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Sep 30
Emerson Q4 2025 Earnings Report
Emerson closed Q4 with strong profitability, modest top-line growth, and solid adjusted segment margins.
Key Takeaways
Emerson delivered a strong Q4 2025, with earnings and margins rising on operational discipline and segment strength. Revenue increased 5% and Adjusted Segment EBITA margin rose to 27.5%.
Q4 revenue rose 5% YoY to $4.86 billion
GAAP EPS came in at $1.12; adjusted EPS was $1.62
Adjusted Segment EBITA hit $1.33 billion with a 27.5% margin
Free cash flow was $843 million despite slightly lower operating cash
Emerson
Emerson
Emerson Revenue by Segment
Emerson Revenue by Geographic Location
Revenue by Segment
Intelligent Devices Revenue
CapyFin.comSoftware and Control Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEurope Revenue
CapyFin.comAsia, ME & Africa Revenue
CapyFin.com Forward Guidance
For fiscal 2026, Emerson expects mid-single-digit underlying sales growth and robust capital returns to shareholders, targeting up to $3.6B in free cash flow.
Positive Outlook
- FY26 revenue growth forecast of ~5.5%
- Adjusted EPS outlook of $6.35–$6.55
- Free cash flow expected between $3.5B–$3.6B
- Planned share repurchases of ~$1B
- Ongoing dividend program totaling ~$1.2B
Challenges Ahead
- Operating cash flow guidance suggests limited YoY growth
- Q1 2026 EPS guidance ($0.98) below Q4 2025 performance
- Continued restructuring and integration costs expected
- Q4 cash & equivalents dropped to $1.54B from $3.59B YoY
- Asia, Middle East & Africa growth modest at just 2% YoY