Emerson Electric Co. (EMR)
Emerson Electric makes automation software and control systems for process and industrial manufacturing.
EMR vs GEV: how the two businesses compare
- Bigger business: GEV, with $38.1B of yearly revenue, about 2.1× EMR's $18.0B.
- More cash from each sale: EMR turns 17 cents of each sales dollar into operating cash flow, against 13 cents at GEV.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
GE Vernova (GEV) is the larger business by reported revenue: $38.1B in its fiscal year ended Dec 2025, about 2.1× EMR's $18.0B (fiscal year ended Sep 2025). EMR's net margin was 12.6% and GEV's 12.8%. Both file with the SEC under the same industry code, SIC 3600 (Electronic & Other Electrical Equipment (No Computer Equip)).
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Industrials
- Electronic & Other Electrical Equipment (No Computer Equip)
- Same classification
- Different
- EMR September 30 · GEV December 31
- Nov 9, 2026
EMR vs GEV: quick comparison
| Company fact | EMR | GEV |
|---|---|---|
| Company | Emerson Electric Co. | GE Vernova Inc. |
| Exchange | NYSE | NYSE |
| SEC industry | Electronic & Other Electrical Equipment (No Computer Equip) | Electronic & Other Electrical Equipment (No Computer Equip) |
| Fiscal year-end | September 30 | December 31 |
| Latest annual filing | 10-K · 2026-11-09 | 10-K · 2026-01-29 |
EMR vs GEV: audited financials
- Scale: GEV's $38.1B of revenue is about 2.1× EMR's $18.0B.
- Net margin: nearly identical at 12.6% (EMR) and 12.8% (GEV).
- Cash conversion: operating cash flow equalled EMR 17.2% of revenue, or 1.36× net income; GEV 13.1% of revenue, or 1.02× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end about 3 months apart (2025-09-30 for EMR, 2025-12-31 for GEV), so each figure reflects somewhat different demand and cost conditions.
| Metric | EMR | GEV |
|---|---|---|
| Revenue | $18.0B2024-10-01 to 2025-09-30 · SEC filing | $38.1B2025-01-01 to 2025-12-31 · SEC filing |
| Net income | $2.3B2024-10-01 to 2025-09-30 · SEC filing | $4.9B2025-01-01 to 2025-12-31 · SEC filing |
| Operating cash flow | $3.1B2024-10-01 to 2025-09-30 · SEC filing | $5.0B2025-01-01 to 2025-12-31 · SEC filing |
| Diluted EPS | $4.002024-10-01 to 2025-09-30 · SEC filing | $17.692025-01-01 to 2025-12-31 · SEC filing |
| Net margin | 12.6%2024-10-01 to 2025-09-30 · SEC filing | 12.8%2025-01-01 to 2025-12-31 · SEC filing |
EMR: FY ending 2025-09-30 · GEV: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where EMR and GEV overlap, and where they don't
Overlap
- Same SEC industry: both report under SIC 3600, Electronic & Other Electrical Equipment (No Computer Equip).
Differences
- Offset fiscal calendars: EMR's year ends September 30 and GEV's December 31, about 3 months apart.
- Only EMR maps to Artificial intelligence.
- Only GEV maps to Economic trends.
- Scale: GEV reported about 2.1× the annual revenue of EMR.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
GE Vernova Inc. (GEV)
GE Vernova makes power-generation equipment including gas turbines, wind turbines, and grid technology.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves EMR
We have not yet published a company-specific driver list for EMR. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-11-09.
What moves GEV
We have not yet published a company-specific driver list for GEV. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-01-29.
The investment question
You now know GEV reports about 2.1× EMR's revenue, and GEV keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about the electronic & other electrical equipment (no computer equip) cycle, and which evidence in the next filings would prove that assumption wrong.
Members-only research
Members-only research on EMR and GEV
- GE Vernova and the value of delivering dependable power
GE Vernova’s gas power and grid economics as of January 29, 2026, and why this was already a recognized trade by then.
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The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. EMR's fiscal year ends September 30, while GEV's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 16 matched transaction rows for EMR and 16 matched transaction rows for GEV. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
EMR primary filings
GEV primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
More comparisons involving EMR or GEV
EMR vs GEV FAQs
Are EMR and GEV direct competitors?
Emerson Electric and GE Vernova share the SEC industry classification “Electronic & Other Electrical Equipment (No Computer Equip).” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Is EMR or GEV the bigger company by revenue?
GE Vernova (GEV) is the larger business by reported revenue: $38.1B in its fiscal year ended Dec 2025, about 2.1× EMR's $18.0B (fiscal year ended Sep 2025). EMR's net margin was 12.6% and GEV's 12.8%. Both file with the SEC under the same industry code, SIC 3600 (Electronic & Other Electrical Equipment (No Computer Equip)). Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, EMR or GEV?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this EMR vs GEV comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Emerson Electric Co. and GE Vernova Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
EMR vs GEV compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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