canar.ai
Rankings/EMR/Q4 2024 Analysis

Emerson Electric Co

EMR
Q4 2024Estimated3% AI
AI Revenue %
3%
AI Fair Value
$1.3B
AI Revenue (Q)
$125.3M
Total Revenue (Q)
$4.2B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.gov

Analysis

Full year FY2024 10-K. EMR now pure-play automation company with Intelligent Devices and Software & Control. Revenue recognition notes approximately 15% of revenues involve multiple performance obligations principally in Software and Control business group, and approximately 10% recognized over time. AspenTech AI features, DeltaV AI analytics, and NI AI-enabled test platforms constitute AI revenue. No explicit AI disclosure. Maintaining 3% estimate for the full fiscal year.
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
Revenue is recognized over time for approximately 10 percent of the Company's revenues. These revenues primarily relate to projects in the Control Systems & Software segment
10-K FY2024

AI Products Identified (Ring 1)

AspenTech MtellAspenTech AI optimizationDeltaV predictive analyticsPlantweb OpticsNI 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 & MeasurementSoftware & Control business group

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix