The earnings call highlighted strong performance in Test & Measurement and a solid EBITDA margin, with a positive outlook for process and hybrid markets. However, challenges such as tariff impacts, FX effects, and weaknesses in Europe and bulk chemicals were noted. The sentiment is balanced between positive achievements and existing challenges.

Company Guidance -

Q4 2025

During Emerson's Third Quarter 2025 Earnings Conference Call, the company provided optimistic guidance for the remainder of the fiscal year and into 2026. Emerson reported underlying sales growth of 3% in Q3, with a notable 16% increase in Test & Measurement orders, while process and hybrid businesses grew mid-single digits. Adjusted earnings per share hit $1.52, reaching the top end of their guidance, and free cash flow generation resulted in a 21.3% margin. For Q4, Emerson anticipates underlying sales growth between 5% and 6%, driven by improvements in Test & Measurement and sustained growth in process and hybrid businesses, projecting an adjusted EBITDA margin of 27% and adjusted EPS between $1.58 and $1.62. Looking forward, Emerson expects strong exit rates for underlying orders to support growth into fiscal 2026, buoyed by robust demand in LNG, power, and life sciences sectors. The company also highlighted a reduction in tariff exposure, which positively impacts their margin projections, with the full-year 2025 free cash flow now expected to reach approximately $3.2 billion.

Strong Performance in Test & Measurement

Test & Measurement orders grew 16% and are expected to approach 20% in Q4, indicating a strong recovery across all world areas.

Solid EBITDA Margin and Free Cash Flow

Adjusted segment EBITDA margin reached 27.1%, and free cash flow was $970 million with a margin of 21.3%. Year-to-date, free cash flow is up 20% versus the prior year.

Positive Outlook for Process and Hybrid Markets

Underlying orders in process and hybrid businesses grew mid-single digits and are projected to maintain similar growth in the fourth quarter.

Promising Developments in Industrial Software

Industrial software ACV grew double digits, reaching $1.5 billion, with strong traction from products like Ovation AI-enabled Virtual Adviser.

Expected Growth in Fourth Quarter

Underlying sales growth for Q4 is projected at 5% to 6%, with adjusted segment EBITDA margin expected to be 27%, higher than previously planned.

Emerson Electric Company (EMR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EMR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q4)	1.61 / -	1.48	―	―	―
Aug 06, 2025	2025 (Q3)	1.51 / 1.52	1.43	6.29% (+0.09)
May 07, 2025	2025 (Q2)	1.41 / 1.48	1.36	8.82% (+0.12)
Feb 05, 2025	2025 (Q1)	1.29 / 1.38	1.22	13.11% (+0.16)
Nov 05, 2024	2024 (Q4)	1.47 / 1.48	1.29	14.73% (+0.19)
Aug 07, 2024	2024 (Q3)	1.41 / 1.43	1.29	10.85% (+0.14)
May 08, 2024	2024 (Q2)	1.27 / 1.36	1.09	24.77% (+0.27)
Feb 07, 2024	2024 (Q1)	1.04 / 1.22	0.78	56.41% (+0.44)
Nov 07, 2023	2023 (Q4)	1.31 / 1.29	1.53	-15.69% (-0.24)
Aug 02, 2023	2023 (Q3)	1.10 / 1.29	1.38	-6.52% (-0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EMR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$140.57	$133.93	-4.72%
May 07, 2025	$106.80	$109.38	+2.42%
Feb 05, 2025	$126.59	$123.69	-2.29%
Nov 05, 2024	$108.42	$116.18	+7.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Emerson Electric Company (EMR) report earnings?

Emerson Electric Company (EMR) is schdueled to report earning on Nov 11, 2025, Before Open (Confirmed).

What is Emerson Electric Company (EMR) earnings time?

Emerson Electric Company (EMR) earnings time is at Nov 11, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EMR EPS forecast?

EMR EPS forecast for the fiscal quarter 2025 (Q4) is 1.62.

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