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10-QPeriod: Q3 FY2015

EMERSON ELECTRIC CO Quarterly Report for Q3 Ended Jun 30, 2015

Filed August 5, 2015For Securities:EMR

Summary

Emerson Electric Co. reported a challenging third quarter for fiscal year 2015, with net sales down 13% year-over-year to $5,503 million, driven by a 5% decrease in underlying sales, a 5% negative impact from foreign currency translation, and a 3% impact from divestitures. This sales decline was attributed to a slowdown in capital spending, particularly in oil and gas markets, the strength of the U.S. dollar, and softer conditions in emerging markets. Net earnings for common stockholders decreased by 23% to $564 million, resulting in diluted earnings per share of $0.84, down 18% from the prior year. The company is actively pursuing strategic actions to streamline its portfolio, including the planned spin-off of its Network Power business and the exploration of strategic alternatives for other business units, aiming to create a more focused company positioned for future growth. Despite the near-term headwinds, Emerson is focused on cost reduction and operational efficiency.

Financial Statements
Beta

Key Highlights

  • 1Net sales declined 13% to $5.5 billion for the third quarter due to lower volume, unfavorable currency, and divestitures.
  • 2Net earnings for common stockholders fell 23% to $564 million, with diluted EPS down 18% to $0.84.
  • 3The company announced plans to spin off its Network Power business and explore strategic alternatives for other units to streamline its portfolio.
  • 4Underlying sales decreased across key segments like Process Management (-4%), Industrial Automation (-5%), and Network Power (-11%) due to challenging market conditions, particularly in oil and gas.
  • 5Gross profit margin decreased to 40.6% from 41.8% due to deleverage on lower volume and unfavorable mix.
  • 6The company's financial position remains conservative, with a stated ability to meet funding requirements through various means.
  • 7Emerson reported a significant gain of $932 million pretax ($528 million after-tax) from the sale of its power transmission solutions business in January 2015.

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