Emerson Electric Co
EMRQ1 2026Estimated4% AI
AI Revenue %
4%
AI Fair Value
$1.9B
AI Revenue (Q)
$167.0M
Total Revenue (Q)
$4.2B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
Q1 FY2026 (Oct-Dec 2025). Net sales $4,346M. EMR reorganized into three segments: Software & Systems, Intelligent Devices, Safety & Productivity. AspenTech is now fully absorbed (no longer a separate noncontrolling interest line). The segment rename from 'Software & Control' to 'Software & Systems' reflects the deeper integration. No AI-specific revenue disclosure. Maintaining 4% estimate. The Intelligent Devices segment includes 'Sensors' (previously Measurement & Analytical + Discrete Automation) and Final Control. Estimated AI revenue: ~$174M out of $4,346M.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $4,346
10-Q Q1 FY2026 Income Statement
Three segments: Software & Systems (Control Systems & Software, Test & Measurement), Intelligent Devices (Sensors, Final Control), Safety & Productivity
10-Q Q1 FY2026 Segment tags
AI Products Identified (Ring 1)
AspenTech MtellAspenTech AI optimizationDeltaV AI analyticsOpen Grid SystemsNI AI-powered testPlantweb Optics
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.
Software & Systems segmentControl Systems & SoftwareTest & Measurement
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix