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Side-by-side financial comparison of Emerson Electric (EMR) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Emerson Electric is the larger business by last-quarter revenue ($4.3B vs $2.4B, roughly 1.8× Workday, Inc.). Emerson Electric runs the higher net margin — 13.9% vs 10.4%, a 3.6% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 4.1%). Emerson Electric produced more free cash flow last quarter ($602.0M vs $550.0M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs -0.3%).
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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
EMR vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.3B | $2.4B |
| Net Profit | $605.0M | $252.0M |
| Gross Margin | 53.2% | — |
| Operating Margin | 17.8% | 10.6% |
| Net Margin | 13.9% | 10.4% |
| Revenue YoY | 4.1% | 12.6% |
| Net Profit YoY | 3.4% | 30.6% |
| EPS (diluted) | $1.07 | $0.94 |
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.
| Q4 25 | $4.3B | $2.4B | ||
| Q3 25 | $4.9B | $2.3B | ||
| Q2 25 | $4.6B | $2.2B | ||
| Q1 25 | $4.4B | $2.2B | ||
| Q4 24 | $4.2B | $2.2B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.4B | $2.0B | ||
| Q1 24 | $4.4B | $1.9B |
| Q4 25 | $605.0M | $252.0M | ||
| Q3 25 | $637.0M | $228.0M | ||
| Q2 25 | $586.0M | $68.0M | ||
| Q1 25 | $485.0M | $94.0M | ||
| Q4 24 | $585.0M | $193.0M | ||
| Q3 24 | $996.0M | $132.0M | ||
| Q2 24 | $329.0M | $107.0M | ||
| Q1 24 | $501.0M | $1.2B |
| 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 24 | 52.8% | — | ||
| Q1 24 | 52.2% | — |
| Q4 25 | 17.8% | 10.6% | ||
| Q3 25 | 16.4% | 10.6% | ||
| Q2 25 | 16.1% | 1.7% | ||
| Q1 25 | 14.2% | 3.4% | ||
| Q4 24 | 18.6% | 7.6% | ||
| Q3 24 | 14.7% | 5.3% | ||
| Q2 24 | 10.4% | 3.2% | ||
| Q1 24 | 16.2% | 4.1% |
| Q4 25 | 13.9% | 10.4% | ||
| Q3 25 | 13.1% | 9.7% | ||
| Q2 25 | 12.9% | 3.0% | ||
| Q1 25 | 10.9% | 4.3% | ||
| Q4 24 | 14.0% | 8.9% | ||
| Q3 24 | 21.6% | 6.3% | ||
| Q2 24 | 7.5% | 5.4% | ||
| Q1 24 | 11.4% | 61.8% |
| Q4 25 | $1.07 | $0.94 | ||
| Q3 25 | $1.12 | $0.84 | ||
| Q2 25 | $1.04 | $0.25 | ||
| Q1 25 | $0.86 | $0.34 | ||
| Q4 24 | $1.02 | $0.72 | ||
| Q3 24 | $1.74 | $0.49 | ||
| Q2 24 | $0.57 | $0.40 | ||
| Q1 24 | $0.87 | $4.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $6.8B |
| Total DebtLower is stronger | $7.6B | — |
| Stockholders' EquityBook value | $20.3B | $8.9B |
| Total Assets | $41.9B | $17.8B |
| Debt / EquityLower = less leverage | 0.37× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.2B | ||
| Q1 24 | — | $7.8B |
| 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 24 | $7.1B | $3.0B | ||
| Q1 24 | $7.6B | $3.0B |
| Q4 25 | $20.3B | $8.9B | ||
| Q3 25 | $20.3B | $9.2B | ||
| Q2 25 | $19.9B | $8.9B | ||
| Q1 25 | $19.2B | $9.0B | ||
| Q4 24 | $20.5B | $8.6B | ||
| Q3 24 | $21.6B | $8.3B | ||
| Q2 24 | $20.8B | $8.2B | ||
| Q1 24 | $20.9B | $8.1B |
| Q4 25 | $41.9B | $17.8B | ||
| Q3 25 | $42.0B | $18.0B | ||
| Q2 25 | $42.5B | $17.2B | ||
| Q1 25 | $42.0B | $18.0B | ||
| Q4 24 | $42.6B | $16.4B | ||
| Q3 24 | $44.2B | $16.2B | ||
| Q2 24 | $45.6B | $15.9B | ||
| Q1 24 | $46.4B | $16.5B |
| Q4 25 | 0.37× | — | ||
| Q3 25 | 0.44× | — | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | 0.42× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.36× | — | ||
| Q2 24 | 0.34× | 0.37× | ||
| Q1 24 | 0.36× | 0.37× |
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 | $699.0M | $588.0M |
| Free Cash FlowOCF − Capex | $602.0M | $550.0M |
| FCF MarginFCF / Revenue | 13.9% | 22.6% |
| Capex IntensityCapex / Revenue | 2.2% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.16× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $4.4B | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $699.0M | $588.0M | ||
| Q3 25 | $3.1B | $616.0M | ||
| Q2 25 | $1.1B | $457.0M | ||
| Q1 25 | $241.0M | $1.1B | ||
| Q4 24 | $777.0M | $406.0M | ||
| Q3 24 | $3.3B | $571.0M | ||
| Q2 24 | $1.1B | $372.0M | ||
| Q1 24 | $743.0M | $995.6M |
| Q4 25 | $602.0M | $550.0M | ||
| Q3 25 | $2.7B | $588.0M | ||
| Q2 25 | $977.0M | $421.0M | ||
| Q1 25 | $154.0M | $1.0B | ||
| Q4 24 | $694.0M | $359.0M | ||
| Q3 24 | $2.9B | $516.0M | ||
| Q2 24 | $998.0M | $291.0M | ||
| Q1 24 | $661.0M | $947.6M |
| Q4 25 | 13.9% | 22.6% | ||
| Q3 25 | 54.9% | 25.0% | ||
| Q2 25 | 21.5% | 18.8% | ||
| Q1 25 | 3.5% | 46.4% | ||
| Q4 24 | 16.6% | 16.6% | ||
| Q3 24 | 63.1% | 24.7% | ||
| Q2 24 | 22.8% | 14.6% | ||
| Q1 24 | 15.1% | 49.3% |
| Q4 25 | 2.2% | 1.6% | ||
| Q3 25 | 8.9% | 1.2% | ||
| Q2 25 | 2.0% | 1.6% | ||
| Q1 25 | 2.0% | 3.9% | ||
| Q4 24 | 2.0% | 2.2% | ||
| Q3 24 | 9.1% | 2.6% | ||
| Q2 24 | 2.1% | 4.1% | ||
| Q1 24 | 1.9% | 2.5% |
| Q4 25 | 1.16× | 2.33× | ||
| Q3 25 | 4.86× | 2.70× | ||
| Q2 25 | 1.83× | 6.72× | ||
| Q1 25 | 0.50× | 11.83× | ||
| Q4 24 | 1.33× | 2.10× | ||
| Q3 24 | 3.35× | 4.33× | ||
| Q2 24 | 3.31× | 3.48× | ||
| Q1 24 | 1.48× | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EMR
| Other | $1.8B | 41% |
| Software And Systems | $1.0B | 24% |
| Intelligent Devices | $996.0M | 23% |
| Safety And Productivity | $503.0M | 12% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
