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Emerson Electric Company Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $1.62 |
| EPS actual | $1.62 |
| Revenue estimate | 4.9B |
| Revenue actual | 4.855B |
| Revenue Surprise | -0.92% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.51 |
| EPS actual | $1.52 |
| EPS Surprise | 0.662% |
| Revenue estimate | 4.598B |
| Revenue actual | 4.553B |
| Revenue Surprise | -0.98% |
| Release date | May 07, 2025 |
| EPS estimate | $1.41 |
| EPS actual | $1.48 |
| EPS Surprise | 4.96% |
| Revenue estimate | 4.387B |
| Revenue actual | 4.43B |
| Revenue Surprise | 0.97% |
| Release date | Feb 05, 2025 |
| EPS estimate | $1.28 |
| EPS actual | $1.38 |
| EPS Surprise | 7.81% |
| Revenue estimate | 4.218B |
| Revenue actual | 4.175B |
| Revenue Surprise | -1.01% |
Last 4 Quarters for Emerson Electric Company
Below you can see how EMR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 05, 2025 |
| Price on release | $124.76 |
| EPS estimate | $1.28 |
| EPS actual | $1.38 |
| EPS surprise | 7.81% |
| Date | Price |
|---|---|
| Jan 30, 2025 | $130.44 |
| Jan 31, 2025 | $129.95 |
| Feb 03, 2025 | $127.85 |
| Feb 04, 2025 | $127.69 |
| Feb 05, 2025 | $124.76 |
| Feb 06, 2025 | $127.48 |
| Feb 07, 2025 | $124.37 |
| Feb 10, 2025 | $126.75 |
| Feb 11, 2025 | $126.91 |
| 4 days before | -4.35% |
| 4 days after | 1.72% |
| On release day | 2.18% |
| Change in period | -2.71% |
| Release date | May 07, 2025 |
| Price on release | $109.86 |
| EPS estimate | $1.41 |
| EPS actual | $1.48 |
| EPS surprise | 4.96% |
| Date | Price |
|---|---|
| May 01, 2025 | $105.81 |
| May 02, 2025 | $108.32 |
| May 05, 2025 | $108.38 |
| May 06, 2025 | $107.27 |
| May 07, 2025 | $109.86 |
| May 08, 2025 | $112.38 |
| May 09, 2025 | $112.55 |
| May 12, 2025 | $119.41 |
| May 13, 2025 | $121.49 |
| 4 days before | 3.83% |
| 4 days after | 10.59% |
| On release day | 2.29% |
| Change in period | 14.82% |
| Release date | Aug 06, 2025 |
| Price on release | $133.93 |
| EPS estimate | $1.51 |
| EPS actual | $1.52 |
| EPS surprise | 0.662% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $145.51 |
| Aug 01, 2025 | $141.78 |
| Aug 04, 2025 | $142.62 |
| Aug 05, 2025 | $140.57 |
| Aug 06, 2025 | $133.93 |
| Aug 07, 2025 | $132.83 |
| Aug 08, 2025 | $132.74 |
| Aug 11, 2025 | $131.96 |
| Aug 12, 2025 | $132.95 |
| 4 days before | -7.96% |
| 4 days after | -0.732% |
| On release day | -0.82% |
| Change in period | -8.63% |
| Release date | Nov 05, 2025 |
| Price on release | $132.45 |
| EPS estimate | $1.62 |
| EPS actual | $1.62 |
| Date | Price |
|---|---|
| Oct 30, 2025 | $136.82 |
| Oct 31, 2025 | $139.57 |
| Nov 03, 2025 | $140.03 |
| Nov 04, 2025 | $137.74 |
| Nov 05, 2025 | $132.45 |
| Nov 06, 2025 | $131.49 |
| Nov 07, 2025 | $129.49 |
| Nov 10, 2025 | $129.93 |
| Nov 11, 2025 | $129.53 |
| 4 days before | -3.19% |
| 4 days after | -2.20% |
| On release day | -0.725% |
| Change in period | -5.33% |
Emerson Electric Company Earnings Call Transcript Summary of Q3 2025
Emerson reported a resilient Q3 2025 with underlying sales up 3% and adjusted EPS of $1.52 (top end of guidance). Key demand drivers were continued strength in process & hybrid (LNG, power, life sciences) and a broad-based recovery in Test & Measurement (orders up 16%), with industrial software ACV growing double digits and ending the quarter at $1.5 billion. Emerson highlighted strategic product and software advances — a major collaboration with TotalEnergies to deploy Emerson's industrial data fabric and enterprise operations platform, Ovation 4.0 with an AI-enabled Virtual Adviser for power generation, and Nigel AI for test software — that should support future software-led recurring revenue. Tariff headwinds improved materially: annualized gross incremental tariff impact is now ~$210 million (down from $455M prior) and fiscal-year gross tariff impact is now expected to be ~$130 million; Emerson eased certain surcharges which reduced near-term price contribution. Profitability and cash flow were strong: adjusted segment EBITDA margin ~27.1% in Q3, free cash flow of $970 million (21.3% margin) and full-year guidance raised (adjusted EPS midpoint increased to ~ $6.00, free cash flow now expected ~ $3.2 billion). Outlook: Q4 underlying sales growth 5–6%, adjusted EPS $1.58–$1.62, and management expects continued mid-single-digit underlying order growth exiting the year and strong demand into FY2026, with an investor day planned for Nov 20 to discuss the transport portfolio and value creation plans.
