Last 7 days
-1.1%
Last 30 days
3.2%
Last 90 days
13%
Trailing 12 Months
24.9%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-06 | Flavin Lisa | sold (taxes) | -300,486 | 98.23 | -3,059 | senior vp & cco |
2023-09-06 | Flavin Lisa | acquired | 300,428 | 65.07 | 4,617 | senior vp & cco |
2023-09-05 | Ramnath Vidya | acquired | 162,675 | 65.07 | 2,500 | senior vp & cmo |
2023-09-05 | Ramnath Vidya | sold | -244,638 | 97.855 | -2,500 | senior vp & cmo |
2023-08-03 | Train Michael H. | acquired | 2,523,620 | 57.355 | 44,000 | svp & chief sustain. officer |
2023-08-03 | Train Michael H. | sold (taxes) | -3,142,570 | 96.38 | -32,606 | svp & chief sustain. officer |
2023-07-20 | Flavin Lisa | sold (taxes) | -27,497 | 92.275 | -298 | senior vp & cco |
2023-07-20 | Krishnan Ram R. | sold (taxes) | -27,497 | 92.275 | -298 | executive vice pres & coo |
2023-07-20 | Flavin Lisa | acquired | - | - | 1,000 | senior vp & cco |
2023-07-20 | Krishnan Ram R. | acquired | - | - | 1,000 | executive vice pres & coo |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-18 | WASHINGTON CAPITAL MANAGEMENT, INC | unchanged | - | 16,413 | 456,470 | 0.39% |
2023-09-14 | Proquility Private Wealth Partners, LLC | reduced | -0.03 | 82,035 | 2,299,200 | 0.90% |
2023-09-13 | CGC Financial Services, LLC | new | - | 83,611 | 83,611 | 0.05% |
2023-09-12 | Prosperity Wealth Management, Inc. | reduced | -52.31 | -296,795 | 290,479 | 0.19% |
2023-09-12 | Farther Finance Advisors, LLC | added | 84.45 | 92,637 | 194,072 | 0.04% |
2023-09-11 | Dechtman Wealth Management, LLC | new | - | 338,213 | 338,213 | 0.10% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | unchanged | - | 332 | 9,220 | -% |
2023-09-07 | JAG CAPITAL MANAGEMENT, LLC | reduced | -22.43 | -158,806 | 654,455 | 0.08% |
2023-09-07 | ST GERMAIN D J CO INC | new | - | 1,410,080 | 1,410,080 | 0.07% |
2023-09-05 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | unchanged | - | 11,618 | 323,144 | 0.30% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 9.41% | 54,823,796 | SC 13G/A | |
Feb 01, 2023 | blackrock inc. | 6.5% | 38,468,606 | SC 13G/A | |
Feb 10, 2022 | vanguard group inc | 8.72% | 51,951,679 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 6.2% | 37,288,768 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 8.43% | 50,398,407 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 6.6% | 39,489,357 | SC 13G/A | |
Feb 12, 2020 | vanguard group inc | 7.85% | 47,837,520 | SC 13G/A | |
Feb 10, 2020 | blackrock inc. | 7.7% | 47,061,626 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 08, 2023 | 4 | Insider Trading | |
Sep 08, 2023 | 4 | Insider Trading | |
Sep 07, 2023 | 4 | Insider Trading | |
Sep 05, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 11, 2023 | 3 | Insider Trading | |
Aug 07, 2023 | 4 | Insider Trading | |
Aug 02, 2023 | 8-K | Current Report | |
Aug 02, 2023 | 10-Q | Quarterly Report | |
Jun 29, 2023 | 4 | Insider Trading | |
Jun 27, 2023 | 144 | Notice of Insider Sale Intent |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
ETN | 86.2B | 22.0B | 0.70% | 54.95% | 31.81 | 3.91 | 11.48% | 17.16% |
EMR | 56.5B | 16.4B | 3.16% | 24.86% | 4.27 | 3.44 | 10.61% | 318.06% |
AME | 35.2B | 6.4B | -1.16% | 27.08% | 28.5 | 5.48 | 8.50% | 12.86% |
MID-CAP | ||||||||
GNRC | 6.8B | 4.0B | -3.03% | -44.28% | 36.3 | 1.69 | -9.27% | -65.68% |
AYI | 5.3B | 4.1B | 5.03% | 1.78% | 13.9 | 1.3 | 4.21% | 3.22% |
PLUG | 4.9B | 879.8M | -4.63% | -70.26% | -5.89 | 5.6 | 47.16% | -33.02% |
BE | 3.1B | 1.3B | 1.24% | -42.08% | -11.7 | 2.3 | 33.92% | 17.86% |
SMALL-CAP | ||||||||
POWL | 950.2M | 653.3M | 1.38% | 250.24% | 25.8 | 1.45 | 30.84% | 345.91% |
THR | 926.6M | 452.0M | 8.09% | 62.97% | 22.9 | 2.05 | 18.97% | 49.93% |
EAF | 893.6M | 875.7M | -10.77% | -28.25% | 6.95 | 1.02 | -39.21% | -74.32% |
FCEL | 538.1M | 41.4M | -24.84% | -69.98% | -30.62 | 12.98 | -60.61% | 85.88% |
AMSC | 216.5M | 113.6M | -11.45% | 41.07% | -6.82 | 1.91 | -38.89% | 13.45% |
PPSI | 62.2M | 36.4M | -5.04% | 86.23% | -111.01 | 1.71 | 78.42% | 89.03% |
IPWR | 62.1M | - | -1.32% | -21.96% | -7.39 | 366.22 | -64.73% | -34.35% |
7.2%
12.6%
7.1%
15.3%
61.5%
19.2%
18.1%
Y-axis is the maximum loss one would have experienced if Emerson Electric was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 3.0% | 16,435 | 15,954 | 15,489 | 15,272 | 14,859 | 16,091 | 17,231 | 18,236 | 17,847 | 17,064 | 16,795 | 16,785 | 17,198 | 17,968 | 18,376 | 18,372 | 18,289 | 18,061 | 17,739 | 17,408 | 16,955 |
S&GA Expenses | 3.3% | 4,689 | 4,541 | 4,429 | 4,248 | 3,685 | 3,864 | 4,030 | 4,179 | 4,071 | 3,932 | 3,861 | 3,986 | 4,149 | 4,341 | 4,503 | 4,457 | 4,529 | 4,461 | 4,351 | 4,269 | 4,074 |
EBITDA | -100.0% | - | 4,270 | 4,048 | 5,124 | 4,980 | 4,536 | 4,480 | 3,881 | 3,792 | 3,438 | 3,362 | 3,189 | 3,240 | 3,543 | 3,522 | 3,681 | 3,581 | - | - | - | - |
EBITDA Margin | -100.0% | - | 0.24* | 0.24* | 0.28* | 0.26* | 0.24* | 0.24* | 0.21* | 0.21* | 0.20* | 0.20* | 0.19* | 0.19* | 0.20* | 0.19* | 0.20* | 0.20* | - | - | - | - |
Earnings Before Taxes | 10.4% | 4,078 | 3,695 | 3,565 | 4,085 | 2,657 | 3,063 | 3,291 | 2,912 | 2,849 | 2,523 | 2,475 | 2,335 | 2,396 | 2,705 | 2,691 | 2,859 | 2,771 | 2,772 | 2,755 | 2,667 | 2,614 |
EBT Margin | -100.0% | - | 0.18* | 0.18* | 0.22* | 0.21* | 0.19* | 0.19* | 0.16* | 0.16* | 0.15* | 0.15* | 0.14* | 0.14* | 0.15* | 0.15* | 0.16* | 0.15* | - | - | - | - |
Net Income | 176.2% | 13,215 | 4,784 | 4,666 | 3,231 | 3,161 | 2,867 | 2,754 | 2,303 | 2,356 | 2,128 | 2,084 | 1,965 | 1,959 | 2,164 | 2,167 | 2,306 | 2,206 | 2,314 | 2,276 | 2,203 | 2,090 |
Net Income Margin | -100.0% | - | 0.27* | 0.27* | 0.18* | 0.16* | 0.15* | 0.15* | 0.13* | 0.13* | 0.12* | 0.12* | 0.12* | 0.11* | 0.12* | 0.12* | 0.13* | 0.12* | - | - | - | - |
Free Cashflow | -100.0% | - | 1,931 | 2,300 | 2,391 | 1,994 | 2,341 | 2,715 | 2,994 | 3,390 | 3,151 | 2,921 | 2,545 | 2,530 | 2,617 | 2,554 | 2,412 | 2,128 | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 22.2% | 44,173 | 36,147 | 36,241 | 35,672 | 37,042 | 29,497 | 26,959 | 24,715 | 24,484 | 23,800 | 23,678 | 22,882 | 21,730 | 21,711 | 21,101 | 20,497 | 21,317 | 21,071 | 20,429 | 20,390 | 20,487 |
Current Assets | 75.4% | 15,760 | 8,985 | 9,000 | 8,506 | 9,375 | 13,539 | 10,860 | 8,432 | 8,766 | 7,961 | 7,681 | 8,806 | 7,879 | 8,032 | 7,196 | 7,139 | 7,350 | 7,152 | 6,658 | 6,619 | 8,576 |
Cash Equivalents | 386.7% | 9,957 | 2,046 | 2,271 | 1,804 | 2,529 | 6,929 | 4,726 | 2,354 | 2,860 | 2,342 | 2,197 | 3,315 | 2,450 | 2,583 | 1,635 | 1,494 | 1,603 | 1,384 | 1,248 | 1,093 | 3,411 |
Inventory | 2.5% | 2,085 | 2,034 | 1,999 | 1,742 | 2,319 | 2,399 | 2,335 | 2,050 | 2,114 | 2,016 | 2,013 | 1,928 | 2,102 | 2,058 | 2,064 | 1,880 | 2,061 | 2,073 | 1,980 | 1,813 | 1,805 |
Net PPE | 0.2% | 2,268 | 2,263 | 2,263 | 2,239 | 3,359 | 3,567 | 3,685 | 3,738 | 3,664 | 3,663 | 3,693 | 3,688 | 3,565 | 3,553 | 3,633 | 3,642 | 3,614 | 3,615 | 3,551 | 3,562 | 3,260 |
Goodwill | 0.2% | 14,131 | 14,097 | 14,087 | 13,946 | 14,748 | 7,631 | 7,695 | 7,723 | 7,777 | 7,787 | 7,832 | 6,734 | 6,624 | 6,520 | 6,578 | 6,536 | 6,544 | 6,509 | 6,468 | 6,455 | 366 |
Current Liabilities | -12.4% | 6,614 | 7,549 | 8,160 | 7,777 | 8,812 | 8,072 | 5,331 | 6,246 | 6,670 | 6,294 | 6,376 | 5,785 | 5,985 | 7,940 | 6,340 | 5,976 | 6,218 | 6,714 | 7,540 | 6,164 | 6,954 |
LT Debt, Non Current | -6.5% | 7,642 | 8,174 | 8,159 | 8,259 | 8,367 | 8,203 | 8,722 | 5,793 | 5,835 | 5,823 | 5,892 | 6,326 | 5,500 | 3,960 | 4,018 | 4,277 | 4,336 | 3,786 | 2,641 | 3,137 | 3,126 |
Shareholder's Equity | 80.1% | 20,464 | 11,360 | 10,727 | 10,364 | 10,315 | 10,575 | 10,249 | 9,883 | 9,291 | 9,130 | 8,895 | 8,405 | 7,831 | 7,517 | 8,421 | 8,233 | 8,755 | 8,526 | 8,236 | 8,947 | 8,413 |
Retained Earnings | 29.6% | 39,624 | 30,571 | 30,076 | 28,053 | 27,618 | 27,003 | 26,636 | 26,047 | 25,678 | 25,354 | 25,096 | 24,955 | 24,531 | 24,431 | 24,220 | 24,199 | 23,777 | 23,475 | 23,252 | 23,072 | 22,660 |
Additional Paid-In Capital | -18.8% | 112 | 138 | 112 | 57.00 | 42.00 | 579 | 564 | 522 | 518 | 511 | 499 | 470 | 459 | 453 | 447 | 393 | 387 | 380 | 375 | 348 | 332 |
Shares Outstanding | 0% | 572 | 572 | 571 | 591 | 593 | 593 | 595 | 596 | 598 | 599 | 599 | 598 | 598 | 598 | 612 | 611 | 615 | 615 | 616 | 629 | 628 |
Minority Interest | -0.6% | 5,949 | 5,987 | 5,987 | 5,952 | 5,972 | 39.00 | 39.00 | 40.00 | 48.00 | 50.00 | 44.00 | 42.00 | 47.00 | 46.00 | 38.00 | 40.00 | 49.00 | 46.00 | 40.00 | 43.00 | 47.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 2.2% | 2,497 | 2,443 | 2,817 | 2,922 | 2,560 | 2,925 | 3,290 | 3,575 | 3,949 | 3,686 | 3,467 | 3,083 | 3,058 | 3,162 | 3,107 | 3,006 | 2,826 | 2,804 | 2,768 | 2,892 | 2,722 |
Share Based Compensation | 19.5% | 251 | 210 | 213 | 144 | 125 | 176 | 194 | 224 | 232 | 217 | 118 | 110 | 106 | 86.00 | 183 | 120 | 111 | 104 | -28.00 | 216 | - |
Cashflow From Investing | 561.8% | 12,741 | -2,759 | -2,733 | -5,334 | -5,187 | -189 | -115 | -2,120 | -2,140 | -2,149 | -2,329 | -740 | -821 | -960 | -1,046 | -1,174 | -2,649 | -2,512 | -2,587 | -2,720 | -1,109 |
Cashflow From Financing | -74.1% | -7,811 | -4,487 | -2,448 | 2,048 | 2,426 | 1,919 | -586 | -2,422 | -1,437 | -1,844 | -582 | -509 | -1,329 | -900 | -1,651 | -1,391 | -1,957 | -1,247 | -1,963 | -2,092 | -1,374 |
Dividend Payments | -0.7% | 1,205 | 1,213 | 1,222 | 1,223 | 1,219 | 1,217 | 1,214 | 1,210 | 1,208 | 1,204 | 1,207 | 1,209 | 1,210 | 1,213 | 1,209 | 1,209 | 1,214 | 1,218 | 1,223 | 1,229 | 1,233 |
Buy Backs | -100.0% | - | 2,215 | 2,247 | 500 | 650 | 707 | 740 | 500 | 268 | 78.00 | 826 | 942 | 1,192 | 1,192 | 593 | 1,250 | 1,000 | 1,250 | 1,286 | 1,000 | 1,000 |
Consolidated Statements Of Earnings - USD ($) shares in Millions, $ in Millions | 3 Months Ended | 9 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Income Statement [Abstract] | ||||
Net sales | $ 3,946 | $ 3,465 | $ 11,075 | $ 9,912 |
Cost of sales | 1,952 | 1,879 | 5,660 | 5,435 |
Selling, general and administrative expenses | 1,042 | 894 | 3,072 | 2,631 |
Gain on subordinated interest | 0 | 0 | 0 | (453) |
Other deductions, net | 191 | 264 | 420 | 330 |
Interest expense (net of interest income of $58, $11, $96, and $18, respectively) | 10 | 50 | 111 | 140 |
Interest income from related party | (10) | 0 | (10) | 0 |
Earnings from continuing operations before income taxes | 761 | 378 | 1,822 | 1,829 |
Income taxes | 158 | 123 | 390 | 399 |
Earnings from continuing operations | 603 | 255 | 1,432 | 1,430 |
Discontinued operations, net of tax: $2,014, $120, $3,019 and $260, respectively | 8,763 | 697 | 11,030 | 1,092 |
Net earnings | 9,366 | 952 | 12,462 | 2,522 |
Less: Noncontrolling interests in subsidiaries | 14 | 31 | (13) | 31 |
Net earnings common stockholders | 9,352 | 921 | 12,475 | 2,491 |
Earnings from continuing operations common stockholders | 592 | 226 | 1,451 | 1,400 |
Earnings from discontinued operations common stockholders | $ 8,760 | $ 695 | $ 11,024 | $ 1,091 |
Earnings from continuing operations, per basic share | $ 1.04 | $ 0.38 | $ 2.52 | $ 2.36 |
Earnings from discontinued operations, per basic share | 15.32 | 1.17 | 19.15 | 1.83 |
Earnings Per Share, Basic | 16.36 | 1.55 | 21.67 | 4.19 |
Earnings from continuing operations, per diluted share | 1.03 | 0.38 | 2.51 | 2.34 |
Earnings from discontinued operations, per diluted share | 15.25 | 1.16 | 19.05 | 1.83 |
Earnings Per Share, Diluted | $ 16.28 | $ 1.54 | $ 21.56 | $ 4.17 |
Weighted Average Number of Shares Outstanding, Basic | 570.9 | 592.8 | 575.1 | 593.6 |
Weighted Average Number of Shares Outstanding, Diluted | 574.0 | 596.2 | 578.1 | 596.9 |
Consolidated Balance Sheets - USD ($) shares in Millions, $ in Millions | Jun. 30, 2023 | Sep. 30, 2022 |
---|---|---|
Current assets | ||
Cash and equivalents | $ 9,957 | $ 1,804 |
Receivables, less allowances of $100 and $100, respectively | 2,491 | 2,261 |
Inventories | 2,085 | 1,742 |
Other current assets | 1,227 | 1,301 |
Current assets held-for-sale | 0 | 1,398 |
Total current assets | 15,760 | 8,506 |
Property, plant and equipment, net | 2,268 | 2,239 |
Other assets | ||
Goodwill | 14,131 | 13,946 |
Other intangible assets | 6,147 | 6,572 |
Copeland note receivable and equity investment | 3,359 | 0 |
Other | 2,508 | 2,151 |
Noncurrent assets held-for-sale | 0 | 2,258 |
Total other assets | 26,145 | 24,927 |
Total assets | 44,173 | 35,672 |
Current liabilities | ||
Short-term borrowings and current maturities of long-term debt | 667 | 2,115 |
Accounts payable | 1,218 | 1,276 |
Accrued expenses | 4,729 | 3,038 |
Current liabilities held-for-sale | 0 | 1,348 |
Total current liabilities | 6,614 | 7,777 |
Long-term debt | 7,642 | 8,259 |
Other Liabilities, Noncurrent | 3,504 | 3,153 |
Noncurrent liabilities held-for-sale | 0 | 167 |
Equity | ||
Common stock, $0.50 par value; authorized, 1,200.0 shares; issued, 953.4 shares; outstanding, 591.4 shares and 571.5 shares, respectively | 477 | 477 |
Additional paid-in-capital | 112 | 57 |
Retained earnings | 39,624 | 28,053 |
Accumulated other comprehensive income (loss) | (1,072) | (1,485) |
Cost of common stock in treasury, 381.9 shares and 362.0 shares, respectively | (18,677) | (16,738) |
Common stockholders’ equity | 20,464 | 10,364 |
Noncontrolling interests in subsidiaries | 5,949 | 5,952 |
Total equity | 26,413 | 16,316 |
Total liabilities and equity | $ 44,173 | $ 35,672 |
Treasury Stock, Common, Shares | 381.9 | 362.0 |