NYSE$EMR

Emerson Electric Co · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Emerson's Q1 2025 results were reported, with updated full-year outlook for fiscal 2025.

Emerson reported a strong start to fiscal year 2025, exceeding first quarter expectations for incremental operating margins and earnings per share, driven by strong cash flow generation. The company reiterates its guide for underlying sales, earnings per share, and cash flow, driven by resilient demand and proven execution capabilities.

  • Emerson exceeded first quarter expectations for incremental operating margins and earnings per share.
  • Record gross profit margin and adjusted segment EBITA margin reflect the strength of the transformed industrial technology portfolio and Emerson Management System.
  • The company reiterates its guide for underlying sales, earnings per share and cash flow.
  • Emerson expects resilient demand in process and hybrid markets and a second half discrete recovery.

Headline financials

Total Revenue

$4.17B

Previous: $4.12B+1.4%
EPS (adj)

$1.38

Previous: $0.25+452.0%
Adjusted Segment EBITA

$1.17B

No prior period
Operating Cash Flow

$777M

No prior period
Pretax Earnings Margin

18.6%

No prior period
Adjusted Segment EBITA Margin

28.0%

No prior period
Capital Expenditures

-$83M

Previous: -$77M-7.8%
Net Income

$593M

Previous: $142M+317.6%
Operating Income

$775M

Previous: -$3.87B+120.0%
Gross Profit

$2.24B

Previous: $1.92B+16.6%
Stock-Based Comp

$68M

Previous: $74M-8.1%

Revenue & EPS history

Emerson · Revenue · Quarterly

$4.17B

Q1 2025+1.4%vs Q1 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Emerson · $3.15B total across 1 segment · Q4 2023

  • Intelligent Devices
    $3.15B

Forward guidance

Emerson provided its fiscal year 2025 guidance, anticipating growth and strong cash flow.

Tailwinds

  • Net sales growth of 1.5% - 3.5%.
  • Underlying sales growth of 3% - 5%.
  • Earnings Per Share of $4.42 - $4.62.
  • Adjusted Earnings Per Share of $5.85 - $6.05.
  • Operating Cash Flow of $3.6B - $3.7B.

Headwinds

  • Amortization of Intangibles ~$1.21.
  • Restructuring / Related Costs ~$0.14.
  • Acquisition / Divestiture Fees and Related Costs ~$0.08.
  • Net Sales Growth Q2 (0.5%) - 0.5%.
  • Earnings Per Share Q2 $1.01 - $1.05.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.3%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+1.5%

Avg return

30 days after

40%

29 / 73 earnings

Positive

+15.5%

Q4 2024

Best reaction

-7.6%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+6.8%+4.3%+2.5%
Q1 2026-1.0%+5.2%-9.0%
Q4 2025-3.9%+2.1%+3.8%
Q3 2025-0.8%-0.7%-1.0%
Q2 2025+2.4%+11.3%+15.1%
Q1 2025-2.3%-0.7%-7.1%
Q4 2024+15.5%+15.9%+21.3%
Q3 2024-2.9%-4.4%-8.9%
Q2 2024+7.6%+6.9%+0.5%
Q1 2024+8.6%+10.6%+16.9%
Q4 2023-7.6%-5.7%-3.3%
Q3 2023+4.6%+6.1%+8.0%
Q2 2023+0.6%+1.9%+0.7%
Q1 2023-6.6%-4.7%-9.9%
Q4 2022-1.8%+2.8%+2.3%
Q3 2022-2.8%-0.9%-7.1%
Q2 2022-1.4%-6.7%-0.2%
Q1 2022+4.4%+3.5%-1.0%
Q4 2021-3.0%-2.4%-9.9%
Q3 2021-0.1%+0.0%+4.2%
Q2 2021+2.9%+4.7%+7.8%
Q1 2021+3.5%+6.5%+9.5%
Q4 2020+0.3%+3.2%+11.1%
Q3 2020+3.1%+5.7%+9.5%
Q2 2020+2.3%+5.7%+10.5%
Q1 2020+4.7%+1.6%-10.8%
Q4 2019+0.5%+0.9%+1.0%
Q3 2019+0.2%+0.1%+4.0%
Q2 2019-5.5%-4.6%-10.7%
Q1 2019-0.9%-1.3%-0.5%
Q4 2018-0.7%-2.6%-9.3%
Q3 2018+3.4%+3.1%+6.4%
Q2 2018+1.8%+3.0%+6.7%
Q1 2018+0.8%+0.9%+2.6%
Q4 2017-3.1%-4.5%+2.0%
Q3 2017+2.3%+2.6%-1.0%
Q2 2017-1.8%-2.4%-1.9%
Q1 2017+4.3%+5.7%-1.0%
Q4 2016-1.3%-2.5%+12.0%
Q3 2016-5.1%-3.8%-5.8%
Q2 2016-4.4%
Q1 2016+1.3%
Q4 2015+2.8%
Q3 2015-2.8%
Q2 2015-2.1%
Q1 2015-2.8%
Q4 2014-0.2%
Q3 2014-3.3%
Q2 2014-0.6%
Q1 2014-0.8%
Q4 2013+0.1%
Q3 2013-1.1%
Q2 2013-0.2%
Q1 2013-0.1%
Q4 2012-0.4%
Q3 2012+2.1%
Q2 2012-5.8%
Q1 2012-2.5%
Q4 2011-3.8%
Q3 2011-6.3%
Q2 2011-3.3%
Q1 2011-0.2%
Q4 2010+1.0%
Q3 2010-0.6%
Q2 2010-3.5%
Q1 2009-3.2%
Q1 2010+0.0%
Q4 2009+1.4%
Q2 2009+1.4%
Q3 2009-3.8%
Q3 2008-3.8%
Q4 2007-3.8%
Q4 2008-3.8%

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