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Sep 30, 2025
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
Revenue by Segment
Revenue by Geographic Location
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
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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