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$40 Billion Of M&A In 4 Years But More ‘May' Follow, Says Emerson COO

1. Emerson has made $40 billion in acquisitions recently. 2. Recent acquisitions include National Instruments for $8.2 billion and AspenTech for $7.2 billion. 3. Emerson aims to focus on optimization software and core competencies. 4. The launch of 'Project Beyond' targets self-optimizing industrial operations. 5. Emerson remains competitive in a heated industrial software acquisition landscape.

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FAQ

Why Bullish?

Emerson's strategic acquisitions enhance its position in industrial automation, promising future growth similar to historical successes seen after previous acquisitions, like the one involving Rockwell Automation.

How important is it?

The focus on strategic acquisitions and innovative platforms signals strong potential for future success, justifying high impact ratings.

Why Long Term?

The investments in software and AI suggest a significant long-term growth horizon, aligning with trends towards automation.

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