CLAIM #22825 · EMR (EMR) · 2025Q1 earnings call · Feb 5, 2025 · due Dec 31, 2025
“China overall to your point, I think if we can drive to a flat year in China, I think that's what's baked into a plan.”
Ram Krishnan · COO
In context
“Karsanbhai: That's exactly right. We're down mid-single digits in China in the quarter. We do expect it to better towards the second half, but growth is something we're going to be watching carefully there. The strength really comes from two world areas, the Americas being one, driven by North America and the Middle east and Africa region. That's the press. And then I will say on a tertiary basis, India and other parts of Asia as well. Ram, anything to add? Andy Kaplowitz: Appreciate it. Ram Krishnan: Yes, no, I think on China, certainly the one segment that we're watching very carefully, which is a significant part of our sales mix, is bulk chemicals. But there are pockets of activity in power, in exports. Certainly, we have a $20 billion installed base in China. We're driving that. But China overall to your point, I think if we can drive to a flat year in China, I think that's what's baked into a plan. And as Lal said, the upside for us or where we have to really press hard is North America and the Middle East. Andy Kaplowitz: Appreciate the color, guys. Lal Karsanbhai: Thank you. Operator: The next question comes from Joe O'Dea from Wells Fargo. Please go ahead. Joe O'Dea: Hi, good morning. Wanted to spend a little bit more time on the margins. It sounds like price cost was the biggest driver of the margin strength in the quarter and so maybe just confirmation around that and then as well, how you think about that dynamic moving forward is that easing and any color on the cost component of it that market-based costs or more Emerson actions? Mike Baughman: Hey Joe, it's Mike. On price cost. Yes, it was a driver as it consistently is for us. I would say this quarter cost reduction was ac”
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SEC filings for EMR ↗ · Claim quote is verbatim from the 2025Q1 earnings call.