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Side-by-side financial comparison of Cincinnati Financial (CINF) and Emerson Electric (EMR). Click either name above to swap in a different company.
Emerson Electric is the larger business by last-quarter revenue ($4.6B vs $2.8B, roughly 1.6× Cincinnati Financial). Emerson Electric runs the higher net margin — 13.5% vs 9.6%, a 4.0% gap on every dollar of revenue. On growth, Emerson Electric posted the faster year-over-year revenue change (3.0% vs -1.7%). Over the past eight quarters, Cincinnati Financial's revenue compounded faster (5.2% CAGR vs -0.6%).
Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company, The Cincinnati Indemnity Company and The Cincinnati Casualty Company. The company has 1.01% of the domestic property and casualty insurance premiums, which ranks it as the 20th largest insurance company by market share in the U.S.
Emerson ElectricEMREarnings & Financial Report
Emerson Electric Co. is an American multinational corporation headquartered in St. Louis, Missouri. The Fortune 500 company delivers a range of engineering services, manufactures industrial automation equipment, climate control systems, and precision measurement instruments, and provides software engineering for industrial, commercial, and consumer markets.
CINF vs EMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $4.6B |
| Net Profit | $274.0M | $618.0M |
| Gross Margin | — | 53.1% |
| Operating Margin | — | — |
| Net Margin | 9.6% | 13.5% |
| Revenue YoY | -1.7% | 3.0% |
| Net Profit YoY | — | 43.7% |
| EPS (diluted) | — | $1.10 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q2 26 | — | $4.6B | ||
| Q1 26 | $2.8B | $4.3B | ||
| Q4 25 | $3.1B | $4.3B | ||
| Q3 25 | $3.7B | $4.9B | ||
| Q2 25 | $3.2B | $4.6B | ||
| Q1 25 | $2.6B | $4.4B | ||
| Q4 24 | $2.5B | $4.2B | ||
| Q3 24 | $3.3B | $4.6B |
| Q2 26 | — | $618.0M | ||
| Q1 26 | $274.0M | $606.0M | ||
| Q4 25 | $676.0M | $605.0M | ||
| Q3 25 | $1.1B | $637.0M | ||
| Q2 25 | $685.0M | $586.0M | ||
| Q1 25 | $-90.0M | $485.0M | ||
| Q4 24 | $405.0M | $585.0M | ||
| Q3 24 | $820.0M | $996.0M |
| Q2 26 | — | 53.1% | ||
| Q1 26 | — | 53.2% | ||
| Q4 25 | — | 53.2% | ||
| Q3 25 | — | 51.9% | ||
| Q2 25 | — | 52.6% | ||
| Q1 25 | — | 53.5% | ||
| Q4 24 | — | 53.5% | ||
| Q3 24 | — | 51.3% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | 17.8% | ||
| Q3 25 | 37.9% | 16.4% | ||
| Q2 25 | 26.3% | 16.1% | ||
| Q1 25 | -5.0% | 14.2% | ||
| Q4 24 | 18.9% | 18.6% | ||
| Q3 24 | 31.3% | 14.7% |
| Q2 26 | — | 13.5% | ||
| Q1 26 | 9.6% | 13.9% | ||
| Q4 25 | 21.9% | 13.9% | ||
| Q3 25 | 30.1% | 13.1% | ||
| Q2 25 | 21.1% | 12.9% | ||
| Q1 25 | -3.5% | 10.9% | ||
| Q4 24 | 16.0% | 14.0% | ||
| Q3 24 | 24.7% | 21.6% |
| Q2 26 | — | $1.10 | ||
| Q1 26 | — | $1.07 | ||
| Q4 25 | $4.29 | $1.07 | ||
| Q3 25 | $7.11 | $1.12 | ||
| Q2 25 | $4.34 | $1.04 | ||
| Q1 25 | $-0.57 | $0.86 | ||
| Q4 24 | $2.57 | $1.02 | ||
| Q3 24 | $5.20 | $1.74 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $1.8B |
| Total DebtLower is stronger | $816.0M | $13.4B |
| Stockholders' EquityBook value | $15.7B | $20.3B |
| Total Assets | $41.2B | $42.1B |
| Debt / EquityLower = less leverage | 0.05× | 0.66× |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | $1.8B | ||
| Q1 26 | $1.2B | $1.7B | ||
| Q4 25 | $148.0M | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.8B | — |
| Q2 26 | — | $13.4B | ||
| Q1 26 | $816.0M | $13.4B | ||
| Q4 25 | $861.0M | $7.6B | ||
| Q3 25 | $858.0M | $8.9B | ||
| Q2 25 | $859.0M | $8.3B | ||
| Q1 25 | $853.0M | $8.2B | ||
| Q4 24 | $850.0M | $6.6B | ||
| Q3 24 | $849.0M | $7.7B |
| Q2 26 | — | $20.3B | ||
| Q1 26 | $15.7B | $20.3B | ||
| Q4 25 | $15.9B | $20.3B | ||
| Q3 25 | $15.4B | $20.3B | ||
| Q2 25 | $14.3B | $19.9B | ||
| Q1 25 | $13.7B | $19.2B | ||
| Q4 24 | $13.9B | $20.5B | ||
| Q3 24 | $13.8B | $21.6B |
| Q2 26 | — | $42.1B | ||
| Q1 26 | $41.2B | $41.9B | ||
| Q4 25 | $41.0B | $41.9B | ||
| Q3 25 | $40.6B | $42.0B | ||
| Q2 25 | $38.8B | $42.5B | ||
| Q1 25 | $37.3B | $42.0B | ||
| Q4 24 | $36.5B | $42.6B | ||
| Q3 24 | $37.0B | $44.2B |
| Q2 26 | — | 0.66× | ||
| Q1 26 | 0.05× | 0.66× | ||
| Q4 25 | 0.05× | 0.37× | ||
| Q3 25 | 0.06× | 0.44× | ||
| Q2 25 | 0.06× | 0.42× | ||
| Q1 25 | 0.06× | 0.42× | ||
| Q4 24 | 0.06× | 0.32× | ||
| Q3 24 | 0.06× | 0.36× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | — |
| Free Cash FlowOCF − Capex | — | $694.0M |
| FCF MarginFCF / Revenue | — | 15.2% |
| Capex IntensityCapex / Revenue | — | 4.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $4.6B |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $947.0M | $699.0M | ||
| Q3 25 | $1.1B | $3.1B | ||
| Q2 25 | $741.0M | $1.1B | ||
| Q1 25 | $310.0M | $241.0M | ||
| Q4 24 | $642.0M | $777.0M | ||
| Q3 24 | $912.0M | $3.3B |
| Q2 26 | — | $694.0M | ||
| Q1 26 | — | $602.0M | ||
| Q4 25 | $939.0M | $602.0M | ||
| Q3 25 | $1.1B | $2.7B | ||
| Q2 25 | $737.0M | $977.0M | ||
| Q1 25 | $307.0M | $154.0M | ||
| Q4 24 | $638.0M | $694.0M | ||
| Q3 24 | $906.0M | $2.9B |
| Q2 26 | — | 15.2% | ||
| Q1 26 | — | 13.9% | ||
| Q4 25 | 30.4% | 13.9% | ||
| Q3 25 | 29.8% | 54.9% | ||
| Q2 25 | 22.7% | 21.5% | ||
| Q1 25 | 12.0% | 3.5% | ||
| Q4 24 | 25.1% | 16.6% | ||
| Q3 24 | 27.3% | 63.1% |
| Q2 26 | — | 4.0% | ||
| Q1 26 | — | 2.2% | ||
| Q4 25 | 0.3% | 2.2% | ||
| Q3 25 | 0.1% | 8.9% | ||
| Q2 25 | 0.1% | 2.0% | ||
| Q1 25 | 0.1% | 2.0% | ||
| Q4 24 | 0.2% | 2.0% | ||
| Q3 24 | 0.2% | 9.1% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.40× | 1.16× | ||
| Q3 25 | 0.99× | 4.86× | ||
| Q2 25 | 1.08× | 1.83× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | 1.59× | 1.33× | ||
| Q3 24 | 1.11× | 3.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
