Financial Data and Key Metrics Changes - In Q1 2026, underlying sales increased by 2% year-over-year, with adjusted segment EBITDA margin at 27.7% and adjusted earnings per share (EPS) at $1.46, reflecting a 6% increase year-over-year [9][10][17] - The company expects full-year sales growth of approximately 4% and adjusted EPS guidance raised to $6.40-$6.55 per share [10][23] Business Line Data and Key Metrics Changes - The software and systems segment saw underlying sales growth of 3%, driven by strong performance in test and measurement, which grew 11% [20][24] - Intelligent devices grew by 2%, while safety and productivity increased by 1% [20][22] - The Ovation business experienced a significant increase of 74% in orders, driven by large project wins [12][29] Market Data and Key Metrics Changes - North America, India, and the Middle East and Africa showed robust demand, with North America orders up 18% [12][32] - Europe and China experienced ongoing softness, with orders in Europe down low single digits and China down high single digits [12][32] - The overall order growth was 9%, with significant contributions from power and LNG sectors [12][29] Company Strategy and Development Direction - The company aims to return $10 billion to shareholders through share repurchases and dividends, with a focus on organic growth and operational excellence [5][10] - Emerson's automation portfolio is aligned with secular trends such as electrification and energy security, expected to drive growth over the next three years [4][5] - The company is committed to enhancing adjusted segment EBITDA margins by 240 basis points by 2028 [4] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2026 targets, supported by a strong start to the year and operational excellence [9][10] - The company noted that AI capabilities integrated into their software offerings are expected to accelerate growth rather than disrupt it [33] - Concerns were raised about the softness in Europe and China, particularly in the chemical sector, but there are signs of growth in test and measurement and power generation [44][60] Other Important Information - Emerson completed $250 million in share repurchases in Q1 and plans to return approximately $2.2 billion to shareholders [10][23] - The company was recognized as the 2026 Industrial IoT Company of the Year, highlighting its leadership in industrial IoT technology [10] Q&A Session Summary Question: Can you break down the 9% order growth in Q1 between process and hybrid? - Management noted that the growth was predominantly driven by modernization and behind-the-meter power generating capacity at data centers, with significant activity in test and measurement [29][30] Question: What are the expectations for the impact of AI on software growth? - Management indicated that AI capabilities are expected to complement and accelerate growth in software offerings, with minimal disruption anticipated [33] Question: How should we think about the cadence of longer-cycle orders translating into sales? - Management stated that the backlog supports mid-single-digit growth and that the build is across various business segments, particularly in control systems and software [40] Question: What is the outlook for the chemical sector in Europe and China? - Management acknowledged continued flat activity in Europe, particularly in chemicals, and a bearish outlook for China, with expectations of low single-digit declines [44][60] Question: What is the company's strategy regarding the opportunity in Venezuela? - Management highlighted a long-established history in Venezuela and plans to mobilize resources to capitalize on potential growth opportunities in the region, particularly in power generation [54][56]

Emerson Electric on Tuesday posted higher first-quarter profit and raised the bottom end of its 2026 adjusted per-share profit forecast, helped by strong demand for industrial automation equipment. ...

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 ...

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]