Workflow
Emerson(EMR)
icon
Search documents
Emerson Schedules Third Quarter 2025 Earnings Release and Conference Call
Prnewswire· 2025-07-16 13:00
ST. LOUIS, July 16, 2025 /PRNewswire/ -- Emerson (NYSE: EMR) will report its third quarter results prior to market open on Wednesday, August 6, 2025. Emerson senior management will discuss the results during an investor conference call that same day, beginning at 7:30 a.m. Eastern Time, 6:30 a.m. Central Time.All interested parties may listen to the live conference call and view presentation slides, which will be posted in advance of the call, by going to the Investors area of Emerson's website at https://i ...
Is Most-Watched Stock Emerson Electric Co. (EMR) Worth Betting on Now?
ZACKS· 2025-07-11 14:00
Emerson Electric (EMR) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this maker of process controls systems, valves and analytical instruments have returned +11% over the past month versus the Zacks S&P 500 composite's +4.1% change. The Zacks Manufacturing - Electronics industry, to which Emerson Electric belongs, has gained 10% over this period. Now th ...
Emerson Electric (EMR) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-07-09 17:00
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Emerson Electric (EMR) - Emerson Electric currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Price Performance - EMR shares have increased by 4.95% over the past week, outperforming the Zacks Manufacturing - Electronics industry, which rose by 2.76% [5] - Over the past month, EMR's price change is 9.29%, significantly higher than the industry's 1.94% [5] - In the last quarter, EMR shares rose by 38.12%, and over the past year, they gained 26.59%, compared to the S&P 500's increases of 25.34% and 13.06%, respectively [6] Trading Volume - The average 20-day trading volume for EMR is 2,865,039 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, 6 earnings estimates for EMR have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $5.93 to $6.01 [9] - For the next fiscal year, 5 estimates have also moved higher, with no downward revisions [9] Conclusion - Considering the strong momentum indicators and positive earnings outlook, EMR is classified as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for near-term investment [11]
Emerson Releases 2024 Sustainability Report
Prnewswire· 2025-07-01 13:00
Report highlights continued investments in employees, customers, suppliers and communities as Emerson works to make the world healthier, safer, smarter and more sustainableST. LOUIS, July 1, 2025 /PRNewswire/ -- Emerson (NYSE: EMR), an industrial technology leader delivering advanced automation solutions, today released its 2024 Sustainability Report, which reflects progress on the Company's ongoing efforts to advance innovation, enhance operational excellence and create lasting value for stakeholders.In li ...
Emerson Electric: A Safe Buy For Long-Term Investors
Seeking Alpha· 2025-06-30 17:46
Group 1: Company Overview - Emerson Electric (NYSE: EMR) is a leader in industrial automation, poised to benefit from long-term trends in automation, digitalization, and sustainability [1] - The company has a strong market position and a broad portfolio that addresses several key growth areas [1] Group 2: Industry Trends - The industrial automation market is experiencing significant secular trends, including increased demand for automation and digital solutions [1] - Sustainability is becoming a critical focus within the industry, driving innovation and investment [1]
Emerson Electric Co. (EMR) Presents at Wells Fargo Industrials & Materials Conference Transcript
Seeking Alpha· 2025-06-11 00:24
Core Insights - Emerson Electric Co. reported a strong quarter with underlying sales up 2%, driven primarily by process markets [5] - The company experienced a 4% increase in orders, with process orders rising by 6% [5] - Key geographic markets showing strength include North America, the Middle East, India, and the rest of Asia [5] Demand Trends - Demand has been resilient despite elevated uncertainty, attributed to robust capital cycles in process markets [5] - The discrete market showed recovery with a 3% increase, while Test & Measurement (T&M) saw an 8% rise [5] - The strength in demand is particularly noted in select markets such as LNG, where the capital cycle remains strong [5]
Emerson Electric (EMR) 2025 Conference Transcript
2025-06-10 21:00
Summary of Emerson Electric (EMR) 2025 Conference Call Company Overview - **Company**: Emerson Electric (EMR) - **Date of Conference**: June 10, 2025 - **Key Speakers**: Ram Krishnan (COO), Colleen Mettler (IR) Key Industry Insights - **Demand Resilience**: Demand has been resilient despite elevated uncertainty, with underlying sales up 2% and orders up 4% in the latest quarter, driven by strong performance in North America, Middle East, India, and Asia [4][6][7] - **Capital Cycle Strength**: The capital cycle remains robust, particularly in power generation and life sciences, with significant investments in LNG and data centers [5][6][12] - **Market Dynamics**: The discrete market has shown recovery, with a 3% increase, and Test and Measurement (T&M) orders up 8% [4][5] Financial Performance - **Order Growth**: Process orders are expected to grow at mid-single digits, while discrete orders are projected to see high single-digit growth [15][18] - **Software Revenue**: Currently, software accounts for 13% of overall revenue, with a goal to increase this significantly as part of the enterprise operations platform [29][28] - **MRO and Software Growth**: MRO is expected to grow at mid-single digits, while software could see double-digit growth [43][45] Strategic Initiatives - **Project Beyond**: Emerson is focusing on software-defined enterprise operations, aiming to transition from analog to digital control systems, enhancing automation capabilities [24][27] - **Market Opportunity**: The control systems and optimization software market is valued at $30 billion, with a significant opportunity to shift towards a software-centric model [28] - **Long-term Vision**: Emerson aims to achieve a ten-year journey towards autonomy in operations, leveraging data and software to enhance productivity [31][33] Competitive Landscape - **Positioning Against Competitors**: Emerson believes it has a technological edge over competitors like Schneider and Honeywell, particularly with its comprehensive technology stack [39] Capital Deployment and Financial Strategy - **Debt Management**: Emerson plans to reduce net debt to EBITDA below 2 by 2027, while maintaining a commitment to dividends and allocating $2.5 billion for share buybacks and acquisitions [59][60] - **Focus on Innovation**: 8% of investments are directed towards R&D to support the enterprise operations platform and drive software revenue growth [61] Tariff Impact - **Tariff Management**: The company has managed tariff impacts through price increases and cost-cutting measures, with a current annualized tariff cost of $445 million, which is being addressed through pricing strategies [65][66][70] Conclusion - **Growth Outlook**: Emerson is confident in maintaining a growth algorithm of 4% to 7% driven by automation, digital transformation, and strong capital cycles in key markets like LNG and life sciences [41][42]
Why Is Emerson Electric (EMR) Up 9% Since Last Earnings Report?
ZACKS· 2025-06-06 16:37
Core Viewpoint - Emerson Electric's shares have increased by approximately 9% over the past month, outperforming the S&P 500, but estimates have trended downward, indicating potential challenges ahead [1][2]. Financial Performance - The most recent earnings report for Emerson Electric showed a downward trend in estimates, suggesting a negative shift in expectations [2][4]. - Emerson Electric currently holds a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [4]. VGM Scores - Emerson Electric has a Growth Score of D, a Momentum Score of B, and a Value Score of C, resulting in an aggregate VGM Score of C, which is relevant for investors not focused on a single strategy [3]. Industry Comparison - Emerson Electric is part of the Zacks Manufacturing - Electronics industry, where competitor Eaton has seen a 6.3% increase in shares over the past month [5]. - Eaton reported revenues of $6.38 billion for the last quarter, reflecting a year-over-year increase of 7.3%, with EPS rising from $2.40 to $2.72 [5]. - For the current quarter, Eaton is expected to post earnings of $2.93 per share, indicating a year-over-year change of 7.3% [6].
Emerson Exhibits Strong Prospects Despite Persisting Headwinds
ZACKS· 2025-06-06 15:51
Core Insights - Emerson Electric Co. (EMR) is experiencing strong demand across most of its end markets, leading to an increase in underlying sales by 2% year over year in the first half of fiscal 2025 [1][3] - The company has updated its fiscal 2025 sales growth forecast to approximately 4% year over year, up from the previous estimate of 1.5-3.5% [3][7] - The acquisition of AspenTech has enhanced EMR's automation portfolio and expanded its market presence, particularly in software-defined control [4][7] Demand and Performance - Solid demand in the process and hybrid industries is driving sales growth, particularly in life sciences, energy, liquefied natural gas (LNG), and power end markets [1][7] - The Intelligent Devices and Software & Control segments are showing strong momentum, with notable growth in the Final Control business and Measurement & Analytical business across Asia, the Middle East, and Africa [2] Financials and Shareholder Returns - In the first half of 2025, Emerson paid out dividends totaling $598 million and repurchased $1.12 billion in common stocks, with plans to repurchase $2.3 billion and pay out $1.2 billion in dividends for the full fiscal year [5] - The stock has gained 13.5% over the past year, outperforming the industry, which saw a decline of 12.3% [6] Challenges and Risks - The company faces challenges in the Safety & Productivity, Discrete Automation, and Test & Measurement businesses due to weak demand and regional softness, particularly in Europe and Asia [9] - Adverse foreign currency translation impacted sales by 1% year over year in the second quarter of fiscal 2025, highlighting the risks associated with its significant international presence [10]
Emerson's Expanded AI Portfolio Paves the Way for More Optimized Autonomous Operations
Prnewswire· 2025-05-22 13:00
Core Insights - Emerson is enhancing industrial automation through advanced AI solutions, aiming to optimize autonomous operations for manufacturers across various industries [1][9] - The company addresses the limitations of public generative AI technologies by offering local, industry-specific models that ensure reliability and safety in mission-critical environments [2][3][4] AI Portfolio and Solutions - Emerson's AI portfolio includes local models that are based on first principles, providing trustworthy results without exposing sensitive data to public cloud systems [3][4] - The AspenTech Optiplant® AI Equipment Layout tool utilizes generative AI to generate multiple design options for industrial plants, facilitating efficient decision-making for engineers [4][5] - DeltaV™ Revamp employs AI to streamline the transition from legacy control systems to modern DeltaV systems, enhancing speed and accuracy through data analysis from past projects [5] Sustainability and Strategic Planning - AspenTech Strategic Planning for Sustainability Pathways™ uses generative AI to assist companies in developing long-term decarbonization strategies [6] - The Aspen Virtual Advisor (AVA) provides operational guidance to users, leveraging deep knowledge of planning and process control software to identify bottlenecks and achieve specific goals [7] Digital Transformation Initiatives - Emerson announced Project Beyond, a software-defined digital platform designed to manage its suite of AI applications, combining industrial AI with contextualized data across various automation environments [10] - This initiative aims to enhance flexibility, safety, sustainability, and performance in industrial automation, marking a significant advancement in the technology stack [10] Company Overview - Emerson is a global leader in industrial technology, providing advanced automation solutions that optimize business performance through intelligent devices and control systems [11]