2026 Q1 Earnings February 3, 2026 EMERSON | 1 Safe Harbor Statement Statements in this presentation and our commentary and responses to questions 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 presentation speak only as of the date of this pr ...

OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to __________________ Commission file number 1-278 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 8027 Forsyth Blvd (Address of principal executive offices) (Zip Code) S ...

Emerson Reports First Quarter 2026 Results; Updates 2026 Outlook ST. LOUIS (February 3, 2026) - Emerson (NYSE: EMR) today reported results for its first quarter ended December 31, 2025 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 March 10, 2026 to stockholders of record on February 13, 2026. | (dollars in millions, except per share) | 2025 Q1 | 2026 Q1 | Change | | --- | --- | --- | --- | | 1 Underlying Orders ...

Core Viewpoint - Emerson Electric held its 2026 Annual Meeting of Shareholders, where shareholders voted on the election of directors, fiscal 2025 performance, and several proposals, including a board declassification amendment that ultimately failed to pass. Group 1: Shareholder Meeting Outcomes - Shareholders voted to reelect directors Martin Craighead, Gloria Flach, and Matthew Levatich for three-year terms expiring in 2029, with substantial majority support [1][5] - The board declassification proposal did not receive the required 85% approval and was therefore not approved [5][8] - The advisory say-on-pay proposal for fiscal 2025 received approximately 90% support, while the ratification of KPMG as auditor garnered about 92% approval [4][7] Group 2: Financial Performance - Emerson reported a "solid fiscal 2025," with sales increasing by 3%, operating cash flow up by 11%, free cash flow up by 12%, and earnings per share (EPS) rising by 43% (adjusted EPS up by 9%) [4][10][16] - The company highlighted key portfolio actions, including the acquisition of Aspen Technology, integration of National Instruments, and divestiture of Copeland, aimed at strengthening its automation portfolio [4][11] Group 3: Voting and Proxy Details - As of the record date, Emerson had 562,302,093 shares of common stock outstanding, with proxies and ballots received for 495,357,307 shares, representing over 88% of shares entitled to vote [2] - The meeting was conducted in accordance with Emerson's bylaws and included four proposals, with the results to be disclosed in a Form 8-K filing within four business days [3][12]

Financial Data and Key Metrics Changes - The company reported a solid fiscal 2025 with sales and underlying sales increasing by 3% [10] - Operating cash flow rose by 11%, while free cash flow increased by 12% [10] - Earnings per share surged by 43%, and adjusted earnings per share grew by 9% [10] Business Line Data and Key Metrics Changes - The acquisition of Aspen Technology, along with the integration of National Instruments and the divestiture of Copeland, has created a cohesive automation portfolio [10] Market Data and Key Metrics Changes - No specific market data or key metrics changes were provided in the meeting [10] Company Strategy and Development Direction - The company is focused on transforming into a global automation leader for mission-critical industries [10] - The recent acquisitions align with long-term secular trends and the investing priorities of customers [10] Management Comments on Operating Environment and Future Outlook - Management highlighted the dedication of global teams in achieving fiscal 2025 results and emphasized the importance of the recent acquisitions in driving future growth [10] Other Important Information - The proposal to amend the company's Restated Articles of Incorporation to declassify the board of directors was not approved, failing to receive the required 85% of outstanding shares voting in favor [11] Q&A Session Summary - There were no questions from shareholders pertaining to the matters being voted on at the meeting [10]

Financial Data and Key Metrics Changes - The company reported a solid fiscal 2025 with sales and underlying sales increasing by 3% [10] - Operating cash flow rose by 11%, while free cash flow increased by 12% [10] - Earnings per share surged by 43%, and adjusted earnings per share grew by 9% [10] Business Line Data and Key Metrics Changes - The acquisition of Aspen Technology, along with the integration of National Instruments and the divestiture of Copeland, has created a cohesive automation portfolio [10] Market Data and Key Metrics Changes - No specific market data or key metrics changes were provided in the meeting [10] Company Strategy and Development Direction - The company is focused on transforming into a global automation leader for mission-critical industries, aligning with long-term secular trends and customer investment priorities [10] Management's Comments on Operating Environment and Future Outlook - Management highlighted the dedication of global teams in achieving fiscal 2025 results and emphasized the importance of recent acquisitions in enhancing the company's automation capabilities [10] Other Important Information - The proposal to amend the company's Restated Articles of Incorporation to declassify the board of directors was not approved, failing to receive the required 85% of outstanding shares voting in favor [11] Q&A Session Summary - There were no questions from shareholders pertaining to the matters being voted on at the meeting [10]

Financial Data and Key Metrics Changes - The company reported a solid fiscal 2025 with sales and underlying sales up 3% [9] - Operating cash flow increased by 11% and free cash flow rose by 12% [9] - Earnings per share surged by 43%, while adjusted earnings per share grew by 9% [9] Business Line Data and Key Metrics Changes - The acquisition of Aspen Technology, along with the integration of National Instruments and the divestiture of Copeland, has created a cohesive automation portfolio [9] Market Data and Key Metrics Changes - No specific market data or key metrics changes were provided in the meeting [9] Company Strategy and Development Direction - The company is focused on transforming into a global automation leader for mission-critical industries, aligning with long-term secular trends and customer investment priorities [9] Management Comments on Operating Environment and Future Outlook - Management highlighted the dedication of global teams in achieving fiscal 2025 results and emphasized the importance of recent acquisitions in enhancing the company's automation capabilities [9] Other Important Information - The proposal to amend the company's Restated Articles of Incorporation to declassify the board of directors did not receive the required 85% of outstanding shares voting in favor and therefore was not approved [10] Q&A Session Summary - There were no questions from shareholders pertaining to the matters being voted on at the meeting [9]

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Core Insights - Emerson Electric Co. (EMR) is expected to report earnings and revenue growth for Q1 fiscal 2026, with revenue estimates at $4.35 billion, reflecting a 4.2% increase from the previous year [2][9] - The earnings consensus is set at $1.41 per share, indicating a 2.2% rise from the prior year, with the company having a history of beating earnings estimates in three of the last four quarters [3] Revenue Growth Drivers - Strength in the final control business, particularly in power end markets, is anticipated to positively impact the Intelligent Devices segment, with sales estimated at $2.96 billion, a 3.9% increase year-over-year [4] - The Control Systems & Software business is expected to benefit from AspenTech's performance and demand in power and process markets, with sales projected at $1.42 billion, a 5.1% rise from the previous year [5] Strategic Acquisitions - Emerson's acquisition of AspenTech in March 2025 and National Instruments for $8.2 billion in October 2023 has strengthened its automation portfolio and expanded its presence in high-growth markets such as semiconductors, transportation, and aerospace [6] Margin Challenges - Rising costs and expenses due to higher input costs and restructuring actions may negatively impact EMR's margin performance, alongside foreign currency headwinds affecting profitability [7] Earnings Prediction Model - The current Earnings ESP for EMR is -0.04%, indicating that the model does not predict a definitive earnings beat for this reporting cycle [8]

With an impressive market cap of $64.6 billion, Emerson Electric Company (EMR) is a global technology and engineering company based in Missouri. It offers innovative solutions across industrial, commercial, and residential markets through Final Control, Measurement & Analytical, Discrete Automation, Safety & Productivity, Control Systems & Software, and Test & Measurement segments. Shares of this industrial heavyweight have outperformed the broader market over the past year. EMR has soared 17% over this ...