💼 Performance Overview
Emerson Electric reported a 1.41% YoY increase in revenue to $4.18B, supported by steady demand in process and hybrid markets. The company achieved record profitability, with operating margins expanding by 14.4 percentage points YoY to 18.6%, reflecting cost efficiencies and a stronger industrial technology portfolio.
📊 Key Financial Metrics (YoY Growth)
▫️ Revenue: $4.18B vs. $4.12B (+1.41%)
▫️ Net Income: $593M vs. $132M (+349.24%)
▫️ Adj. EPS: $1.38 vs. $1.22 (+13.11%)
▫️ Gross Margin: 53.5% vs. 46.5%
▫️ Operating Margin: 18.6% vs. 4.2%
📍 Segment Breakdown
▫️ Final Control: $976M (+4%) (Strong demand in automation solutions)
▫️ Measurement & Analytical: $975M (+3%) (Growth in hybrid and process industries)
▫️ Discrete Automation: $580M (-5%) (Weak demand in automation markets)
▫️ Safety & Productivity: $312M (-3%) (Slight decline due to market adjustments)
▫️ AspenTech: $303M (+18%) (Software solutions driving strong performance)
💰 Balance Sheet Highlights
▫️ Total Assets: $42.61B (-3.7% from Q4 FY24)
▫️ Cash & Equivalents: $2.83B (-21.01% QoQ)
▫️ Total Debt: $7.62B (-7.8% QoQ)
▫️ Stock Repurchases: $899M in Q1 FY25
📈 Future Outlook
▫️ FY25 Revenue Growth Forecast: 1.5% - 3.5%
▫️ Adj. EPS Guidance: $5.85 - $6.05
▫️ Operating Cash Flow Projection: $3.6B - $3.7B
▫️ Strategic Priorities: Portfolio transformation, operational efficiency, and expansion in automation and software
🔎 Key Takeaway: Emerson delivered record profit margins and robust cash flow, setting a strong foundation for FY25, with continued momentum expected in process and hybrid markets.