NYSE$EMR

Emerson Electric Co · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Emerson's Q3 2024 results were reported, with updated full-year outlook for fiscal year 2024.

Emerson reported strong Q3 results with solid underlying orders growth, exceeding expectations for profitability and cash flow. The company also reached an agreement to fully exit the Copeland business, focusing on automation.

  • Emerson delivered a strong quarter with solid underlying orders growth.
  • Profitability and cash flow exceeded expectations.
  • Demand in process and hybrid markets continues to meet expectations.
  • Agreement reached to completely exit the Copeland business.

Headline financials

Total Revenue

$4.38B

Previous: $1.66B+163.9%
EPS

$0.57

Previous: $1.29-55.8%
Adjusted Segment EBITA

$1.19B

No prior period
Operating Cash Flow

$1.07B

No prior period
Capital Expenditures

-$251M

Previous: -$194M-29.4%
Free Cash Flow

$78M

Previous: $9.16B-99.1%
Net Income

$329M

Previous: $9.35B-96.5%
Operating Income

-$3.62B

Previous: -$1.36B-166.2%
Gross Profit

$2.31B

Previous: -$292M+892.5%
Total Assets

$45.6B

Previous: $44.2B+3.2%
Stock-Based Comp

$56M

Previous: $56M+0.0%

Revenue & EPS history

Emerson · Revenue · Quarterly

$4.38B

Q3 2024+163.9%vs Q3 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 provided fiscal year 2024 guidance, anticipating net sales growth of approximately 15% and underlying sales growth of approximately 6%.

Tailwinds

  • Net Sales Growth ~15%
  • Underlying Sales Growth ~6%
  • Operating Cash Flow ~$3.2B
  • Free Cash Flow ~$2.8B
  • Approximately $300 million returned to shareholders through share repurchases and approximately $1.2 billion of dividend payments.

Headwinds

  • Amortization of Intangibles ~$1.42
  • Restructuring and Related Costs ~$0.34
  • Loss on Copeland Note Receivable $0.38
  • Amortization of Acquisition-related Inventory Step-up $0.38
  • Acquisition / Divestiture Fees and Related Costs ~$0.24

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 Q3 2024

Historical avgQ3 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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