分组1：财务表现 - 公司第三季度净销售额为44亿美元，同比增长11%，其中基础销售额增长3%[112] - 第三季度调整后每股收益（EPS）为1.43美元，同比增长11%，反映销售增长和强劲的运营表现[113] - 第三季度调整后EBITA为11.56亿美元，同比增长13%，占销售额比例为26.4%，同比增加0.4个百分点[130] - 2024年第三季度，智能设备销售额为30亿美元，增长1%[136] - 2024年第三季度，软件和控制销售额为14亿美元，增长42%[141] - 2024年第三季度，控制系统和软件销售额为7亿美元，增长6%[137] - 2024年第三季度，测量与分析销售额增长8%，达到69美元[136] - 2024年第三季度，AspenTech销售额增长7%，达到343美元[137] - 2024年前九个月，公司净销售额为128.73亿美元，增长16%[142] - 2024年前九个月，软件和控制销售额增长51%，包括测试与测量收购的影响[143] - 2024年前九个月，调整后稀释每股收益为4.01美元，增长27%[151] - 2024财年前九个月，公司调整后的EBITA为31.91亿美元，增长24%[159] - 智能设备部门销售额为88.8亿美元，增长5%，其中测量与分析设备销售额增长15%[161] - 软件与控制部门销售额为40.44亿美元，增长51%，主要受测试与测量设备收购影响[166] - 公司预计2024财年全年销售额增长约15%，调整后每股收益预计为5.45至5.50美元[180] 分组2：毛利率与费用 - 第三季度毛利率为52.8%，同比增加2.3个百分点，主要受Test & Measurement收购和价格上涨影响[120] - 第三季度销售、一般和管理费用（SG&A）为12.54亿美元，同比增长20%，占销售额比例增加2.2个百分点至28.6%[121] - 第三季度其他扣除净额为2.94亿美元，同比增长164%，主要包含Test & Measurement收购相关的无形资产摊销和重组成本[123] - 2024年前九个月，成本销售为63.59亿美元，增长12%[144] 分组3：收购与投资 - 公司完成了对National Instruments Corporation（NI）的收购，NI在过去的12个月中收入约为17亿美元[110] - 第三季度软件和控制销售额增长42%，主要受Test & Measurement收购影响[119] - 2024年前九个月，软件和控制销售额增长51%，包括测试与测量收购的影响[143] - 软件与控制部门销售额为40.44亿美元，增长51%，主要受测试与测量设备收购影响[166] 分组4：现金流与预测 - 2024财年前九个月，公司运营现金流为22.44亿美元，增长525百万美元[176] - 公司预计2024财年运营现金流约为32亿美元，自由现金流约为28亿美元[182] 分组5：风险与不确定性 - 公司记录了与出售Copeland note receivable相关的预税损失2.79亿美元，调整后每股损失0.38美元[111] - 公司未更新任何前瞻性声明，涉及风险和不确定性，包括俄罗斯-乌克兰及其他全球冲突的范围、持续时间和最终影响[183] - 经济和货币条件、市场需求、定价、知识产权保护、网络安全、关税、竞争和技术因素、通货膨胀等风险因素[183] - 风险因素和安全港声明已列入公司2023年9月30日结束的年度报告Form 10-K的Part I, Item 1A和Part II, Item 7中，并已在后续提交给SEC的报告中被引用[183]

财务业绩 - 2024年第三季度,艾默生营业收入为43.8亿美元,同比增长11%[2] - 2024年第三季度,艾默生调整后每股收益为1.43美元,同比增长11%[2] - 公司第三季度净收入为119.73亿美元，同比增长16%[34] - 公司第三季度调整后总分部EBITA利润率为27.1%，较上年同期提升0.2个百分点[39] - 公司第四季度调整后EBITA为10.27亿美元，占销售额26.0%[53] - 公司第四季度调整后每股收益为1.29美元，不包括AspenTech的贡献为1.18美元[54] - 2023年第三季度公司调整后的分部EBITA为10.6亿美元，调整后的EBITA利润率为26.9%[72] - 2024年第三季度公司调整后的分部EBITA为11.89亿美元，调整后的EBITA利润率为27.1%[72] 业务表现 - 最终控制和测量与分析业务分部销售额同比分别增长5%和15%[32][33] - 软件与控制业务分部销售额同比增长51%，主要得益于AspenTech业务的强劲增长[33] - AspenTech业务第三季度销售额同比增长11%，利润率达到50%[37] - 公司第四季度最终控制、测量分析、智能设备等业务板块的销售增长率为2%、9%和2%[66] - 2023年第三季度公司最终控制分部的EBITA为2.66亿美元，利润率为25.7%[70] - 2023年第三季度公司测量与分析分部的EBITA为2.63亿美元，利润率为28.7%[70] - 2024年第三季度公司测试与测量分部的EBITA为0.76亿美元，利润率为21.4%[71] - 2024年第三季度公司AspenTech分部的EBITA为1.7亿美元，利润率为50.0%[71] - 2023年第三季度公司软件与控制分部的EBITA为2.99亿美元，利润率为30.4%[70] - 2024年第三季度公司软件与控制分部的EBITA为4.24亿美元，利润率为30.3%[71] - 2023年第三季度公司离散自动化分部的EBITA为1.44亿美元，利润率为21.4%[70] 现金流和资本支出 - 公司第三季度经营活动产生的现金流为22.48亿美元，较上年同期增加76.6%[25] - 公司第三季度资本性支出为2.51亿美元，较上年同期增加29.4%[25] - 公司第三季度收购业务支付现金8.34亿美元[25] - 公司第三季度股票回购支出2.00亿美元[25] - 2024年第三季度公司预计自由现金流约为28亿美元[73] 业务展望 - 2024年全年,艾默生预计营业收入增长约15%,调整后每股收益在5.45-5.50美元之间[5] - 2024年全年,艾默生预计经营活动现金流约32亿美元,自由现金流约28亿美元[5] - 公司前三季度整体销售增长16%，其中剔除汇率和并购影响的有机增长为7%[68] - 公司预计全年销售增长约15%，其中有机增长约6%[69] 其他 - 艾默生已完成科普兰债权的出售,获得19亿美元现金,并预计将在8月底完成40%股权的出售[8] - 艾默生第三季度订单增长3%,体现了工艺和混合市场的持续需求[2] - 艾默生已采取措施简化业务组合,专注于自动化领域的高增长和高利润业务[4] - 艾默生有信心执行2024年的计划,体现了其差异化技术和卓越的管理体系[3] - 艾默生将于8月7日召开电话会议,讨论第三季度业绩和2024年展望[9]

ST. LOUIS, Aug. 7, 2024 /PRNewswire/ -- Emerson (NYSE: EMR) today reported results1 for its third quarter ended June 30, 2024 and updated its full year outlook for fiscal 2024. Emerson also declared a quarterly cash dividend of $0.525 per share of common stock payable September 10, 2024 to stockholders of record on August 16, 2024. (dollars in millions, except per share) 2023 Q3 2024 Q3 Change Underlying Orders2 3 % Net Sales $3,946 $4,380 11 % Underlying Sales3 3 % Pretax ...

Former President Donald Trump wants to rebuild America. Frankly, that’s what every candidate says or some variation of that theme. It’s not original nor is it surprising. If I’m being truly blunt, the only thing that is surprising is that people get caught up in the message, even though again, it’s the same message from the left, right and middle of the road. Still, the topic opens up potential opportunities in manufacturing stocks.No matter who and what party wins out this November, the restoration of Amer ...

Ovation Automation Platform with GenAI will empower workforce, optimize operations PITTSBURGH, July 29, 2024 /PRNewswire/ -- As part of its release of the Ovation™ 4.0 Automation Platform, global automation and technology leader Emerson (NYSE: EMR) is delivering transformative generative artificial intelligence (GenAI) that will enhance data to inform decisions, helping power and water companies accelerate growth, improve efficiencies and drive more predictive, reliable and resilient performance to their op ...

In the latest trading session, Emerson Electric (EMR) closed at $116.84, marking a +1.96% move from the previous day. The stock exceeded the S&P 500, which registered a gain of 1.11% for the day. Meanwhile, the Dow experienced a rise of 1.64%, and the technology-dominated Nasdaq saw an increase of 1.03%.The maker of process controls systems, valves and analytical instruments's shares have seen an increase of 5.82% over the last month, surpassing the Industrial Products sector's gain of 2.95% and the S&P 500 ...

Robotics are set to revolutionize industries ranging from transportation to healthcare. And America will be a major growth market. In healthcare, robotic-assisted surgery systems are enhancing its accuracy and results, and in logistics, Autonomous Mobile Robots (AMRs) are enhancing warehouse workflows. Overall, robots are becoming more popular in many sectors, which shows that it is an opportunity for obtaining a strong return on investment​.Thus, investing in American robotics stocks may be a profitable id ...

Emerson Electric (EMR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this maker of process controls systems, valves and analytical instruments have returned +7.8%, compared to the Zacks S&P 500 composite's +2% change. During this period, the Zacks Manufacturing - Electronics industry, which Emerson Electric falls in, has gained 1%. The key question now ...

New automation architecture accelerates plant modernization with a more flexible and user-centric approachPITTSBURGH, July 23, 2024 /PRNewswire/ -- Global automation and technology leader Emerson (NYSE: EMR) is updating its industry-leading Ovation™ Automation Platform to include a software-defined architecture that will help utilities better leverage data, new technologies and artificial intelligence (AI). This enhancement will enable the industries to achieve new levels of operational excellence and meet ...

Emerson Electric (EMR) closed at $115.68 in the latest trading session, marking a -0.74% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.71%. Meanwhile, the Dow lost 0.93%, and the Nasdaq, a tech-heavy index, lost 0.81%.Coming into today, shares of the maker of process controls systems, valves and analytical instruments had gained 7.77% in the past month. In that same time, the Industrial Products sector gained 2.91%, while the S&P 500 gained 1.08%.The investment comm ...