EMR Emerson (EMR) Q2 FY25 earnings call
Emerson delivered a strong second quarter, marked by robust underlying orders and record profitability, driven by resilient process and hybrid markets and a nascent recovery in discrete. The company completed its portfolio transformation with the AspenTech buy-in, which is already contributing positively to EPS. Management is actively mitigating significant tariff headwinds through pricing and supply chain actions, while navigating pockets of demand weakness in factory automation and China.
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EMR operating KPIs by quarter
| KPI | Dec 2024 Q1 FY25 | This call Mar 2025 Q2 FY25 | Jun 2025 Q3 FY25 | Sep 2025 Q4 FY25 | Dec 2025 Q1 FY26 | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|---|
| Employees | — | — | — | 70KThank you to the 70,000 Emerson employees around the world, to our management team, our Board of Directors and our investors for your trust.Source: earnings call transcript | 70KI am surrounded by the best management team in Industrial Tech and by 70,000 talented engaged colleagues all around the world.Source: earnings call transcript | — | — | 0% |
| Backlog | $7.3BBacklog increased slightly to $7.3 billion.Source: earnings call transcript | $7.5BBacklog increased to $7.5 billion and our book-to-bill for the quarter was 1.04.Source: earnings call transcript | $7.6BBacklog increased to $7.6 billion, and our book-to-bill for the quarter was 1%.Source: earnings call transcript | $7.4BOur backlog ended the year at $7.4 billion.Source: earnings call transcript | $7.9BOur backlog ended the quarter at $7.9 billion, up 9% year-over-year and our book-to-bill was 1.13.Source: earnings call transcript | $8.2BBacklog ended the quarter at $8.2 billion, up 9% year-over-year and our book-to-bill was 1.07.Source: earnings call transcript | $8.2BBacklog ended the quarter at $8.2 billion, up 7% year-over-year, and our book-to-bill was one.Source: earnings call transcript | 0% |
| Book-to-bill ratio | — | 1.04 ratioBacklog increased to $7.5 billion and our book-to-bill for the quarter was 1.04.Source: earnings call transcript | — | — | 1.13 ratioOur backlog ended the quarter at $7.9 billion, up 9% year-over-year and our book-to-bill was 1.13.Source: earnings call transcript | 1.07 ratioBacklog ended the quarter at $8.2 billion, up 9% year-over-year and our book-to-bill was 1.07.Source: earnings call transcript | — | -5.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.