EMREMERSON ELECTRIC CO
Electronic & Other Electrical Equipment (no Computer Equip)
- Revenue
- $18.0B
- 3.0% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $92.0B
- Employees
- 100
- $180M revenue each
- Net debt / EBITDA
- —
- $4.2B net debt
- AI in 10-K
- 4.0
- mentions per 10K words
Takeover score 1 of 13
Fixable underperformance 1 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo135% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo76% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyYes43% of assetsOver 40% of assets
- Shareholder dissentNo90% lowest supportAny vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo$180M · 100th pctBottom quartile of its SIC industry
- Quiet on AINo4.0 per 10K words · 79th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo$92.0B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$8M netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $12.9B | $13.8B | $15.2B | $17.5B | $18.0B | 3.0% |
| Net income | $2.3B | $3.2B | $13.2B | $2.0B | $2.3B | 17% |
| Operating cash flow | $3.6B | $2.9B | $637M | $3.3B | $3.1B | 7.0% |
| Capex | $404M | $299M | $363M | $419M | $431M | 2.9% |
| Stock-based comp | $197M | $125M | $250M | $260M | $263M | 1.2% |
| Buybacks | $500M | $500M | $2.0B | $435M | $1.2B | 168% |
| Dividends | $1.2B | $1.2B | $1.2B | $1.2B | $1.2B | 0.7% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $8M · 9
- Net
- −$8M
Pay vs performance
No pay-versus-performance disclosure yet.