Emerson Q4 revenue misses estimates

Emerson Electric Co

05/11/2025 12:06

Overview

Emerson Q4 revenue rises 5% yr/yr but misses analyst expectations

Adjusted EPS for Q4 beats analyst estimates

Company announces 5% dividend increase and 50 mln share repurchase authorization

Outlook

Emerson expects 2026 net sales growth of ~5.5%

Company projects 2026 adjusted EPS of $6.35 to $6.55

Emerson plans $2.2 bln in shareholder returns in 2026

Result Drivers

MARGIN EXPANSION - Emerson cites margin improvements due to operational efficiencies and integration synergies

ORDERS GROWTH - Mid-single-digit underlying orders growth driven by long-term secular trends

INTEGRATION SYNERGIES - Integration of AspenTech and Test & Measurement contributed to achieving cost synergies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$4.86 bln
$4.90 bln (18 Analysts)
Q4 Adjusted EPS
Beat
$1.62
$1.61 (20 Analysts)
Q4 EPS
$1.12
Q4 NET EARNINGS
$637 mln
Q4 Operating Cash Flow
$1.01 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 22 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy"

Wall Street's median 12-month price target for Emerson Electric Co is $153.00, about 10% above its November 4 closing price of $137.74

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nPn30v017a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)