CLAIM #23065 · EMR (EMR) · 2026Q2 earnings call · May 5, 2026 · due Sep 30, 2026
“It should be up a little bit in the second half versus where it was in the first half, but pretty consistent through the year.”
Michael Baughman · CFO
How to check this claim
Look at: Software and Systems (Control Systems and Software) segment margin, second half of fiscal year vs first half
It came true if: Second-half segment margin higher than first-half segment margin
Where: Company segment reporting (10-Q/10-K or earnings release segment tables)
In context
“he higher-tier products which will have the AI functionality. Time will tell. There is certainly a lot of customer interest, but we do not have meaningful impact on revenue as we sit here today. As we progress into 2027 and beyond, I think it will be a huge differentiator for us. Andrew Buscaglia: Fair enough. And, sticking with software, I wanted to check on your margin cadence through the back half of the year. There is a little bit of noise starting the first half or second half, but can you comment on what is behind the implied guidance for the back half of the year for that segment and the puts and takes there? Michael J. Baughman: This is Control Systems and Software, or Control Systems and Software, just to clarify? Andrew Buscaglia: Yeah, Software and Systems. Michael J. Baughman: It should be up a little bit in the second half versus where it was in the first half, but pretty consistent through the year. There is some project execution there that plays against some of the mix favorability that we will see in the business mix that comes through. Operator: Our next question is from Joseph John O’Dea with Wells Fargo. Joseph John O’Dea: Hi, good afternoon. You made a comment about seeing significant capital deployed in projects, and I would imagine that some of this is a continuation of what you are seeing in growth verticals—so you talk about power and LNG and life sciences. But I am curious if you are seeing an acceleration as well as a broadening out at all. A lot of what we have heard in terms of industrial end-market activity is companies seeing a continuation of spend on areas like productivity, but not so much a broadening out on the capital project side. Are you seeing some broadenin”
Verify independently
SEC filings for EMR ↗ · Claim quote is verbatim from the 2026Q2 earnings call.