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    EMR
    Earnings call· Dec 2024(Q1 FY25)

    EMERSON ELECTRIC CO EMR

    Feb 5, 2025 Source

    Executive summary

    Emerson Q1 FY25 — Strong Operational Performance Offsets FX Headwinds

    Emerson delivered robust Q1 FY25 results, with strong operational execution and record profitability in its process and hybrid markets. This performance largely offset significant foreign exchange headwinds, enabling the company to reiterate its full-year guidance for underlying sales, adjusted EPS, and free cash flow. The company continues its portfolio transformation, with a focus on disciplined bolt-on M&A, while capitalizing on secular growth drivers in LNG and power generation.

    Highlights

    5
    • Adjusted EPS exceeded expectations at $1.38, up 13% year-over-year.

    • Gross profit margin was a record 53.5%, reflecting portfolio value.

    • Adjusted segment EBITDA margins reached a record 28%, a 340 basis point improvement.

    • Free cash flow was strong at $694 million, up 89% versus Q1 2024, with a 17% margin.

    • Underlying orders were up 1% year-over-year, with book-to-bill greater than 1 in Q1.

    Concerns

    4
    • Foreign exchange movements created a $350 million headwind on GAAP net sales guidance and unfavorably impacted adjusted EPS by approximately $0.08.

    • Discrete businesses were down approximately 4% in Q1, starting slower than expected.

    • China demand remained muted, down mid-single digits in Q1, with growth uncertain for the full year.

    • Automotive and factory automation end markets showed muted performances.

    Guidance & targets

    15
    CategoryTargetConfidence
    Full-year 2025 Underlying Sales Growth
    3% to 5%
    high materiality
    High
    Full-year 2025 GAAP Net Sales Growth
    1.5% to 3.5%
    high materiality
    High
    Full-year 2025 Adjusted EPS
    $5.85 to $6.05
    high materiality
    High
    Full-year 2025 Free Cash Flow
    $3.2 billion to $3.3 billion
    high materiality
    High
    Full-year 2025 Operating Leverage
    70s
    medium materiality
    High
    Q2 FY25 Underlying Sales Growth
    1% to 2%
    medium materiality
    High
    Q2 FY25 Adjusted Segment EBITDA Margin
    approximately 26.5%
    medium materiality
    High
    Q2 FY25 Adjusted EPS
    $1.38 and $1.42
    high materiality
    High
    Full-year 2025 Safety and Productivity Adjusted EPS Contribution
    approximately $0.48
    medium materiality
    High
    Full-year 2025 Safety and Productivity Free Cash Flow Contribution
    approximately $200 million
    medium materiality
    High
    Full-year 2025 Safety and Productivity Underlying Sales
    flat
    medium materiality
    High
    Full-year 2025 AspenTech Adjusted EPS Contribution
    $0.44 to $0.46
    medium materiality
    High
    Q2 FY25 AspenTech Adjusted EPS Contribution
    $0.11
    medium materiality
    High
    LNG Project Awards to EPCs
    greater than 80 MTPA per year
    high materiality
    High
    Emerson Orders from LNG Projects
    greater than $1 billion
    high materiality
    High

    Segment performance

    8
    SegmentRevenueYoYQoQMargin
    Process and Hybrid businesses
    Led by robust demand in the Middle East and strength in the U.S. (MRO and project awards). Exceptional demand growth in power and continued strength in energy and energy transition projects globally. Strong investment in chemical in Middle East and Americas.
    Underlying orders: low single digits (Q1 YoY)Underlying sales: mid-single digits (Q1 YoY)Full-year growth expectation: mid-single digits
    mid-single digits
    Discrete businesses
    Started slower than expected, with muted performances in automotive and factory automation, offset by momentum in industrial, semiconductor, and discrete MRO. Expecting meaningful recovery in the second half against easier comps.
    Full-year growth expectation: low single-digit rangeSequential orders: up (Q1)
    down 4%
    Software and Control
    Contributed $0.09 to adjusted EPS growth.
    4%
    Intelligent Devices
    Contributed $0.07 to adjusted EPS growth.
    2%
    Americas
    Driven by North America MRO and Latin America broadly.
    3%
    Asia and Middle East
    Robust project activity in the Middle East offset softness in Asia.
    4%
    Europe
    down 2%
    China
    Demand remained muted in Q1, with strength in power offset by weakness in chemical and discrete end markets. Expectation for growth in the second half, aiming for a flat year.
    Full-year expectation: flat
    down mid-single digits

    Operational metrics

    26
    Price contribution to growth
    1.5
    Q1 FY25
    Adjusted segment EBITDA margin
    28up 340 bps
    Q1 FY25
    Free cash flow margin
    17
    Q1 FY25
    Share repurchase
    $1 billion
    Q1 FY25

    Completed as guided.

    Total capital returned to shareholders
    $3.2 billion
    FY25

    Full-year expectation.

    Operating leverage
    265
    Q1 FY25

    Exceeded guide.

    MRO sales as percentage of total sales
    64
    Q1 FY25
    Nuclear power sales
    $325 million
    FY24
    Ovation control systems automated electricity generation
    1.8 terawatts
    current
    LNG automation content per MTPA
    $10 million
    per MTPA
    LNG project win rate (full portfolio)
    approximately 50
    current
    LNG project win rate (control systems)
    greater than 50
    current
    Power and Renewables sales
    approximately 10
    FY24
    Project funnel total
    $11.5 billion
    Q1 FY25
    Project funnel excluding semiconductor
    $11.2 billionup 7% YoY
    Q1 FY25

    Consistent with last quarter.

    Project awards from funnel
    $400 million
    Q1 FY25

    Awards in the quarter that exited the funnel.

    Annual Contract Value (ACV) growth
    10
    Q1 FY25

    Led by double-digit growth from control systems and software.

    Gross profit margin
    53.5
    Q1 FY25
    FX headwind on GAAP net sales
    $350 million
    FY25

    Due to U.S. dollar strengthening at the end of Q1.

    FX impact on adjusted EPS
    $0.08unfavorable
    FY25

    Predominantly offset by strong Q1 operational performance.

    FX impact on Q2 underlying sales
    1.5unfavorable
    Q2 FY25
    LNG operational capacity wave
    250 million tonnes per annumapproximately 2/3 through
    current wave
    LNG awarded to EPCs
    18 MTPA
    2024
    Installed renewable capacity growth
    triple
    by 2030
    Grid infrastructure investment required
    $3 trillion
    by 2030

    To support electrification and renewable energy.

    Semiconductor project opportunities in funnel
    $300 million
    current

    Classified as a growth platform.

    Industry KPIs

    7
    MetricValueDetails
    Book to bill ratiogreater than 1
    Orders bookings growth1%
    Gigawatts under contract1.8 terawattsTW
    M a acquisition contribution$0.11USD
    Backlog by segment end market$7.3 billionUSD
    Data center exposure pipeline$300 millionUSD
    Incremental flow through margin265%

    Orderbook & backlog

    1
    Total backlog$7.3 billionQ1 FY25

    up slightly sequentially; up 4% sequentially excluding FX

    Product announcements

    3
    ProductTypeDetails
    DeltaV Edge Environmentmilestone
    DeltaV Edge Environment 2.0update
    DeltaV workflow management softwaremilestone

    Deals & partnerships

    2
    AspenTechAcquisition of all outstanding shares not already owned by Emerson.$265 per share (all-cash tender offer)

    Agreement reached for Emerson to acquire all outstanding shares of AspenTech common stock not already owned by Emerson for $265 per share pursuant to an all-cash tender offer. Comments are limited until appropriate.

    Pembina and Haisla Nation (via Black & Veatch)Award for Cedar LNG, a floating LNG facility.

    Emerson will provide leading technology from across the automation stack, including valves, instruments, control systems, and optimization software. Emerson was selected due to demonstrated FLNG expertise and global reach.

    Risks & headwinds

    5
    Foreign Exchange (FX) HeadwindsFY25

    $350 million headwind on GAAP net sales; $0.08 unfavorable impact on adjusted EPS

    Mitigation: Strong Q1 operational performance predominantly offset the EPS impact; embedded assumptions in guidance.

    Tariffs (Mexico)evolving

    Not quantified, but potential impact on P&L

    Mitigation: Prepared for a variety of scenarios; ready to implement price and surcharges to protect P&L commitments; assumptions embedded in guide.

    Discrete Businesses SoftnessQ1 FY25, expected to continue into Q2

    Underlying sales down approximately 4% in Q1

    Mitigation: Expect a meaningful recovery against easier comps in the second half; discrete volumes expected to be up sequentially in Q2.

    China Demand MutedQ1 FY25, expected to better towards H2

    Down mid-single digits in Q1

    Mitigation: Expecting recovery in chemical industry with power continuing strong; aiming for a flat year in China.

    Muted Performance in Automotive and Factory AutomationQ1 FY25

    Not quantified, but described as 'muted'

    Mitigation: Easier comparisons in the second half will drive growth in both segments as modeled.

    What to watch in Q2 FY25

    4

    Discrete orders ramp

    Q2 FY25 / H2 FY25
    Currentdown 4% YoY in Q1
    Targetslightly positive in Q2, meaningful ramp in H2

    Why it matters

    The recovery of discrete businesses is key to achieving full-year sales guidance and reflects broader industrial market health.

    We are expecting discrete orders to turn slightly positive in Q2 with a more meaningful orders ramp in the second half⚖️.

    Q&A highlights

    6

    Can you clarify why FX was a headwind on sales but a benefit to EPS in the earnings bridge?

    The $0.04 EPS benefit from FX was due to transactional effects in the prior year not recurring, rather than translation of the P&L. It relates to non-functional balance sheet pieces.

    The benefit of $0.04 was largely some transactional effects that was in the prior year that didn't happen in the current year. So we had a number of losses that didn't emerge. And again, that's not the translation of the P&L. That's just translating the nonfunctional balance sheet pieces, and that's the $0.04 that we're referencing.

    asked by C. Stephen Tusa · answered by Michael Baughman

    2 min read6 chapters

    Detailed Narrative

    01

    Q1 Operational Excellence and Portfolio Transformation

    Emerson delivered a strong Q1 FY25, with underlying sales up 2% and adjusted EPS growing 13% to $1.38, exceeding expectations. This performance was driven by robust execution, including record gross and adjusted segment EBITDA margins of 53.5% and 28% respectively. The company is in the final phase of its portfolio transformation, having reached an agreement to acquire the remaining shares of AspenTech and continuing the strategic alternatives process for Safety and Productivity. Operational strength allowed the company to reiterate full-year guidance despite significant FX headwinds🌐.

    02

    LNG and Power as Key Growth Platforms

    LNG is identified as a significant growth opportunity, with a potential for over $1 billion in Emerson orders over the next few years, driven by an expected 80+ MTPA per year in EPC awards. Power is reclassified as a growth platform, representing approximately 10% of 2024 sales, with Emerson poised to capitalize on global project investments in response to rising electricity demand and grid complexity. The company's Ovation control systems automate 20% of global electricity generation, including 50% in the U.S., and it secured a key win for the Sizewell C nuclear project in the U.K.

    03

    Project Funnel Health and Market Dynamics

    The project funnel stands at $11.5 billion ($11.2 billion excluding semiconductor), up 7% year-over-year, indicating a constructive environment for customer investments. While process and hybrid markets show stable demand and mid-single-digit growth, discrete businesses started slower, down 4% in Q1, with automotive and factory automation being muted. China demand was also muted, down mid-single digits, but expected to improve in the second half.

    04

    Tariff Strategy and Supply Chain Regionalization

    Emerson has a proactive strategy to mitigate tariff impact🌐s, leveraging learnings from 2018 Section 232 and 301 tariffs. The company implemented supply chain derisking and price actions, resulting in de minimis impact from prior tariffs. For current tariff situations, particularly in Mexico, Emerson is prepared to implement price and surcharges to protect profitability, with these assumptions embedded in the full-year guidance.

    05

    Innovation in Software and Control

    Emerson's DeltaV business received two significant awards: the 2024 Processing Breakthrough Product for DeltaV Edge Environment and the 2025 IoT Breakthrough Award for Industrial IoT Innovation of the Year for DeltaV workflow management software. The DeltaV Edge Environment 2.0 release further enhances data integration for advanced analytics and AI at the edge, while the workflow management software aids life science companies in developing and manufacturing therapies more efficiently.

    06

    Margin Drivers and Outlook

    The record adjusted segment EBITDA margin of 28% in Q1 was driven by favorable price, net material inflation, beneficial mix (including strong AspenTech contribution), and cost reductions. Operating leverage of 265% significantly exceeded guidance. While some discretionary costs will return and mix dynamics will temper, price/cost management and ongoing cost reductions are expected to continue supporting margins throughout the year, with full-year operating leverage now guided to the 70s.

    AI-generated summary of the company’s earnings call. Not investment advice.