MAAT INDEX

CLAIM #22823 · EMR (EMR) · 2025Q1 earnings call · Feb 5, 2025 · due May 31, 2025

don't really have a sense today or concern about a slowdown in a sustainability funnel and would expect that to continue to be robust through the quarter.

Lal Karsanbhai · CEO

PENDING
graded after results covering May 31, 2025 are reported

In context

ts in power generation seem to be relatively balanced. We certainly think that nuclear will have a – we're in the beginnings of a renaissance on the nuclear space with not just the extension of life of plants, but the recommissioning of – in the past mothball facilities. There's three such in the United States that have been publicly announced so far. But in addition to that, combined soccer will play a big role. So gas burning, which ties back to the investments made in the field. But we're continuing to see acceleration as well in hydro, wind and solar investments. And of course, the promise of hydrogen continues to be out there with significant investments being made in the Middle East, and use cases being developed in Korea and Japan for that energy. So watching all of those carefully don't really have a sense today or concern about a slowdown in a sustainability funnel and would expect that to continue to be robust through the quarter. In terms of process and hybrid. Yes, we are – we continue to be optimistic based on what we see in the marketplace. Not just driven by the capital, but also by the modernizations and certainly by the MRO. 54% of total revenue in the quarter continues to be a very significant driver of our business and the profitability in the business as well. Ram and I are going to be traveling around, Ram will be in India and Asia. I'll be in the Middle East next week. We'll continue to get a sense with our customers of the investment, but nothing that we've heard to date would give me concern on the strength of the funnel. Andy Kaplowitz: It’s helpful. Maybe a preview of your trip next week. Like in terms of geography, obviously you mentioned China is still a little slow. Do you think China grows in 20

Verify independently

SEC filings for EMR · Claim quote is verbatim from the 2025Q1 earnings call.