Emerson Electric Co
EMRQ4 2025Estimated4% AI
AI Revenue %
4%
AI Fair Value
$1.8B
AI Revenue (Q)
$514.9M
Total Revenue (Q)
$12.9B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year FY2025 10-K. EMR completed AspenTech buyout and Open Grid Systems acquisition during the year. The 10-K notes approximately 15% of revenues involve multiple performance obligations in Software and Control, approximately 10% recognized over time. With full-year AspenTech ownership, Open Grid Systems AI/ML grid analytics, and increasing AI feature penetration across the DeltaV platform, conservatively raising estimate to 4%. The company's stated strategy emphasizes industrial automation software and AI-powered optimization.
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 FY2025 Revenue Recognition
Revenue is recognized over time for approximately 10 percent of the Company's revenues
10-K FY2025
AI Products Identified (Ring 1)
AspenTech MtellAspenTech AI optimizationDeltaV AI analyticsOpen Grid Systems AI/MLPlantweb 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.
AspenTech (wholly owned)Control Systems & SoftwareTest & MeasurementSoftware & Control business group
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix