Emerson Electric Co. filings document regulatory disclosures for an industrial automation company with NYSE-listed common stock and publicly listed notes due 2029, 2031 and 2037. Recent 8-K filings furnish quarterly results press releases, non-GAAP financial measure commentary, forward-looking statements, segment reporting updates, and material financing arrangements such as credit facility support for general corporate purposes and commercial paper liquidity.
Proxy and governance filings cover annual meeting vote results, director elections, auditor ratification, executive compensation, equity-based awards, and amendments submitted to shareholders. The filing record also documents Emerson's automation-focused reporting structure, including Control Systems & Software and Test & Measurement disclosures tied to industrial AI, control systems, asset optimization software, intelligent test platforms, modular hardware, and related software.
Emerson Electric Co. reported modest growth for the quarter and first half ended March 31, 2026. Second‑quarter net sales were $4.56 billion, up 3%, with underlying sales up 0.5% as higher pricing offset lower volumes and headwinds from software renewal timing and Middle East conflict.
Net earnings attributable to common stockholders rose to $618 million from $485 million, and diluted EPS increased to $1.10 from $0.86, largely due to lower acquisition and transaction costs versus the prior year. On an adjusted basis, diluted EPS was $1.54, up 4% from $1.48. Segment sales grew 4% in Software & Systems, 2% in Intelligent Devices, and 5% in Safety & Productivity.
For the first six months, net sales were $8.91 billion, up 3%, with diluted EPS of $2.17 versus $1.88 and adjusted EPS of $3.00 versus $2.86. Operating cash flow from continuing operations was $1.48 billion, below last year as working capital increased, while free cash flow was $1.30 billion. Emerson guides fiscal 2026 net sales up about 4.5%, diluted EPS of $4.79–$4.89, and adjusted diluted EPS of $6.45–$6.55, and expects $3.5–$3.6 billion of free cash flow.
Emerson Electric Co. reported modest growth for the quarter and first half ended March 31, 2026. Second‑quarter net sales were $4.56 billion, up 3%, with underlying sales up 0.5% as higher pricing offset lower volumes and headwinds from software renewal timing and Middle East conflict.
Net earnings attributable to common stockholders rose to $618 million from $485 million, and diluted EPS increased to $1.10 from $0.86, largely due to lower acquisition and transaction costs versus the prior year. On an adjusted basis, diluted EPS was $1.54, up 4% from $1.48. Segment sales grew 4% in Software & Systems, 2% in Intelligent Devices, and 5% in Safety & Productivity.
For the first six months, net sales were $8.91 billion, up 3%, with diluted EPS of $2.17 versus $1.88 and adjusted EPS of $3.00 versus $2.86. Operating cash flow from continuing operations was $1.48 billion, below last year as working capital increased, while free cash flow was $1.30 billion. Emerson guides fiscal 2026 net sales up about 4.5%, diluted EPS of $4.79–$4.89, and adjusted diluted EPS of $6.45–$6.55, and expects $3.5–$3.6 billion of free cash flow.
Emerson Electric reported solid second quarter 2026 results and updated its full-year outlook while adding a new independent director to its board.
For the quarter ended March 31, 2026, net sales were $4,562 million, up 3% from $4,432 million a year earlier. GAAP diluted earnings per share rose to $1.10 from $0.86, a 28% increase, and adjusted EPS improved to $1.54 from $1.48. Pretax earnings margin expanded from 14.2% to 17.4%, while adjusted EBITA margin moved to 26.2%. Operating cash flow was $779 million and free cash flow was $694 million, both down 6% versus the prior year quarter. Underlying orders increased 5%, and underlying sales grew 0.5%.
For fiscal 2026, Emerson now targets net sales growth of about 4.5%, adjusted EPS of $6.45–$6.55, operating cash flow of $4.0–$4.1 billion and free cash flow of $3.5–$3.6 billion, assuming roughly $2.2B returned to shareholders through about $1B of share repurchases and $1.2B of dividends. The company declared a quarterly dividend of $0.555 per share.
The board elected Jennifer G. Newstead, Senior Vice President and General Counsel of Apple, as a director effective August 3, 2026. She will join the Compensation and Corporate Governance and Nominating Committees and receive a pro rata $95,000 restricted stock unit award upon joining.
Emerson Electric reported solid second quarter 2026 results and updated its full-year outlook while adding a new independent director to its board.
For the quarter ended March 31, 2026, net sales were $4,562 million, up 3% from $4,432 million a year earlier. GAAP diluted earnings per share rose to $1.10 from $0.86, a 28% increase, and adjusted EPS improved to $1.54 from $1.48. Pretax earnings margin expanded from 14.2% to 17.4%, while adjusted EBITA margin moved to 26.2%. Operating cash flow was $779 million and free cash flow was $694 million, both down 6% versus the prior year quarter. Underlying orders increased 5%, and underlying sales grew 0.5%.
For fiscal 2026, Emerson now targets net sales growth of about 4.5%, adjusted EPS of $6.45–$6.55, operating cash flow of $4.0–$4.1 billion and free cash flow of $3.5–$3.6 billion, assuming roughly $2.2B returned to shareholders through about $1B of share repurchases and $1.2B of dividends. The company declared a quarterly dividend of $0.555 per share.
The board elected Jennifer G. Newstead, Senior Vice President and General Counsel of Apple, as a director effective August 3, 2026. She will join the Compensation and Corporate Governance and Nominating Committees and receive a pro rata $95,000 restricted stock unit award upon joining.
Emerson Electric Co ownership disclosure: Vanguard Capital Management reports beneficial ownership of 42,168,982 shares of Emerson Electric Co common stock, representing 7.50% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over 42,168,982 shares and sole voting power over 5,642,899 shares, and that holdings are reported on behalf of Vanguard-managed funds and client accounts. The statement is signed by Ashley Grim on 04/29/2026.
Emerson Electric senior vice president and Chief Sustainability Officer Michael H. Train reported a routine tax-withholding transaction. On the vesting of a previously reported stock grant under a shareholder-approved plan, 5,286 shares of common stock were withheld to cover required minimum taxes at a fair market value of $131.6138 per share.
After this withholding, Train directly holds 245,711 common shares. He also has indirect retirement-related holdings of 12,559.653 shares in a 401(k) plan and 1,373.176 shares in a 401(k) excess plan, indicating a substantial continuing equity position in Emerson.
Emerson Electric Co ownership filing: The Vanguard Group amended its Schedule 13G to report 0% beneficial ownership of Emerson Electric Co common stock as of the amendment. The filing explains an internal realignment effective January 12, 2026, after which certain subsidiaries report holdings separately.
The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Emerson Electric President & CEO Lance Karsanbhai reported an open-market sale of 5,700 shares of common stock on March 10, 2026, executed through a trust at a weighted average price of $142.3206 per share.
Following the sale, the trust holds 281,393.0331 shares. He also shows 183,172 shares held directly and additional smaller indirect holdings in custodian accounts for his children and in several 401(k) and related retirement plans, indicating a substantial remaining stake.
Emerson Electric Executive Vice President and COO Ram R. Krishnan reported charitable-style moves rather than market trades. On March 9, 2026, he made bona fide gifts totaling 13,360 shares of common stock, including a 6,680-share transfer involving a revocable trust for which he and his spouse serve as co‑trustees. The gifts carry no transaction price, consistent with their classification as bona fide gifts. After these transfers, he holds 53,366 shares directly, 171,139 shares indirectly through a trust, and 2,055.496 shares indirectly via a 401(k) plan, indicating he retains a substantial ownership position in the company.
Emerson Electric Co. entered into a new $2 billion 364-Day Credit Agreement with a bank syndicate led by JPMorgan Chase Bank, N.A., effective February 10, 2026. The unsecured facility, which expires on February 9, 2027, is available in U.S. dollars under various interest rate options.
The credit line is intended for general corporate purposes, including serving as a liquidity back-up for Emerson’s commercial paper program. There are currently no loans or letters of credit outstanding, and the company states it has no present intention to borrow under this or prior similar facilities.
This agreement replaces Emerson’s prior $3 billion 364-day credit facility that had reached its scheduled expiration. Emerson may designate eligible subsidiaries as borrowers, whose obligations would be unconditionally and irrevocably guaranteed by the company.
Emerson Electric director Matthew S. Levatich reported an open-market sale of 1,476 shares of the company’s common stock on February 10, 2026. The shares were sold at a weighted average price of $162.1604 per share, across multiple trades within a narrow price range.
After this transaction, Levatich directly beneficially owns 24,349 shares of Emerson Electric common stock. The filing notes that detailed trade-by-trade pricing within the reported range is available upon request from the company, any security holder, or the SEC staff.
Emerson Electric insider plans to sell shares under Rule 144. A notice was filed for the proposed sale of 22,500 shares of Emerson common stock through Charles Schwab on or about 02/12/2026, with an aggregate market value of $3,332,925.00. Shares outstanding were 562,000,000.
The shares to be sold were acquired via vesting of restricted stock and performance share awards on 11/03/2025 and 02/02/2026 as equity compensation. The seller, Surendralal Lanca Karsanbhai, reported selling 7,263 common shares in the past three months for gross proceeds of $965,979.00 and affirmed knowledge of no undisclosed material adverse information.