Forensic Analysis · Electrical Equipment · as of Nov 8, 2026

Emerson Electric Co (EMR)

A forensic read on Emerson Electric Co built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

C · Mixed — selective

Forensic grade

Safe

Financial health

4.4

Distress distance

Clean

Earnings quality

Forensic signals

10.9%

ROE

3.0%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Emerson Electric Co earns a C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 4.4, placing it in the Safe zone. 3 forensic signals were flagged in its latest SEC filings, led by cash conversion.

What the filings flag

0.40×

FY2023–FY2025

Cash conversion. Over FY2023–FY2025, cumulative operating cash flow was 0.40× cumulative net income. Reported profit is not turning into cash. The shortfall is profit tied up in working capital rather than collected — the accrual and receivables lines below show where.Cash conversion: operating cash flow divided by net income, the share of profit that arrived as cash.

94d

FY2024→FY2025

Inventory days. Days inventory outstanding moved from 89 to 94 FY2024→FY2025 (against cost of goods sold; inventory +2% vs -1% in cost of sales). Inventory is building a little faster than sales — watch for markdowns.

6.7%

FY2025

Return on invested capital. Return on invested capital is 6.7% in the latest fiscal year, against 7.5% in FY2023, having run between 4.9% and 7.5% across FY2023–FY2025 with no direction held. After-tax operating profit was $2.3B in FY2023 and $2.2B in FY2025. The capital base behind it grew +10% across FY2023–FY2025, from $30.2B to $33.3B, while the return fell 0.8 points, so the dollars added over that window earned less than the 7.5% the older base was already earning.

Key fundamentals

Latest Revenue$18.02B

Revenue Growth YoY+3.0%

Revenue CAGR (2yr)+9.0%

Net Margin12.7%

Free Cash Flow$2.67B

Return on Equity10.9%

Debt / Equity0.44x

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Data from SEC EDGAR public filings · metrics as of Nov 8, 2026. Forensic signals flag probability, not certainty.

See a wrong number? Report an error with the filing it should match.