NYSE$EMR

Emerson Electric Co · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Emerson's Q2 2024 results were reported, with sales growth, margin expansion, and earnings exceeding expectations.

Emerson reported strong Q2 2024 results, with sales growth, margin expansion, and earnings all exceeding expectations. The company has updated its full year 2024 outlook with confidence due to strong performance and relentless focus on execution.

  • Sales growth, margin expansion, and earnings exceeded expectations.
  • Underlying orders met low-single-digit growth expectations, supported by process and hybrid end markets.
  • Gross margin performance demonstrates the strength of the transformed portfolio and Emerson Management System.
  • Full year 2024 outlook was updated.

Headline financials

Total Revenue

$4.38B

Previous: $1.66B+163.6%
EPS (adj)

$1.36

Previous: $1.09+24.8%
Capital Expenditures

-$159M

Previous: -$121M-31.4%
Free Cash Flow

$342M

Previous: $671M-49.0%
Net Income

$501M

Previous: $792M-36.7%
Operating Income

-$3.65B

Previous: -$1.29B-183.5%
Gross Profit

$2.28B

Previous: -$295M+874.2%
Total Assets

$46.4B

Previous: $36.1B+28.5%
Stock-Based Comp

$73M

Previous: $40M+82.5%

Revenue & EPS history

Emerson · Revenue · Quarterly

$4.38B

Q2 2024+163.6%vs Q2 2023
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 updated its full year outlook for fiscal 2024. The 2024 outlook assumes approximately $500 million returned to shareholders through share repurchases and approximately $1.2 billion of dividend payments. Guidance figures are approximate.

Tailwinds

  • Net Sales Growth 15% - 16%
  • Underlying Sales Growth 5.5% - 6.5%
  • Earnings Per Share $2.98 - $3.08
  • Adjusted Earnings Per Share $5.40 - $5.50
  • Free Cash Flow ~$2.7B

Headwinds

  • Amortization of Intangibles ~$1.43
  • Restructuring and Related Costs ~$0.32
  • Loss on Copeland Equity Method Investment ~$0.19
  • Amortization of Acquisition-related Inventory Step-up $0.38
  • Acquisition / Divestiture Fees and Related Costs ~$0.23

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 Q2 2024

Historical avgQ2 2024

-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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