Episode 48 | Exploring Industrials: A Breakdown of Emerson Electric
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Episode 48 | Exploring Industrials: A Breakdown of Emerson Electric
-
ナレーター：
-
著者：
このコンテンツについて
In Episode 48 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, discusses Emerson Electric as the company is critical in supporting infrastructure behind AI technology. With a market cap of $67 billion and annual revenue of approximately $17.6 billion, Emerson Electric has delivered moderate growth alongside a notable increase in gross margins, from 44% to 52% in recent years. Lake remarks that the net income and free cash flow have trended upward, supported by a strategic move into the higher-margin software business by acquiring Aspen Technology. However, the company’s balance sheet has weakened due to increased debt from the acquisition. Professor Lake advises analysts to pay close attention to how management executes this transition into digital solutions and controls the debt on their balance sheet.
Send us your feedback
Support the show