Emerson Electric Co
EMRQ4 2022Estimated2% AI
AI Revenue %
2%
AI Fair Value
$677.2M
AI Revenue (Q)
$67.5M
Total Revenue (Q)
$3.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year FY2022 10-K. AspenTech was consolidated from May 16, 2022 (approximately 4.5 months in FY2022). AspenTech contributed revenue to the AspenTech segment. However, AspenTech itself is a mix of traditional process simulation and AI-powered optimization -- not all AspenTech revenue is AI. AspenTech's AI-powered products (Mtell predictive maintenance, AI-based optimization) represent roughly 20-30% of AspenTech's total revenue. With AspenTech contributing a partial year and DeltaV AI features, conservatively estimate ~2% of full-year EMR revenue is AI-attributable. Segment note confirms AspenTech as a separate reportable segment alongside Automation Solutions and Climate Technologies.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue is recognized over time for approximately 10 percent of the Company's revenues. The majority of these revenues relate to projects in the Systems & Software product offering within the Automation Solutions segment
10-K FY2022 Revenue Recognition
AI Products Identified (Ring 1)
AspenTech Mtell (predictive maintenance)DeltaV predictive analyticsAspenTech optimization suite
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 segmentAutomation Solutions segmentSystems & Software
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix