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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Emerson Electric (EMR) investor relations material
Emerson Electric JPMorgan U.S. All Stars Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.JPMorgan U.S. All Stars Conference summary16 Sep, 2025
Business transformation and portfolio evolution
Completed a significant portfolio transformation, shifting to a global automation focus with a differentiated technology stack and improved gross and EBITDA margins by 1,000 and 700 basis points, respectively.
Strong cash flow generation and a move toward 100% cash conversion, with free cash flow margin targeted at 18%.
Portfolio now positioned for growth in automation, with a regionalized manufacturing and supply chain structure that proved resilient during recent global disruptions.
Market and segment performance
U.S., Middle East, and India showed strong growth, while China and Europe underperformed expectations.
Power, LNG, and life sciences are key growth verticals, with LNG driven by energy security and power seeing renewed investment.
Factory automation is improving but not yet strong; bulk chemicals and automotive remain weak, with no near-term recovery expected.
TNM (Test & Measurement) and semiconductors are recovering, with TNM targeting 31% EBITDA margin by 2028.
Financial outlook and guidance
Orders and sales for the fourth quarter are expected at the lower end of guidance due to continued weakness in Europe and China.
Earnings are projected at the upper end of guidance, driven by strong execution and cost management.
Incremental margins are expected to normalize around 40%, with gross margins in the low 50% range.
Capital expenditures will remain at 2–2.5% of revenue, with R&D investment at 8%.
China's mid-single-digit growth: What's the plan?
Virtual DCS: What drives broader customer adoption?
AI: How will it reshape Emerson's workforce?
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Next Emerson Electric earnings date
Q4 20255 Nov, 2025
Next Emerson Electric earnings date
Q4 20255 Nov, 2025
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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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