuations in oil prices have a diminished impact on the business.

The guidance for mid to high 40s incremental margins, excluding contributions from National Instruments (NASDAQ:NATI), remains unchanged. Emerson's adjusted EPS guidance was initially set below the Street's expectations at $5.15-5.35, factoring in a National Instruments contribution of $0.35-0.40. JPMorgan's estimates, including National Instruments, are around $5.50. The company's reaffirmation of a 2% price increase, along with favorable cost deflation, presents a significant tailwind. Additionally, conservative assumptions on mix impacts from growth in project business could mathematically lead to improved EPS figures.

InvestingPro Insights

As Emerson Electric Co. (NYSE:EMR) gears up to release its first-quarter earnings, data from InvestingPro provides a detailed financial perspective on the company. With a robust market capitalization of $53.6 billion, Emerson showcases a strong presence in its sector. The company's P/E ratio stands at 25.02, reflecting investor sentiment and market expectations of future earnings. Moreover, Emerson's gross profit margin for the last twelve months as of Q4 2023 is an impressive 48.97%, underscoring the company's ability to manage its cost of goods sold effectively.

InvestingPro Tips highlight Emerson's proactive approach to capital management, as evidenced by aggressive share buybacks and a high shareholder yield. The company's commitment to rewarding investors is further demonstrated by its track record of raising dividends for 53 consecutive years, a testament to its financial stability and reliability as an investment. For those looking to delve deeper into Emerson's financials and strategic positioning, InvestingPro offers additional tips. Currently, there are 10 more InvestingPro Tips available for Emerson Electric Co., which can be accessed through the InvestingPro platform.

For readers interested in gaining more insights and tips on Emerson, consider using the coupon code SFY24 to get an additional 10% off a 2-year InvestingPro+ subscription, or SFY241 to get an additional 10% off a 1-year InvestingPro+ subscription. These subscriptions provide access to a wealth of financial data and expert analysis that can help inform investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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