Emerson Electric Co
EMR
$137.39 0.55%
Exchange: NYSE | Sector: Industrials | Industry: Industrial Machinery
Q4 2024
Published: Nov 12, 2024

Earnings Highlights

  • Revenue of $4.62B up 12.9% year-over-year
  • EPS of $1.74 increased by 34.6% from previous year
  • Gross margin of 51.3%
  • Net income of 996.00M
  • ""2024 is an exciting year where we closed our National Instruments acquisition, did excellent work driving synergies and integration and celebrated 80 years as a company listed on the New York Stock Exchange."" - Lal Karsanbhai
EMR
Company EMR

Executive Summary

Emerson Electric Co. reported a solid Q4 2024 with a strong finish to a transformative year. Revenue of $4.62 billion generated a gross margin of 51.3% and an operating margin of 17.1%, underscoring a high-quality, high-margin portfolio that benefited from price discipline and ongoing cost reductions. For the full year, EMR delivered gross margins of 50.8% (a record for the company) and adjusted segment EBITDA of 26%, with full-year free cash flow of $2.9 billion and adjusted EPS of $5.49, reflecting the benefits of a higher-growth, higher-margin portfolio post-transformation. Management reaffirmed a disciplined capital-allocation stance, including a roughly $2.0 billion stock-repurchase plan for 2025 and continued dividend growth, while signaling the strategic culmination of portfolio actions (AspenTech integration and the Safety & Productivity review). The company guided 2025 adj. EPS of $5.85–$6.05, underlying sales growth of 3–5%, and free cash flow of $3.2–$3.3 billion, with AspenTech contributing roughly $0.44–$0.46 per share and Safety & Productivity contributing about $0.48 per share. Notably, EMR closed 2024 with a backlog of $7.2 billion (ex-T&M backlog up by $150 million), highlighting robust project momentum in process/hybrid markets and a positive signal for 2025 growth, albeit with continued reliance on capital-project cycles and LNG/energy-transition activity. The Q4 performance and 2025 outlook reflect a well-positioned, software-enabled industrial technology company facing a multi-year growth runway driven by software content, enterprise data fabric, and digital transformation across brownfield and greenfield environments.

Key Performance Indicators

Revenue
Increasing
4.62B
QoQ: 5.46% | YoY: 12.93%
Gross Profit
Increasing
2.37B
51.33% margin
QoQ: 15.83% | YoY: 17.84%
Operating Income
Increasing
790.00M
QoQ: -0.38% | YoY: 13.34%
Net Income
Increasing
996.00M
QoQ: 202.74% | YoY: 33.87%
EPS
Increasing
1.75
QoQ: 201.72% | YoY: 34.62%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 4,432.00 0.86 +1.3% View
Q1 2025 4,175.00 1.02 +1.4% View
Q4 2024 4,619.00 1.74 +12.9% View
Q3 2024 4,380.00 0.57 +11.0% View
Q2 2024 4,376.00 0.87 +16.5% View