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20:30
Aug 04 ◎
Aug 04 ◎
EMR
GE
ETN
TSM
NVDA
▾
HIGH
Management raised full-year guidance for sales, EPS, and free cash flow, citing strong growth in US, power, and semiconductor markets, despite ongoing Middle East conflict headwinds.
"We are raising full year guidance for sales, EPS, and cash flow."
EMR WATCH
Emerson's Ovation orders (power generation control systems) are up 31%, booked well into 2028, including both fleet modernizations and new-built gas turbines for behind-the-meter data center power. — Power generation capex cycle is at an upswing, with turbomachinery suppliers likely seeing off-take commitments benefit them as well.
"We're sitting in the fourth quarter of 27, reaching into 28 at this point."
GE WATCH
ETN WATCH
Semiconductor test demand is surging for production/validation in RF and mixed-signal chips, up 70% in orders, from AI-driven applications. — Indicates that AI compute expansion is driving high-volume needs in chip test, not just design, which supports continued fab utilization and equipment demand.
"Test and measurement orders growth of 19% exceeded expectations with semiconductor up 70%"
TSM WATCH
NVDA WATCH
HIGH
20:30
May 05 ◎
May 05 ◎
XOM
TTE
EXC
NVDA
AAPL
▾
HIGH
ExxonMobil's keynote participation signals its public endorsement-relationship with Emerson's AspenTech software, potentially supporting sales in the energy vertical.
"Aspen Tech will hold their Optimize event with over 1,100 customers from 49 countries, including keynotes from ExxonMobil, TotalEnergies, and Exelon."
XOM WATCH
TotalEnergies' keynote role suggests it is a major customer and likely a reference account for AspenTech in global energy/refining.
"Aspen Tech will hold their Optimize event with over 1,100 customers from 49 countries, including keynotes from ExxonMobil, TotalEnergies, and Exelon."
TTE WATCH
Exelon's keynote appearance highlights interest in Emerson's grid management software (DGM/OVATION) as utilities modernize and expand power grids.
"Aspen Tech will hold their Optimize event with over 1,100 customers from 49 countries, including keynotes from ExxonMobil, TotalEnergies, and Exelon."
EXC WATCH
NVIDIA's keynote at NI Connect signals a close partnership between Emerson and NVIDIA, possibly involving test and measurement or AI for industrial applications.
"NI Connect will feature keynote addresses from prominent customers, including NVIDIA and Austin, with over 1,600 attendees from 38 countries."
NVDA WATCH
Hiring Apple's general counsel to Emerson's board provides a technology/regulatory perspective, potentially influencing Emerson's software/AI strategy.
"Jennifer Neustadt is the Senior Vice President and General Counsel of Apple."
AAPL WATCH
Recent board member's tech background from Meta may guide Emerson on AI/software regulatory and strategic issues.
"Prior to joining Apple in January 2026, Jennifer served as Chief Legal Officer at Meta."
META WATCH
Encore (likely CenterPoint Energy) is modernizing the Texas grid with AspenTech's DGM, making Emerson a key software vendor for the state's ongoing infrastructure growth.
"Emerson was selected by Encore, the largest electric delivery company in Texas, to enable the delivery of reliable power to more than 13 million residents."
CNP WATCH
NextDecade selected Emerson for the Rio Grande LNG expansion, securing a large project win for Emerson's instruments, valves, and analytical systems.
"Emerson was chosen by next decade for the train four and five expansion to the Rio Grande LNG facility, which will add 12 million tons per annum in capacity."
NEXT WATCH
Despite the Middle East conflict and China weakness, management raised the bottom and midpoint of EPS guidance, backed by strong orders, growth vertical momentum, and visible backlog; this is a subtly long signal.
"We remain confident in our second half plans for 2026 based on the orders momentum we are seeing and the visibility we have from our backlog, which is up 9% year over year."
EMR WATCH
HIGH
21:30
Feb 03 ◎
Feb 03 ◎
SRE
NI
AZPN
GEV
EMR
▾
HIGH
Emerson won a major automation contract for Sempra's Port Arthur LNG Phase II, indicating project momentum at Sempra and confirming Emerson's strong position in LNG automation.
"Emerson was selected for Semper Infrastructure's Port Arthur LNG Phase II project"
SRE WATCH
Discussion about the 50th anniversary of National Instruments, highlighting the strategic importance of the acquired NI business to Emerson's growth in test and measurement.
"Today, Emerson's NI is the leader in test automation systems."
NI WATCH
Emerson is realizing synergies from its investment in AspenTech, and mentioned strong performance of AspenTech's Digital Grid Management Suite, indicating healthy demand for AspenTech's software products in the grid digitization market.
"continued benefit of synergy realization from Aspen Tech"
AZPN WATCH
Emerson's Ovation business, which provides automation and control solutions for power generation, saw orders surge 74% YoY, driven by a wave of projects for behind-the-meter power for AI data centers and utility fleet modernizations. — The surge in orders for behind-the-meter power generation is a direct signal of the massive, near-term electricity demand from AI data centers, validating the growth thesis for power infrastructure providers and equipment suppliers.
"Orders in our ovation business were up 74%, driven by large project wins, including behind-the-meter data centers and fleet modernizations for major utility customers."
GEV WATCH
ETN WATCH
Management's tone is confident and bullish, reiterating top-line targets and raising EPS guidance after a strong Q1 with robust order growth (9%) driven by power and data center demand, despite ongoing weakness in Europe and China.
"We are reiterating our guidance of 5.5% sales growth, 4% underlying sales growth, and an adjusted segment EBITDA margin of approximately 28%. We are also raising the bottom and midpoint of our adjusted EPS guide and now expect $6.40 to"
EMR WATCH
Emerson won the automation contract for on-site power generation at a new 1.7 GW AI data center in the US, leveraging its collaboration with energy storage firm Prevalon Energy. — This win highlights the growing trend of data center operators building their own dedicated power generation capacity to ensure reliability, which has large implications for gas turbine demand, grid interconnection bottlenecks, and the broader energy transition.
"First, Emerson was chosen to automate on-site power generation for a new 1.7 gigawatt AI data center in the United States"
VRT WATCH
Emerson's test and measurement segment (NI) experienced broad-based order growth of 20%, specifically strong in semiconductor, aerospace & defense, and the portfolio business, but transportation remains weak. — The strong order growth in T&M is a leading indicator for capital investment in semiconductor testing and aerospace/defense, suggesting continued strength in those end markets and boding well for suppliers in the test value chain.
"Broad-based strength in test and measurement drove orders growth of 20%, led by semiconductor, aerospace and defense, and the portfolio business."
AMAT WATCH
HIGH
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