Emerson narrows FY25 adjusted EPS view to $6.00 from $5.90-$6.05

Consensus $5.99. Lowers FY25 revenue view to up 3.5% from up 4%. Sees FY25 free cash flow $3.2B. The company said, “Net and underlying sales guidance of ~3.5% growth reflects our updated expectations for pricing actions as the tariff expense exposure has reduced. GAAP EPS is now expected to be ~$4.08 and adjusted EPS guidance is now ~$6.00, an increase versus the previous midpoint. Expectations for operating cash flow and free cash flow increase to ~$3.6B and ~$3.2B, respectively. The 2025 outlook assumes returning ~$2.3B to shareholders through $1.1B of share repurchases and ~$1.2B of dividends, unchanged from the prior guidance.”