Emerson Electric (EMR)
Market Price (12/30/2025): $135.48 | Market Cap: $76.2 BilSector: Industrials | Industry: Electrical Components & Equipment
Emerson Electric (EMR)
Market Price (12/30/2025): $135.48Market Cap: $76.2 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%, CFO LTM is 3.1 Bil, FCF LTM is 2.7 Bil | Weak multi-year price returns3Y Excs Rtn is -30% | Key risksEMR key risks include [1] integration challenges and [2] increased debt stemming from its recent major acquisitions of National Instruments and Aspen Technology. |
| Low stock price volatilityVol 12M is 30% | ||
| Megatrend and thematic driversMegatrends include Automation & Robotics, Smart Grids & Grid Modernization, Water Infrastructure, and Electrification of Everything. Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%, CFO LTM is 3.1 Bil, FCF LTM is 2.7 Bil |
| Low stock price volatilityVol 12M is 30% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Smart Grids & Grid Modernization, Water Infrastructure, and Electrification of Everything. Show more. |
| Weak multi-year price returns3Y Excs Rtn is -30% |
| Key risksEMR key risks include [1] integration challenges and [2] increased debt stemming from its recent major acquisitions of National Instruments and Aspen Technology. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
I am unable to provide information on Emerson Electric's (EMR) stock movement for the period of August 31, 2025, to December 30, 2025, as this timeframe is in the future, and I do not have access to future market data or events.
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Stock Movement Drivers
Fundamental Drivers
The 5.1% change in EMR stock from 9/29/2025 to 12/29/2025 was primarily driven by a 21.7% change in the company's P/E Multiple.| 9292025 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 128.69 | 135.22 | 5.07% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 17779.00 | 18015.00 | 1.33% |
| Net Income Margin (%) | 14.92% | 12.72% | -14.71% |
| P/E Multiple | 27.28 | 33.19 | 21.66% |
| Shares Outstanding (Mil) | 562.10 | 562.50 | -0.07% |
| Cumulative Contribution | 5.07% |
Market Drivers
9/29/2025 to 12/29/2025| Return | Correlation | |
|---|---|---|
| EMR | 5.1% | |
| Market (SPY) | 3.6% | 67.1% |
| Sector (XLI) | 2.5% | 75.6% |
Fundamental Drivers
The 2.3% change in EMR stock from 6/30/2025 to 12/29/2025 was primarily driven by a 6.8% change in the company's P/E Multiple.| 6302025 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 132.23 | 135.22 | 2.26% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 17606.00 | 18015.00 | 2.32% |
| Net Income Margin (%) | 13.60% | 12.72% | -6.47% |
| P/E Multiple | 31.08 | 33.19 | 6.76% |
| Shares Outstanding (Mil) | 563.00 | 562.50 | 0.09% |
| Cumulative Contribution | 2.26% |
Market Drivers
6/30/2025 to 12/29/2025| Return | Correlation | |
|---|---|---|
| EMR | 2.3% | |
| Market (SPY) | 11.6% | 59.8% |
| Sector (XLI) | 6.8% | 70.6% |
Fundamental Drivers
The 9.4% change in EMR stock from 12/29/2024 to 12/29/2025 was primarily driven by a 13.1% change in the company's Net Income Margin (%).| 12292024 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 123.61 | 135.22 | 9.40% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 17492.00 | 18015.00 | 2.99% |
| Net Income Margin (%) | 11.25% | 12.72% | 13.08% |
| P/E Multiple | 35.86 | 33.19 | -7.47% |
| Shares Outstanding (Mil) | 571.00 | 562.50 | 1.49% |
| Cumulative Contribution | 9.37% |
Market Drivers
12/29/2024 to 12/29/2025| Return | Correlation | |
|---|---|---|
| EMR | 9.4% | |
| Market (SPY) | 16.6% | 79.8% |
| Sector (XLI) | 18.9% | 83.5% |
Fundamental Drivers
The 49.4% change in EMR stock from 12/30/2022 to 12/29/2025 was primarily driven by a 100.5% change in the company's P/E Multiple.| 12302022 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 90.53 | 135.22 | 49.36% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 13804.00 | 18015.00 | 30.51% |
| Net Income Margin (%) | 23.41% | 12.72% | -45.64% |
| P/E Multiple | 16.55 | 33.19 | 100.47% |
| Shares Outstanding (Mil) | 590.80 | 562.50 | 4.79% |
| Cumulative Contribution | 49.02% |
Market Drivers
12/30/2023 to 12/29/2025| Return | Correlation | |
|---|---|---|
| EMR | 44.0% | |
| Market (SPY) | 47.9% | 70.8% |
| Sector (XLI) | 41.1% | 77.1% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EMR Return | 9% | 18% | 6% | 4% | 30% | 11% | 105% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 151% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 17% | 114% |
Monthly Win Rates [3] | |||||||
| EMR Win Rate | 50% | 75% | 50% | 50% | 50% | 50% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| EMR Max Drawdown | -50% | -3% | -20% | -18% | -6% | -24% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See EMR Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/29/2025 (YTD)
How Low Can It Go
| Event | EMR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -30.9% | -25.4% |
| % Gain to Breakeven | 44.7% | 34.1% |
| Time to Breakeven | 505 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -51.1% | -33.9% |
| % Gain to Breakeven | 104.5% | 51.3% |
| Time to Breakeven | 238 days | 148 days |
| 2018 Correction | ||
| % Loss | -29.3% | -19.8% |
| % Gain to Breakeven | 41.5% | 24.7% |
| Time to Breakeven | 701 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -57.3% | -56.8% |
| % Gain to Breakeven | 134.0% | 131.3% |
| Time to Breakeven | 647 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Emerson Electric's stock fell -30.9% during the 2022 Inflation Shock from a high on 9/2/2021. A -30.9% loss requires a 44.7% gain to breakeven.
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Emerson Electric Co. designs and manufactures technology and engineering products for industrial, commercial, and consumer markets worldwide. The company operates through Automation Solutions and Commercial & Residential Solutions segments. The Automation Solutions segment offers measurement and analytical instrumentation, industrial valves and equipment, and process control software and systems. It serves the oil and gas, refining, chemicals, power generation, life sciences, food and beverage, automotive, pulp and paper, metals and mining, and municipal water supplies markets. The Commercial & Residential Solutions segment offers residential and commercial heating and air conditioning products, such as residential and variable speed scroll compressors; system protector and flow control devices; standard, programmable, and Wi-Fi thermostats; monitoring equipment and electronic controls for gas and electric heating systems; gas valves for furnaces and water heaters; ignition systems for furnaces; sensors and thermistors for home appliances; and temperature sensors and controls. The company also provides reciprocating, scroll, and screw compressors; precision flow controls; system diagnostics and controls; and environmental control systems for use in medical, food processing, and cold storage applications. In addition, this segment offers air conditioning, refrigeration, and lighting control technologies, as well as facility design and product management, site commissioning, facility monitoring, and energy modeling services; and professional and homeowner tools, and appliance solutions. The company was formerly known as The Emerson Electric Manufacturing Company and changed its name to Emerson Electric Co. in 2000. Emerson Electric Co. was incorporated in 1890 and is headquartered in St. Louis, Missouri.
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Emerson Electric (EMR):- It's like Honeywell for industrial automation, providing the essential technology that makes factories and plants run efficiently.
- Think of it as Siemens' industrial division, building the crucial control systems and software for everything from power plants to chemical facilities.
- It's like the Microsoft of industrial operations, supplying the intelligence and control systems that make manufacturing plants smart and productive.
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- Measurement & Analytical Instruments: Devices used to monitor and analyze process variables such as pressure, temperature, flow, and gas composition in industrial settings.
- Valves & Actuators: Control, shutoff, and relief valves along with the devices (actuators) that open and close them, essential for managing fluid flow in pipelines and processes.
- Industrial Control Systems: Distributed Control Systems (DCS), Programmable Logic Controllers (PLC), and other solutions for automating and optimizing plant operations.
- Fluid Control & Pneumatics: Products like solenoid valves, cylinders, and air preparation units that manage the flow of liquids and gases in industrial automation applications.
- Asset Management Software: Software tools that enable predictive maintenance, improve asset reliability, and optimize plant performance for industrial operations.
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Emerson Electric (EMR) - Major Customers
Emerson Electric (EMR) primarily operates as a Business-to-Business (B2B) company, selling its products, technologies, and services to other businesses rather than directly to individual consumers. Its customer base is highly diversified across numerous industrial, commercial, and residential markets globally.
Due to the vast and fragmented nature of its customer base, Emerson Electric does not typically disclose specific "major customers" by name in its public filings, as no single customer or small group of customers accounts for a significant portion of its total revenue. Instead, Emerson serves thousands of companies across various sectors. Its customers generally fall into the following categories:
- Industrial Process Companies: These are large enterprises in sectors that rely heavily on automation, control systems, and operational technologies to manage complex processes. Key industries include:
- Oil & Gas (e.g., exploration, production, refining, transportation companies)
- Chemical and Petrochemical manufacturers
- Power Generation (e.g., utilities, independent power producers)
- Mining and Metals companies
- Pharmaceutical and Life Sciences companies
- Food & Beverage producers
- Water and Wastewater treatment facilities
- Pulp & Paper mills
- Discrete Manufacturing Companies: Businesses involved in the production of distinct, countable items, often utilizing precision automation and assembly solutions. These include:
- Automotive manufacturers
- Packaging companies
- Electronics manufacturers
- Material handling system integrators
- Commercial & Residential Equipment Manufacturers (OEMs): Companies that integrate Emerson's components (such as compressors, thermostats, valves, and heating elements) into their finished products. These often include:
- Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR) system manufacturers
- Appliance manufacturers
- Foodservice equipment manufacturers
- Contractors, Distributors, and Wholesalers: These businesses purchase Emerson products (e.g., professional tools under brands like RIDGID and Greenlee, or HVACR components) and then sell or install them for their own commercial and residential end-users.
While Emerson provides crucial technologies and services to these companies, it does not have publicly disclosed "major customers" in the sense of a few dominant revenue sources.
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Lal Karsanbhai President and Chief Executive Officer
Lal Karsanbhai became the President and Chief Executive Officer of Emerson in February 2021, after a 26-year career with the company. He joined Emerson in 1995 as an international planner and advanced through various business development and leadership positions. Karsanbhai served as President of Emerson's Fisher regulator technologies from 2008 to 2012 and led the Automation Solutions business from October 2018 until his appointment as CEO. Notably, before joining Emerson, he was a helicopter pilot.
Mike Baughman Executive Vice President and Chief Financial Officer
Mike Baughman was promoted to Executive Vice President and Chief Financial Officer of Emerson in May 2023. He joined Emerson in 2017 as vice president and controller. Prior to Emerson, he spent 14 years in various corporate finance and accounting roles at Baxter International, where the company was involved in mergers and acquisitions and a company split. Baughman began his career with PricewaterhouseCoopers (PwC) for 16 years, including five years as a partner, specializing in transactions and auditing. In this role, he gained experience assisting corporate and private equity clients with buy-side and sell-side due diligence and acquisition integration.
Ram Krishnan Executive Vice President and Chief Operating Officer
Ram Krishnan became Executive Vice President and Chief Operating Officer of Emerson in February 2021. He joined Emerson in 1994 as a project engineer and has held numerous management roles, including president of Climate Technologies in Asia. Krishnan was also chief operating officer of final control and group president of final control, following the acquisition of Pentair's valves and controls business in 2017.
Michael H. Train Senior Vice President and Chief Sustainability Officer
Michael H. Train was named Emerson's first Chief Sustainability Officer in March 2021. He began his career with Emerson in 1991 as an International Planner and has held various senior positions, including President of Emerson Japan and Korea, President of Emerson Process Management Asia Pacific, and President of Emerson's Automation Solutions business. He also served as President of Emerson from 2018 to 2021.
Michael Tang Senior Vice President, Secretary and Chief Legal Officer
Michael Tang serves as the Senior Vice President, Secretary and Chief Legal Officer at Emerson.
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Key Risks to Emerson Electric (EMR)
The key risks to Emerson Electric's business operations primarily stem from competitive market pressures and technological disruption, supply chain vulnerabilities, and integration challenges coupled with increased debt from strategic acquisitions.1. Competitive Market Pressures and Technological Disruption
Emerson Electric operates in highly competitive global markets where continuous innovation and adaptability to rapid technological changes are paramount. The emergence of new competitors and swift technological advancements can quickly render existing products obsolete, challenging Emerson's market position. To maintain its competitive edge, the company must consistently innovate and adapt.2. Supply Chain Vulnerabilities
Emerson's reliance on a global supply chain for essential raw materials, such as steel, electronics, and rare earth metals, exposes it to significant vulnerabilities. Disruptions caused by natural disasters, geopolitical tensions, trade disputes, or volatility in market prices for these materials can adversely affect the company's ability to maintain consistent production levels and stable cost structures.3. Integration Risks and Increased Debt from Acquisitions
Emerson has undertaken significant strategic acquisitions, including National Instruments and Aspen Technology. These acquisitions present substantial risks related to the effective integration of diverse corporate cultures, systems, and processes, as well as the successful realization of anticipated synergies. Furthermore, these strategic moves have led to increased debt levels and financial leverage, which pose a risk to the company's balance sheet.AI Analysis | Feedback
The increasing prevalence of open-source industrial automation platforms, coupled with the growing capabilities of cloud-native industrial software solutions and the drive for greater interoperability (e.g., through initiatives like the Open Process Automation Forum), presents an emerging threat. This trend challenges the traditional proprietary, vertically integrated model prevalent in industrial control systems, potentially commoditizing specialized hardware and software components from companies like Emerson Electric and shifting value towards open ecosystems, software-defined control, and pure cloud service providers.
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Emerson Electric (symbol: EMR) operates in significant addressable markets through its two primary business segments: Automation Solutions and Commercial & Residential Solutions.
Automation Solutions
This segment focuses on providing automation technologies and services, including measurement and analytical instruments, valves, control systems, and industrial software, to various industries such as oil and gas, power generation, and chemical processing.
- The global industrial automation market size was valued at approximately USD 206.33 billion in 2024 and is projected to reach USD 378.57 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 10.8% from 2025 to 2030. Other estimates place the global industrial automation market at USD 221.64 billion in 2025, projected to reach USD 325.51 billion by 2030, reflecting a 7.99% CAGR.
Commercial & Residential Solutions
This segment delivers products and services for building automation, climate technologies (heating, ventilation, and air conditioning - HVAC), and refrigeration technologies.
- The global HVAC systems market size was estimated at USD 241.52 billion in 2024 and is projected to reach USD 445.73 billion by 2033, growing at a CAGR of 7.0% from 2025 to 2033. Another report estimates the global HVAC system market size at USD 289.99 billion in 2024, predicted to increase to approximately USD 407.77 billion in 2030, expanding at a CAGR of 6.4% from 2025 to 2030.
- The global commercial refrigeration market size was valued at USD 85.6 billion in 2024 and is expected to reach USD 161 billion by 2034, growing at a CAGR of 6.6% during 2025 to 2034.
AI Analysis | Feedback
Emerson Electric (EMR) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market tailwinds:
- Software-Centric Transformation and Project Beyond: Emerson is undergoing a significant shift from hardware-centric to software-defined automation, exemplified by its "Project Beyond" initiative and the Enterprise Operations Platform (EOP). This strategy aims to unify data from operational technology (OT) silos into an AI-enabled ecosystem, integrating legacy systems with newer tools like AspenTech's optimization software. The goal is to significantly increase the contribution of software to total revenue, boosting margins and recurring revenue streams.
- Growth in Industrial Automation via "Boundless Automation": The company is capitalizing on the expanding demand for advanced automation solutions across diverse industries, including process controls, hybrid, and discrete automation systems. Emerson's "Boundless Automation" initiative is central to this effort, focusing on innovation and developing new, high-margin products and services within the automation sector.
- Leveraging the Energy Transition, particularly LNG: Emerson's strategic exposure to the global energy transition, especially in liquefied natural gas (LNG) and pipeline infrastructure, is a critical growth driver. The company is positioned to benefit from substantial anticipated spending in energy infrastructure, with automation playing a vital role in decarbonization efforts.
- Strategic Acquisitions and Portfolio Optimization: Emerson has been actively transforming its business by acquiring key industrial software companies such as AspenTech and National Instruments, while divesting non-core assets. These strategic acquisitions are intended to strengthen its software capabilities, expand its presence in process automation, and generate significant cost synergies, thereby enhancing its ability to provide comprehensive solutions.
- Expansion in Key End Markets and Secular Tailwinds: The company anticipates continued positive momentum and growth driven by significant capital investments in various secular growth markets. These include power, LNG, life sciences, semiconductor, and aerospace & defense sectors, which are expected to drive sustainable growth for Emerson's portfolio.
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Share Repurchases
- In November 2025, the Board authorized the repurchase of up to 50 million shares over the next several years, in addition to approximately 20 million shares remaining from a March 2020 authorization of 60 million shares.
- Emerson plans to return approximately $1.0 billion through share repurchases in fiscal year 2026.
- The company's repurchase of common stock averaged -$959.8 million annually for fiscal years ending September 2020 to 2024.
Share Issuance
- No information is available regarding the dollar amount of shares issued.
Inbound Investments
- No information is available regarding large inbound investments made in the company by third-parties.
Outbound Investments
- In March 2025, Emerson completed the acquisition of all outstanding shares of AspenTech not already owned by Emerson, following an initial combination of Emerson’s industrial software businesses with AspenTech in May 2022.
- Emerson completed the acquisition of NI (National Instruments) in October 2023, diversifying its technology into test and measurement automation.
- As part of its portfolio transformation, Emerson divested its majority stake in the Climate Technologies business in May 2023 and the InSinkErator business in November 2022.
Capital Expenditures
- Capital expenditures were $431 million for the fourth quarter of fiscal year 2025 and $419 million for the fourth quarter of fiscal year 2024.
- Emerson Electric's capital expenditures averaged 2.7% of revenue for fiscal years ending September 2020 to 2024.
- Expected capital expenditures are projected to remain at 2–2.5% of revenue, supporting the company's automation strategy and R&D investment.
Latest Trefis Analyses
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| ARTICLES |
Trade Ideas
Select ideas related to EMR. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 18.3% | 18.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.5% | 5.5% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 7.1% | 7.1% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.9% | 2.9% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 5.7% | 5.7% | -0.4% |
| 03312020 | EMR | Emerson Electric | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 39.0% | 95.0% | -4.1% |
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Peer Comparisons for Emerson Electric
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 106.50 |
| Mkt Cap | 180.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.2% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 8.3% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 18.6% |
| Op Mgn 3Y Avg | 17.0% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 18.9% |
| CFO/Rev 3Y Avg | 17.5% |
| FCF/Rev LTM | 16.5% |
| FCF/Rev 3Y Avg | 14.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 180.8 |
| P/S | 4.3 |
| P/EBIT | 22.3 |
| P/E | 34.6 |
| P/CFO | 21.8 |
| Total Yield | 4.2% |
| Dividend Yield | 2.1% |
| FCF Yield 3Y Avg | 5.7% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 0.1% |
| 3M Rtn | 6.4% |
| 6M Rtn | 9.2% |
| 12M Rtn | 12.4% |
| 3Y Rtn | 72.0% |
| 1M Excs Rtn | 0.2% |
| 3M Excs Rtn | 2.7% |
| 6M Excs Rtn | -2.1% |
| 12M Excs Rtn | -2.8% |
| 3Y Excs Rtn | -5.1% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Final Control | 4,204 | 3,970 | 3,607 | ||
| Measurement & Analytical | 4,061 | 3,595 | 3,215 | ||
| Control Systems & Software | 3,935 | 2,606 | 2,398 | ||
| Discrete Automation | 2,506 | 2,635 | 2,612 | ||
| Test & Measurement | 1,464 | 0 | |||
| Safety & Productivity | 1,390 | 1,388 | 1,402 | ||
| Eliminations/interest | -68 | -71 | -86 | -28 | -13 |
| AspenTech | 1,042 | 656 | 319 | ||
| Automation Solutions | 11,292 | 11,155 | |||
| Climate Technologies | 4,748 | 3,980 | |||
| Tools & Home Products | 1,905 | 1,663 | |||
| Total | 17,492 | 15,165 | 13,804 | 18,236 | 16,785 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Control Systems & Software | 15,903 | 2,151 | 1,700 | ||
| Test & Measurement | 9,210 | 0 | |||
| Final Control | 5,706 | 5,614 | 4,805 | ||
| Corporate and other (includes assets held-for-sale) | 5,607 | 13,226 | 6,879 | 4,025 | 4,076 |
| Measurement & Analytical | 4,122 | 3,976 | 4,395 | ||
| Discrete Automation | 2,470 | 2,493 | 2,284 | ||
| Safety & Productivity | 1,228 | 1,238 | 1,125 | ||
| AspenTech | 14,048 | 14,484 | 2,089 | ||
| Automation Solutions | 13,734 | 14,250 | |||
| Climate Technologies | 3,269 | 3,065 | |||
| Tools & Home Products | 1,598 | 1,491 | |||
| Total | 44,246 | 42,746 | 35,672 | 24,715 | 22,882 |
Price Behavior
Price Behavior
| Market Price | $135.22 | |
| Market Cap ($ Bil) | 76.0 | |
| First Trading Date | 06/01/1972 | |
| Distance from 52W High | -8.9% | |
| 50 Days | 200 Days | |
| DMA Price | $132.76 | $126.23 |
| DMA Trend | up | indeterminate |
| Distance from DMA | 1.9% | 7.1% |
| 3M | 1YR | |
| Volatility | 25.1% | 30.1% |
| Downside Capture | 149.94 | 138.64 |
| Upside Capture | 148.32 | 126.75 |
| Correlation (SPY) | 67.2% | 79.8% |
EMR Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.20 | 1.24 | 1.29 | 1.27 | 1.23 | 1.14 |
| Up Beta | 0.80 | 0.65 | 0.84 | 0.88 | 1.09 | 1.13 |
| Down Beta | 2.03 | 1.77 | 1.41 | 1.47 | 1.34 | 1.20 |
| Up Capture | 86% | 112% | 118% | 124% | 133% | 123% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 9 | 25 | 37 | 70 | 133 | 396 |
| Down Capture | 134% | 121% | 148% | 137% | 119% | 104% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 16 | 25 | 55 | 115 | 352 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of EMR With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| EMR | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 11.0% | 19.1% | 16.7% | 65.4% | 7.5% | 4.2% | -7.3% |
| Annualized Volatility | 29.9% | 18.8% | 19.4% | 19.8% | 15.3% | 17.0% | 34.9% |
| Sharpe Ratio | 0.35 | 0.79 | 0.67 | 2.43 | 0.27 | 0.08 | -0.06 |
| Correlation With Other Assets | 83.6% | 79.8% | -4.6% | 29.6% | 53.6% | 32.0% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Comparison of EMR With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| EMR | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 13.3% | 13.8% | 14.8% | 17.7% | 11.2% | 5.1% | 30.2% |
| Annualized Volatility | 25.8% | 17.2% | 17.1% | 15.6% | 18.7% | 18.9% | 48.6% |
| Sharpe Ratio | 0.48 | 0.64 | 0.70 | 0.91 | 0.48 | 0.18 | 0.57 |
| Correlation With Other Assets | 78.4% | 68.2% | 7.1% | 29.6% | 49.0% | 24.1% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of EMR With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| EMR | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 14.8% | 13.7% | 15.0% | 14.6% | 6.9% | 5.4% | 69.0% |
| Annualized Volatility | 28.5% | 19.9% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.53 | 0.61 | 0.72 | 0.82 | 0.31 | 0.23 | 0.89 |
| Correlation With Other Assets | 81.4% | 71.5% | -1.8% | 36.9% | 53.2% | 15.7% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/5/2025 | -3.8% | -6.0% | 0.2% |
| 8/6/2025 | -4.7% | -5.4% | -4.9% |
| 5/7/2025 | 2.4% | 13.3% | 14.7% |
| 2/5/2025 | -2.3% | -0.6% | -8.5% |
| 11/5/2024 | 7.2% | 17.7% | 22.8% |
| 8/7/2024 | -7.6% | -3.4% | -6.8% |
| 5/8/2024 | 4.9% | 6.5% | -0.9% |
| 2/7/2024 | 10.4% | 11.1% | 17.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 13 | 12 |
| # Negative | 12 | 9 | 10 |
| Median Positive | 3.7% | 6.5% | 9.7% |
| Median Negative | -3.8% | -5.4% | -5.9% |
| Max Positive | 10.4% | 17.7% | 22.8% |
| Max Negative | -7.6% | -7.6% | -9.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/10/2025 | 10-K (09/30/2025) |
| 06/30/2025 | 08/06/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 05/07/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 02/05/2025 | 10-Q (12/31/2024) |
| 09/30/2024 | 11/12/2024 | 10-K (09/30/2024) |
| 06/30/2024 | 08/07/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 05/08/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 02/07/2024 | 10-Q (12/31/2023) |
| 09/30/2023 | 11/13/2023 | 10-K (09/30/2023) |
| 06/30/2023 | 08/02/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 05/03/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 02/08/2023 | 10-Q (12/31/2022) |
| 09/30/2022 | 11/14/2022 | 10-K (09/30/2022) |
| 06/30/2022 | 08/09/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 05/04/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 02/02/2022 | 10-Q (12/31/2021) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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