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Emerson Electric Raises Profit Forecast on Lower Tariff Costs, Strong Demand

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Engineering solutions firm Emerson Electric (EMR.N) on Wednesday slightly increased its 2025 adjusted profit per share forecast to $6, citing reduced tariff-related cost risks and robust demand for its intelligent devices segment. Despite the positive outlook, the company’s shares fell over 7% in premarket trading.

Emerson’s intelligent devices business saw revenue rise 4% to $3.13 billion during the quarter, driven by increased demand for measurement, analytical components, and pressure-relief and safety valves. Overall quarterly net sales grew 4% to $4.55 billion, slightly below analyst expectations of $4.59 billion.

The company reported a third-quarter adjusted profit of $1.52 per share, narrowly beating the consensus estimate of $1.51 per share. Emerson attributed its updated sales guidance of approximately 3.5% growth to pricing actions supported by reduced tariff expense exposure.

Headquartered in St. Louis, Missouri, Emerson remains optimistic about steady growth supported by market demand and easing trade-related costs.

Rockwell Automation Raises Annual Profit Outlook After Margin Gains, Shares Surge 8%

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Rockwell Automation (ROK.N) raised its annual profit forecast on Wednesday following cost-cutting measures that boosted margins in the second quarter, driving an 8% surge in premarket trading. Despite a broader slowdown in U.S. manufacturing activity triggered by President Donald Trump’s newly implemented global tariffs, Rockwell has seen resilient demand for industrial automation and software solutions.

The company now expects adjusted earnings per share (EPS) between $9.20 and $10.20, up from its earlier guidance of $8.60 to $9.80. In the second quarter, Rockwell reported:

  • Adjusted EPS of $2.45, surpassing analyst expectations of $2.09 (LSEG data)

  • Revenue of approximately $2 billion, a 6% year-over-year decline, but slightly above the $1.96 billion consensus estimate

Rockwell said it would offset current and future tariff impacts through a combination of price adjustments and supply chain optimizations, a strategy designed to safeguard profitability amid rising input costs.

The company’s outlook aligns with broader trends in the sector, as Emerson Electric (EMR.N) also raised its full-year earnings forecast on Wednesday, reflecting stable demand for industrial upgrades.

Corporate investment in factory automation and digital transformation continues to outpace expectations, as firms seek to improve productivity and cost efficiency, even in a challenging trade and economic environment.

Emerson Declares $265 Per-Share Bid for Aspen as “Best and Final”

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Emerson Electric (EMR.N) has stated that its $265 per-share offer for Aspen Technology (AZPN.O) is its “best and final” price. This announcement comes just days after activist investor Elliott Management revealed it had invested over $1.5 billion in Aspen, challenging the company’s decision to accept Emerson’s $7.2 billion tender offer.

UBS analysts highlighted that Emerson’s break price is around $202, though the exact value is difficult to pin down. The analysts noted that this makes the bid less likely to see further increases, as it relies on the assumption that Emerson would prefer to avoid a failed tender offer.

Emerson, which already owns 57% of Aspen, agreed last month to acquire the remaining shares of the industrial software supplier. The all-cash tender offer is set to expire on March 10, provided that the minimum number of shares are tendered by that date.