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Emerson Electric (EMR) investor relations material
Emerson Electric Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Nov, 2025
Executive summary
Celebrated 135th anniversary, highlighting transformation and strong momentum in automation markets, with robust demand in growth verticals and successful integration of AspenTech and Test & Measurement, achieving $200M in run-rate cost synergies.
Q4 underlying orders grew 6%, with Test & Measurement up 27%; full year 2025 underlying sales grew 3%, and adjusted EPS rose 9% to $6.00.
Free cash flow for 2025 was $3.24B, up 12% year-over-year, with a margin of 18%; annual contract value (ACV) of software grew 10% to $1.56B.
Board approved a 5% dividend increase and new authorization to repurchase up to 50 million shares, in addition to 20 million shares remaining from a prior authorization.
Financial highlights
2025 sales were $18.0B, up from $17.5B in 2024; Q4 adjusted segment EBITDA/EBITA margin reached 27.5%, with full-year margin at 27.6%, up 160 bps year-over-year.
Adjusted EPS for Q4 was $1.62; full-year adjusted EPS was $6.00, up 9% year-over-year.
Free cash flow for the year was $3.24B, up 12%, with a margin of 18%.
Backlog ended at $7.4B, up 3% year-over-year.
Price contributed 2.5 percentage points to sales growth.
Outlook and guidance
Fiscal 2026 sales growth guided at 5.5%, with underlying sales growth of ~4%; adjusted segment EBITDA/EBITA margin expected at ~28%.
Adjusted EPS guidance for 2026 is $6.35–$6.55; free cash flow projected at $3.5–$3.6B.
Plan to return ~$2.2B to shareholders via ~$1B share repurchase and ~$1.2B in dividends, including a 5% dividend increase.
Q1 2026 sales growth expected at 4%, with adjusted EPS of ~$1.40.
ACV expected to grow 10%+ in 2026.
Detail 2026 shareholder return strategy
Test & Measurement integration impact on margins
Which segments drive 2026 underlying sales growth?
Explain 2026 software renewal dynamic impact
What drives discrete market weakness in 2026?
Why was $1.5B removed from S&D project funnel?
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Next Emerson Electric earnings date
Q1 20264 Feb, 2026
Next Emerson Electric earnings date
Q1 20264 Feb, 2026
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Frequently asked questions
Manufacturing Giant
Emerson Electric is an American manufacturing company with global operations that provides a wide range of products and services in the industrial, commercial, and consumer markets. It operates in two main business segments: Automation Solutions, which caters to industrial processes and includes measurement instrumentation, valves, and process control systems; and Commercial & Residential Solutions, which provides a variety of products and services for heating, air conditioning, and refrigeration. The company is headquartered in Ferguson, Missouri, and is listed on the NYSE.
Evolving With the Times
Emerson Electric was established in 1890 in St. Louis, Missouri, by Civil War Union veteran John Wesley Emerson. Initially, the company was involved in the production of electric motors and fans, capitalizing on the burgeoning electrical age. During the mid-20th century, Emerson started diversifying its portfolio through acquisitions, expanding into a broader range of products and services, including tools, electrical components, and engineering services. This strategic expansion continued into the latter part of the century and the new millennium, as Emerson shifted focus towards process control systems and software, and climate technologies. A list of companies among Emerson Electric’s competitors includes Honeywell, Schneider Electric, and ABB, to name a few.
Automation Solutions
Within its Automation Solutions business arm, Emerson Electric specializes in providing advanced technologies and services designed to automate industrial processes. This division delivers a broad array of products, including measurement and analytical instrumentation, valves, actuators, regulators, and control and safety systems. Automation Solutions also encompasses a suite of related software and services for process optimization, asset management, and consulting, catering to sectors such as oil and gas, chemicals, power generation, life sciences, and food and beverage.
Commercial & Residential Solutions
The Commercial & Residential Solutions segment of Emerson Electric focuses on providing a wide range of products and services that cater to the comfort, safety, and efficiency needs of both commercial and residential environments. This division manufactures climate technologies, including heating, ventilation, air conditioning, and refrigeration solutions. Additionally, it supplies tools, home products, and appliance solutions that support contractors and residents in the maintenance, repair, and management of their spaces.
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