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Dec 31, 2024

Emerson Q1 2025 Earnings Report

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

Key Takeaways

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.

Total Revenue
$4.17B
Previous year: $4.12B
+1.4%
EPS
$1.38
Previous year: $1.22
+13.1%
Gross Profit
$2.24B
Previous year: $1.92B
+16.6%
Cash and Equivalents
$2.83B
Previous year: $2.08B
+36.5%
Free Cash Flow
$694M
Previous year: $367M
+89.1%
Total Assets
$42.6B
Previous year: $46.5B
-8.4%

Emerson

Emerson

Forward Guidance

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

Positive Outlook

  • 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.

Challenges Ahead

  • 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.