Emerson Electric Co
EMRQ2 2024Estimated3% AI
AI Revenue %
3%
AI Fair Value
$1.2B
AI Revenue (Q)
$131.4M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q2 FY2024 (Jan-Mar 2024). Full quarter of NI consolidated. Structure unchanged: Intelligent Devices + Software & Control. No AI-specific revenue disclosure. Maintaining 3% estimate. Revenue from manifest: $4,376M.
Analyzed by claude-opus-4-6
Quoted Figures
Approximately 15 percent of revenues relate to sales arrangements with multiple performance obligations, principally in the Software and Control business group
10-K FY2024 Revenue Recognition
AI Products Identified (Ring 1)
AspenTech MtellAspenTech optimizationDeltaV predictive analyticsNI test automation
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 & Measurement
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix