Emerson Electric

EMR Q4 2025 Earnings

Reported Nov 5, 2025 at 6:55 AM ET · SEC Source

Q4 25 EPS

$1.62

BEAT +0.00%

Est. $1.62

Q4 25 Revenue

$4.86B

MISS 0.99%

Est. $4.90B

vs S&P Since Q4 25

-1.5%

TRAILING MARKET

EMR +4.8% vs S&P +6.4%

Full Year 2025 Results

FY 25 EPS

$6.00

BEAT +0.02%

Est. $6.00

FY 25 Revenue

$18.02B

MISS 0.26%

Est. $18.06B

Market Reaction

Did EMR Beat Earnings? Q4 2025 Results

Emerson Electric delivered a steady but mixed fiscal fourth quarter, matching Wall Street's adjusted EPS estimate of $1.62 precisely while falling just short on revenue, with net sales of $4.86 billion coming in roughly 0.99% below the $4.90 billion … Read more Emerson Electric delivered a steady but mixed fiscal fourth quarter, matching Wall Street's adjusted EPS estimate of $1.62 precisely while falling just short on revenue, with net sales of $4.86 billion coming in roughly 0.99% below the $4.90 billion consensus despite rising 5.1% year-over-year. The headline story, however, was margin expansion, as adjusted segment EBITA margin widened 130 basis points to 27.5% in the quarter, underscoring the operational leverage Emerson is extracting from its automation-focused portfolio following the completed AspenTech integration and the realization of $200.00 million in run-rate cost synergies from its Test and Measurement business. Full-year free cash flow climbed 12% to $3.25 billion, and the company rewarded shareholders with a 5% dividend increase to $0.56 per share quarterly alongside a new 50 million share repurchase authorization. Looking ahead, Emerson guided fiscal 2026 adjusted EPS of $6.35 to $6.55 on net sales growth of approximately 5.5%, with plans to return roughly $2.20 billion to shareholders through buybacks and dividends.

Key Takeaways

  • Margin expansion with adjusted segment EBITA margin up 130 bps in Q4 to 27.5%
  • Underlying orders growth of 6% in Q4, marking three consecutive quarters of mid-single-digit underlying orders growth
  • Completion of $200M run-rate cost synergies from Test & Measurement integration
  • AspenTech integration progress and completion of the buy-in
  • Strong Test & Measurement segment growth of 13% reported sales growth in Q4
  • Americas region led geographic growth at 6% in Q4
24/7 Wall St

EMR YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

EMR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Emerson delivered a solid fiscal 2025, marked by continued margin expansion, robust cash generation and strong execution. The dedication of our global teams was instrumental in driving our performance and advancing Emerson's position as the leading automation company. We are proud of the meaningful progress we have made integrating AspenTech and of completing the Test & Measurement integration – delivering on our commitment to achieve $200M of run-rate cost synergies.”

— Lal Karsanbhai, Q4 2025 Earnings Press Release