Emerson shares tumble despite Q3 earnings beat as revenue falls short

Published 06/08/2025, 11:44
 Emerson shares tumble despite Q3 earnings beat as revenue falls short

Investing.com -- Emerson Electric Co. (NYSE:EMR) shares fell over 5% on Wednesday after the industrial technology company reported mixed third-quarter results, with earnings slightly exceeding expectations but revenue missing analyst targets.

The company reported adjusted earnings per share of $1.52 for its fiscal third quarter ended June 30, beating analyst estimates by $0.01. However, revenue of $4.55 billion fell short of the $4.61 billion consensus forecast, despite showing 4% growth compared to the same period last year.

"Emerson’s solid third quarter results reflect our sustained momentum, delivering strong underlying growth, profitability and cash flow, which we expect to continue as we finish the fiscal year," said Emerson President and Chief Executive Officer Lal Karsanbhai in a statement.

The company reported underlying sales growth of 3% for the quarter, with the Intelligent Devices segment growing 3% and Software (ETR:SOWGn) and Control up 2%. Adjusted segment EBITA margin remained flat at 27.1% compared to the same quarter last year.

Looking ahead, Emerson updated its full-year 2025 guidance, now expecting adjusted earnings per share of approximately $6.00, slightly above the analyst consensus of $5.99.

For the fourth quarter, the company projects EPS of $1.58 to $1.62, compared to analyst expectations of $1.61.

The company also raised its operating cash flow guidance to approximately $3.6 billion and free cash flow to $3.2 billion for the full year.

Despite the earnings beat and positive guidance, investors appeared concerned about the revenue miss, sending the stock down 5.03% following the announcement.

Emerson maintained its plan to return approximately $2.3 billion to shareholders through $1.1 billion in share repurchases and $1.2 billion in dividends for fiscal 2025.

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