Emerson Electric Co
EMRQ3 2023Estimated2% AI
AI Revenue %
2%
AI Fair Value
$725.8M
AI Revenue (Q)
$78.9M
Total Revenue (Q)
$3.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023 (Apr-Jun 2023). Copeland divestiture closed May 31, 2023, shrinking EMR's revenue base. AspenTech fully consolidated. With divested Climate Technologies no longer in revenue, the relative weight of Software & Control increases, but the absolute AI revenue from AspenTech AI products remains similar. Maintaining 2% estimate. Revenue from manifest: $3.946B (includes partial Copeland contribution).
Analyzed by claude-opus-4-6
Quoted Figures
On May 31, 2023, the Company completed the separation of its Climate Technologies business
10-Q Q3 FY2023
AI Products Identified (Ring 1)
AspenTech MtellAspenTech optimizationDeltaV predictive analytics
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.
AspenTech sub-segmentControl Systems & Software
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix