2022 Q3 Financial Results
Supply Chain Challenges Continue With Electronics and China
Lockdowns Affecting the Quarter
China
Lockdowns
May Expectations
No operation in April
Re-opening expected to begin in middle
of May
Full operation in late May
Q3 Actual
Emerson elected for employees to stay home during lockdowns –
no forced closed-loop operations or extended overnight stays
Re-opening began in late May
Full operation in early June
$100M sales impact
0 0 0 0 0 0
Electronic
Component
Availability
May Expectations
Stabilization at elevated lead times
Continued inflation and elevated
spot prices
Q3 Actual
Stabilization at elevated lead times
Increased de-commits, continued inflation and elevated
spot prices
China lockdowns contributed to further availability issues.
$80M sales impact
0 0 0 0 0 0
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