Stock Analysis on Net

Emerson Electric Co. (NYSE:EMR)

This company has been moved to the archive! The financial data has not been updated since April 24, 2020.

Analysis of Profitability Ratios
Quarterly Data

Microsoft Excel

Profitability Ratios (Summary)

Emerson Electric Co., profitability ratios (quarterly data)

Microsoft Excel
Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018 Dec 31, 2017 Sep 30, 2017 Jun 30, 2017 Mar 31, 2017 Dec 31, 2016 Sep 30, 2016 Jun 30, 2016 Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015 Dec 31, 2014 Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
Return on Sales
Gross profit margin 42.51% 42.52% 42.54% 42.39% 42.63% 42.84% 42.85% 42.46% 41.89% 41.98% 41.95% 42.77% 43.26% 43.14% 43.12% 42.17% 41.45% 40.80% 40.57% 41.07% 41.37% 41.61% 41.40%
Operating profit margin 15.91% 15.55% 16.51% 16.14% 16.32% 16.46% 16.23% 16.31% 15.84% 15.95% 16.38% 16.93% 17.65% 17.59% 17.24% 17.20% 16.21% 19.96% 19.42% 17.83% 18.40% 14.91% 14.44%
Net profit margin 12.04% 11.79% 12.55% 12.06% 12.81% 12.83% 12.66% 12.33% 10.83% 10.09% 9.94% 9.84% 10.54% 11.08% 11.26% 11.25% 10.59% 12.64% 12.15% 10.61% 10.94% 9.01% 8.75%
Return on Investment
Return on equity (ROE) 28.79% 25.73% 28.01% 25.20% 27.14% 27.63% 24.62% 24.84% 21.09% 19.18% 17.41% 18.23% 18.96% 20.68% 21.60% 23.35% 25.09% 33.99% 33.54% 28.25% 29.56% 23.23% 21.22%
Return on assets (ROA) 9.97% 10.27% 11.25% 10.35% 10.98% 11.14% 10.80% 10.20% 9.05% 8.06% 7.75% 7.48% 8.79% 9.13% 7.52% 8.36% 8.87% 11.76% 12.27% 10.54% 11.48% 9.32% 8.88%

Based on: 10-Q (reporting date: 2020-03-31), 10-Q (reporting date: 2019-12-31), 10-K (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-Q (reporting date: 2018-12-31), 10-K (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31), 10-Q (reporting date: 2017-12-31), 10-K (reporting date: 2017-09-30), 10-Q (reporting date: 2017-06-30), 10-Q (reporting date: 2017-03-31), 10-Q (reporting date: 2016-12-31), 10-K (reporting date: 2016-09-30), 10-Q (reporting date: 2016-06-30), 10-Q (reporting date: 2016-03-31), 10-Q (reporting date: 2015-12-31), 10-K (reporting date: 2015-09-30), 10-Q (reporting date: 2015-06-30), 10-Q (reporting date: 2015-03-31), 10-Q (reporting date: 2014-12-31), 10-K (reporting date: 2014-09-30), 10-Q (reporting date: 2014-06-30), 10-Q (reporting date: 2014-03-31), 10-Q (reporting date: 2013-12-31).

Profitability ratio Description The company
Gross profit margin Gross profit margin indicates the percentage of revenue available to cover operating and other expenditures. Emerson Electric Co. gross profit margin ratio deteriorated from Q4 2019 to Q1 2020 and from Q1 2020 to Q2 2020.
Operating profit margin A profitability ratio calculated as operating income divided by revenue. Emerson Electric Co. operating profit margin ratio deteriorated from Q4 2019 to Q1 2020 but then slightly improved from Q1 2020 to Q2 2020.
Net profit margin An indicator of profitability, calculated as net income divided by revenue. Emerson Electric Co. net profit margin ratio deteriorated from Q4 2019 to Q1 2020 but then slightly improved from Q1 2020 to Q2 2020.

Profitability ratio Description The company
ROE A profitability ratio calculated as net income divided by shareholders’ equity. Emerson Electric Co. ROE deteriorated from Q4 2019 to Q1 2020 but then improved from Q1 2020 to Q2 2020 exceeding Q4 2019 level.
ROA A profitability ratio calculated as net income divided by total assets. Emerson Electric Co. ROA deteriorated from Q4 2019 to Q1 2020 and from Q1 2020 to Q2 2020.

Gross Profit Margin

Emerson Electric Co., gross profit margin calculation (quarterly data)

Microsoft Excel
Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018 Dec 31, 2017 Sep 30, 2017 Jun 30, 2017 Mar 31, 2017 Dec 31, 2016 Sep 30, 2016 Jun 30, 2016 Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015 Dec 31, 2014 Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
Selected Financial Data (US$ in millions)
Gross profit 1,750 1,759 2,128 2,001 1,925 1,761 2,065 1,949 1,825 1,621 1,804 1,678 1,557 1,365 1,713 1,593 1,542 1,414 2,368 2,234 2,166 2,280 2,889 2,638 2,395 2,236
Net sales 4,162 4,151 4,971 4,684 4,570 4,147 4,888 4,456 4,248 3,816 4,435 4,039 3,574 3,216 3,932 3,674 3,579 3,337 5,814 5,503 5,400 5,587 6,807 6,312 5,812 5,606
Profitability Ratio
Gross profit margin1 42.51% 42.52% 42.54% 42.39% 42.63% 42.84% 42.85% 42.46% 41.89% 41.98% 41.95% 42.77% 43.26% 43.14% 43.12% 42.17% 41.45% 40.80% 40.57% 41.07% 41.37% 41.61% 41.40%
Benchmarks
Gross Profit Margin, Competitors2
Boeing Co. 1.83% 0.47% 5.83%
Caterpillar Inc. 26.43% 27.22% 27.83%
Eaton Corp. plc 30.99% 32.61% 32.97%
GE Aerospace 16.78% 19.21% 19.96%
Honeywell International Inc. 32.87% 33.88% 33.70%
Lockheed Martin Corp. 13.49% 13.53% 13.99%
RTX Corp. 22.86% 25.86% 25.93%

Based on: 10-Q (reporting date: 2020-03-31), 10-Q (reporting date: 2019-12-31), 10-K (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-Q (reporting date: 2018-12-31), 10-K (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31), 10-Q (reporting date: 2017-12-31), 10-K (reporting date: 2017-09-30), 10-Q (reporting date: 2017-06-30), 10-Q (reporting date: 2017-03-31), 10-Q (reporting date: 2016-12-31), 10-K (reporting date: 2016-09-30), 10-Q (reporting date: 2016-06-30), 10-Q (reporting date: 2016-03-31), 10-Q (reporting date: 2015-12-31), 10-K (reporting date: 2015-09-30), 10-Q (reporting date: 2015-06-30), 10-Q (reporting date: 2015-03-31), 10-Q (reporting date: 2014-12-31), 10-K (reporting date: 2014-09-30), 10-Q (reporting date: 2014-06-30), 10-Q (reporting date: 2014-03-31), 10-Q (reporting date: 2013-12-31).

1 Q2 2020 Calculation
Gross profit margin = 100 × (Gross profitQ2 2020 + Gross profitQ1 2020 + Gross profitQ4 2019 + Gross profitQ3 2019) ÷ (Net salesQ2 2020 + Net salesQ1 2020 + Net salesQ4 2019 + Net salesQ3 2019)
= 100 × (1,750 + 1,759 + 2,128 + 2,001) ÷ (4,162 + 4,151 + 4,971 + 4,684) = 42.51%

2 Click competitor name to see calculations.

Profitability ratio Description The company
Gross profit margin Gross profit margin indicates the percentage of revenue available to cover operating and other expenditures. Emerson Electric Co. gross profit margin ratio deteriorated from Q4 2019 to Q1 2020 and from Q1 2020 to Q2 2020.

Operating Profit Margin

Emerson Electric Co., operating profit margin calculation (quarterly data)

Microsoft Excel
Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018 Dec 31, 2017 Sep 30, 2017 Jun 30, 2017 Mar 31, 2017 Dec 31, 2016 Sep 30, 2016 Jun 30, 2016 Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015 Dec 31, 2014 Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
Selected Financial Data (US$ in millions)
Earnings from continuing operations before interest and income taxes 725 458 866 810 723 634 784 807 694 541 724 660 606 510 723 702 598 481 1,041 836 1,644 811 863 1,118 864 697
Net sales 4,162 4,151 4,971 4,684 4,570 4,147 4,888 4,456 4,248 3,816 4,435 4,039 3,574 3,216 3,932 3,674 3,579 3,337 5,814 5,503 5,400 5,587 6,807 6,312 5,812 5,606
Profitability Ratio
Operating profit margin1 15.91% 15.55% 16.51% 16.14% 16.32% 16.46% 16.23% 16.31% 15.84% 15.95% 16.38% 16.93% 17.65% 17.59% 17.24% 17.20% 16.21% 19.96% 19.42% 17.83% 18.40% 14.91% 14.44%
Benchmarks
Operating Profit Margin, Competitors2
Boeing Co. -7.90% -8.05% -2.58%
Caterpillar Inc. 13.90% 15.62% 16.33%
Eaton Corp. plc 11.87% 13.86% 13.38%
GE Aerospace 9.19% 12.10% 12.85%
Honeywell International Inc. 17.83% 19.01% 18.66%
Lockheed Martin Corp. 13.45% 13.72% 14.29%
RTX Corp. 2.90% 11.73% 11.64%

Based on: 10-Q (reporting date: 2020-03-31), 10-Q (reporting date: 2019-12-31), 10-K (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-Q (reporting date: 2018-12-31), 10-K (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31), 10-Q (reporting date: 2017-12-31), 10-K (reporting date: 2017-09-30), 10-Q (reporting date: 2017-06-30), 10-Q (reporting date: 2017-03-31), 10-Q (reporting date: 2016-12-31), 10-K (reporting date: 2016-09-30), 10-Q (reporting date: 2016-06-30), 10-Q (reporting date: 2016-03-31), 10-Q (reporting date: 2015-12-31), 10-K (reporting date: 2015-09-30), 10-Q (reporting date: 2015-06-30), 10-Q (reporting date: 2015-03-31), 10-Q (reporting date: 2014-12-31), 10-K (reporting date: 2014-09-30), 10-Q (reporting date: 2014-06-30), 10-Q (reporting date: 2014-03-31), 10-Q (reporting date: 2013-12-31).

1 Q2 2020 Calculation
Operating profit margin = 100 × (Earnings from continuing operations before interest and income taxesQ2 2020 + Earnings from continuing operations before interest and income taxesQ1 2020 + Earnings from continuing operations before interest and income taxesQ4 2019 + Earnings from continuing operations before interest and income taxesQ3 2019) ÷ (Net salesQ2 2020 + Net salesQ1 2020 + Net salesQ4 2019 + Net salesQ3 2019)
= 100 × (725 + 458 + 866 + 810) ÷ (4,162 + 4,151 + 4,971 + 4,684) = 15.91%

2 Click competitor name to see calculations.

Profitability ratio Description The company
Operating profit margin A profitability ratio calculated as operating income divided by revenue. Emerson Electric Co. operating profit margin ratio deteriorated from Q4 2019 to Q1 2020 but then slightly improved from Q1 2020 to Q2 2020.

Net Profit Margin

Emerson Electric Co., net profit margin calculation (quarterly data)

Microsoft Excel
Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018 Dec 31, 2017 Sep 30, 2017 Jun 30, 2017 Mar 31, 2017 Dec 31, 2016 Sep 30, 2016 Jun 30, 2016 Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015 Dec 31, 2014 Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
Selected Financial Data (US$ in millions)
Net earnings common stockholders 517 326 717 604 520 465 617 712 482 392 504 413 292 309 438 479 369 349 648 564 973 525 410 728 547 462
Net sales 4,162 4,151 4,971 4,684 4,570 4,147 4,888 4,456 4,248 3,816 4,435 4,039 3,574 3,216 3,932 3,674 3,579 3,337 5,814 5,503 5,400 5,587 6,807 6,312 5,812 5,606
Profitability Ratio
Net profit margin1 12.04% 11.79% 12.55% 12.06% 12.81% 12.83% 12.66% 12.33% 10.83% 10.09% 9.94% 9.84% 10.54% 11.08% 11.26% 11.25% 10.59% 12.64% 12.15% 10.61% 10.94% 9.01% 8.75%
Benchmarks
Net Profit Margin, Competitors2
Boeing Co. -4.27% -4.84% -0.83%
Caterpillar Inc. 9.50% 11.06% 12.00%
Eaton Corp. plc 8.03% 10.19% 10.34%
GE Aerospace -5.55% -2.75% -5.69%
Honeywell International Inc. 16.94% 17.38% 16.73%
Lockheed Martin Corp. 10.25% 10.21% 10.42%
RTX Corp. -2.52% 5.87% 7.19%

Based on: 10-Q (reporting date: 2020-03-31), 10-Q (reporting date: 2019-12-31), 10-K (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-Q (reporting date: 2018-12-31), 10-K (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31), 10-Q (reporting date: 2017-12-31), 10-K (reporting date: 2017-09-30), 10-Q (reporting date: 2017-06-30), 10-Q (reporting date: 2017-03-31), 10-Q (reporting date: 2016-12-31), 10-K (reporting date: 2016-09-30), 10-Q (reporting date: 2016-06-30), 10-Q (reporting date: 2016-03-31), 10-Q (reporting date: 2015-12-31), 10-K (reporting date: 2015-09-30), 10-Q (reporting date: 2015-06-30), 10-Q (reporting date: 2015-03-31), 10-Q (reporting date: 2014-12-31), 10-K (reporting date: 2014-09-30), 10-Q (reporting date: 2014-06-30), 10-Q (reporting date: 2014-03-31), 10-Q (reporting date: 2013-12-31).

1 Q2 2020 Calculation
Net profit margin = 100 × (Net earnings common stockholdersQ2 2020 + Net earnings common stockholdersQ1 2020 + Net earnings common stockholdersQ4 2019 + Net earnings common stockholdersQ3 2019) ÷ (Net salesQ2 2020 + Net salesQ1 2020 + Net salesQ4 2019 + Net salesQ3 2019)
= 100 × (517 + 326 + 717 + 604) ÷ (4,162 + 4,151 + 4,971 + 4,684) = 12.04%

2 Click competitor name to see calculations.

Profitability ratio Description The company
Net profit margin An indicator of profitability, calculated as net income divided by revenue. Emerson Electric Co. net profit margin ratio deteriorated from Q4 2019 to Q1 2020 but then slightly improved from Q1 2020 to Q2 2020.

Return on Equity (ROE)

Emerson Electric Co., ROE calculation (quarterly data)

Microsoft Excel
Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018 Dec 31, 2017 Sep 30, 2017 Jun 30, 2017 Mar 31, 2017 Dec 31, 2016 Sep 30, 2016 Jun 30, 2016 Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015 Dec 31, 2014 Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
Selected Financial Data (US$ in millions)
Net earnings common stockholders 517 326 717 604 520 465 617 712 482 392 504 413 292 309 438 479 369 349 648 564 973 525 410 728 547 462
Common stockholders’ equity 7,517 8,421 8,233 8,755 8,526 8,236 8,947 8,413 8,492 8,349 8,718 7,966 8,006 7,713 7,568 7,901 7,692 7,456 8,081 8,749 8,918 9,513 10,119 10,820 10,477 10,741
Profitability Ratio
ROE1 28.79% 25.73% 28.01% 25.20% 27.14% 27.63% 24.62% 24.84% 21.09% 19.18% 17.41% 18.23% 18.96% 20.68% 21.60% 23.35% 25.09% 33.99% 33.54% 28.25% 29.56% 23.23% 21.22%
Benchmarks
ROE, Competitors2
Boeing Co.
Caterpillar Inc. 30.16% 37.36% 41.77%
Eaton Corp. plc 10.87% 14.93% 13.75%
GE Aerospace -13.31% -6.71% -17.58%
Honeywell International Inc. 32.23% 35.75% 33.22%
Lockheed Martin Corp. 171.93% 181.17% 199.23%
RTX Corp. -2.42% 10.42% 13.25%

Based on: 10-Q (reporting date: 2020-03-31), 10-Q (reporting date: 2019-12-31), 10-K (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-Q (reporting date: 2018-12-31), 10-K (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31), 10-Q (reporting date: 2017-12-31), 10-K (reporting date: 2017-09-30), 10-Q (reporting date: 2017-06-30), 10-Q (reporting date: 2017-03-31), 10-Q (reporting date: 2016-12-31), 10-K (reporting date: 2016-09-30), 10-Q (reporting date: 2016-06-30), 10-Q (reporting date: 2016-03-31), 10-Q (reporting date: 2015-12-31), 10-K (reporting date: 2015-09-30), 10-Q (reporting date: 2015-06-30), 10-Q (reporting date: 2015-03-31), 10-Q (reporting date: 2014-12-31), 10-K (reporting date: 2014-09-30), 10-Q (reporting date: 2014-06-30), 10-Q (reporting date: 2014-03-31), 10-Q (reporting date: 2013-12-31).

1 Q2 2020 Calculation
ROE = 100 × (Net earnings common stockholdersQ2 2020 + Net earnings common stockholdersQ1 2020 + Net earnings common stockholdersQ4 2019 + Net earnings common stockholdersQ3 2019) ÷ Common stockholders’ equity
= 100 × (517 + 326 + 717 + 604) ÷ 7,517 = 28.79%

2 Click competitor name to see calculations.

Profitability ratio Description The company
ROE A profitability ratio calculated as net income divided by shareholders’ equity. Emerson Electric Co. ROE deteriorated from Q4 2019 to Q1 2020 but then improved from Q1 2020 to Q2 2020 exceeding Q4 2019 level.

Return on Assets (ROA)

Emerson Electric Co., ROA calculation (quarterly data)

Microsoft Excel
Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018 Dec 31, 2017 Sep 30, 2017 Jun 30, 2017 Mar 31, 2017 Dec 31, 2016 Sep 30, 2016 Jun 30, 2016 Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015 Dec 31, 2014 Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
Selected Financial Data (US$ in millions)
Net earnings common stockholders 517 326 717 604 520 465 617 712 482 392 504 413 292 309 438 479 369 349 648 564 973 525 410 728 547 462
Total assets 21,711 21,101 20,497 21,317 21,071 20,429 20,390 20,487 19,785 19,858 19,589 19,402 17,277 17,471 21,743 22,082 21,764 21,552 22,088 23,464 22,968 23,724 24,177 25,115 24,346 24,124
Profitability Ratio
ROA1 9.97% 10.27% 11.25% 10.35% 10.98% 11.14% 10.80% 10.20% 9.05% 8.06% 7.75% 7.48% 8.79% 9.13% 7.52% 8.36% 8.87% 11.76% 12.27% 10.54% 11.48% 9.32% 8.88%
Benchmarks
ROA, Competitors2
Boeing Co. -1.75% -2.39% -0.48%
Caterpillar Inc. 5.41% 6.99% 7.77%
Eaton Corp. plc 5.08% 6.90% 6.74%
GE Aerospace -1.75% -0.90% -1.87%
Honeywell International Inc. 9.19% 10.99% 10.47%
Lockheed Martin Corp. 13.00% 12.68% 13.11%
RTX Corp. -1.01% 2.94% 3.96%

Based on: 10-Q (reporting date: 2020-03-31), 10-Q (reporting date: 2019-12-31), 10-K (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-Q (reporting date: 2018-12-31), 10-K (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31), 10-Q (reporting date: 2017-12-31), 10-K (reporting date: 2017-09-30), 10-Q (reporting date: 2017-06-30), 10-Q (reporting date: 2017-03-31), 10-Q (reporting date: 2016-12-31), 10-K (reporting date: 2016-09-30), 10-Q (reporting date: 2016-06-30), 10-Q (reporting date: 2016-03-31), 10-Q (reporting date: 2015-12-31), 10-K (reporting date: 2015-09-30), 10-Q (reporting date: 2015-06-30), 10-Q (reporting date: 2015-03-31), 10-Q (reporting date: 2014-12-31), 10-K (reporting date: 2014-09-30), 10-Q (reporting date: 2014-06-30), 10-Q (reporting date: 2014-03-31), 10-Q (reporting date: 2013-12-31).

1 Q2 2020 Calculation
ROA = 100 × (Net earnings common stockholdersQ2 2020 + Net earnings common stockholdersQ1 2020 + Net earnings common stockholdersQ4 2019 + Net earnings common stockholdersQ3 2019) ÷ Total assets
= 100 × (517 + 326 + 717 + 604) ÷ 21,711 = 9.97%

2 Click competitor name to see calculations.

Profitability ratio Description The company
ROA A profitability ratio calculated as net income divided by total assets. Emerson Electric Co. ROA deteriorated from Q4 2019 to Q1 2020 and from Q1 2020 to Q2 2020.