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Side-by-side financial comparison of Emerson Electric (EMR) and KKR & Co. (KKR). Click either name above to swap in a different company.
KKR & Co. is the larger business by last-quarter revenue ($5.7B vs $4.6B, roughly 1.3× Emerson Electric). KKR & Co. runs the higher net margin — 20.0% vs 13.5%, a 6.4% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 3.0%). Over the past eight quarters, Emerson Electric's revenue compounded faster (-0.6% CAGR vs -22.9%).
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.
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
EMR vs KKR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.6B | $5.7B |
| Net Profit | $618.0M | $1.1B |
| Gross Margin | 53.1% | — |
| Operating Margin | — | 45.3% |
| Net Margin | 13.5% | 20.0% |
| Revenue YoY | 3.0% | 76.1% |
| Net Profit YoY | 43.7% | 1.8% |
| 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 | $4.3B | — | ||
| Q4 25 | $4.3B | $5.7B | ||
| Q3 25 | $4.9B | $5.5B | ||
| Q2 25 | $4.6B | $5.1B | ||
| Q1 25 | $4.4B | $3.1B | ||
| Q4 24 | $4.2B | $3.3B | ||
| Q3 24 | $4.6B | $4.8B |
| Q2 26 | $618.0M | — | ||
| Q1 26 | $606.0M | — | ||
| Q4 25 | $605.0M | $1.1B | ||
| Q3 25 | $637.0M | $900.4M | ||
| Q2 25 | $586.0M | $510.1M | ||
| Q1 25 | $485.0M | $-185.9M | ||
| Q4 24 | $585.0M | $1.1B | ||
| Q3 24 | $996.0M | $600.5M |
| 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 | 17.8% | 45.3% | ||
| Q3 25 | 16.4% | 39.8% | ||
| Q2 25 | 16.1% | 30.0% | ||
| Q1 25 | 14.2% | 24.8% | ||
| Q4 24 | 18.6% | 50.4% | ||
| Q3 24 | 14.7% | 34.3% |
| Q2 26 | 13.5% | — | ||
| Q1 26 | 13.9% | — | ||
| Q4 25 | 13.9% | 20.0% | ||
| Q3 25 | 13.1% | 16.3% | ||
| Q2 25 | 12.9% | 10.0% | ||
| Q1 25 | 10.9% | -6.0% | ||
| Q4 24 | 14.0% | 34.5% | ||
| Q3 24 | 21.6% | 12.5% |
| Q2 26 | $1.10 | — | ||
| Q1 26 | $1.07 | — | ||
| Q4 25 | $1.07 | — | ||
| Q3 25 | $1.12 | — | ||
| Q2 25 | $1.04 | — | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $1.02 | — | ||
| Q3 24 | $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 | $1.8B | — |
| Total DebtLower is stronger | $13.4B | — |
| Stockholders' EquityBook value | $20.3B | $30.9B |
| Total Assets | $42.1B | $410.1B |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $1.8B | — | ||
| Q1 26 | $1.7B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
| Q2 26 | $13.4B | — | ||
| Q1 26 | $13.4B | — | ||
| Q4 25 | $7.6B | — | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.3B | — | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $6.6B | — | ||
| Q3 24 | $7.7B | — |
| Q2 26 | $20.3B | — | ||
| Q1 26 | $20.3B | — | ||
| Q4 25 | $20.3B | $30.9B | ||
| Q3 25 | $20.3B | $29.7B | ||
| Q2 25 | $19.9B | $28.2B | ||
| Q1 25 | $19.2B | $27.5B | ||
| Q4 24 | $20.5B | $23.7B | ||
| Q3 24 | $21.6B | $24.1B |
| Q2 26 | $42.1B | — | ||
| Q1 26 | $41.9B | — | ||
| Q4 25 | $41.9B | $410.1B | ||
| Q3 25 | $42.0B | $398.5B | ||
| Q2 25 | $42.5B | $380.9B | ||
| Q1 25 | $42.0B | $372.4B | ||
| Q4 24 | $42.6B | $360.1B | ||
| Q3 24 | $44.2B | $360.7B |
| Q2 26 | 0.66× | — | ||
| Q1 26 | 0.66× | — | ||
| Q4 25 | 0.37× | — | ||
| Q3 25 | 0.44× | — | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | 0.42× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 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 | — | $-4.9B |
| Free Cash FlowOCF − Capex | $694.0M | — |
| FCF MarginFCF / Revenue | 15.2% | — |
| Capex IntensityCapex / Revenue | 4.0% | — |
| Cash ConversionOCF / Net Profit | — | -4.28× |
| TTM Free Cash FlowTrailing 4 quarters | $4.6B | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $699.0M | $-4.9B | ||
| Q3 25 | $3.1B | $2.4B | ||
| Q2 25 | $1.1B | $438.8M | ||
| Q1 25 | $241.0M | $2.5B | ||
| Q4 24 | $777.0M | $-111.7M | ||
| Q3 24 | $3.3B | $1.9B |
| Q2 26 | $694.0M | — | ||
| Q1 26 | $602.0M | — | ||
| Q4 25 | $602.0M | — | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $977.0M | — | ||
| Q1 25 | $154.0M | — | ||
| Q4 24 | $694.0M | — | ||
| Q3 24 | $2.9B | — |
| Q2 26 | 15.2% | — | ||
| Q1 26 | 13.9% | — | ||
| Q4 25 | 13.9% | — | ||
| Q3 25 | 54.9% | — | ||
| Q2 25 | 21.5% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 63.1% | — |
| Q2 26 | 4.0% | — | ||
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 8.9% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 9.1% | — |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.16× | -4.28× | ||
| Q3 25 | 4.86× | 2.65× | ||
| Q2 25 | 1.83× | 0.86× | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 1.33× | -0.10× | ||
| Q3 24 | 3.35× | 3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EMR
Segment breakdown not available.
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
