Form 8-K

8-K — EMERSON ELECTRIC CO

Accession: 0000032604-26-000042

Filed: 2026-08-04

Period: 2026-08-04

CIK: 0000032604

SIC: 3600 (ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP))

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — emr-20260804.htm (Primary)

EX-99.1 (a2026q3release_ex991.htm)

GRAPHIC (emrprlogo2.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: emr-20260804.htm · Sequence: 1

emr-20260804

0000032604false00000326042026-08-042026-08-040000032604exch:XNYSemr:CommonStockof0.50parvaluepershareMember2026-08-042026-08-040000032604exch:XNYSemr:A2.000Notesdue2029Member2026-08-042026-08-040000032604exch:XNYSemr:A3.000NotesDue2031Member2026-08-042026-08-040000032604exch:XNYSemr:A3.500NotesDue2037Member2026-08-042026-08-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

_______________

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15 (d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event

reported): August 4, 2026

Emerson Electric Co.

-------------------------------------------------

(Exact Name of Registrant as Specified in Charter)

Missouri 1-278 43-0259330

---------------------------------

(State or Other Jurisdiction of Incorporation) -------------------

(Commission ---------------------------

(I.R.S. Employer Identification Number)

File Number)

8027 Forsyth Blvd.

St. Louis, Missouri 63105

------------------------------------------------

(Address of Principal Executive Offices) ------------------

(Zip Code)

Registrant’s telephone number, including area code:

(314) 553-2000

------------------------------------------

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock of $0.50 par value per share EMR New York Stock Exchange

NYSE Texas

2.000% Notes due 2029 EMR 29 New York Stock Exchange

3.000% Notes due 2031 EMR 31A New York Stock Exchange

3.500% Notes due 2037 EMR 37 New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

☐ Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

Quarterly Results Press Release

On Tuesday, August 4, 2026, a press release was issued regarding the third quarter results of Emerson Electric Co. (the “Company”). A copy of this press release is furnished with this Current Report on Form 8-K as Exhibit 99.1.

References to underlying orders in the press release refer to the Company's trailing three-month average orders growth versus the prior year, excluding currency, and significant acquisitions and divestitures.

Non-GAAP Financial Measures

The press release contains non-GAAP financial measures as such term is defined in Regulation G under the rules of the Securities and Exchange Commission. While the Company believes these non-GAAP financial measures are useful in evaluating the Company, this information should be considered as supplemental in nature and not as a substitute for or superior to the related financial information prepared in accordance with GAAP. Further, these non-GAAP financial measures may differ from similarly titled measures presented by other companies. The reasons management believes that these non-GAAP financial measures provide useful information are set forth in the Company’s most recent Form 10-K filed with the Securities and Exchange Commission and in the press release furnished with this Form 8-K.

Forward-Looking and Cautionary Statements

Statements in the press release that are not strictly historical may be “forward-looking” statements, which represent management’s expectations, based on currently available information. Actual results, performance or achievements could differ materially from those expressed in any forward-looking statement. Any forward-looking statements in the press release speak only as of the date of the press release. Emerson undertakes no obligation to update any such statements to reflect new information or later developments. Examples of risks and uncertainties that may cause our actual results or performance to be materially different from those expressed or implied by forward-looking statements include the scope, duration and ultimate impacts of the Russia-Ukraine, Middle East and other global conflicts, as well as economic and currency conditions, market demand, pricing, protection of intellectual property, cybersecurity, tariffs, competitive and technological factors, inflation, among others, as set forth in the Company's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. The outlook contained herein represents the Company's expectation for its consolidated results, other than as noted herein.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits.

Exhibit Number Description of Exhibits

99.1

Emerson's August 4, 2026 press release announcing third quarter results.

104 Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

EMERSON ELECTRIC CO.

(Registrant)

Date:

August 4, 2026

By: /s/ John A. Sperino

John A. Sperino

Vice President and

Assistant Secretary

EX-99.1

Filename: a2026q3release_ex991.htm · Sequence: 2

Document

Exhibit 99.1

Emerson Reports Third Quarter 2026 Results; Raises 2026 Outlook

ST. LOUIS, August 4, 2026 /PRNewswire/ -- Emerson (NYSE: EMR) today reported results1 for its third quarter ended June 30, 2026 and updated its full year outlook for fiscal 2026. Emerson also declared a quarterly cash dividend of $0.555 per share of common stock payable September 10, 2026 to stockholders of record on August 14, 2026.

(dollars in millions, except per share) 2025 Q3 2026 Q3 Change

Underlying Orders2

Net Sales $4,553 $4,873 7%

Underlying Sales3

Pretax Earnings $734 $916

Margin 16.1% 18.8% 270 bps

Adjusted Segment EBITA4

$1,232 $1,387

Margin 27.1% 28.5% 140 bps

GAAP Earnings Per Share $1.03 $1.28 24%

Adjusted Earnings Per Share5

$1.52 $1.71 13%

Operating Cash Flow $1,062 $1,425 34%

Free Cash Flow $970 $1,323 36%

Management Commentary

“Emerson had an outstanding third quarter with sales, margin expansion, earnings and cash flow all exceeding expectations," said Emerson President and Chief Executive Officer Lal Karsanbhai. "Demand was robust, with underlying orders up 7%, led by Software & Systems and broad-based growth in North America and Asia. The conflict in the Middle East remains fluid, and I am proud of our team's ability to deliver results and support our customers around the world."

Karsanbhai continued, "We are raising our full year guidance, reflecting our strong third quarter performance and healthy demand. Secular tailwinds continue to support sustained investment in our growth verticals and provide a solid foundation as we finish 2026 and look ahead to 2027."

2026 Outlook

The following tables summarize the fiscal year 2026 guidance framework. As we pivot capital allocation to returning cash to shareholders, the 2026 outlook assumes returning ~$2.2B through ~$1B share repurchases and ~$1.2B of dividends.

Guidance figures are approximate.

2026 Q4

2026

Net Sales Growth ~5% ~5%

Underlying Sales Growth ~5% ~3.5%

Earnings Per Share ~$1.45 ~$4.89

Amortization of intangibles ~$0.34 ~$1.39

Restructuring and related costs ~$0.03 ~$0.24

Acquisition/divestiture fees and related costs ~$0.01 ~$0.09

Discrete taxes ~$0.02 ~$0.05

IEEPA tariff refunds - ~($0.11)

Adjusted Earnings Per Share ~$1.85 ~$6.55

Operating Cash Flow ~$4.1B

Free Cash Flow ~$3.6B

1 Results are presented on a continuing operations basis.

2 Underlying orders do not include AspenTech.

3 Underlying sales excludes the impact of currency translation, and significant acquisitions and divestitures.

4 Adjusted segment EBITA represents segment earnings excluding restructuring and intangibles amortization expense.

5 Adjusted EPS excludes intangibles amortization expense, restructuring and related costs, first year purchase accounting related items and transaction-related costs, discrete taxes and certain gains, losses or impairments.

Page 2

Conference Call

Today, beginning at 3:30 p.m. Central Time / 4:30 p.m. Eastern Time, Emerson management will discuss the third quarter results during an investor conference call. Participants can access a live webcast available at https://ir.emerson.com at the time of the call. A replay of the call will be available for 90 days. Conference call slides will be posted in advance of the call on the company website.

About Emerson

Emerson (NYSE: EMR) is a global automation leader delivering solutions for the most demanding technology challenges. Headquartered in St. Louis, Missouri, Emerson is engineering the autonomous future, enabling customers to optimize operations and accelerate innovation. For more information, visit Emerson.com.

Forward-Looking and Cautionary Statements

Statements in this press release that are not strictly historical may be “forward-looking” statements, which represent management’s expectations, based on currently available information. Actual results, performance or achievements could differ materially from those expressed in any forward-looking statement. Any forward-looking statements in this press release speak only as of the date of this press release. Emerson undertakes no obligation to update any such statements to reflect new information or later developments. Examples of risks and uncertainties that may cause our actual results or performance to be materially different from those expressed or implied by forward looking statements include the scope, duration and ultimate impacts of the Russia-Ukraine, Middle East and other global conflicts, as well as economic and currency conditions, market demand, pricing, protection of intellectual property, cybersecurity, tariffs, competitive and technological factors, inflation, among others, as set forth in the Company's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. The outlook contained herein represents the Company's expectation for its consolidated results, other than as noted herein.

Emerson uses our Investor Relations website, https://ir.emerson.com, as a means of disclosing information

which may be of interest or material to our investors and for complying with disclosure obligations under Regulation

FD. Accordingly, investors should monitor our Investor Relations website, in addition to following our press releases,

SEC filings, public conference calls, webcasts and social media. The information contained on, or that may be

accessed through, our website is not incorporated by reference into, and is not a part of, this document.

Investors: Media:

Doug Ashby Joseph Sala / Greg Klassen

(314) 553-2197 Joele Frank, Wilkinson Brimmer Katcher

(212) 355-4449

(tables attached)

Page 3

Table 1

EMERSON AND SUBSIDIARIES

CONSOLIDATED OPERATING RESULTS

(AMOUNTS IN MILLIONS EXCEPT PER SHARE, UNAUDITED)

Quarter Ended June 30, Nine Months Ended June 30,

2025 2026 2025 2026

Net sales $ 4,553 $ 4,873 $ 13,161 $ 13,781

Cost of sales 2,160 2,218 6,161 6,393

SG&A expenses 1,266 1,343 3,773 3,902

Other deductions, net 298 311 944 744

Interest expense, net 95 85 145 258

Earnings from continuing operations before income taxes 734 916 2,138 2,484

Income taxes 154 198 536 542

Earnings from continuing operations 580 718 1,602 1,942

Discontinued operations, net of tax 6 — 7 —

Net earnings 586 718 1,609 1,942

Less: Noncontrolling interests in subsidiaries — — (48) 1

Net earnings common stockholders $ 586 $ 718 $ 1,657 $ 1,941

Earnings common stockholders

Earnings from continuing operations 580 718 1,650 1,941

Discontinued operations 6 — 7 —

Net earnings common stockholders $ 586 $ 718 $ 1,657 $ 1,941

Diluted avg. shares outstanding 564.7 561.1 567.1 562.7

Diluted earnings per share common stockholders

Earnings from continuing operations $ 1.03 $ 1.28 $ 2.91 $ 3.45

Discontinued operations 0.01 — 0.01 —

Diluted earnings per common share $ 1.04 $ 1.28 $ 2.92 $ 3.45

Quarter Ended June 30, Nine Months Ended June 30,

2025 2026 2025 2026

Other deductions, net

Amortization of intangibles $ 219 $ 204 $ 677 $ 613

Restructuring costs 37 87 70 141

Other 42 20 197 (10)

Total $ 298 $ 311 $ 944 $ 744

Page 4

Table 2

EMERSON AND SUBSIDIARIES

CONSOLIDATED BALANCE SHEETS

(DOLLARS IN MILLIONS, UNAUDITED)

Sept 30, 2025 June 30, 2026

Assets

Cash and equivalents $ 1,544 $ 2,180

Receivables, net 3,101 3,057

Inventories 2,213 2,513

Other current assets 1,725 1,905

Total current assets 8,583 9,655

Property, plant & equipment, net 2,871 2,861

Goodwill 18,193 18,122

Other intangible assets 9,458 8,686

Other 2,859 2,884

Total assets $ 41,964 $ 42,208

Liabilities and equity

Short-term borrowings and current maturities of long-term debt $ 4,797 $ 5,587

Accounts payable 1,384 1,613

Accrued expenses 3,616 3,572

Total current liabilities 9,797 10,772

Long-term debt 8,319 7,526

Other liabilities 3,550 3,516

Equity

Common stockholders' equity 20,282 20,379

Noncontrolling interests in subsidiaries 16 15

Total equity 20,298 20,394

Total liabilities and equity $ 41,964 $ 42,208

Page 5

Table 3

EMERSON AND SUBSIDIARIES

CONSOLIDATED STATEMENTS OF CASH FLOWS

(DOLLARS IN MILLIONS, UNAUDITED)

Nine Months Ended June 30,

2025 2026

Operating activities

Net earnings $ 1,609 $ 1,942

Earnings from discontinued operations, net of tax (7) —

Adjustments to reconcile net earnings to net cash provided by operating activities:

Depreciation and amortization 1,139 1,105

Stock compensation 198 181

Changes in operating working capital (80) (320)

Other, net (195) (6)

Cash from continuing operations 2,664 2,902

Cash from discontinued operations (576) —

Cash provided by operating activities 2,088 2,902

Investing activities

Capital expenditures (263) (284)

Purchases of businesses, net of cash and equivalents acquired (36) —

Other, net (94) (38)

Cash used in investing activities (393) (322)

Financing activities

Net increase in short-term borrowings 1,419 1,434

Proceeds from short-term borrowings greater than three months 5,292 6,229

Payments of short-term borrowings greater than three months (1,349) (7,028)

Proceeds from long-term debt 1,544 —

Payments of long-term debt (503) (588)

Dividends paid (895) (935)

Purchases of common stock (1,147) (898)

Purchase of noncontrolling interest (7,244) —

Settlement of AspenTech share awards (76) —

Other, net (60) (134)

Cash used in financing activities (3,019) (1,920)

Effect of exchange rate changes on cash and equivalents (45) (24)

Increase (decrease) in cash and equivalents (1,369) 636

Beginning cash and equivalents 3,588 1,544

Ending cash and equivalents $ 2,219 $ 2,180

Page 6

Table 4

EMERSON AND SUBSIDIARIES

SEGMENT SALES AND EARNINGS

(DOLLARS IN MILLIONS, UNAUDITED)

The following tables show results for the Company's segments on an adjusted segment EBITA basis and are intended to supplement the Company's results of operations, including its segment earnings which are defined as earnings before interest and taxes. The Company defines adjusted segment and total segment EBITA as segment earnings excluding intangibles amortization expense, and restructuring and related expense. Adjusted segment and total segment EBITA, and adjusted segment and total segment EBITA margin are measures used by management and may be useful for investors to evaluate the Company's segments' operational performance.

Quarter Ended June 30,

2025 2026 Reported Underlying

Sales

Control Systems & Software $ 1,120 $ 1,199 7 % 7 %

Test & Measurement 360 445 23 % 23 %

Software & Systems $ 1,480 $ 1,644 11 % 11 %

Sensors 1,013 1,091 8 % 7 %

Final Control 1,522 1,586 4 % 3 %

Intelligent Devices $ 2,535 $ 2,677 6 % 5 %

Safety & Productivity $ 538 $ 552 3 % 2 %

Total $ 4,553 $ 4,873 7 % 6 %

Sales Growth by Geography

Quarter Ended June 30,

Americas 8 %

Europe (1) %

Asia, Middle East & Africa 8 %

Page 7

Table 4 cont.

Nine Months Ended June 30,

2025 2026 Reported Underlying

Sales

Control Systems & Software $ 3,235 $ 3,332 3 % 2 %

Test & Measurement 1,077 1,268 18 % 15 %

Software & Systems $ 4,312 $ 4,600 7 % 5 %

Sensors 2,986 3,111 4 % 2 %

Final Control 4,315 4,469 4 % 2 %

Intelligent Devices $ 7,301 $ 7,580 4 % 2 %

Safety & Productivity $ 1,548 $ 1,601 3 % 2 %

Total $ 13,161 $ 13,781 5 % 3 %

Sales Growth by Geography

Nine Months Ended June 30,

Americas 6 %

Europe (1) %

Asia, Middle East & Africa 1 %

Page 8

Table 4 cont.

Quarter Ended June 30, Quarter Ended June 30,

2025 2026

As Reported (GAAP) Adjusted EBITA

(Non-GAAP) As Reported (GAAP) Adjusted EBITA

(Non-GAAP)

Earnings

Control Systems & Software $ 271 $ 393 $ 285 $ 391

Margins 24.2 % 35.2 % 23.8 % 32.6 %

Test & Measurement (26) 81 11 132

Margins (7.2) % 22.4 % 2.6 % 29.6 %

Software & Systems $ 245 $ 474 $ 296 $ 523

Margins 16.6 % 32.1 % 18.0 % 31.8 %

Sensors 246 259 303 323

Margins 24.2 % 25.5 % 27.7 % 29.7 %

Final Control 351 389 349 424

Margins 23.1 % 25.5 % 22.0 % 26.7 %

Intelligent Devices $ 597 $ 648 $ 652 $ 747

Margins 23.5 % 25.5 % 24.3 % 27.9 %

Safety & Productivity $ 103 $ 110 $ 93 $ 117

Margins 19.2 % 20.4 % 16.9 % 21.2 %

Corporate items and interest expense, net:

Stock compensation (71) (45) (68) (64)

Unallocated pension and postretirement costs 27 27 29 29

Corporate and other (72) (31) (1) (49)

Interest expense, net (95) — (85) —

Pretax Earnings / Adjusted EBITA $ 734 $ 1,183 $ 916 $ 1,303

Margins 16.1 % 26.0 % 18.8 % 26.7 %

Supplemental Total Segment Earnings:

Adjusted Total Segment EBITA $ 1,232 $ 1,387

Margins 27.1 % 28.5 %

Page 9

Table 4 cont.

Quarter Ended June 30, Quarter Ended June 30,

2025 2026

Amortization of

Intangibles1

Restructuring

and

Related Costs2

Amortization of

Intangibles1

Restructuring

and

Related Costs2

Control Systems & Software $ 114 $ 8 $ 100 $ 6

Test & Measurement 107 — 108 13

Software & Systems $ 221 $ 8 $ 208 $ 19

Sensors 11 2 11 9

Final Control 30 8 27 48

Intelligent Devices $ 41 $ 10 $ 38 $ 57

Safety & Productivity $ 7 $ — $ 7 $ 17

Corporate — 23 3 — 6

Total $ 269 $ 41 $ 253 $ 99

1 Amortization of intangibles includes $50 and $49 reported in cost of sales for the three months ended June 30, 2025 and 2026, respectively.

2 Restructuring and related costs includes $4 and $12 reported in cost of sales and selling, general and administrative expenses for the three months ended June 30, 2025 and 2026, respectively.

3 Corporate restructuring and related costs of $23 for the three months ended June 30, 2025 includes $20 related to integration-related stock compensation expense attributable to AspenTech.

Quarter Ended June 30,

Depreciation and Amortization 2025 2026

Control Systems & Software $ 135 $ 128

Test & Measurement 119 120

Software & Systems 254 248

Sensors 32 34

Final Control 56 56

Intelligent Devices 88 90

Safety & Productivity 19 27

Corporate 11 12

Total $ 372 $ 377

Page 10

Table 5

EMERSON AND SUBSIDIARIES

ADJUSTED CORPORATE AND OTHER SUPPLEMENTAL

(DOLLARS IN MILLIONS, UNAUDITED)

The following table shows the Company's stock compensation and corporate and other expenses on an adjusted basis. The Company's definition of adjusted stock compensation excludes integration-related stock compensation expense. The Company's definition of adjusted corporate and other excludes corporate restructuring and related costs, first year purchase accounting related items and transaction fees, and certain gains, losses or impairments. This metric is useful for reconciling from total adjusted segment EBITA to the Company's consolidated adjusted EBITA.

Quarter Ended June 30,

2025 2026

Stock compensation (GAAP) $ (71) $ (68)

Integration-related stock compensation expense 26

Adjusted stock compensation (non-GAAP) $ (45) $ (64)

Quarter Ended June 30,

2025 2026

Corporate and other (GAAP) $ (72) $ (1)

Corporate restructuring and related costs 3 6

Acquisition / divestiture costs 38 28

IEEPA tariff refunds — (82)

Adjusted corporate and other (non-GAAP) $ (31) $ (49)

1 Integration-related stock compensation expense for the three months ended June 30, 2025 includes $24 related to AspenTech of which $20 is reported as restructuring costs, and $2 related to NI.

Page 11

Table 6

EMERSON AND SUBSIDIARIES

ADJUSTED EBITA & EPS SUPPLEMENTAL

(AMOUNTS IN MILLIONS EXCEPT PER SHARE, UNAUDITED)

The following tables, which show results on an adjusted EBITA basis and diluted earnings per share on an adjusted basis, are intended to supplement the Company's discussion of its results of operations herein. The Company defines adjusted EBITA as earnings excluding interest expense, net, income taxes, intangibles amortization expense, restructuring and related costs, first year purchase accounting related items and transaction fees, and certain gains, losses or impairments. Adjusted earnings per share excludes intangibles amortization expense, restructuring and related costs, first year purchase accounting related items and transaction-related costs, discrete taxes, and certain gains, losses or impairments. Adjusted EBITA, adjusted EBITA margin, and adjusted earnings per share are measures used by management and may be useful for investors to evaluate the Company's operational performance.

Quarter Ended June 30,

2025 2026

Pretax earnings $ 734 $ 916

Percent of sales 16.1 % 18.8 %

Interest expense, net 95 85

Amortization of intangibles 269 253

Restructuring and related costs 41 99

Acquisition/divestiture fees and related costs 44 32

IEEPA tariff refunds — (82)

Adjusted EBITA $ 1,183 $ 1,303

Percent of sales 26.0 % 26.7 %

Quarter Ended June 30,

2025 2026

GAAP earnings from continuing operations per share $ 1.03 $ 1.28

Amortization of intangibles 0.37 0.35

Restructuring and related costs 0.06 0.13

Acquisition/divestiture fees and related costs 0.06 0.05

Discrete taxes — 0.01

IEEPA tariff refunds — (0.11)

Adjusted earnings from continuing operations per share $ 1.52 $ 1.71

Page 12

Table 6 cont.

Quarter Ended June 30, 2026

Pretax

Earnings Income

Taxes Earnings from Cont. Ops. Non-Controlling

Interests Net

Earnings

Common

Stockholders Diluted

Earnings

Per

As reported (GAAP) $ 916 $ 198 $ 718 $ — $ 718 $ 1.28

Amortization of intangibles 253

59 194 — 194 0.35

Restructuring and related costs 99

25 74 — 74 0.13

Acquisition/divestiture fees and related costs 32 2 30 — 30 0.05

Discrete taxes — (7) 7 — 7 0.01

IEEPA tariff refunds (82) (19) (63) — (63) (0.11)

Adjusted (non-GAAP) $ 1,218 $ 258 $ 960 $ — $ 960 $ 1.71

Interest expense, net 85

Adjusted EBITA (non-GAAP) $ 1,303

1 Amortization of intangibles includes $49 reported in cost of sales.

2 Restructuring and related costs includes $12 reported in cost of sales and selling, general and administrative expenses.

Page 13

Reconciliations of Non-GAAP Financial Measures & Other Table 7

Reconciliations of Non-GAAP measures with the most directly comparable GAAP measure (dollars in millions, except per share amounts). See tables 4 through 6 for additional non-GAAP reconciliations.

2026 Q3 Underlying Sales Change Reported (Favorable) / Unfavorable FX (Acquisitions) /

Divestitures Underlying

Control Systems & Software 7 % — % — % 7 %

Test & Measurement 23 % — % — % 23 %

Software & Systems 11 % — % — % 11 %

Sensors 8 % (1) % — % 7 %

Final Control 4 % (1) % — % 3 %

Intelligent Devices 6 % (1) % — % 5 %

Safety & Productivity 3 % (1) % — % 2 %

Emerson 7 % (1) % — % 6 %

Nine Months Ended June 30, 2026 Underlying Sales Change Reported (Favorable) / Unfavorable FX (Acquisitions) /

Divestitures Underlying

Control Systems & Software 3 % (1) % — % 2 %

Test & Measurement 18 % (3) % — % 15 %

Software & Systems 7 % (2) % — % 5 %

Sensors 4 % (2) % — % 2 %

Final Control 4 % (2) % — % 2 %

Intelligent Devices 4 % (2) % — % 2 %

Safety & Productivity 3 % (1) % — % 2 %

Emerson 5 % (2) % — % 3 %

Underlying Growth Guidance 2026 Q4 Guidance 2026

Guidance

Reported (GAAP) ~5% ~5%

(Favorable) / Unfavorable FX - ~(1.5 pts)

(Acquisitions) / Divestitures - -

Underlying (non-GAAP) ~5% ~3.5%

2025 Q3 Adjusted Segment EBITA EBIT EBIT

Margin Amortization

Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin

Control Systems & Software $ 271 24.2 % $ 114 $ 8 $ 393 35.2 %

Test & Measurement (26) (7.2) % 107 — 81 22.4 %

Software & Systems $ 245 16.6 % $ 221 $ 8 $ 474 32.1 %

Sensors 246 24.2 % 11 2 259 25.5 %

Final Control 351 23.1 % 30 8 389 25.5 %

Intelligent Devices $ 597 23.5 % $ 41 $ 10 $ 648 25.5 %

Safety & Productivity $ 103 19.2 % $ 7 $ — $ 110 20.4 %

Page 14

2026 Q3 Adjusted Segment EBITA EBIT EBIT

Margin Amortization

Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin

Control Systems & Software $ 285 23.8 % $ 100 $ 6 $ 391 32.6 %

Test & Measurement 11 2.6 % 108 13 132 29.6 %

Software & Systems $ 296 18.0 % $ 208 $ 19 $ 523 31.8 %

Sensors 303 27.7 % 11 9 323 29.7 %

Final Control 349 22.0 % 27 48 424 26.7 %

Intelligent Devices $ 652 24.3 % $ 38 $ 57 $ 747 27.9 %

Safety & Productivity $ 93 16.9 % $ 7 $ 17 $ 117 21.2 %

Total Adjusted Segment EBITA 2025 Q3 2026 Q3

Pretax earnings (GAAP) $ 734 $ 916

Margin 16.1 % 18.8 %

Corporate items and interest expense, net 211 125

Amortization of intangibles 269 253

Restructuring and related costs 18 93

Adjusted segment EBITA (non-GAAP) $ 1,232 $ 1,387

Margin 27.1 % 28.5 %

Free Cash Flow 2025 Q3 2026 Q3 2026E

($ in billions)

Operating cash flow (GAAP) $ 1,062 $ 1,425 ~$4.1

Capital expenditures (92) (102) ~(0.45)

Free cash flow (non-GAAP) $ 970 $ 1,323 ~$3.6

Note 1: Underlying sales and orders exclude the impact of currency translation and significant acquisitions and divestitures.

Note 2: All fiscal year 2026E figures are approximate, except where range is given.

GRAPHIC

Filename: emrprlogo2.jpg · Sequence: 7

Binary file (583586 bytes)

Download emrprlogo2.jpg

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 9

v3.26.1

Cover Page

Aug. 04, 2026

Entity Information [Line Items]

Entity Central Index Key

0000032604

Amendment Flag

false

Document Type

8-K

Document Period End Date

Aug. 04, 2026

Entity Registrant Name

Emerson Electric Co.

Entity Incorporation, State or Country Code

Entity File Number

1-278

Entity Tax Identification Number

43-0259330

Entity Address, Address Line One

8027 Forsyth Blvd.

Entity Address, City or Town

St. Louis,

Entity Address, State or Province

Entity Address, Postal Zip Code

63105

City Area Code

314

Local Phone Number

553-2000

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Entity Emerging Growth Company

false

NEW YORK STOCK EXCHANGE, INC. [Member] | Common Stock of $0.50 par value per share [Member]

Entity Information [Line Items]

Title of 12(b) Security

Common Stock of $0.50 par value per share

Trading Symbol

EMR

Security Exchange Name

NYSE

NEW YORK STOCK EXCHANGE, INC. [Member] | 2.000% Notes due 2029 [Member]

Entity Information [Line Items]

Title of 12(b) Security

2.000% Notes due 2029

Trading Symbol

EMR 29

Security Exchange Name

NYSE

NEW YORK STOCK EXCHANGE, INC. [Member] | 3.000% Notes due 2031

Entity Information [Line Items]

Title of 12(b) Security

3.000% Notes due 2031

Trading Symbol

EMR 31A

Security Exchange Name

NYSE

NEW YORK STOCK EXCHANGE, INC. [Member] | 3.500% Notes due 2037

Entity Information [Line Items]

Title of 12(b) Security

3.500% Notes due 2037

Trading Symbol

EMR 37

Security Exchange Name

NYSE

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

+ References

No definition available.

+ Details

Name:

dei_EntityInformationLineItems

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Details

Name:

dei_EntityListingsExchangeAxis=exch_XNYS

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=emr_CommonStockof0.50parvaluepershareMember

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=emr_A2.000Notesdue2029Member

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=emr_A3.000NotesDue2031Member

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=emr_A3.500NotesDue2037Member

Namespace Prefix:

Data Type:

Balance Type:

Period Type: