Financial PerformanceStrong free cash flow generation remains supportive of incremental capital allocation toward bolt-on M&A and/or share repurchases that could be a tailwind to earnings growth.
Growth OpportunitiesThere is a significant opportunity in LNG with over $1B in potential orders expected over the next few years, indicating future revenue growth.
Market PositionEmerson is a likely beneficiary of US power generation additions, given its leading market position.