canar.ai
Rankings/EMR/Q1 2025 Analysis

Emerson Electric Co

EMR
Q1 2025Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$1.5B
AI Revenue (Q)
$144.1M
Total Revenue (Q)
$4.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q1 FY2025 (Oct-Dec 2024). Net sales $4,175M. Acquired Open Grid Systems (power grid software with AI/ML capabilities) in Nov 2024. AspenTech buyout announced Jan 2025. AI features continue expanding across the DeltaV platform and AspenTech products. Slight increase to 3.5% reflecting Open Grid Systems addition and growing AI feature penetration. Estimated AI revenue: ~$146M.
Analyzed by claude-opus-4-6

Quoted Figures

Net sales $4,175
10-Q Q1 FY2025 Income Statement

AI Products Identified (Ring 1)

AspenTech MtellAspenTech AI optimizationDeltaV predictive analyticsOpen Grid Systems AI/MLNI AI test platforms

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

AspenTechControl Systems & SoftwareTest & MeasurementOpen Grid Systems

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix