Emerson Electric

EMR Q3 2025 Earnings

Reported Aug 6, 2025 at 6:30 AM ET · SEC Source

Q3 25 EPS

$1.52

BEAT +0.48%

Est. $1.51

Q3 25 Revenue

$4.55B

MISS 1.19%

Est. $4.61B

vs S&P Since Q3 25

-3.8%

TRAILING MARKET

EMR +10.1% vs S&P +13.9%

Market Reaction

Did EMR Beat Earnings? Q3 2025 Results

Emerson Electric delivered a mixed but largely solid fiscal third quarter, edging past earnings expectations while falling short on the top line as the industrial automation giant navigated a shifting demand landscape. Adjusted EPS of $1.52 beat the … Read more Emerson Electric delivered a mixed but largely solid fiscal third quarter, edging past earnings expectations while falling short on the top line as the industrial automation giant navigated a shifting demand landscape. Adjusted EPS of $1.52 beat the $1.51 consensus by 0.48%, growing 6% from the prior year's $1.43, while revenue of $4.55 billion came in 1.19% below estimates despite rising 4.0% year-over-year. The key driver behind the earnings strength was a dramatic improvement in profitability, with pretax earnings margin expanding 570 basis points to 16.1%, partly reflecting the absence of a $279 million loss on the Copeland note receivable that had burdened the year-ago quarter. The Intelligent Devices segment anchored the quarter with $3.13 billion in sales, while the Software and Control segment benefited from the fully completed AspenTech acquisition, with that unit's adjusted EBITA margin widening to 35.9%. Shares fell after management trimmed full-year sales growth guidance to approximately 3.5%, though the company raised its adjusted EPS outlook to approximately $6.00 and lifted free cash flow expectations to roughly $3.20 billion.

Key Takeaways

  • Positive momentum in key end markets
  • Strong underlying growth of 3% in the quarter
  • Final Control segment led growth with 7% reported sales increase
  • Control Systems & Software adjusted EBITA margin expanded to 35.9% from 33.3%
  • Pretax earnings margin expanded 570 basis points year-over-year
  • Reduced tariff expense exposure relative to prior expectations
24/7 Wall St

EMR YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

EMR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Emerson's solid third quarter results reflect our sustained momentum, delivering strong underlying growth, profitability and cash flow, which we expect to continue as we finish the fiscal year. We are experiencing positive momentum in key end markets, and our team's ability to execute in this dynamic environment demonstrates the resilience of our business model and our operational excellence.”

— Lal Karsanbhai, Q3 2025 Earnings Press Release