Core Insights - Emerson Electric Co. (EMR) is experiencing strong momentum in its Intelligent Devices segment, particularly in the Final Control business, which saw a 4% year-over-year sales increase in the first nine months of fiscal 2025 [1][8] - The Measurement & Analytical business is benefiting from robust growth in the Americas and Asia, the Middle East & Africa, with a 2% year-over-year sales increase, although the Safety & Productivity business faced a 4% decline due to weak demand [2][8] - The Software and Control segment is expected to grow due to strong performance in the AspenTech unit and favorable conditions in power and process markets, with overall net sales projected to rise approximately 3.5% year over year in fiscal 2025 [3][8] Segment Performance - Final Control business sales increased by 4% year over year in the first nine months of FY25, driven by strong demand in power end markets [1][8] - Measurement & Analytical sales rose by 2% year over year, supported by growth in the Americas and AMEA regions [2][8] - Safety & Productivity business sales declined by 4% in the first nine months of fiscal 2025 due to weak demand across all geographies [2] Peer Comparison - Flowserve Corporation (FLS) reported a 1.3% year-over-year revenue increase in its Pump Division, totaling $818.9 million in the first half of 2025 [4] - Ingersoll Rand Inc. (IR) saw a 1.7% year-over-year revenue growth in its Industrial Technologies & Services segment, with revenues reaching $1.49 billion in the second quarter of 2025 [5] Financial Performance - Emerson's shares have increased by 11.8% over the past year, outperforming the industry growth of 6.8% [6] - The company is trading at a forward price-to-earnings ratio of 19.41X, which is below the industry average of 22.52X [9] - The Zacks Consensus Estimate for EMR's fiscal 2025 earnings has been rising over the past 60 days, with current estimates at $6.00 per share for the current year and $6.48 for the next year [10][11]
Strength in Intelligent Devices Unit Aids Emerson: Will the Momentum Last?