Core Insights - Emerson has introduced its 2028 financial targets, emphasizing enhanced growth and profitability, and plans to return $10 billion to shareholders by 2028 [1][2]. Financial Targets - The new financial targets for 2028 include: - 4% to 7% organic sales growth - 40% incremental margins - 10% adjusted EPS growth - 18% to 20% free cash flow margin - $21 billion in net sales, representing a 5% organic CAGR - 30% adjusted segment EBITA margin, with a 2.4 percentage points expansion - $8.00 adjusted EPS, reflecting a 10% CAGR - $12 billion of cumulative free cash flow from 2026 through 2028, with plans to return $10 billion to shareholders through share repurchases and increased dividends [6]. Strategic Positioning - Emerson positions itself as a global automation leader with a differentiated portfolio and broad exposure to high-growth markets, focusing on sectors such as power, LNG, life sciences, semiconductors, and aerospace & defense [2][4]. - The company aims to leverage innovation and secular tailwinds to drive significant organic growth, alongside price realization, operational excellence, and acquisition synergies for margin expansion [2].

Group 1: Investment Activity - Paradice Investment Management LLC initiated a new position in Flowserve Corporation, acquiring 338,154 shares valued at approximately $17.97 million as of September 30, 2025 [1][2] - This new position accounts for 4.03% of Paradice's reportable U.S. equity assets as of the same date [3] Group 2: Company Overview - Flowserve Corporation reported trailing twelve months (TTM) revenue of $4.65 billion and net income of $291.58 million, with a dividend yield of 1.6% [4] - The company specializes in designing, manufacturing, and servicing industrial flow management equipment, including pumps, valves, mechanical seals, and automation solutions [4][5] Group 3: Market Position and Merger - Flowserve is involved in a merger of equals with Chart Industries, which is expected to generate $300 million in annual cost savings and create significant synergies [9][10] - The combined company is projected to have an enterprise value of approximately $19 billion and adjusted EBITDA of $1.9 billion, indicating a valuation of around 10 times adjusted EBITDA [10][11]

Core Viewpoint - Emerson is set to present at the J.P. Morgan U.S. All Stars Conference on September 16, 2025, highlighting its leadership in industrial technology and automation solutions [1]. Company Overview - Emerson (NYSE: EMR) is a global leader in industrial technology, specializing in advanced automation with a comprehensive portfolio of intelligent devices, control systems, and industrial software [2]. - The company is headquartered in Saint Louis, Missouri, and focuses on combining innovative technology with operational excellence to enhance business performance [2]. Investor Relations - Emerson utilizes its Investor Relations website to disclose information relevant to investors and to comply with regulatory obligations, encouraging investors to monitor the site along with press releases and other communications [3].

Q1 2025 Performance Highlights - Adjusted EPS reached $1.60, a 29% increase year-over-year[10, 17] - Adjusted Gross Margin improved to 39.8%, up 140 bps year-over-year[11, 17] - Adjusted EBITDA Margin was 16.6%, an increase of 80 bps year-over-year[11, 17] - Revenue reached $625 million, exceeding the high end of guidance[13] - Organic Revenue Growth was +11% overall, with +14% in the Americas year-over-year[13] - Orders increased by 18% year-over-year[13, 18] Cash Flow and Capital Deployment - Free Cash Flow for the trailing twelve months was $220 million[12, 13] - The company repurchased 1.0 million shares for $100 million year-to-date through April 2025[13] Segment Performance - Automation Solutions organic revenue increased by 16% year-over-year[20] - Smart Infrastructure Solutions organic revenue increased by 6% year-over-year[20] Q2 2025 Guidance - Total Revenue is projected to be between $645 million and $660 million[29] - Adjusted EPS is expected to be between $1.67 and $1.77[29]