Q4 2025 Emerson Electric Co Earnings Call Transcript

Nov 5, 2025 / 01:30 PM GMT

Release Date Price: €114.7 (-4.51%)

Transcript 8-K10-K8-K

Key Points

Positve

Emerson Electric Co (EMR) reported a 6% growth in orders for the fourth quarter, driven by strong demand in test and measurement, which grew by 27%.
The company achieved an adjusted segment EBITA margin of 27.5% in the fourth quarter, marking a 1.3 percentage point increase.
Emerson Electric Co (EMR) delivered $1.62 adjusted earnings per share in the fourth quarter, reaching the top end of their guidance.
Free cash flow increased by 12% year-over-year to $3.24 billion, exceeding expectations.
The company plans to return approximately $2.2 billion to shareholders in 2026 through share repurchases and dividends.

Negative

Underlying sales growth for the full year was slightly below expectations at 3%, due to softer-than-expected performance in Europe and China.
The discrete businesses showed lingering weakness, particularly in automotive and factory automation, finishing the year with only a 1% increase.
Europe and China are projected to remain weak in 2026, impacting overall sales growth.
The company faces a $120 million headwind in 2026 due to a higher-than-normal number of software contract renewals.
The automotive business continues to be very weak, affecting the discrete automation segment.

Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

EMR.N - Emerson Electric Co
Q4 2025 Emerson Electric Co Earnings Call
Nov 05, 2025 / 01:30PM GMT

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THIS TRANSCRIPT IS THE INITIAL PRELIMINARY VERSION WHICH LEVERAGES MACHINE LEARNING TECHNOLOGY. AS SUCH, PLEASE BE AWARE THERE MAY BE INACCURACIES IN THE TEXT DISPLAYED. FUTURE EDITED VERSIONS WILL BE REVIEWED FOR GREATER ACCURACY.

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Greetings and welcome to the Emerson 4th quarter and full

year 2025 earnings call. At this time, all participants are

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