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Strength in Intelligent Devices Unit Aids Emerson: Will the Momentum Last?
ZACKS· 2025-10-13 17:16
Key Takeaways Final Control sales rose 4% in the first nine months of FY25 on strong demand in power end markets.Measurement & Analytical sales increased 2%, led by strength in the Americas and AMEA regions.EMR expects FY25 net and underlying sales to grow about 3.5% year over year despite mixed segment trends.Emerson Electric Co. (EMR) is benefiting from the solid momentum in its Intelligent Devices segment of late. Within the segment, the company is witnessing persistent strength in the Final Control busi ...
Emerson Gears Up to Report Q3 Earnings: What's in Store?
ZACKS· 2025-08-04 15:45
Core Insights - Emerson Electric Co. (EMR) is expected to report growth in both revenue and earnings for Q3 fiscal 2025, with revenue estimated at $4.58 billion, reflecting a 4.6% increase year-over-year [1][9] - The earnings consensus is set at $1.51 per share, indicating a 5.6% rise from the previous year, with a history of surpassing earnings estimates in the last four quarters [2][9] Revenue Performance - The Intelligent Devices segment is projected to see a revenue increase of 3.4% year-over-year to $3.10 billion, driven by strong performance in power end markets [3] - The Software and Control segment is anticipated to grow by 7.5% year-over-year to $1.50 billion, supported by momentum in AspenTech and the power and process markets [4] Strategic Acquisitions - Emerson has focused on expanding its product offerings through acquisitions, including the full acquisition of AspenTech in March 2025, which enhances its automation and software capabilities [5] - The acquisitions of Afag and Flexim in Q4 fiscal 2023 are expected to contribute positively to EMR's revenue by enhancing its factory automation and flow measurement capabilities [5] Cost and Margin Considerations - Rising costs and expenses related to acquisitions and restructuring may negatively impact EMR's margin performance [6] - Foreign currency fluctuations due to the company's extensive international operations could also affect margins and profitability [6] Earnings Prediction - The earnings model indicates a likelihood of an earnings beat for EMR, with an Earnings ESP of +0.39%, as the most accurate estimate is $1.52 per share, slightly above the consensus [7][8]