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. Shares of this maker of process controls systems, valves and analytical instruments have returned +3.2% over the past month versus the Zacks S&P 500 composite's +4.8% change. The Zacks Manufacturing - Electronics industry, to which Emerson Electric belongs, has gained 5.6% over this period. Now the key question is: ...

Emerson Electric股票分析 - Emerson Electric是Zacks.com访问者最关注的股票之一，近期股价表现良好[1] - Zacks重视评估公司未来盈利预期的变化，认为这是确定股票公平价值的关键因素[3] - 分析师对Emerson Electric的盈利预期进行了修订，这直接影响股票的公平价值和短期股价走势[4]

国际业务表现 - Emerson Electric（EMR）在2024年3月结束的季度中，国际业务表现如何是关键[1] - 投资者必须了解公司对海外市场的依赖程度，以评估其盈利稳定性和长期增长潜力[2] - EMR的国际收入表现受到华尔街分析师的密切关注，尤其是亚洲、中东和非洲地区以及欧洲市场[4]

imaginima After years of divestiture and acquisitions, Emerson (NYSE:EMR) has successfully transitioned into a better-growth industrial technology company with a robust business in software, control, sustainability, decarbonization and energy transitions. I think the company will continue to reap benefits from software & control growth, particular in data center and factory automation markets. On May 8, they released their Q2 FY24 result with a robust growth, raising the full-year guidance. I initiate with ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Emerson Electric (EMR) . Emerson Electric currently has an avera ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to __________________ Commission file number 1-278 EMERSON ELECTRIC CO. (Exact name of registrant as specified in its charter ...

Emerson Electric Co. (EMR) reported second-quarter fiscal 2024 (ended Mar 31, 2024) adjusted earnings of $1.36 per share, which beat the Zacks Consensus Estimate of $1.26. The bottom line increased 25% year over year. Emerson’s net sales of $4.38 billion beat the consensus estimate of $4.29 billion. The top line increased 17% year over year, driven by a solid segmental performance. The underlying sales were up 8% year over year. Segmental Details Effective from the first quarter of fiscal 2023, the company ...

财务数据和关键指标变化 - 公司第二季度销售额同比增长8%,其中价格贡献约3个百分点 [47][48] - 毛利率达52.2%,同比提升430个基点,主要得益于销量增长、价格成本比改善和产品组合变化 [24][47] - 调整后EBITDA利润率达26%,同比提升140个基点 [48][49] - 调整后每股收益增长25%至1.36美元 [49][54] - 自由现金流增长32%至6.75亿美元 [48][53] 各条业务线数据和关键指标变化 - 过程自动化和混合自动化业务表现强劲,销售额增长中单位数 [22][48] - 离散自动化业务销售额中单位数下降,但已呈现出复苏迹象 [16][48] - 测试与测量业务销售额超出预期,利润率达21.4% [48][51] - AspenTech业务销售额同比增长21% [48][49] 各个市场数据和关键指标变化 - 欧洲和亚洲中东非地区销售额分别增长12%和11% [48] - 美洲地区销售额增长4% [48] - 印度市场连续5个季度实现双位数增长 [23] 公司战略和发展方向及行业竞争 - 公司聚焦执行和整合,未计划重大业务组合调整 [9][20] - 公司在过程自动化和混合自动化市场保持领先地位,并积极拓展能源转型、可持续发展等新兴领域 [8][21][27][29][31][32] - 公司正在加快国仪公司的整合,预计2024年将实现1亿美元的协同效应 [11][19] 管理层对经营环境和未来前景的评论 - 公司对下半年订单和销售增长保持乐观,预计过程自动化和混合自动化业务将保持中单位数增长 [16][17][55] - 离散自动化业务预计将在第四季度转正,较原计划推迟一个季度 [16][55] - 测试与测量业务预计将在2025年上半年转正,较原计划推迟两个季度 [19][58] - 公司提高了全年销售和利润指引,反映了良好的经营执行力和业务韧性 [20][55][56][57] 问答环节重要的提问和回答 问题1 **Scott Davis 提问** 询问公司在国仪公司整合过程中的协同效应情况 [63][64][65][66] **Lal Karsanbhai 和 Ram Krishnan 回答** 公司正在通过优化职能部门、销售渠道和研发重点等方式来实现协同效应,并已经将部分原计划2025年的行动提前至今年执行 [64][65][66] 问题2 **Nigel Coe 提问** 询问公司下半年的毛利率和营业利润率预期 [80][81][82][87] **Mike Baughman 回答** 下半年毛利率和营业利润率预计将有所下降,主要是由于产品组合、价格贡献和AspenTech业务的变化 [80][81][82] 问题3 **Steve Tusa 提问** 询问公司第三季度和第四季度的销售季节性变化 [116][117][118][119][120] **Lal Karsanbhai 和 Mike Baughman 回答** 公司核心业务(不含国仪和AspenTech)的第二半年销售额环比第一半年将增长高单位数,符合正常季节性变化 [117][119]

2024 Q2 Emerson Earnings ...

文章核心观点 - 艾默生电气(EMR)2024年3月季度收入为43.8亿美元,同比增长16.5% [1] - 每股收益为1.36美元,去年同期为1.09美元 [1] - 收入和每股收益均超出市场预期 [2] 公司业务表现 软件与控制业务 - AspenTech软件收入2.78亿美元,同比增长20.9% [5] - 控制系统与软件收入6.87亿美元,低于预期 [7] - 测试与测量收入3.67亿美元,超出预期 [13] - AspenTech EBIT亏损0.8亿美元,好于预期 [15] 智能设备业务 - 最终控制收入10.5亿美元,超出预期 [8] - 离散自动化收入6.32亿美元,略低于预期 [10] - 安全与生产力收入3.65亿美元,超出预期 [11] - 测量与分析收入10.1亿美元,超出预期 [14] - 最终控制EBIT2.59亿美元,超出预期 [16] 总结 - 艾默生电气整体业绩超出市场预期,主要得益于软件与控制业务和智能设备业务的良好表现 [1][2] - 其中软件与控制业务中的AspenTech软件和测试与测量表现突出,智能设备业务中的最终控制、安全与生产力以及测量与分析等细分领域也有不错的增长 [5][8][11][14] - 但控制系统与软件收入低于预期,需要关注 [7]